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The Cashflow Memo
SHOWNOTES
[00:00:50] World Oil Supply and Demand
Hunt shares insights on Russia’s oil production outlook amid sanctions.
Potential impact of geopolitical developments on global oil prices.
Why WTI prices might swing between the mid-50s to high-70s.
[00:03:03] US Gas Demand/Supply
Overview of cold-weather impacts and freeze-offs on natural gas production.
Discussion on LNG export growth
[00:04:07] Macro Update
Government spending, potential trillion-dollar cuts, and debt-limit strategies.
How a lower U.S. deficit could stabilize long-term interest rates.
[00:07:09] JP Morgan Healthcare Conference Update
Notable deals.
Discussion on RFK Jr.’s potential policy impact on pharma regulations.
Highlights for companies like Moderna, Eli Lilly, Vertex, Lantheus, and Harrow.
[00:13:02] Turning GPUs into Cashflow
Hunt and Mike on the hyperscalers’ (Amazon, Google, Microsoft, Meta, Apple) AI investments.
How these companies might generate returns from AI, cloud services, and large-scale GPU deployments.
[00:19:29] Who Wins Among the Hyperscalers?
Jason’s take: Microsoft’s enterprise edge vs. Meta’s massive user base.
[00:22:01] Apple’s Software Challenge
Why Siri lags behind other AI assistants.
Could a full-fledged AI agent in iOS spark the next iPhone supercycle?
[00:23:48] Salesforce vs. Microsoft
Marc Benioff’s vision of beating Microsoft in AI-driven CRM.
Are enterprises ready to switch from Microsoft Dynamics to Salesforce?
[00:26:09] Oakcliff Sailing Update
Special message from Dawn Riley about collaboration and support for sailing athletes and organizations across the U.S.
[00:31:27] Don’t Bet Against Musk: Tesla, xAI, and the Future of X
Jason’s overview of how Tesla’s massive video data set might lead to a game-changing self-driving solution.
The broader societal impact if cars reach Level 5 autonomy—what happens to parking garages, urban planning, etc.?
[00:34:51] Closing Remarks
NVDA 0.00%↑ AAPL 0.00%↑ TSLA 0.00%↑ META 0.00%↑ MSFT 0.00%↑ AMZN 0.00%↑ GOOGL 0.00%↑ JNJ 0.00%↑ GSK 0.00%↑ SNY 0.00%↑ MRNA 0.00%↑ LLY 0.00%↑ VRTX 0.00%↑ LNTH 0.00%↑ HROW 0.00%↑ ORCL 0.00%↑ CRM 0.00%↑
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