Thesis Thursday I am short MEAT CONSUMPTION: + Greate Rewokening in latter half of 2020s is underway + rise of Anthropic (EA cultural influence 📈, they're all polyamorous vegan rationalists etc) + biotech singularity will make meat alternatives healthier cheaper and tastier (synthetic foods in general) + Anecdotally... Show more

There are many instances of someone/something being a main character villain for like a day or 3 and then the anti-hype dies down a bit but they stick with the process and it turns out to be a great outcome

I think that was the last bear market

Working on multiple projects simultaneously can easily become another form of procrasting releasing any of them

Jack seems like a great founder and not as great a pubco CEO

Physics is basically the only limiting reagent on progress, the physics of the earth has not changed over the last millenia despite human civilization progressing and accelerating I guess this is kind of what the Kardashev scale implies wrt energy? Progress is the act of "harnessing" more energy

internet likes to act anti-credential but revealed pref of people who actually take risk on people either via investing or hiring, end up still placing importance on credentials (at least as an initial screen) bc most competent ppl have acquired some form of credential (though not the other way around, ie most credenti... Show more

hit a react sweep in the GC this morning great start to the day

yeah crazy trade ngl. i would never have been able to predict how much things have changed over the last decade

first time getting this on Sol smh

in november 2024 the bitcoin price went from 67k to 90k in 1 week

There are some big tech companies that are not today's iteration of hot startups but they are also not like dino enterprises, and can be at the frontier. These companies are very well positioned to iterate on applied AI in large organizations. Shopify, Square, Stripe, DoorDash, Coinbase, Robinhood, etc. Companies foun... Show more