Arthur Berd

4/14: @elonmusk makes an offer to buy Twitter 4/15: Twitter board rejects the offer 4/22: The Large Hadron Collider restarts 4/25: Twitter board is set to accept Elon's offer Physicists long worried that LHC may trigger the end of the Universe. They just did not know how.

@adeoressi Yes, very interesting

Startuply.vc Want an invite code?

I have a hypothesis about the Anthropic Claude source code leak. I think it was an April Fool’s prank, but someone just posted it prematurely. Another downside of too much efficiency.

@_chenglou This is really great, but where do you stand on tabs vs spaces dilemma? youtu.be/oRva7UxGQDw?si…

My dear front-end developers (and anyone who’s interested in the future of interfaces): I have crawled through depths of hell to bring you, for the foreseeable years, one of the more important foundational pieces of UI engineering (if not in implementation then certainly at least in concept): Fast, accurate and comprehensive userland text measurement algorithm in pure TypeScript, usable for laying out entire web pages without CSS, bypassing DOM measurements and reflow

@levelsio Did you sign the new contract terms?

Anyone know why my OpenClaw died today? Is it rate limited by Anthropic? I already upgraded it to 2026.2.26

@WKCosmo Landau theoretical minimum was a pass/fail exam. I re-took the theoretical minimum on quantum mechanics three times, each time learning it deeper, and each time being more difficult than prior. After that I could probably give the exam to the next generation :)

If I could snap my fingers and make it so, college would be credential-based: courses would be pass/fail, based on defined milestones, with a high fail rate but no penalty for re-takes.

@naval The only difference between stubbornness and perseverance is the eventual success. If only one could figure a way to know which is which while it’s going on.

Nothing worse than a slow failure.

@naval Sometimes it feels like there is an even greater demand for stupidity. Progress happens on that division line.

There is unlimited demand for intelligence.

@ZachZelle @FrancisSuarez Loop me in for fintech +/- ai would love to connect

the angel investor community in Miami is wild just had a friend close a small round for home security drones in 2 days he opened it thursday and by this morning it was oversubscribed if you are missing out on this sort of network within the miami area you need to be networkmaxxing

@BojanRadojici10 Amazing and not surprising. Excel is great, but this is even better. Please share the prompt, would love to try.

360 years. That is the collective Excel experience of my team of 30 people, in one room. I have personally used Excel for 20 years. Since the very beginning. We’ve spent decades "crushing it" when it comes to financial modeling. We knew every shortcut. Every nested formula. We thought we had reached the peak of efficiency. (They are better then me, just to admit) But I have something to tell you. The game just changed. In my opinion, we are witnessing the biggest innovation since Excel was first released. It’s not a new function or a Power BI update. It’s Claude. Specifically, Claude’s ability to build and manipulate Excel models. For 40 years, the "manual labor" was the tax we paid. Hardcoding formulas. Spending hours formatting cells. Manually linking sheets and building tables from scratch. That era is over. Claude can now handle the heavy lifting of building the structure, the logic, and the formatting in minutes. But here is the part that really surprised me: It actually understands accounting. It understands the relationship between a Balance Sheet and a Cash Flow statement. It understands how operating drivers flow into a P&L. We aren't replacing our expertise. We are finally liberating it. Instead of spending 80% of our time building the model, we spend 100% of our time analyzing the results. If you want this Prompt and Excel model, just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

@__paleologo Yes, it works too, with a lot of handholding and manual fixes of mistakes. But works.

@ArthurBerd Have you tried oai pro

-It has no reverse search. -Editor is primitive. -The voice commands are ineffective. -Can I turn on heavy thinking with a Pro account? Seems not. -Missing the flexibility of Claude Code to generate charts, code, tests, text in one fell swoop. -Better than Overleaf for writing support, but worse ad an environment.

@nattyover Definitely maybe

Just want to note that I don’t think it’s obviously correct, or even probably correct. (Possibly correct? Maybe)

@__paleologo I agree, if the cited paper looks plausible but doesn’t exist, maybe it should exist?

Authors should hurry up to write hallucinated references. They would clearly fill a gap in the literature.

@__paleologo Understanding and dealing with drawdowns, what’s the right expectation, when is valid to add to trade vs stop out, how to plan for this for a finite life of the trade

**Request to all portfolio managers** I am negotiating the 2nd ed. of “Advanced Portfolio Management” with Wiley. It will be better: error-free, new material, AND IN COLOR! (If not, I will rewrite and publish elsewhere). Here is the request: what topics do you think were missing? Answer in replies. If your advice is accepted you will be acknowledged in the book.

@__paleologo I am willing to bet that it’s wrong, or rather mistaken interpretation of what they think is a broad education. Edward Witten is the greatest string theorist and got the Fields medal in math. Before becoming a physicist he did history and politics. That’s not what made him great.

And now everyone is jumping on the Science paper hobby horse. People it's a paper!! It's maybe even wrong!!! And you all never even read Science or Nature!!!! The Bullshit Asymmetry Principle lives on and on and on.

@StartupArchive_ Correction: the best entrepreneurs of the future will be quite skilled at 6-7 things

Marc Andreessen: “The best entrepreneurs of the future will be quite skilled at 6-8 things” Marc is asked how being a founder changes in the age of AI, to which he responds: “I think there are two ways to have a differentiated edge in general — go deep or go broad.” Going deep means becoming a specialized expert in your domain. “There are domains where that really matters,” Marc explains. “In biotech and working on AI foundation models, the deeper you are the better.” But as AI gets more powerful, Marc would bet that “going broad” will be the winning strategy for most fields. He recommends knowing a lot about many different fields and how the world works — then use AI tools to go deep whenever you need to. “If you talk to any of the great CEOs, you see this.” Mark explains. “The really great CEOs are great at product, sales, and marketing people, they’re great legal thinkers, and they’re great at finance and with investors and the press. It’s a multidisciplinary kind of approach.” He continues: “The best entrepreneurs of the future will probably be quite skilled at 6 or 8 things and then will be able to cross-pollinate and combine them.” Video source: @tbpn (2025)

@bscholl I agree, with a caveat. Either the flight should be so fast that sitting in a chair is not a chore, or it would actually be better to be slower overnight so you can get a proper night sleep in a bed, like in a train coupe. Flying to Europe on a red-eye in 6-7 hours is the worst.

The ultimate luxury is an airplane so fast few would bother with a flying living room.

@bscholl @CrusoeAI youtu.be/sN_NjXgZp6s?si…

A new product, a new customer, a new financing! Introducing Superpower: a 42MW natural gas turbine optimized for AI datacenters, built on our supersonic technology. Superpower launches with a 1.21GW order from @CrusoeAI Backstory 🧵👇

@bscholl @sama youtu.be/sN_NjXgZp6s?si…

7/ I texted @sama, who had been a Boom investor for more than a decade. Would a 42MW nat gas turbine be helpful? The answer was a resounding yes. 90 days later, we had a launch order for 1.21GW and well over $1.25B in backlog

@patrickc How about just common sense and thinking independently, “from first principles” (I know that phrase is also overused, but unlike others it doesn’t diminish its validity)

Two conversations this weekend make me think that there's a vibe shift afoot in Silicon Valley around what one should work on and what is worthwhile. Culturally, it feels like the moment is ripe for new frameworks: • Davos expert morality is stale and discredited. • It's also apparent that the "just be super based" Counter-Enlightenment is not really an answer. (Yes, woke went too far, but simply inverting it doesn't work.) • EA is no longer the automatic default for smart people. • There's increasing skepticism of slot and slop machine dynamics. Overall, "what is worthy and valuable?" feels like it's becoming more central.