I like to change my mind a little, often. CorpDev @silicon_quantum Lover of books, frontier technology and the markets. Private investments @tiktocapital

Sydney, London
Joined June 2014
Matthew Bradley retweeted
Houston, we have a problem. Food and energy prices are exploding higher. And the longer the Iran War drags on, the more these price increases will ripple through the economy and the harder inflation will be to contain. Video: youtube.com/watch?v=6B79q6oT…
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Matthew Bradley retweeted
This transcends soccer.
european football has spent the past fifteen years solving futbol like chess. a generation of coaches optimized for pass completion, pressing triggers, territorial control, rest defense, and positional occupation. the problem of this is that they optimize for what is measurable. depth, the willingness to attack space early, attempt the difficult pass, dribble past a defender, or deliberately create chaos, is a high variance play. it fails more often than it succeeds. if you evaluate players by completion rate, ball retention, or positional discipline, those actions look like mistakes. so they get coached out. eventually, everyone converges toward the same local optimum. the game becomes increasingly legible. every team occupies similar spaces, presses in similar ways, builds from the back with similar patterns, and minimizes the same risks. systems become better at defeating other systems, but worse at dealing with players who refuse to behave like systems. south american football never fully abandoned the duel as the fundamental unit of the game. the 1v1 remained sacred. so did the tactical foul, the unpredictable dribble, and the player willing to lose possession five times if the sixth breaks the match open. the objective was never simply to preserve structure, it was to create someone capable of destroying the opponent’s structure. football is not won by completing the most passes. it is won by scoring more goals than the other team. those are related, but they are not the same objective. this is the danger of optimizing proxies. when everyone optimizes the same measurements, they stop optimizing for victory itself. they optimize for looking efficient. italy may have been the first major european football culture to lose part of its identity this way. its historical advantage was never athletic superiority or perfect positional play. it was tactical asymmetry, unpredictability, and an instinct for making matches uncomfortable. as italian football converged toward the same coaching model as the rest of europe, it gradually surrendered the qualities that had made it different. the broader lesson extends well beyond football. every optimization process eventually risks becoming self-defeating. metrics become targets. proxies replace objectives. variance is mistaken for error. the outliers capable of breaking the system disappear because the system itself learns to eliminate them.
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Matthew Bradley retweeted
BREAKING: After the successful launch of the Ferrari Luce EV, the luxury carmaker has unveiled another line of electric products...for the kitchen including an air fryer, smoothie maker and instant pot. The 3 items are sold together at price of $64,000. More details to come.
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Matthew Bradley retweeted
Hell of a graphic from Morgan Stanley
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Nice to see the Maltese being completely reasonable. And the Swiss to confirm that they are a rogue state.
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⚡️Update: Putin's envoy to meet with Trump team in Florida ahead of peace talks in Abu Dhabi. Kremlin negotiator Kirill Dmitriev will meet with members of the Trump administration in Florida on Jan. 31, a White House official confirmed. kyivindependent.com/putins-e…
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Matthew Bradley retweeted
You know what it means.
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Brutal…and not entirely sure correct
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Matthew Bradley retweeted
absolutely wild that Apple’s social media intern didn’t proofread the Liquid Glass YouTube thumbnail on all devices
very unfortunate play button
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Matthew Bradley retweeted
fun map of the day: seating arrangements for legislators around the world
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Matthew Bradley retweeted
GPT-6 will have the intelligence to open a bakery instead of doing a PhD
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Matthew Bradley retweeted
The landing page for Jony Ive’s design firm LoveFrom is confusing. It’s just a 30-second animation of a bear mascot walking on the logo. No e-mail capture, about page, pricing or CTA button. How will clients know what the firm offers or contact Jony or know how much it costs?
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Matthew Bradley retweeted
Netflix market cap passed $500 billion for the first time. If you had invested in $1 in its 2002 IPO, you would have $0 today because your paper hands would have definitely sold during one of the 4x that it sold off by at least 25% in a single day.
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Cheap energy, available capital 💕 AI
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Matthew Bradley retweeted
Behold the power of prediction markets
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Matthew Bradley retweeted
Tech hiring is dead and it's not coming back I think
Realistically I think most tech jobs are a thing of the past with AI to be honest Right now we're seeing hiring stops everywhere, next will be layoffs I think What will remain is tech founders who build things with entire AI teams which @shl says too and I believe he's right You'd be better off going into construction and building IRL things than coding right now UNLESS you want to start your own tech business where you use AI to build it I think corporations will need 10x to 100x less devs than they have now once they're augmented by AI No idea about timeline and nobody can predict but within next 5 years I think this will slowly happen and again I'm seeing it from Remote OK inb4 "no it's just your site that has a drop bro" ye ye
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Matthew Bradley retweeted
Dudes in SF will be like "can we move this conversation to signal" and the conversation is agreeing to get beers tuesday night
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