Joined June 2022
Listening to Ron baron made me realise how much of a fraud investing is
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linear thinking is bad u must think in compounding and inflections
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ai safety is one of these (imo few) obvious cases where capitalism is an extremely unsuitable structure to serve it. interesting to observe the weakness in real time
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it's amazing how the SW of england forces locally sourced produce and independent vendors. quality is much better than in LDN or the North. You reap what you sow.
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luddite mentality
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max short the IPO (not joking, like actually max short it)
*MOONSHOT SAID TO CLOSE PRE-IPO FUNDING ROUND AT $50B VALUATION *MOONSHOT SAID TO EYE HONG KONG IPO IN FIRST QUARTER OF 2027
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then he blew it all buying the top on NFTs
Steve Aoki says getting out of debt came down to keeping his life cheap and playing as many DJ sets as possible. Once one week of gigs covered his monthly expenses, nearly everything he earned the rest of the month went toward paying off what he owed.
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the only ai bubble is in the isolated frontier model valuations (anthropic and openai). everything else is doing fine.
Anthropic valuation - $2 trillion Samsung valuation - $1.35 trillion Anthropic 2025 revenue - $4.6 billion Samsung 2025 revenue - $236 billion
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dead internet theory is real (most human brains are now slop)
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it's not looking good dawg
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the setup elon has, for his team to jump at this so fast, is the entire reason he's so successful most companies even 1/100th the size of SPCX or TSLA would have 100 bureaucratic processes to get through before approval 6 months later
NEW: Elon Musk reportedly spent $20 million on Dot.com to troll Sam Altman after OpenAI launched Dots.
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local models are on the cusp of being viable for productive work at tiny prices. very exciting tbh
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literally
palo alto people are building agents for a world where everyone has 47 tasks at once while the average person is so fucking bored they’re doomscrolling during work hours
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AI product launches always show people cooking or cleaning while verbally working with their LLM? theres almost never a use for this lmfao.
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why are people still trying these kinds of companies? u think ur gonna beat the frontier labs on these BASIC tools their LLMs need to function? You think when they say 'achieving AGI' they're gonna do it without great browser functionality? founders are throwing their time down the drain. hope i eat my words tho
We just raised $5.7M for @PolarBrowser, the AI browser that beats Anthropic and OpenAI on every major web agent benchmark. - 4,500,000+ actions taken for users, automating sales, recruiting, and ops - One company cancelled Clay and saves 25+ hrs/wk per person - Team is from MIT, YC, Prod, Citadel, Jane Street, Perplexity, Modal, and Apple 100 hours of work. From 30 seconds of typing. Download the world's most powerful AI browser: polarbrowser.com
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this mechanism is $1.7tr of Anthropic's $2tr market cap
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peter thiel says 'i am self aware enough to know i'm not electable'
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if you use LLMs for non-coding, even the most powerful models, the very honest take is that they are nice productivity boosters, something like a conveyor belt in a factory, but certainly do not feel like 'alternative intelligence'
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bezos via $AMZN owns more of Anthropic than Dario owns of it right?
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Britain can't do anything anymore. When you go to Heathrow T5, British Airways has a huge poster 'the first british airline with starlink'. They got the marketing boards up fast but the implementation... Only 5 out of 300 aircraft have starlink equipped after a year of trying. What a complete joke. @British_Airways you suck
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