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ok, I'm a stan, but @gradypb on an average friday morning is a clearer thinker than 99.9% of investors the antonym of slop
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The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go! This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges. https://t.co/AuZqHMSSxD

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Library as of 2026-10-20