Marc Geffen
6.6K posts

Marc Geffen
@Marc_it
R&D (research, design). Clear thinking about mixed feelings.


Property photos + GenAI + a lil manual touch up = personalized 3D home models


I’ll share a small part of pickle.com Back in med school, I became obsessed with augmenting memory and dreamed of a Notion or Obsidian that completes itself. Today, we’ve built something close. My self-awareness is sharper and everything feels connected. I genuinely believe AI does not replace humans. It amplifies us. Huge respect to our engineers and designers who made this crazy thing real. Bubbles are the episodic units of my life that the system interprets from my raw data. Clouds are the system’s questions, its hypotheses about who I am. When I answer a cloud, it becomes a bubble again. There is so much personal data that I cannot fully demo it. Wish I could. This system understands me more deeply than anyone. Want to try it? Retweet and comment “memory.” I’ll DM you an access code to skip the waitlist.





Cliff Sosin has run one of the most interesting portfolios in public markets—nearly $2B concentrated in just a few companies, which he always knows better than anyone. Over many years, I’ve enjoyed conversations with him on a million topics, and finally convinced him to talk about investing with me for everyone to hear. We start talking about investing overall, and then spend a large part of the conversation hearing his side of the Carvana investing story—one for the ages. Enjoy Timestamps 0:32 Early Career & Discovering Investing 1:49 Starting the Firm 7:23 Defining a Good Business 12:31 Contained vs. Uncontained Businesses 15:30 Mental Models & Market Insights 30:13 The Role of ESG in Investing 34:26 The Carvana Investment Story 41:01 The Complexity of Car Transactions 46:43 Economies of Scale and Trust 49:40 Management Insights 59:07 Operational Issues & Market Challenges 1:19:17 The Role of Word of Mouth in Carvana's Growth 1:20:28 Identifying Early Adopters 1:27:19 The Apollo Deal and Debt Restructuring 1:28:23 Personal Reflections on Investment Decision 1:34:21 The Psychological Toll of Investment 1:45:16 Future Investment Strategies and AI 1:54:51 The Kindest Thing Anyone Has Ever Done For Cliff










