investments

Lisbon, Portugal
Joined June 2008
I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily the west thinks about manufacturing as a cost center you optimize by centralizing… China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine the gap is ARCHITECTURAL it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study… and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure Merz at least had the courage to name it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster
Megatron
@Megatron_ronFeb 27
NEW: 🇩🇪🇨🇳 German Chancellor Merz says Germans need to work more in order to match China: “We are simply no longer productive enough. Each individual may say, “I already do quite a lot.” And that may be true. But when you return from China, ladies and gentlemen, you see things more clearly. With work-life balance and a four-day week, long-term prosperity in our country cannot be maintained. We will simply have to do a bit more.”
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Every person over 35 blames aging for their stiff, aching joints. Turns out it's not age... it's years of neglect catching up. Here are 8 simple ways to rebuild your joints and feel 25 again🧵:
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Wow! This is such a great example of a viral post: you state the obvious "exercise and eat healthy", pepper it with unattributed 3rd party media, add your Amazon ref links. Bang! I don't mean to be mean, I'm envious, I've clicked on it 😀
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Anybody else using hyperkey (hyperkey.app/) and find it very unreliable on Sonoma? I usually have to restart it a few times before I can start using it.
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I use karabiner-elements.pqrs.org/ for super key functionality and can recommend it. There are other options like github.com/kmonad/
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We just shipped some improvements to Little Arc 🤏 We hope they keep your life on the internet easier & clutter-free! Little Arc windows are meant to be ephemeral, bite-sized browsing moments – but we’re all human! Sometimes we forget them piling high in the background.
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Julia, great job with Muse, do more great things with Arc! 💪🏼
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Попросила у ChatGPT4 нарисовать что-то максимально португальское. 😍 За каждые пять лайков к этому твиту буду в треде просить добавлять богатости, португальскости и грандиозности!
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Here's an image that captures an awe-inspiring, beyond-limits portrayal of beauty and wealth in traditional Portuguese style, reflecting the zenith of aesthetics and affluence in an advanced cosmic civilization.
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Типичный сотрудник SEF
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1/🧵 When Aswath Damodaran speaks, investors should listen. His recent podcast episode in “Invest Like the Best” is one of the best ones I’ve heard in years. To save you time, here's curated notes of key insights from this spectacular 90-min episode. Best served with cup of 🫖
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В Лиссабоне на митинг с ёршиками вышли даже собаки.
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I do not think therefore I do not am
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Replying to @OvercastFM
I have the Settings for a new Podcast I am listening to set to play from Oldest to Newest- except it doesn't! It keeps playing the newest one causing me to have to manually change. It is very frustrating. What am I missing?
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Same problem. It’s a nice app but a bit of a mess when it comes to episodes UI (some are in bold font, some with cloud, others regular 🤷‍♂️). And the player jumps around trying to play new or unfinished items while I want it just to chill and play in order
Replying to @marty
French Riviera Like near Marseille or Saint-Tropez Perfect place
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Posh, overcrowded, expensive
Replying to @marty
Lisbon, OR for something a little more tucked away - Hvar, Croatia 👌
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Yes, Lisbon satisfies all the criteria. Winter is very mild.
вы бы дали пизды себе 18-летнему?
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Да
A lot of people want to become a better programmer by learning things. But collectively we seem bad at routing towards useful subjects. Data structures? Compilers? Scheme? Math? Sure, they help a bit, but meh. What scores highest on cost/benefit for becoming a better programmer?
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An attempt to structure this very wide theme with suggestions of books and courses by CS topic: teachyourselfcs.com
«Беларусь» (2020) холст, акрил, дубинопись, 60х40 см
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I want skype to die
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What do you propose to use for video conf with my folks then? Or you just don’t like video conf as a genre?
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New blog post: Eventual Consistency (sci-fi fiction) — zpr.io/H75uN
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Very good. I’m not sure I’ve understood everything but this is how it’s supposed to be. Had similar feeling after the Watts’ Blindsight.
I sometimes procrastinate by adding visual comments like this (makes sense if you use a mini map in your editor)
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Alright, so after a couple of weeks on OpenBSD I decided to try Windows 10. So far, the first 3 hours are rock solid: it's installing updates and restarting WITHOUT ISSUES for the whole 3 hours.
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OMG, is Windows now free?! Those pirates in the forests of Gorbushka still don’t know and sell it on CDs.
Love Emacs course from ⁦@codexpanse⁩. This spacial layout of shortcuts is soo much more intuitive than usual boring tables!
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Wow. I'm literally stunned. Apple just doubled down on their rejection of HEY's ability to provide bug fixes and new features, unless we submit to their outrageous demand of 15-30% of our revenue. Even worse: We're told that unless we comply, they'll REMOVE THE APP.
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We've invested millions of dollars, and years of effort, into building HEY. We're already taking on Google's stronghold of Gmail. Listen, I don't mind a loop-sided fight, but we can't run a business wrestling Google with one arm and Apple with the other. It's just too much.
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Just curious—how many of those millions went into purchasing the domain name🤔