Five years from now young investors will look back at this market and realize what an extraordinary opportunity fear created. And that opportunity could get even bigger in the days and weeks ahead. Nothing creates greater price misallocations than fear and greed. We’re living through one of those moments right now. And with fear creating opportunities in some of the world’s strongest businesses there’s little reason to take on the added risk of speculative companies.

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How much of the misinformation about Anthropic and AI economics is deliberate manipulation, and how much is people confidently talking about things they don’t understand? Either way the fear narrative seems to be winning out over reality.

The world’s most accomplished tech founders and business leaders are betting hundreds of billions on AI with extraordinary conviction. Meanwhile much of the investing world thinks they’re making a massive mistake. The irony is hard to ignore. An investment industry where very few have historically managed to beat a passive index is now questioning the judgment of the people building the technology and running the businesses that will put it to work. Maybe the investors are right. Maybe the builders are. But I can’t remember a time when the stakes were this high and the two sides saw the future so differently.

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.

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.

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.

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

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.

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.”

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. @Wordsofrizdom

Chris Camillo is back to break down the $1,000,000 GTA 6 trade he wants on $TTWO , when he plans to heavily lever back into $AMZN , why Tesla’s Optimus program is behind… Full Episode Here👇