382: Last of Us Episode 3, ChatGPT Plus, Twitter Blue, Koyfin, Microsoft, China Ban on Solar Tech, AI-Enabled Gene-Therapy, and Heat Pumps

"If you open yourself to love, you make yourself vulnerable to loss."

In business, where there’s mystery, there’s margin.

—Peter Kaufman

🐦 🤔 I’ve decided to sign up for Twitter Blue.

I don’t care much about the checkmark, but I feel like Twitter has been good to me over the past decade. Sending a few bucks their way is probably the right thing to do.

My life would be quite different without Twitter. If you are largely what you know and your relationships, the bird app has had a massive impact on both for me.

I’ve met close friends there. I’ve learned so much by finding good recommendations for books, interviews, newsletters, podcasts, films, TV, etc. It has helped my investing and writing. Seeing people create things has inspired me to give it a try.

I mean, that’s gotta be worth more than $10 CAD/month ¯\_(ツ)_/¯

This shouldn’t be interpreted as endorsing Musk’s approach to running the place. I will continue to write about what I like *and* don’t like. But the service, regardless of who owns it, is a special thing — warts and all.

Note: Twitter is so messed up that when I tried to sign up via the web version, I couldn’t find the Twitter Blue section of the site. It was gone! I checked on iOS and it was still there, but I wanted to use the web to avoid paying the App Store fee. I had to Google around and look through FAQs to find a direct link, but couldn’t find it. Then an hour later, it randomly re-appeared, but the subscription link was broken so I still couldn’t give them money. I had to wait some more for things to start working again… 😬

📺🤔🤨 It remains inexplicable to me that Netflix doesn't release its best shows one episode per week to build buzz and coverage.

The Last of Us on HBO is proving once again that this model works. (much more on it at the end of today’s edition!)

It's not because Netflix pioneered the binge-watching model once upon a time and got good coverage for it that it remains the best way to do things forever and that they shouldn't reconsider!

They would’ve gotten so much more out of The Queens Gambit, Stranger Things, Making a Murderer, Nacos, 13 Reasons Why, Squid Game, Wednesday, etc, if people had been talking about them for a few months each rather than 2 weeks each.

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🏦 💰 Liberty Capital 💳 💴

🤖💳 OpenAI launches ChatGPT Plus for $20/month