Matt Luo ClarityText.com chat space platform

Mitchell Green: Why 50% of VCs Should Not Exist & Why China will Win the AI War YouTube video by 20VC with Harry Stebbings

Timestamped URL

youtu.be/rPaWW0IDurI?...

Mitchell Green: Why 50% of VCs Should Not Exist & Why China will Win the AI War YouTube video by 20VC with Harry Stebbings

“Gross dollar retention” is the most important number in tech companies.

youtu.be/rPaWW0IDurI?...

France Is Dropping Zoom and Teams 😳 YouTube video by LondonTechLeaders

France stopping Microsoft teams after realizing US political forces could cut shut off their email.

youtube.com/shorts/FBqL5...

Viral post highlights Venmo and PayPal options to help pay down national debt The program accepting public gifts to pay down the national debt has been around for decades, but it's gotten a lot of new attention recently.

"According to Treasury data, roughly $67.3 million has been donated since late 1996, resulting in cutting about 20 minutes of the growing debt. The largest contribution amount was made Feb. 28, 2019 for $2.8 million."

www.king5.com/article/news....

Pretty cool that you can effectively delete your money.

It's not obvious that my own charitable donation can actually provide a greater benefit to society than the effortless action of deleting my own money.

Paying public debt is similar to deleting money:
www.pay.gov/public/form/....

Discord - Group Chat That’s All Fun & Games Discord is great for playing games and chilling with friends, or even building a worldwide community. Customize your own space to talk, play, and hang out.

Convex (realtime database) and WorkOS (user authentication service) is an emerging combination!

discord.com/channels/101...

Chase offers a 1% home loan rate discount for $1.5 MM holding | wealth | Matt Luo personal chat space | ClarityText The more money you have with Chase, e.g. J.P. Morgan self-directed investing brokerage account, the lower the interest rate on a Chase home loan. https://www.chase.com/personal/mortgage/relationshi...

JP Morgan offers a greater discount on mortgage rates (based on wealth holdings) than Wells Fargo does right now.

www.claritytext.com/share/space/...

Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS YouTube video by Joe Lonsdale

Explains why FDEs need a huge contract of work by Palantir.

29:00

youtu.be/aETqFYCrIoA?...

Nicolai Tangen on AI, Ambition, and the Speed of Success YouTube video by The Knowledge Project Podcast

Norway sovereign wealth pension fund.

27:30

20% highly managed. 80% mostly index.

youtu.be/zyvuM3J9QqQ?...

Later, I like how he describes his data flywheel as a “contributory network”.

This is at 25:00

ZoomInfo: The Go-To-Market Platform - [Business Breakdowns, EP. 21] YouTube video by Business Breakdowns

Zoominfo ceo discusses the white space (total servicable data set) of company data.

Has 20,000. Thinks could get 700,000.

youtu.be/c3bUu2kJfGs?...

What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace YouTube video by Sequoia Capital

Forward deployed engineer is a role to prepare for entrepreneurship

youtu.be/Uqr2U24uxOs?...

Building the GitHub for RL Environments: Prime Intellect's Will Brown & Johannes Hagemann YouTube video by Sequoia Capital

For RL Environments,
The agentic search value is searching documents, Wikipedia pages.

33:00
youtu.be/SJc1y5z5wwM?...

ClarityText ClarityText is the professional social media platform designed for digital marketing. Businesses can use the message history from an AI-enhanced group chat to generate an SEO-optimized knowledge base.

Here is the URL to that message in the #wealth channel.

www.claritytext.com/space/ks7faf...

ClarityText ClarityText is the professional social media platform designed for digital marketing. Businesses can use the message history from an AI-enhanced group chat to generate an SEO-optimized knowledge base.

www.claritytext.com/space/ks7faf...

How Cloudflare Became Publishing’s Accidental Defender Against AI Crawlers Matthew Prince didn’t plan to take on AI scraping. Then Cloudflare’s data showed the crawl-to-traffic bargain had collapsed entirely. How infrastructure became the chokepoint in the publisher–AI fight...

OpenAI crawls 1,500 pages for every one visitor sent back. With Anthropic, the ratio stretches to 40,000 to one.
monetizationworks.com/articles/the...

Matt Luo in #state-of-markets | ClarityText Matt Luo: Since Nov 2022 (which is about when ChatGPT was launched) AI stocks have contributed about 78% of the S&P 500's return. - from a16z, David George on AI Demand, Supply, and What Comes Next Fe...

Since Nov 2022 (which is about when ChatGPT was launched) AI stocks have contributed about 78% of the S&P 500's return.

- from a16z,
David George on AI Demand, Supply, and What Comes Next
Feb 9, 2026

www.claritytext.com/share/space/...

Building the Future of Industrial AI with NVIDIA YouTube video by Dassault Systèmes

How Nvidia uses Dassault Systems to plan chip factories.

23:00

youtu.be/OtevzCuhEzQ?...

OpenClaw Creator: Why 80% Of Apps Will Disappear YouTube video by Y Combinator

“People are still using Google?”
OpenClaw creator Peter Steinberger

15:00
youtu.be/4uzGDAoNOZc?...

Duolingo CEO: How to Brainwash Yourself to Success and Get Addicted to Learning. Follow these habits YouTube video by The Burnouts

16% of Duolingo employees are designers.

15:00

youtu.be/wMUIFD2KXDc?...

State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI | Lex Fridman Podcast #490 YouTube video by Lex Fridman

Slack is actually a good dashboard for your agents

3:09:32

youtu.be/EV7WhVT270Q?...

Blackstone’s Jon Gray: Stay Calm, Stay Positive, Never Give Up YouTube video by Morgan Stanley

Jon Gray calls the shooting of his Blackstone colleague a random act of violence.

It’s random at the micro level, in that the shooter was probably looking for a different floor.

But football indirectly generates lots of violence, and it keeps earning more money.

16:10
youtu.be/dPjQe_n2JKI?...

No Priors Ep. 114 | With Duolingo CEO Luis von Ahn YouTube video by No Priors: AI, Machine Learning, Tech, & Startups

We have yet to see the societal impact of a cohort of experts at a much earlier age.

Like getting to the frontier of known knowledge at 16 years old.

29:00

youtu.be/st6uE-dlunY?...

Here's my ClarityText professional profile, which is public (anyone can click that link and view it), and optimized for SEO.
www.claritytext.com/u/matt-luo-9...

One thing I love about Bluesky is that it is a public-first writing technology.

It's a waste of time to write in a Slack or Discord if you're intention is to get your content exposed to humans outside your space, Google Search crawlers, and ChatGPT.

‎Gemini - direct access to Google AI Created with Gemini

Slack isn’t designed for a community, and one implication of that is that someone has to join as a member to see any message.

g.co/gemini/share...

Charlie Munger on Why He Used Leverage to Buy ALIBABA | DJ 2023 【C:C.M 277】 YouTube video by YAPSS

youtu.be/9MiSQGHYk0k?...

Charlie munger on using leverage to buy Alibaba stock.

He also borrowed money to buy BYD for the Daily Journal.

Warren would use leverage every year at Buffett partnership, for merger arbitrage and such.

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) YouTube video by Acquired

1:09:00

Resource for understanding companies.

Look at talks at industry conferences, or between people within an industry.

Not an investor or media conference.

NZS capital

youtu.be/mKlUwJQT7Pk?...

ClarityText update:

We are working on unfurling the link to your professional profile.

Here's an example of the current link unfurl in Bluesky:
www.claritytext.com/u/peter-diyo...