BuysideInvestooor retweetledi
BuysideInvestooor
13.9K posts
BuysideInvestooor
@BInvestooor
Public equities investo(oo)r. Cyclicals appeal to me but trying to widen my investment aperture. Tweets are not financial advice.
Katılım Nisan 2022
4K Takip Edilen1.8K Takipçiler
BuysideInvestooor retweetledi
BuysideInvestooor retweetledi
The big unlock for me was to learn to see work as systems. Once you start breaking messy, bespoke tasks into components, you realize a huge chunk of knowledge work can be programmable. Not in the "build an app" traditional sense. More so in the sense that reading research, extracting a writing style, replicating the logic of a spreadsheet layout... these all have structure or patterns you can translate into code. Most people never saw it as that because code always felt like some esoteric tech thing that only software engineers touched.
That's the big paradigm shift. I.e., you stop thinking about code as a technical skill and start thinking about it as a way of seeing work. Every workflow you now launch at work becomes a question of inputs, logic, data, and outputs. Every repeatable task becomes a candidate for automation. And... once you're in that mode, you can't turn it off. You find leverage everywhere - probably some foolish & unproductive endeavors, but you only learn by doing.
That's also why I think people still underestimate the potential upside on demand. Most companies sit on massive backlogs of work that never got automated. Engineering was too scarce or too expensive or the ROI looked wasn't worth it or the problem touched too much unstructured data or systems to solve cleanly. Pick whatever excuse.
AI changes the calculus on all of those simultaneously. The people who can see work this way will translate it into systems.
As the cost of building and intelligence keeps falling, more of these projects clear the hurdle (aka the ROIC math gets better). This expands cumulative technical demand in the long run vs. compressing it. Now you start to see the blue sky thinking emerge...
Aaron Levie@levie
I think everyone is substantially underestimating the total demand for software and automation in areas that don’t feel like “software”. Not talking about software that’s another app on your phone. Software that just automates things for companies all day long. Most companies have not been able to bring automation to most areas of work because it’s been too complex or costly to do so. Outside of tech or maybe large banks, companies don’t have an unlimited supply of engineers. They have to ration resources very selectively, which means most things don’t get funded. Further, there are many projects that never got done simply because the technology wasn’t there to solve the problem. Basically anything even remotely touching unstructured data was impossible to automate before AI, or connecting data flows between systems that deal with significant variability, for instance. This is where all the new software and automation will be applied. It will be in CPG and retail connecting marketing stacks. Pharma research is about to explode because we can automate far more tests and simulations. Bankers and investors are going to run 10X the amount of analyses on every scenario. Healthcare providers will bring automation to the every step of the process. Now that agents bring down the cost of doing this work, and because many parts of it are now possible, companies will light these projects up. This is why there demand will continue for anyone technical enough to execute this work, and why the jobs arguments will be wrong.
English
BuysideInvestooor retweetledi
BuysideInvestooor retweetledi
Once the numbers are available, it is possible to run an analysis to identify the fifty worst judges in America, meaning those who are putting the country and its citizens in severe danger.
You go after those first fifty. You use whatever legal means are available to get them impeached. You investigate whether they have engaged in corruption. Whatever is within the scope of the law, you use to remove them from power.
As people are removed from the list, you replace them with the next worst remaining, so the list always contains fifty.
If you were to do this with a couple of wealthy sponsors, you would likely need a team of three or four people to handle the investigations and a lawyer to file suits. That effort would provide a significant service to America and Americans.
Put the judiciary on notice.
