Sabitlenmiş Tweet
“How did you go bankrupt?” Bill asked.
“Two ways,” Mike replied. “Gradually, and then suddenly.”— Ernest Hemingway, The Sun Also Rises (1926)
English
As Allocated
2.1K posts
As Allocated
@AsAllocated
Institutional LP in private & public markets. Field notes from meetings with GPs & operators.
An AGM near you Katılım Ağustos 2025
1.2K Takip Edilen371 Takipçiler
@paulswaney3 Easy to have a false sense of precision looking at a spreadsheet
English
Just go to the shop floor!
Do the math
But go to the floor
Do the math
Dont cut it to 2decimal points when it’s not helpful
English
This screenshot must be shown to every moron repeating AI predictions from billionaires as if they came from some gurus.
Just because you were lucky once and it made you rich doesn't make you any different from an average person.
You just got lucky once and it made you rich.
Ewan Morrison@MrEwanMorrison
No technology is inevitable or fated. Look at this projection from Zuckerberg from 2022. This week the metaverse got shut down.
English
Grok upgrades
X Freeze@XFreeze
The new Grok 4.20 Beta benchmarks are wild 🥇 #1 lowest hallucinating AI (22%) 🥇 #1 at following instructions (83%) 🥈 #2 in agentic tool use (97%) Grok 4.20 ranks #1 in the lowest hallucination rate ever recorded across all AI models tested globally Most models race to sound smart. Grok 4.20 was built to never lie and still dominates on instruction following and agentic tasks This is literally a 500B model performing top-notch in the things that matter most
English
@cordes_tax @grok I honestly love mechanical keyboards, the feel (of the physical switches) is unmatched. Buy a switch tester on Amazon as there are many options.
English
@AsAllocated @grok I already looked into this. But the timing of me also looking at a new mouse would allow me to bundle with Logitech. Plus, I'm interested in a slightly better keyboard.
English
Best keyboard for Mac users that also use Windows on Parallels?
Everything I see keeps saying the Logitech MX Keys S. Anyone have this one?
English
Good private schools here cost $700K per child from kindergarten through high school. With 3 kids, that’s $2.1M. For a diploma.
Just give each kid $700K at 18. That’s a house, a business, or a fully funded retirement account. No chance these schools beat that kind of head start.
Nick Maggiulli@dollarsanddata
Private schools are the most expensive placebo in America. Nowhere else will you pay $250k+ for something that has so little impact on school achievement. My latest on why private school isn't worth the cost: ofdollarsanddata.com/why-private-sc…
English
My lovely 2 year old daughter broke my return key on my old faithful k750
English
@uncledoomer I can spawn a sub agent whose instructions are to repeatedly rejoice, infinitely
English
an AI cannot look upon God's splendor and rejoice
signüll@signulll
the real benefit of ai is the forced confrontation with the question "what tf are humans for?"
English
@AsAllocated @BongCapital Your experiences aren’t what most get introduced to. How many of your GPs even add new LPs? I think you should have some consideration for this, it is warranted.
English
“PE IRRs are not fake. They are fully audited and overseen by the SEC.”
John Caple@BigJohn043
First, PE IRRs are not fake. They are fully audited and overseen by the SEC. Claiming they are fake is just non-sense. Second, it is clear you have never been on the board of a publicly traded company. The governance is essentially non existent. Some do end up with great CEOs. But when they don't the board does little about it. Third, I rarely see claims made about PE volatility. There is really no way to measure PE volatility so any claims about PE having lower vol are obviously wrong. But once again I rarely see it....
English
@jonchimpo23 @BongCapital Yeah, there are for sure a lot of people taking advantage of HNW guys in the golf course and unsophisticated family offices
English
@AsAllocated @BongCapital I don’t disagree, I do the same thing. But that doesn’t mean we shouldn’t be calling out the charlatans that target the masses either. All the predatory multifamily syndicators. Pop up PC shops. People starting VC funds that have no business doing that.
English
The cool part about rent control is watching tenants slowly become maintenance people against their will.
English
@unusual_whales @josephwang @MBjegovic @MPelletierCIO @LastBearStandng Sneak peek: rates won't be changed
English
FOMC is tomorrow!
Will the Fed cut rates? What will Powell say about Trump?
Listen in with experts, including:
@josephwang
@MBjegovic
@MPelletierCIO
@LastBearStandng
Join in at 12:55PM EST:
twitter.com/i/spaces/1vJpP…
English
"A new report found Chinese companies haven’t struggled to make oodles & oodles of money, but for 25 yrs equity investors have been stiffed along the way."
ft.com/content/b43184…
English
Nobody tells you that you can just not do the office job. You don't have to. You can work a physical job. It's absolutely okay. You may even prefer it. There's no shame AT ALL. You may even do gig work or remote work and work/earn less to enjoy life more. There's no blueprint. It's all OKAY and it's all up to you!
fardeen@fardeentwt
the world looks like this and we’re expected to sit in a room for 8 hours a day staring at a screen
English
@jonchimpo23 @BongCapital The fact that this one example made the headlines supports that this is fairly rare occurrence and uncovered with basic diligence
English
