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My Substack's stock ideas performance since inception. Thanks to @marketstackfeed for independent third-party verification
tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
- Seriously? Dollar debasement is not a strategy. End the damn war.Seems a bit desperate. Yikes.
- PRODUCT PRODUCT PRODUCT. The people and developers LOVE GPT-5.6.OpenAI's ARR went vertical following their July 9 AI model launches. I would not be suprised if OpenAI is taking share from Anthropic now.
- Still waiting. "The headline and main angle are too backward looking. I'm looking forward to the next article in a couple of months covering the GPT-5.5 coding agent hypergrowth ramp (highly likely now, given the positive developer reception)"The headline and main angle are too backward looking. I'm looking forward to the next article in a couple of months covering the GPT-5.5 coding agent hypergrowth ramp (highly likely now, given the positive developer reception), which is barely mentioned as a potential game
