misaligned vol

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misaligned vol

misaligned vol

@AForkInLife

the risk they didn’t model. saying what I couldn’t with a badge on. trades vol. builds things. breaks patterns. probably not financial advice.

Washington, USA Katılım Kasım 2016
317 Takip Edilen1.2K Takipçiler
Jim Cramer
Jim Cramer@jimcramer·
Musk v. Altman on stand, go with Musk... even as i think OpenAI wins
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cinesthetic.
cinesthetic.@TheCinesthetic·
Name a movie that absolutely nailed its final act.
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Jake Halloran
Jake Halloran@jakehalloran1·
the number 2 dumbest thing the chatgpt finance connector thinks im spending money on is chatgpt
Jake Halloran tweet media
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Amit Amir Anthony
Amit Amir Anthony@AmitWorldPeace·
@clashreport Taiwan listening to this like: “So… should we start learning Mandarin faster or what?” 😭
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Clash Report
Clash Report@clashreport·
Reporter: Would the US defend Taiwan if it came to it? Trump: I don't want to say that. I'm not going to say that. That question was asked to me today by President Xi. I said, “I don't talk about those.” Reporter: He asked you if you would send troops? Trump: He asked me if I'd defend them. I said, “I don't talk about that.”
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Jack Posobiec
Jack Posobiec@JackPosobiec·
Xi Jinping is pronounced "SHEE" as in "sheep" Really simple name that so many Westerners get wrong
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misaligned vol
misaligned vol@AForkInLife·
@Nick_Davidov Is this calculation correct though? Most of the contracts are not full stacking, or at least not by default.
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Nick Davidov
Nick Davidov@Nick_Davidov·
You invested $100K via a 3-layer Anthropic SPV at $380B valuation. Third layer takes 15% management/set up fees and no carry Second layer takes 10/20 First layer takes 10/20 So your real investment is 100*0.85*0.9*0.9=$68.85K. Given nobody scammed anyone in the matryoshka An exit at $1.4T IPO gets you a MOIC of ~2.8x after dilution. That’s $192K on the first layer. The first layer takes 20% carry, you have $167K left The second layer takes 20% carry ($36.4k), you have $130.6k left So you have made a $30K return on a $100K investment in a year. So layered SPV investment got you a 68% Anthropic exposure. Buying Google stock gets you 14% and Amazon - 18%. AND a multiple on all the money Anthropic spends on compute (most of their money). AND exposure to a money-printing business with a strong AI component that rivals Anthropic. AND no scam risk. While the 32% lost in SPV fees just fund someone’s coke habit in Miami. Same $100K put in AMZN and GOOG over the same time period would also get you the 30% return. You’re welcome.
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misaligned vol
misaligned vol@AForkInLife·
@swarajk_ Always a 30u30, that indicator is comparable to inverse Cramer now
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Swaraj
Swaraj@swarajk_·
that vc girlboss fucked it up for everyone lol
_gabrielShapir0@lex_node

I am surprised more people are not paying attention to this update from Anthropic on its stock policy. This seems like a potential bombshell. There is an active secondary market purportedly in Anthropic stock or derivatives including on fairly reputable (or at least well-known) platforms like Forge. Anthropic is calling them out *specifically*, by name, and essentially *saying* 100% of these are illegal. Some may be frauds (people selling Anthropic stock or interests in Anthropic stock that they don't truly own), but more likely many are legit attempts at transferring Anthropic equity (directly, as SPV shares, or as some type of 'beneficial interest' or future, etc.) Anthropic appears to be saying it will treat all these transfers as void. I don't have access to their terms, but it's very interesting to think what this could mean. Do the 'first purported sellers' in the chain potentially have an opportunity to do a double-dip? Does the first seller and all downstream buyers get the entire entitlement nuked? Anthropic is threatening that--are they just bluffing? If they're not bluffing, what litigation is likely to ensue? This can get into really esoteric areas of corporate law that depend on exactly how the transfer restrictions are drafted as well as the language around how violations of transfer restrictions are treated--for example, if they are merely voidABLE then downstream buyers can assert various equitable claims/defenses, but if they are VOID ab initio then in some jurisdictions that forecloses equitable defenses.

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misaligned vol
misaligned vol@AForkInLife·
@steipete Why is Claude Design so obsessed with having different fonts in headers?
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Anthropic
Anthropic@AnthropicAI·
New Anthropic research: Teaching Claude why. Last year we reported that, under certain experimental conditions, Claude 4 would blackmail users. Since then, we’ve completely eliminated this behavior. How?
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misaligned vol
misaligned vol@AForkInLife·
@jesseproudman For those cheering for this tax, thinking it only applies to millionaires, wait until you find out you're next on the chopping block in a few years.
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Jesse Proudman
Jesse Proudman@jesseproudman·
I love Washington. It's heartbreaking to watch this unfold. Nine countries repealed their income taxes on capital because capital flight costs more than the tax collects. We're ignoring a century of evidence — and the people who can't leave will pay for it. As a State, we can and should do better.
Jason Rantz on Seattle Red@jasonrantz

‘Rage is the best emotion I can describe’: Venice AI founder @jesseproudman is leaving Seattle over the millionaires tax seattlered.com/taxes/jesse-pr…

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Hannah Krieg
Hannah Krieg@hannahkrieg·
BREAKING: Seattle City Council Members announced they will introduce an emergency, year long moratorium on the siting of new data centers
Hannah Krieg tweet media
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Zoya🕊️
Zoya🕊️@Zoya_ki_batein·
Do y’all remember when ballerina’s husband, the billionaire who owns an airline..got her that gift for her birthday?
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greg
greg@greg16676935420·
@DustinCanFly One 8 oz bag every 2 weeks is a year supply? SMH my head @LAYS
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Dustin Furman
Dustin Furman@DustinCanFly·
I got an “extremely urgent” envelope from UPS. Turns out, I got a “year’s supply” of chips from Lay’s because of that Super Bowl ad. They didn’t deliver the free bag on time. 🤣
Dustin Furman tweet mediaDustin Furman tweet media
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Robust Feed
Robust Feed@RobustFeed·
Chinese food American style
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misaligned vol
misaligned vol@AForkInLife·
@banditmapache_ I'm Asian and if this was my daughter, I would do anything to drag her out of that apartment (and relationship). I don’t care if she hates me for a few years, but eventually she will understand.
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Bandit Mapache
Bandit Mapache@banditmapache_·
Un conflicto estalló entre un hombre nigeriano y su novia coreana debido a las diferencias culturales entre los dos pueblos, ¡y el problema era sobre lavar la ropa! El hombre dijo: "Buenos días a todos, vamos a lavar la ropa porque no tenemos lavadora en casa". Le pedí que separara la ropa blanca del resto, ¡pero me lo pide a mí! ¿Un hombre adulto como yo... y me pide que lo haga? • La chica: "No estamos en la misma situación. Acabo de llegar del trabajo y tú estuviste en casa todo el día sin hacer nada, ¿y aun así quieres que haga algo por ti? ¡Eso no es justo!" • El hombre (dirigiéndose a la cámara): "Soy un hombre y ella es una chica... Se supone que ella debe lavar la ropa, ¿no? ¡Mírenla, pidiéndome que clasifique la ropa!" • La chica: "Que seas mayor que yo no significa que tenga que hacerlo todo. Si estás en casa, es tu responsabilidad ayudar."
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