In today’s vlog, I’m standing in Madrid, preparing to speak with a room full of lawyers about what founders really need across borders, I was reminded of your question about Larry Ellison. The timing couldn’t be better.
In just one day, his partnership with NVIDIA added roughly $100 billion to his net worth—a number so staggering it’s hard to wrap your head around. I share a way to put that in perspective, and also touch on whether what we’re seeing in the markets today looks like a bubble.
It’s a short reflection from Madrid—and a glimpse of how fast this AI revolution is reshaping wealth and risk.