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  1. Prikvačeni tweet

    My 2018 Annual Letter is now out: Contents: - Returns - A Ponzi Scheme in Silicon Valley - AI - Computational Biology - A Comparison to Berkshire Hathaway

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  2. proslijedio/la je Tweet
    17. sij

    The Groq architecture provides more than a 2x performance advantage over GPU-based solutions. Read the latest on :

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  4. The tide will only change when real rates go up...so in the meantime, until you see rates actually going up, I’d be long these new capital providers as they should grow at superior rates to the market.

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  5. Who loses? 1) lenders (traditional banks) get crunched on their ability to arb the vig because borrowers of record (stripe, square etc) shop their deals relentlessly 2) LPs because VCs pay more for less because the companies they invest in have grown faster on less capital

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  6. So who are the winners: First and foremost: The platforms that provide the most flexible and fastest pools of capital to those who need it Second: the companies who take advantage of it to grow in new, non-dilutive ways

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  7. ...lowering the cost of capital is a great way to super charge growth of your platform and create the necessary boundary conditions for lock-in...

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  8. Square Capital Shopify Capital Stripe Capital Google Capital (GCP credits) Amazon Capital (AWS credits) Etc Etc Etc The Internet’s version of quantitative easing...

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  9. proslijedio/la je Tweet
    15. sij

    If you are serious about wanting to improve education, do not vote more money for the education establishment that has been dumbing down the schools for years. Vote for vouchers, tax credits, or anything else that will transfer decision-making power to parents.

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  10. In the last 3421 years of recorded history, only 268 have seen no war.

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    If you don’t believe in free speech for people who you disagree with, and even hate for what they stand for, then you don’t believe in free speech.

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  13. Virgin Galactic is seeing strong demand for tourist flights to space, will re-open ticket sales

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    . completed all major structural elements of the next spacecraft and will now complete integrated systems assembly, such as its flight control systems. Next up is ground testing, the step before flight testing.

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  15. 2010s: Rise of global tech accelerated the... Rise of global elites that deepened... Rise of wage inequality which fed... Rise of social inequality and caused... Rise of outrage and... Rise of populism and... Rise of nationalism. 2020s: Redistribution of wealth or revolution.

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  16. Auto-correct is really auto-fuckupmytext

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  18. Well, that took longer than anyone expected. It took two years to get back to where we were in Jan-2018...In other words, -1+1=0...

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    Statistically, life is hard our 20s and 30s. People report being happier in their 40s & 50s — as we start taking stock of relationships. Thx PBS

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  20. proslijedio/la je Tweet
    5. pro 2019.

    Somebody broke down the impeachment on fbook and it is hilarious yet informative lol

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  21. It seems illegal to sympathize anymore. You can only empathize, otherwise, you're a monster. Why?

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