Curious about investing and AI 📈🤖 Student of value in markets and life 🖋️ https://xitter.cf/t.co/4l2hkh0eVz

Sofia
Joined January 2011
Added 64 new stock write-ups to the site (pt 2): @MrSchmidt20 - $HRBR (special sit overview) @jupiters_string - $1433.HK @DGenchev - $PL (overview) @West4thCapital - $SN (trimmed) @elpistollero_ - $VUZI
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Dimitar Genchev retweeted
I been going on a lot of podcast recently but Invest Like The Best with Patrick O'Shaughnessy is one my favorites I was expecting it to be way more market focused which we do cover ofc But we also drove down to the fundamental technological inflections of models + infrastructure
My conversation with @dylan522p on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing
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Most of the finance industry is structured around coming up with unnecessarily complex & opaque solutions to create information asymmetry between principal and agent in order to “justify” fees.
What finance related opinion do you have that will have people like this?
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Jonah Hill was born for this role wtf is this
Julia Garner and Anthony Boyle will portray Caroline Ellison and Sam Bankman-Fried in the new limited series The Altruists. Two hyper-smart young idealists try to remake the global financial system in the blink of an eye...only to seduce each other into stealing $8 billion.
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Dimitar Genchev retweeted
Claude 4 just refactored my entire codebase in one call. 25 tool invocations. 3,000+ new lines. 12 brand new files. It modularized everything. Broke up monoliths. Cleaned up spaghetti. None of it worked. But boy was it beautiful.
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I distilled my 4 years of marketing lessons into minimalistic visuals. 1. Sell Benefits. Not features.
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$kspi Kaspi It was fun while it lasted. RIP.
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Dimitar Genchev retweeted
remotely operated (by human in control room with exo controls on upper trunk moving hands and arms) and speaking—and deceptively and dishonestly and intentionally misleadingly—NOT once disclosed to credulous.
A conversation between Tesla Optimus bot and a human is the best thing you’ll see on the internet today.
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Munger: "The fretful disposition is an enemy of long-term performance."
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Dimitar Genchev retweeted
In 2016, Nick Train sat down with Value Research to discuss why he describes himself as “permanently bullish”. The interview contained great commentary on technology changes, market cycles, philosophy, and when to sell. 🧵 Our 6 favourite takeaways:
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Using the inversion technique, it's interesting to reflect on what the $KSPI report did not find / did not focus on. I'm sure they looked really hard for evidence of: 1) problems with accounting, cash flow, cash not being real 2) damning quotes from former employees about bad things the company is doing - often this is the smoking gun in good short reports 3) problems with loan reserving, loan losses 4) problems with app activity metrics, user numbers, e-commerce scraping data not tracking with reporting 5) accusations that various business lines are performing much worse than described, customers/merchants hate the product and the business line getting crushed by competitors, etc. Nice to have your thesis checked over by a motivated short seller going deep into entity-level filings and central bank data to look for issues! 😀 Instead they could only resort to saying "Russia" and "sanctions" enough times to try to freak out the US investor base. The fact that this worked shows how jittery/unfamiliar the investor base is with the region. The insinuations of the report simply defy logic - that any spending on Kaspi that has any ties to Russia is illegal; per one comment I saw, "why don't we sanction Amazon for the Russians who moved to the US?" Would greatly surprise me if any outcome occurs other than this blowing over with time.
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Dimitar Genchev retweeted
Teleperformance $tep
Discussion on Reddit on call centers in the age of AI
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"here’s the truth: nobody cares about your life. They really don’t...They look at your life and immediately think about theirs...Strangers don’t care about you, and that’s a fundamental truth social media platforms depend on us forgetting." freyaindia.co.uk/p/you-dont-…
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Dimitar Genchev retweeted
People literally miss the most basic linkages between US energy policy and how it relates to foreign policy VZ/Iran were sacrificed to make room for US shale Russia (and NordStream) were sacrificed to make room for US LNG exports
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Hello Dino Polska $DNP shareholders, What competitive advantage Dino has over its competition? As a customer, most only care about which is nearest/cheapest retail store. (1/3)
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Why can’t China make a ballpoint pen?
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Understanding the Post-Pandemic Economy in One Chart Never bet against the American consumer
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Take a look at 5 new Shelly products, including the first Matter-certified device and a dimmer specifically designed for the professional market to be used in offices or other large commercial buildings $SLYG
🚀NEW Shelly Products Reveal Video! youtu.be/Qj7Qype2cEk We’re at IFA, but we didn’t forget those who couldn't join us there! Watch as we reveal 5 new Shelly products, including our first official Matter-certified device! #NewProducts #SmartHome #MatterCertified
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The 10Y2Y US Yield Curve has flipped to positive. This is the first time the 10Y has closed higher than the 2Y yield in two years.
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Mario Draghi's new report on EU competitiveness doesn't mince words. "Across different metrics, a wide gap in GDP has opened up between the EU and the US, driven mainly by a more pronounced slowdown in productivity growth in Europe. Europe’s households have paid the price in foregone living standards. On a per capita basis, real disposable income has grown almost twice as much in the US as in the EU since 2000." "First – and most importantly – Europe must profoundly refocus its collective efforts on closing the innovation gap with the US and China, especially in advanced technologies. Europe is stuck in a static industrial structure with few new companies rising up to disrupt existing industries or develop new growth engines. In fact, there is no EU company with a market capitalisation over EUR 100 billion that has been set up from scratch in the last fifty years, while all six US companies with a valuation above EUR 1 trillion have been created in this period. This lack of dynamism is self-fulfilling." "There are not enough academic institutions achieving top levels of excellence and the pipeline from innovation into commercialisation is weak. [...] However, while the EU boasts a strong university system on average, not enough universities and research institutions are at the top. Using volume of publications in top academic science journals as an indicative metric, the EU has only three research institutions ranked among the top 50 globally, whereas the US has 21 and China 15." "Regulatory barriers to scaling up are particularly onerous in the tech sector, especially for young companies. Regulatory barriers constrain growth in several ways. First, complex and costly procedures across fragmented national systems discourage inventors from filing Intellectual Property Rights (IPRs), hindering young companies from leveraging the Single Market. Second, the EU’s regulatory stance towards tech companies hampers innovation: the EU now has around 100 tech-focused laws and over 270 regulators active in digital networks across all Member States. Many EU laws take a precautionary approach, dictating specific business practices ex ante to avert potential risks ex post. For example, the AI Act imposes additional regulatory requirements on general purpose AI models that exceed a pre-defined threshold of computational power – a threshold which some state-of-the-art models already exceed. Third, digital companies are deterred from doing business across the EU via subsidiaries, as they face heterogeneous requirements, a proliferation of regulatory agencies and “gold plating” of EU legislation by national authorities. Fourth, limitations on data storing and processing create high compliance costs and hinder the creation of large, integrated data sets for training AI models. This fragmentation puts EU companies at a disadvantage relative to the US, which relies on the private sector to build vast data sets, and China, which can leverage its central institutions for data aggregation. This problem is compounded by EU competition enforcement possibly inhibiting intra-industry cooperation. Finally, multiple different national rules in public procurement generate high ongoing costs for cloud providers. The net effect of this burden of regulation is that only larger companies – which are often non-EU based – have the financial capacity and incentive to bear the costs of complying. Young innovative tech companies may choose not to operate in the EU at all." More: commission.europa.eu/documen….
Dear Mario Draghi, a year ago, I asked you to prepare a report on the future of Europe’s competitiveness. No one was better placed than you to take up this challenge. Now, we are eager to listen to your views ↓ xitter.cf/i/broadcasts/1mnxeAPOD…
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