Memento mortis
Joined July 2012
- Tweets32.1K
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808 retweeted
I don’t understand why so many are rushing to defend Jensen. The most powerful man in the business world running the most important company is sleeping with the enemy. It’s horrible and puts his entire character into question.
808 retweeted
The longer I invest the more I realize you get 1-2 great opportunities every few years. The rest of the time is spent wondering if you will ever get another great opportunity again and convincing yourself to own mediocre opportunities while you wait. Mediocrity is the price you pay for impatience.
microcapclub.com/active-pati…
808 retweeted
I’ve never seen a bigger example of government waste
California government = $6bn to follow through on 13 executions
California citizens = $5 worth of fent and Xanax and they do this daily in LA
808 retweeted
the gang on the way to subpoena who's been putting up all those giant 0dte options trades minutes ahead of every presidential announcement
808 retweeted
Democrats, don't fuck this up. Focus on the economy & ending wars
Don't go back to bringing men into women's bathrooms and DEI racism
Let Americans be able to take care of their families based on meritocracy & hard work
808 retweeted
History will show that no one did more to promote left-wing ideas than Donald Trump, and no one did more to advance the Palestinian cause than Benjamin Netanyahu.
808 retweeted
After midterms Donald Trump is toast. As a lame duck his power will be greatly diminished. He is old, the Iranian folly will alienate a decent chunk of R Senators. His ability field candidates in primaries and party control will be diminished.
How he responds will be interesting.
808 retweeted
reddit sold google its posts for AI training back in 2024. so the shock now that AI mode answers the question and nobody clicks through is a little rich
808 retweeted
Excellent comment on this FT article about the Binance hack
ft.com/content/1d4dd7b2-9dee…
808 retweeted
Own your intelligence.
Nothing more important than this.
sam: local inference is a terrible allocation of scarce resources
“a lot of people want local inference, and somehow they assume that the problem is solved now because we have open-source models, we're going to be able to run them on our computers, and so we're not going to need all the stuff in the data centre
but from a global allocation perspective, actually it's quite terrible to have everybody, like, have a bunch of the world's limited supply of DRAM sitting in their own computer and being used five percent of the time
you want maximum utilisation in the cloud if you're trying to deal with this very supply-constrained environment
somehow many people's intuition is the opposite of that”
808 retweeted
Spending time to accumulate evidence to ensure timeliness on something you’ve failed to do for 5.5 years. 😂
808 retweeted
Every time I hear "10 sigma" event...
BREAKING: Brazil's -19.8% stock market crash on Monday was one of the rarest market events in the last two decades, according to our analysis.
Brazil's EWZ ETF plunged -19.8% on October 26th, marking an 8.4 standard deviation move.
For context, the ETF's average daily move over the last 20 years has been just +0.04%, with a standard deviation of 2.36%.
Under a normal distribution, the probability of a decline this extreme is approximately 1 in 58 quadrillion.
In other words, this event should be virtually impossible under conventional statistical models.
What just happened in Brazil was *almost* impossible.
808 retweeted
US as a country is incoherent; as a foreign country -- if you are not Israel -- dealing with the US you run into problem either with its President or with its Senate.
808 retweeted
People in rich countries are unhappy. In the US they're truly miserable.
Sentiment fell more in the US since 2019 than any other country.
US sentiment at the 0th percentile of pre-COVID history, others generally around 25th percentile.
And our economy doing better than most!
808 retweeted
В октябре к югу от резиденции Путина на Валдае, в радиусе 50 км от нее, построили еще 16 башен ПВО: всего их уже около 50.
Новые постройки формируют дополнительное кольцо обороны. Радиус кольца составляет 55 км, а среднее расстояние между позициями – около 15 км.
