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Prikvačeni tweet
Redefining "margin of safety" as adaptability instead of "cheap". New white paper from
@bjohns3 and me is now available: https://www.nzscapital.com/sitalweek/redefining-margin-of-safety …pic.twitter.com/BAPphMnbmX
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Amazon's Ring has updated it's app, but offers no new information or control over personal data leakage. Remains rogue spyware for now...https://twitter.com/bradsling/status/1222014546031677442 …
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Better lucky than smart...
https://twitter.com/bradsling/status/1214607837541724160 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
brad slingerlend proslijedio/la je Tweet
NFLX is the ESPN of connected TV platforms, so why don't they get a carriage fee? If Fire, Apple, Roku lost Netflix access, most users would revolt. Opposite is true today where NFLX pays if platform signs up new user. Seems backwards. Same goes for Disney+.
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Streaming distribution will invert from video apps paying Amazon, Roku, Apple etc. to those platforms paying the apps instead. The Roku/Fox issue is an example. Very positive for Disney, Netflix, ViacomCBS, etc. From SITALWeek#218: https://www.nzscapital.com/sitalweek/sitalweek-218 …pic.twitter.com/He6VwFl3Yl
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@lexfridman interviews head of the YouTube algorithm Cristos Goodrow; <25% of the way toward machines understanding video content-harder than self driving cars. This clips starts at minute 80 (but don't miss the whole interview). https://youtu.be/nkWmiNRPU-c?t=4804 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Beware the DCF Fairy, it's related to the Guarantee Fairy. But seriously, thanks to everyone for the great debate this week. (My deepest apologies for my old Gen X references)https://youtu.be/juNqfxhirBM
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Questioning the intelligence of the IoT: will wearables and ongoing vertical integration render consumer connected hardware dumb, or worse, obsolete? https://www.nzscapital.com/sitalweek/sitalweek-229 …pic.twitter.com/e33xJNcr5N
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Best way to improve on any subject in life: spend no time on ideas/information you agree with; spend all your time on ideas that disagree with your world view. Probe until you know them better than your own point of view. (someone smarter has probably said that better!)
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Great stats about trends in cloud apps from the company that knows what the smart companies are doing:https://twitter.com/toddmckinnon/status/1222305003366273024 …
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"To live outside the law, you must be honest." Absolutely Sweet Marie - Dylanhttps://open.spotify.com/track/08TyPDbQ14NOoOWh13WJ2Z …
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brad slingerlend proslijedio/la je Tweet
Statement Hey, something basic is wrong with expected-utility theory. Response 50%: Idiot! Everyone knows it's wrong! Impostor! Plagiarist! We've always known this! 50%: Liar! Nothing is wrong with EUT! We've proved that! All of economics has been based on it for 300 years!pic.twitter.com/sUWi7HcrA8
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I'm willing to sponsor a DCF-aholics anonymous group if someone brings

. There will be no judgement; this dark disease has gripped many of us in the past.
https://www.nzscapital.com/sitalweek/sitalweek-229 … https://twitter.com/bradsling/status/1222018946330554368 …pic.twitter.com/WQVyeNxdpU
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Ditch the DCF: it depends on flawed concepts that date back to a nearly 300 year old error in economics, and it can't account for variations in the the various future paths. Here's a better way (scroll to the last section of Sunday's newsletter): https://www.nzscapital.com/sitalweek/sitalweek-229 …pic.twitter.com/TUrJCRVMwy
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Bezos' Ring app steals about as much personal data as the alleged Saudi malware grabbed from his phone
https://www.eff.org/deeplinks/2020/01/ring-doorbell-app-packed-third-party-trackers …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
And let's not forget last year's paper on Paradigm Shifts from Dalio, aka cycles: https://economicprinciples.org/downloads/Paradigm-Shifts.pdf …pic.twitter.com/TdAEkYBxH5
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brad slingerlend proslijedio/la je Tweet
Just published a (very) deep dive on Spotify. 2500+ words on: 1/ The rise of “Ambient Media” 2/ Competitive dynamics shaping the global audio market 3/ Spotify’s ladder Also, why acquiring The Ringer is wholly different than Spotify’s Gimlet buy.https://venturedesktop.substack.com/p/spotify-the-ambient-media-company …
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Dalio 11-5-19: "The World Has Gone Mad and the System Is Broken" Dalio 1-21-20: "Cash is trash. Get out of cash." Bridgewater's CIO: 1-22-20: "We’ve probably seen the end of the boom-bust cycle." Sources: https://www.linkedin.com/pulse/world-has-gone-mad-system-broken-ray-dalio/ … https://www.cnbc.com/2020/01/21/ray-dalio-at-davos-cash-is-trash-as-everybody-wants-in-on-the-2020-market.html …https://www.bloomberg.com/news/articles/2020-01-22/bridgewater-co-cio-bob-prince-says-boom-bust-cycle-is-over …
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Terrific overview of ergodicity and Kelly criterion here. These are crucial concepts for understanding the (huge) role of luck; so many decision makers are relying on out of date frameworks. cc:
@ole_b_peters https://twitter.com/jasonacollins/status/1219892822595309568 …pic.twitter.com/gy36mswls2
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Sonos was selling brand new items just 12 months ago they are now obseleting like the Connect:Amp (which I use). It was introduced over 9 years ago, but was the latest gen they sold until Jan19. As a result the co indicates all my Sonos equipment, no matter age will stop working.
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brad slingerlend proslijedio/la je Tweet
The
#BallAluminumCup is going to the big game! We're excited to team up with Hard Rock Stadium Miami Florida hospitality partner, Centerplate, and the NFL's official beer sponsor, Bud Light, to bring fans a#sustainable way to enjoy their favorite beverages during the game.
https://twitter.com/centerplate/status/1219636314074767361 …
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Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.
; 2011-18 manager of Janus Global Tech Fund (JAGTX); 'only try to realize the truth...there is no spoon
'