[WEEK 20/52]: I Went Viral (22K Views!), I'm Traveling Today, Plus, AI Stock Software
This took me months of collecting, and years of studying. These are the best quotes according to my investment philosophy as told by iconic capital allocators. Go.
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Between 2015 until 2025 I networked with 100’s of incredibly cool people, both in person while living in San Francisco, and London, as well as virtually (re-watch our convo’s here).
Now in 2026, I’m building an institutional grade investment fund on top of a fully proprietary AI platform. We’ll be going live to @ThoughtfulCapLP with the fund thesis! (Website launching June 1st).
Thank you for engaging!
The most wise thing anyone responded to me on X with this week, was from @BigIdeasCapital on X
His point was around ADBE 0.00%↑ having survived the pivot from CD’s to Cloud.
He wisely states that the pivot from CD to Cloud is different than Cloud to AI because the prior was more a difference in distribution, whereas the latter is a fundamental difference in product.
That is very smart, and I totally agree. ADBE needs to revamp an entire new product suite with AI.
But, taking it a step further. We see that ADBE 0.00%↑ was founded in 1980’s… and started with printing software. Moving from clunky enterprise printing software to a consumer friendly CD.. now that is as big of a shift as AI.
So I appreciated him commenting and making me go deeper on my thesis.
ALSO → Shoutout Sean, Alex Stetson, Wolfe, Ken MacPherson, and The Polite Investor for showing me tons of love on X this week!
This year, I set the goal to publish a thoughtful blog every Monday.. 52 of them! Don’ Daily is a recap of the entrepreneurship adventures I collect, as well as the new lessons I’m constantly learning from investing.
On the road again! Another AirBNB adventure, this time to the East Coast of Florida.
I’m meeting with one of my investors!
(this email will be sent out 48 minutes after that meeting starts!)
So I’m actually in it right now!
It’s been an absolute honor working together over the years, I’m thankful he’s supporting me in this new fund I’m building, and I hope I’m enjoying the coffee.
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AI Stock Software
I don’t know if I’ve ever worked this hard on something over a stretch of 7 days.
From Friday night at 10 PM (March 24th), thru May 2nd, I have not stopped.
I haven’t shaved, have barely showered, haven’t been to gym.
I’m eating extremely healthy, like Steve Jobs healthy. Just plain ground turkey and veggies.
Plus my usual eggs and sausage, plus toast, every AM.
So I’m not feeling unhealthy, quite the opposite, I feel like I’m so zoned in, and my fuel tank is full.
I’ve felt like my fuel tank has been full nearly 24/7 since last Friday.
I’ve fallen asleep twice in the past seven nights while coding.
I woke up with Claude sending me a finished build to test, and my dog laying next to me.
Here’s a sneak preview:
If you know Buffett, and you know the Margin of Safety concept (explained below), then you can see what I’m doing.
We’re using AI to re-create Buffett’s investment style :)
Investment fund? Soon? Way to go Don!🔥🔥