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11/12/2025

Larry Ellison mentored Marc Benioff for more than a decade at Oracle until Benioff left to build Salesforce. Ellison immediately saw the move as a direct threat to everything Oracle dominated. ⬇️

What Ellison viewed as disloyalty, Benioff saw as the future. Cloud software removed complexity, installation, and expensive hardware. It challenged the model Oracle had built its entire business on.

This moment became a turning point in enterprise software. It showed how quickly a new technology model can shift the balance of power in an industry.

It shows that real breakthroughs happen when founders back the future they see, not the future others want them to protect.

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07/12/2025

When Vlad Tenev started Robinhood, he did something most founders never attempt.

He entered one of the most protected industries in America, broke decades of financial norms, and built a platform that reshaped how an entire generation interacts with money.

Vlad Tenev pushed investing onto the smartphone, forced every major brokerage to drop commissions, and opened the door to a new wave of participation from young investors who had been shut out for years.

It sparked backlash, cultural debates, and one of the most polarizing moments in modern market history. But it also marked a shift that can’t be reversed.

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30/11/2025

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24/11/2025

📌 Why Buffett Waited 20 Years to Buy 4.3B Worth of Alphabet Stock (Google's Parent Company) After a 100 Percent Rally

✍️ For decades Berkshire Hathaway stayed away from companies like Google and Alphabet because technology moved too fast to predict. Buffett rarely changes the categories of businesses he trusts.

📑 What shifted is not his philosophy but the way these companies now earn money. Alphabet produces steady free cash flow from search, YouTube, Google Cloud, and AI infrastructure in a way that resembles a modern utility more than a high risk tech stock. When he finally buys in, the signal is durability, not momentum.

🔍 The interesting part is how Alphabet matured quietly. Search turned into one of the most reliable cash engines in the global economy, supporting everything from small business advertising to AI language models. YouTube built a creator ecosystem that rivals traditional media. Google Cloud moved from losses into profitability at scale and became central to enterprise AI. These segments make Alphabet easier to forecast than almost any other technology company even while the market focuses on short term AI headlines.

🧠 Apple is the blueprint. When Buffett recognized that the iPhone was an ecosystem with services, payments, and recurring demand, Apple became one of Berkshire Hathaway’s strongest compounders. Alphabet is now showing the same characteristics. Its data moat, global distribution, and AI compute footprint give it a structural advantage that grows with every product cycle. These traits matter far more to long term investing than daily news or quarterly reactions.

📈 The broader market context makes the timing even clearer. Most equity returns over the last decade have concentrated in a small group of companies with dominant platforms in cloud computing, advertising, and AI. Alphabet sits at the center of all three. When Buffett takes a multibillion dollar stake in a company with that profile, he is not reacting to a rally. He is identifying an economic engine that compounds long after the noise fades.

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21/11/2025

💬 Success is temporary. Judgment is permanent. Stephen Schwarzman is one of the most influential figures in modern corporate finance. As the co-founder and CEO of Blackstone, he built a firm that now manages over $1 trillion in assets by mastering one thing most entrepreneurs overlook: decision making.

From real estate to private equity, every move inside Blackstone follows a disciplined process he created after early mistakes nearly ended the company.

Those lessons shaped not only his leadership but an entire generation of investors who studied how he turned failure into structure.

For Schwarzman, great business leadership is not about instinct or speed but about reflection and accountability.

He built Blackstone like a founder who never forgot what it felt like to lose, creating a system where every deal is questioned, every assumption tested, and every error examined until it becomes wisdom.

His philosophy is simple yet rare in finance and entrepreneurship.

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25/10/2025

{Learn More} ✍️🧠 Peter Thiel co-founded PayPal alongside Elon Musk, Max Levchin, and a group of founders who went on to shape modern business and technology. Before that, he studied philosophy and law at Stanford and worked briefly in finance, but what shaped his worldview was what he observed in Silicon Valley. Most founders who built great companies had surprisingly little previous experience. What mattered was not expertise but how well the founding team already worked together. Thiel noticed that when people had a shared history, they could move faster, debate better, and build trust under pressure. At PayPal, that familiarity became one of their greatest advantages.

Thiel believes experience can narrow the imagination. People who have spent years in an industry often collect theories about what cannot be done. When PayPal launched, every expert warned that online fraud would destroy the business. The team decided to ignore that advice and deal with the problem once it became real. That mindset allowed them to adapt instead of retreat. Thiel often says that the biggest breakthroughs in startups come from people who are too new to know what is impossible.

He also views the founding moment as a unique window of freedom. It is when ideas are pure and unrestrained by process, hierarchy, or external pressure. That is why Thiel prefers the word founder to entrepreneur. A founder builds something that is meant to last, while an entrepreneur often seeks recognition. For Thiel, durability in business matters as much as growth because technology and markets reward those who stay consistent when trends shift.

Today, Thiel invests in people who share that philosophy. Through Palantir and Founders Fund, he supports founders using ai and innovation to solve problems others avoid. His view remains unchanged from the early PayPal days: success is built by small teams that trust one another, challenge conventional thinking, and act with conviction before experience teaches them to hold back.

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20/10/2025

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02/10/2025

👉What most people miss about Larry Fink is that when he founded BlackRock, which is now the largest asset manager in the world with more than 10 trillion dollars under management, he was coming off a major failure.

Early in his career at First Boston he pioneered mortgage backed securities and helped the bank earn billions. Then one mistake cost 100 million dollars and nearly ended his reputation on Wall Street. Instead of disappearing, he treated it as a turning point.

Fink realized that finance was not just about chasing returns. It was about managing risk. At a time when most asset managers relied on intuition and spreadsheets, he saw the need for systems that could model and control exposure across every trade and every portfolio.

When he co-founded BlackRock in 1988, he built the company around that principle. Their platform Aladdin became the backbone of this philosophy, giving clients the ability to track and stress test risk in real time.

Today Aladdin is used across the financial industry to monitor more than 20 trillion dollars in assets.That shift in mindset is what made BlackRock the backbone of global markets.

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