TOGETHER WITH

Hey there weekday warrior,

It’s only a matter of time until one of you starts writing a better TWC using ChatGPT, isn’t it? OpenAI just changed the game (again).

Enjoy the next 4 minutes and 17 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

Smooth Operator

“F*ck my life.” - anyone who just raised $13M at a $75M post-money valuation to disrupt the AI assistant space… and all the Lloyds from Entourage out there…

OpenAI just released “Operator” in beta, a new tool, er, app (do we call them apps?), that can act as your virtual assistant. Think: plan trips, write emails… get reservations at Casa Bonita.

Wait, isn’t this what Big LLM has been selling us on this whole time?

Apparently this time it’s different because unlike ChatGPT, the Operator AI agent can act on your behalf on the Internet. It can scroll, click, and type on your browser, which is great news if you need to blame someone for an Incognito Window you forgot to close out of.

OpenAI promises it won’t go rogue and fire off emails you don’t want it to. The tech will also force you to hit send on an email or click submit on a job application. Operator will also enter “Takeover Mode” (as in, you take over) when prompted for bank or credit card information. What’s the worst that could happen?

When it comes to AI agents, OpenAI is relatively late to the party. Businesses like Salesforce have pioneered the tech to do things like update trackers and other menial tasks that are the reason salespeople have drug habits. FFS, even Apple built out this tech in Apple Intelligence.

Of course, the makers of smart assistant hardware stand to take the biggest L. Looking at you, Alexa…

Pulling an Uber in the $500 Billion Smartphone Industry

What if you invested in Uber before they went public? 

Mark Cuban turned them down at a valuation of $10 million and missed out on a 919,900% return when they went public at over $80 billion!

And by the time we hear about industry-changing disruptions like this, it's usually too late… but right now there’s a tech startup making waves behind the scenes. Like Uber turned vehicles into income-generating assets, they’re turning smartphones into the easiest passive income source imaginable.

They were named the #1 fastest growing software company by Deloitte in 2023 and have already earned over +$325M for their customers.

This tech startup is Mode Mobile, and unlike Uber, you have a chance to invest in their company at just $0.26/share before they go public.

Here’s how you can invest and even earn 100% bonus shares for a limited time…

See full ad disclosures below.

+ The greatest investor of our generation, Warren Buffet Paul Pelosi, just made $38M worth of trades in January. Like a true r/wallstreetbets degenerate, Paul bought $100k worth of call options in Tempus AI (+8.7%) last week. Gooble, Gobble, one of us. 

The stock shot up 60% following the legal disclosure of “The Hammer’s” long call, just one of many Ws for the trading legend this year. The former SOTH and the great and powerful Paul grew their portfolio by 70.9% in the year of our lord 2024

Of course, as @unusual_whales loves to point out, they weren’t the only big winners. Our founding fathers would be proud…

+ No more nice little Saturdays…

Home Depot (+1.0%) and DoorDash (+3.0%) announced a new collab to launch hardware deliveries from store to door that had Bank of America (+1.3%) drooling. BofA got sprung Thursday and raised DoorDash’s price target from $172 to $205 on the news that DoorDash will list over 2k HD stores nationwide for on-demand delivery… which will almost certainly allow doers to get more done. Will tip extra if a DoorDash driver can also pick up a bueno worker from the parking lot…

+ About 210 CNN employees just got Jeffrey Toobin’ed. ~6% of the total news team was laid off, as CNN attempts to stay relevant refocus on its digital plans. CEO Mark Thompson did his best Vishal Garg in a memo announcing the layoffs, calling them “essential if we’re to thrive in the future.”

What exactly does that future look like? A new way for subscribers to stream CNN. Which means hiring for over 100 new jobs (wait, what?) “in the coming months” to build new digital content… kinda smells like ageism in here.

CNN’s parent co. Warner Bros. Discovery (+2.2%) hosts CNN’s digital content on their Max streaming platform currently. You might call that CNN+ went t*ts up after only 1 month back in 2022. Live fast, die young (bad streamers do it well).

+ Pour one out for Nikola (-27.7%). The once red hot electric truck “maker” reported that it’s exploring options to sell off parts or the entire business. Nikola’s share price has been doing its best fake Nikola truck impression ever since its 2020 SPAC debut. Friendly reminder: Nikola founder Trevor Milton was sentenced to four years in prison for wire and securities fraud (see: fake truck). Now it’s Cash for Clunkers time for the “concept” EV maker… and Elon has the chance to do the funniest thing ever.

+ 8 signs you’re stuck in a cycle of toxic productivity ‘even at the detriment of your own health, wellbeing’—and how to get out of it. #2: You cry yourself to sleep every night.

+ NYC rents have risen 5.6% — as rates in other top US cities decreased.

🔥 How Much Is Your College Football Team Worth? LOL Rutgers.

FYI, TWC might be compensated if you click on the links above. So, what are you waiting for? Start clicking.

+ US stocks “closed in the green on Thursday with the S&P 500 nabbing a fresh record close as investors stayed attuned to remarks from President Donald Trump, who addressed the World Economic Forum in Davos.” (Yahoo! Finance)

+ The 10-year yield “edged higher on Thursday as investors parsed President Donald Trump’s speech at the World Economic Forum in Davos, Switzerland.” (CNBC)

+ Oil “fell 1% on Thursday after U.S. President Donald Trump urged Saudi Arabia and OPEC to bring down its cost during his address at the World Economic Forum.” (Reuters)

+ Bitcoin “slid on Thursday after a short-lived rally on hype over more crypto-friendly policies from President Donald Trump, with his recently launched memecoin also clocking steep losses.” (Investing.com)

+ The three most talked about stocks on WallStreetBets in the past 24 hours were: 1) Tesla -0.6% 2) Nvidia +0.1% 3) C3.ai +1.2%

⏪ Yesterday, GE Aerospace, Union Pacific, and American Airlines reported before the bell, and Texas Instruments released earnings after hours.

⏩ Today we’re keeping an eye on…

+ Amex and Verizon report before the bell

Yesterday, I asked, “This is so I know who to clean from the TWC list: iPhone or Galaxy?”

75.5% are team iPhone. And I’m shocked it was that low.

• iPhone: "Green texts are for poor people"

• Other: “Pixel. The hybrid love child of the two phones”

• Galaxy: "Pathological nonconformist”

• Other: “Flip phone” I get it, you're a drug dealer.

• Other: "Pixel. Legit best phone. Get lost with the iPhone BS. Galaxy, I have no beef with those ppl”

And here’s today’s question…

+ Excuse me while I go make generational wealth managing a Walmart

+ I already got the J-Poww autograph - this is next for the collection

Oh, and one more thing…

Does this look like the face of a guy you should take financial advice from?

No, it’s the face of an individual who is financially irresponsible/dumb enough to be talked into spending money on a family photo shoot that he could have just done with his iPhone. So, act accordingly...

This is not financial advice. Nothing in this newsletter is an investment recommendation. All content is created for entertainment, educational, or informational purposes only. Do your own research, or do yourself a favor and hire a professional.

Ad Disclosures

1 Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.

2 The rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

3 A minimum investment of $1,950 is required to receive bonus shares. 100% bonus shares are offered on investments of $9,950+.