In a recent interview, Ray Dalio’s analysis reveals a looming economic reckoning most investors are ignoring. “The US government spends $7 trillion a year. It takes in $5 trillion a year,” he explains, painting a stark picture of unsustainable deficits. The result? A “supply of debt that the US will have to sell is about $12 trillion” annually—a tidal wave of borrowing that risks triggering an “economic heart attack.”| The Acquirer's Multiple®
In May 2023, Chegg's market value was sliced in half practically overnight. The culprit? ChatGPT. This post breaks down how the EdTech giant's seemingly impenetrable moat turned to quicksand and reveals the urgent, non-obvious lessons for any business built on proprietary information in the age of AI. Learn the three critical questions you need to ask now before your value proposition becomes obsolete.| LBZ Advisory
DeepSeek R1 surged past OpenAI’s ChatGPT mobile app within days, claiming the top spot on the App Store charts.| Venionaire Capital