CLT baggage claim, one of the worst to ever do it

1. AI is deflationary force 2. Exacerbates K-shaped economy (asset owners flourish while bottom 90% of pop sees income compress) 3. Govn’t cannot handle deflationary spiral due to debt burden, so lowers rates / prints (inflationary) No clue on time horizon

Bought $VEEV at ~$181 / share today Thesis: buying a regulatory-moated, embedded, high-margin biz at a valuation discounted for disruption risk (AI) that applies materially less to Veeva than to other SaaS names. Includes “call option” on AI data platform if mgmt executes

I've used ChatGPT for the last year or so, Gemini for the last 3ish months, and just started using Claude in the last couple of weeks. I am blown away by Claude. It seems leaps and bounds above ChatGPT and Gemini

Steps: 1. Sleep 7-8 hours 2. Eat whole food, balanced diet 3. Exercise daily 4. Have 2-3 hobbies you love 5. Do challenging work/study 6. Live below your means 7. Don't overindulge (alcohol, drugs, social media, etc.) 8. Measure life by your metrics, not a neighbors