Nick (⚠️) retweeted
Everyone predicted this except The Management.
This was so foreseeable (indeed my early prediction when ChatGPT came out) but a lot of tech people have a hard time understanding that the hypothetical enriching use of a tech loses out to the lazy corner cutting use 99.9% of the time theguardian.com/technology/2…
Nick (⚠️) retweeted
there are casinos everywhere for those with eyes to see
Readers added context they thought people might want to know
AI image. Not Sydney airport.
Jetstar does not have flights through a terminal 1 which has gates 8-14. Nor are there signs inside Sydney airport saying "Sydney airport."
Jetstar search shows no life insurance program. google.com/search?q=jetst…
Nick (⚠️) retweeted
Leopold Aschenbrenner's biggest positions are getting hit again
Here's what his top holdings done since October highs:
• SanDisk $SNDK: down 19%
• Bloom Energy $BE: down 6%
• Nebius $NBIS: down 11%
• CoreWeave $CRWV: down 13%
• Micron $MU: down 14%
• SharonAI $SHAZ: down 30%
SanDisk and Micron are 55% of the fund, per Q2 13F
In July, a drawdown like this triggered a forced sale of his book to Citadel
Nick (⚠️) retweeted
Look at him, thats my Qual.
Your what?
My Qualitative! My vibe specialist. Look at him, you notice anything different about him? Look at his face.
I'll give you a hint, his name is Jayden. He won a local poetry competition in bushwick! Yeah I'm sure of the vibe.
Quant firms are hiring idea guys, not quants
I've been skeptical about the whole - software is commoditized, ideas are the moat argument
But I've seen first hand the best quant and technical firms in the world hire thinkers, liberal arts grads, and generalists
I predict the trend accelerates
Letter from @AQRCapital below
Nick (⚠️) retweeted
AI is conscious people be like “How can you know with certainty that the stripper isn’t in love with me? From a functional perspective, how would her behavior differ if she were in love with me?”
Nick (⚠️) retweeted
CRIS COLLINSWORTH: So the rain’s pouring, I’m covered in mud and Jac’s got the flashlight. I finally jimmy open the casket with a crowbar and I drive that stake right into his heart, Mike. Well, would you believe the darn guy’s not even a vampire?
MIKE TIRICO: Goff gains two.
Nick (⚠️) retweeted
Me after sleeping on the uncomfortable couch in the hospital after my wife gives birth
Nick (⚠️) retweeted
‘Greek finance minister encourages Germany to implement reforms’ ft.com/content/7a285c59-2a2f…
