Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:00 - Introduction & San Francisco Dispatch
00:30 - Visiting Anthropic HQ & Intense Security Protocols
04:36 - Anthropic’s Enterprise Sales & Hyperscaler Playbook
06:28 - Internal AI Productivity Tools & Agentic Workflows
07:44 - Office Culture, Velocity, and Moving to SF
09:00 - The Future of AI: Solopreneurs, Agents &...

In this FSD episode, titled How Kushner Wrote Off the Lakers, Ram records on the drive to the Cross River Classic and opens on the tax story everyone has been asking about. Jared Kushner and Bob Iger bought the Lakers in a roughly $10 billion deal, and Ram frames why a sports team is one of the few assets that can offset active income. He lays out the three ways you get taxed...

In this FSD episode, titled Tokenize Main Street, Not Wall Street, Ram records on a Friday night in a week full of 13F filings. He opens with a story he heard on Al Goldstein's podcast about a CEO who cut a watermelon for the office every day until he stopped, and no one noticed for a week. The point is initiative, the willingness to pick up the knife and do the value-creatin...

00:00 - Winners Keep Winning: NuBank & Market Momentum
00:02:40 - The US Competitive Advantage: Innovation & Capital Markets
00:05:09 - How Capital Formation & Modern M&A Work
00:08:56 - The Evolution of Startup Execution & Culture
00:12:43 - Regional Tech Hubs & US Macro Superiority
00:16:33 - International Markets: ...

In this FSD episode, titled The Market for Compute Will Clear, Ram records on the drive home after a day of conversations in New York with a group of thoughtful VCs and a private credit investor who came up during the 2008 crisis. He opens on the AI infrastructure trade. CoreWeave rose 18% on the day and doubled its backlog, but the more important signal is the read-through f...