Michael Yau

@odysseans

think deeply, control emotions, love life

Vrijeme pridruživanja: rujan 2018.

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  1. proslijedio/la je Tweet
    1. velj

    To read Jeff Bezos’ letters to shareholders is to get a crash course in running a high-growth internet business from someone who mastered it before any playbooks were written. We analyzed the letters and unpacked the most important wisdom in each:

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    28. sij
    Odgovor korisniku/ci
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    7. sij
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    Who makes the best youtube videos that introduce you to topics like decision making, learning, leadership, habits, etc?

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

    1. Fundamental analysis that doesn’t respect the reflexive nature of reality is kind of dumb. Reality is only kind of “real” and can be altered, for example, with the strength of belief.

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  6. proslijedio/la je Tweet
    19. pro 2019.

    An investment philosophy is a set of market beliefs that drives how you invest. I look at the choices and how to find the investment philosophy that is right for you. Webcasts: There is a YouTube version and an NYU certificate class coming soon.

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  7. proslijedio/la je Tweet
    18. pro 2019.

    Great article, "How to Value a Company by Analyzing Its Customers," by and in the new . We have to go back to basic unit economics, which is especially important for companies that expense their investments.

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    9. pro 2019.

    Sometimes I think our simulations of nonlinear waves are nice, and then I see something like this ....

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  9. proslijedio/la je Tweet
    29. stu 2019.

    Here's my conversation with Noam Chomsky. He is one of the most influential scholars of language and the human mind in history with 400,000+ citations & 100+ books on linguistics, politics, & war. It was truly a pleasure to talk to him about AI & language:

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  10. proslijedio/la je Tweet
    29. stu 2019.

    1/ Books suggested by some of the most successful and interesting people on podcast episodes in 2019! Investors: , , , , , ,

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    Lux 2019 annual meeting talk: THEME: How technology evolves—out of the infinite arms race—between deception + its detection. Opening 2 mins below. Full link to full talk here...

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    16. stu 2019.

    More than twenty years ago, Brian Arthur popularized a concept that forever changed Silicon Valley—with a little help from Cormac McCarthy

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  13. proslijedio/la je Tweet
    28. lis 2019.

    Returns since IPO: 😳 Microsoft: +144,651% Adobe: +120,171% Amazon: +89,840% Cisco: +63,855% Nike: +50,499% Apple: +42,552% Starbucks: +24,720% Netflix: +24,984 Disney: +17,222% Mastercard: +5,774% Tiffany & Co: +5,156% Salesforce: +3,400% Visa: +1,516% -

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    Researchers started with a simple question: Does the visual cortex represent stimuli with many different response patterns, or does it use similar patterns over and over again? The answer revealed a surprising mathematical rule behind the neural code.

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    Randomness and quantum theory go together like thunder and lightning. In both cases, the former is an unavoidable consequence of the latter.

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    A community of mathematicians say the equal sign is too rigid to capture many mathematical complexities. They're replacing equality with a new mathematics of equivalence.

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  17. proslijedio/la je Tweet
    6. lis 2019.

    Today I turn 40. I can't believe I just typed that. Here are 40 bite sized lessons I've learned during my first 40 years.

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    1/ In the present we take for granted the past. In science we take for granted that we stand on the shoulders of giants — those who sought truth, or maybe fame & in return gave us progress We take for granted scientists the world over who, sought safety + freedom on U.S. shores

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  19. proslijedio/la je Tweet
    3. lis 2019.

    Doyne Farmer makes the case for calibrated agent based models in the financial sector! ⁦⁩ You can’t sweep all that human heterogeneity under a rug and expect to estimate risk!!!

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    I wrote a new post on the relationship between CEOs and CFOs:

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