Being smart matters less than being smart differently. $20k → $80M getting ahead of niches nobody’s watching.
Dallas, TX
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The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day.
The research. The leverage. The near disaster. The comeback.
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Been obsessed with the stock market since I was a teenager. Have traded through the dotcom bubble, the financial crisis and just about every market mania since. But I’ve never seen anything like the skepticism surrounding AI. Not even close. Every time one bubble narrative falls apart a new one takes its place. Rumors become headlines. Misleading data goes viral. Claims that could be debunked with 5 minutes of research get repeated by major media outlets, influential investors and Wall Street analysts. It’s relentless and honestly pretty fascinating to watch. Of course there will be spectacular failures and massive wealth destruction along the way. That’s what happens during technological revolutions. But I’ve never witnessed this much effort to convince the world that something so transformative is actually one giant speculative bubble destined to take the entire economy down with it. I understand why AI scares people. What I find harder to understand is why so many investors seem to be rooting for it to fail.
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I’ve spent a few days thinking about the Tesla Roadster reveal and landed somewhere I haven’t seen much discussion. I’m neither a Tesla fanboy nor a Tesla hater. And I couldn’t care less whether what we saw technically qualifies as a flying car. Three takeaways: (1) The risk of that live demonstration going horribly wrong was real. Almost no CEO would willingly expose their company to that kind of public humiliation for a product with so little financial upside. Elon did. (2) That willingness to attempt the seemingly impossible is what makes Tesla special. It’s also arguably Elon’s greatest contribution to America. He’s helped bring back something we’ve lost. The American spirit of chasing big scary ideas that most people think are impossible. That mindset is spreading across a new generation of founders and its long term impact on America’s future could dwarf anything Tesla ever sells. I think this is deeply underappreciated. (3) Can we just acknowledge how insanely cool that moment was? We’ve reached a strange place culturally where even extraordinary feats of human ingenuity immediately become arguments about why they don’t count. Not everything needs to be a debate. Sometimes we should just be able to stand back together and marvel at what humans are capable of. I’ve been both bullish and critical of Tesla’s ambitions over the years. But watching Elon and his team push the boundaries of what’s possible reminds me why I’m glad we have him. Whether the Roadster ever makes Tesla a dollar or impacts $TSLA stock price is almost beside the point. We need more people willing to risk failure in pursuit of things the rest of us think are impossible. Because when they succeed we all win.
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Chris Camillo retweeted
Andy Jassy said AWS AI compute is so out byond 2028, and there is no lack of demand unlike the dot com bubble.
AI demand problem is only in imagination of some random bears on X.
Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and says that shortage makes this fundamentally different from the dot-com bubble
“This shortage is so bad. You know, I was speaking with Andy Jassy, who runs Amazon, yesterday. And I said, yeah, like, we’re out of everything, you know, till 2028. He’s like, oh, it’s beyond 2028. Like, I don’t think we get stuff back, like, end of 2028, maybe. So everything else is sold out.”
“So he has the advantage of that, he’s got supply in a great shortage, which is extremely different than the internet bubble. The internet bubble, we didn’t have enough demand, because we had to build the internet, people had to get broadband, you know, you needed all this stuff people had to buy, you know, originally, they had to get their browser at price, all this kind of thing.”
“There weren’t enough consumers on the internet to absorb all the bandwidth that had gotten built out. And they had a massive amount of debt, not unlike we’re building today, although not as big. But the lack of demand killed it. We don’t really have a lack of demand in AI. So I think the dynamics will be different.”
“I do think, like, for sure, if you get into a pathological debt situation, that can wreck anybody. It’s why, by the way, we’re not invested in any of these neo-clouds either, for that reason.”
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if ur not following @BenLamm ur missing out on the future
More dodo news. Amazing progress by the team.
techcrunch.com/2026/10/14/co…
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Your regular reminder that watching every tick of the market probably isn’t helping your returns or your sanity. Days like today are part of the deal. Unless you’re overleveraged or your thesis has changed there’s probably nothing you need to do. Do you still believe this aI driven tech cycle will make the economy dramatically more productive and efficient? If so days like today shouldn’t change much.
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Chris Camillo retweeted
I’m still half in disbelief
We asked Gemini Argon to teach the Apollo humanoid to play cornhole, and it zero-shotted it
All we gave it was a video of a person doing it. It then took control of the robot, generated its own sim env, performed some sysID, and trained launches on the real robot.
It took it a few real shots to improve and then land many consecutive airmails.
The process was so long and articulated that we asked the robot itself to explain what it did to us, as you can see at the end of the video. It even came up with the gestures
Great demo for a great model @googledeepmind @apptronik
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In robotics, Gemini 4 Argon is speeding up real-world physical learning.
We let Argon watch a video of a human playing cornhole. It mapped the environment, calculated whole-body joint movements, and autonomously built the simulation code to practice.
When transferred to Apptronik’s Apollo humanoid, the robot sank seven straight shots in a real-world trial.
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Chris Camillo retweeted
Chris Camillo explains that he can't quit scrolling because it's where he finds his edge in the market, even though he knows it's addictive…
“I have to stay in the weeds of culture and consumer behavior… if I lose that, then I lose my edge in the market.”
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know someone who for whatever crazy reason doesn’t believe in investing in stocks?
If they can be in Dallas on Nov 23 please share this 15-on-1 podcast application with them.
docs.google.com/forms/d/e/1F…
@Wordsofrizdom
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Happy for all my OU friends tonight, sort of. Wouldn’t miss this annual tradition with my son for anything.
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Chris Camillo retweeted
Amazon has officially surpassed the United States Postal Service to become the largest U.S. parcel carrier by volume. 📦
$AMZN
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Whether you’re an AI bull or bear be thrilled so many investors think you’re dead wrong. The gap between what AI believers and skeptics see has never been bigger. And current valuations leave plenty of room for either side to be spectacularly right or wrong. That’s where the opportunity is.
Stop getting pissed at people who disagree with you. If you’re right those people are the reason there’s still so much money to be made.
Anyway happy Friday everyone. life is good. Hook ’em
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Chris Camillo retweeted
We’re ringing the Nasdaq closing bell with a bunch of @RoboStrategy portfolio robots next week
Before that we’ll be hosting a Robotics Forum with the founders and senior leaders from @Apptronik, @standardbots, @DynaRobotics, @DexmateAI, @mavenrobotics, @PathRobotics, @noxmetals and more
Who are the best large public equity managers interested in robotics? We have a few spots reserved for them.
globenewswire.com/news-relea…
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Expedia did $120B in bookings last year. Reported just $15B in revenue. Most of the money went to its hotel and airline partners.
OpenAI’s $70B vs $50B drama? Investors calculated the higher figure by including AI sales through cloud partners. That’s real customer spending, regardless of who reports the revenue.
The $20B didn’t disappear. Apparently critical thinking did.
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oh no turns out $20B of OAI’s $70B ARR goes to partners.
so the entire AI revolution was just an accounting error. panic sell everything.
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