Seth Fiegerman says Meta is moving aggressively into AI agents, with a new enterprise product that looks like a ‘Muse’-style assistant for workplace use

Seth Center is one of the best there is, and epitomizes bipartisanship. Seth wrote the Trump 1 National Security Strategy, and led AI diplomacy at the State Department in the Biden admin. He is a hidden national treasure. When he talks, you should listen.

Seth Klarman just updated his $5.4 Billion portfolio ... this is everything he owned as of the end of Q2 - Amazon $AMZN: $892.3M - Elevance Health $ELV: $493.1M - Restaurant Brands $QSR: $489.6M - Google $GOOG: $484.7M - Ferguson Enterprises $FERG: $344.3M - Genuine Parts $GPC: $332.3M - Union Pacific $UNP: $322.4M - Visa $V: $240.6M - WESCO International $WCC: $229.0M - Aon $AON: $227.9M - Teleflex $TFX: $178.6M - Norwegian Cruise Line Holdings $NCLH: $163.2M - Molina Healthcare $MOH: $144.9M - CME Group $CME: $136.7M - Herbalife Nutrition $HLF: $121.8M - Eagle Materials $EXP: $119.4M - GDS Holdings $GDS: $113.2M - Americold Realty Trust $COLD: $107.4M - Liberty Global $LBTYK: $94.0M - Grupo Aeromexico $AERO: $87.8M - Axalta Coating Systems $AXTA: $43.6M - NOW Inc $DNOW: $36.2M - Pershing Square $PS: $12.9M