JohnnyFSE@JohnnyFSE
I built CourtWatch.us — a free public database for American citizens who deserve safer communities. You can track which judges released defendants who then got rearrested, skipped court, or violated their release conditions. All public records. All free. I started with Orange County FL and will be expanding to all 67 Florida counties and eventually every state in the country. This first batch of info is from 2024 and since public reports are released in March/April for the previous year, data is behind. But I wanted to see if this is plausible. After adding 2024,I'll add 2025 and then figure out how to get real-time-data uploaded. It's in beta — would love to know what you think 👇 Numbers don't lie, but criminals do. courtwatch.us @bennyjohnson @jockowillink @GrantCardone @LauraLoomer @nickshirleyy @j_fishback
English
BuysideInvestooor retweetledi
Мне нравится, что первое, что сделал вавилонский Твиттер, это коллективное показывание своих кошек
Русский
BuysideInvestooor retweetledi
Die neue Übersetzungsfunktion auf X ist einfach nur der absolute Wahnsinn…
Bisher hat sich die Welt angefühlt wie ein Haufen getrennter Sprachblasen... jedes Land irgendwie für sich. Und plötzlich knallt alles zusammen, als wären alle Barrieren auf einmal weg! 😅
Ich kriege jetzt Nachrichten aus Japan, Indien, Mexiko, Polen, Südafrika, Thailand und sogar aus Australien. Das ist verrückt schön und überwältigend zugleich 🌍❤️
Deutsch
BuysideInvestooor retweetledi
これはフェイクです。
⠀
これは1990年代の事例です。
2000年以降、地球温暖化の影響で力士は冬眠しなくなりました。
ムキデザ│グラフィックデザイナー@MUKIDEZA2
暖かい季節になると日本では 冬眠していたお相撲さん達が巣穴から出て来て活動をはじめます。
日本語
BuysideInvestooor retweetledi
AI layoffs are a textbook collective action problem:
Each company cuts workers to compete, but if everyone does it, demand collapses.
You optimized costs and killed your own customers… and your company.
English
BuysideInvestooor retweetledi
твиттер сейчас выглядит так:
(в своей праймовой эре включенного автоперевода)
Русский
BuysideInvestooor retweetledi
✨✨✨✨ ✨✨✨✨ ✨✨✨✨
✨✨✨✨ ✨✨✨✨ ✨✨✨✨
✨✨✨✨ ✨✨✨✨ ✨✨✨✨
✨✨✨✨ ✨✨✨✨ ✨✨✨✨
✨✨✨シャイニングチンポ✨✨✨
✨✨✨✨ ✨✨✨✨ ✨✨✨✨
✨✨✨✨ ✨✨✨✨ ✨✨✨✨ ✨✨✨✨ ✨✨✨✨ ✨✨✨✨ ✨✨✨✨ ✨✨✨✨ ✨✨✨✨
♡@astralbaes
nature is so beautiful ✨
日本語
BuysideInvestooor retweetledi
BuysideInvestooor retweetledi
Grok自動翻訳システムをゼロから1人で作り上げた甲斐がありました！
@Jasonさん、温かいコメントをありがとう！
Chief Nerd@TheChiefNerd
Jason Says the Auto-Translate Feature on X is the ‘Most Impressive Tech Feature Released in Years’ “Elon and the X team should get a Nobel Peace Prize award for this.”
日本語
BuysideInvestooor retweetledi
one of the many things that's fascinating to me about this is that twitter already had a translation feature but it required a single click before. the difference between zero clicks and one click compounded over an entire social network is enormous!
зоди🕊️@awaylana12q
Я правильно понимаю, что это буквально первая соц сеть, которая позволяет всему миру общаться без ограничений из за языкового барьера?
English
BuysideInvestooor retweetledi
예전에 보고 인상 깊었던 구절
"대부분의 사람은 변화의 고통보다 익숙한 불행을 선택한다"
みぞれ@happymizorechan
不幸な人って、不幸になる行動する時だけ異常な行動力発揮してる
한국어
BuysideInvestooor retweetledi
ムスリムに嫌われるのを覚悟で言う。
日本にはハラル食を出す店が少ない
→日本に来なくていい。
日本で死ぬとなかなか土葬させてくれない
→日本に来なくていい
日本の学校給食は毎回ハラルに対応してくれない
→日本に来なくていい
府中刑務所の食事はハラル対応してる
→日本に犯罪しに来んな
日本語
BuysideInvestooor retweetledi
Маск конечно гений с этим автопереводом, кроме шуток. Будет самая популярная соцсеть
Русский
BuysideInvestooor retweetledi
底辺職業ワースト1位？
笑わせるな。
底辺じゃねえ。
建設業は最強の「土台」であり、最も強固な社会の「基盤」や。
解釈を間違えんな、バカたれ。
世間が言う底辺？
・3K（きつい・汚い・危険）
・朝早い、体力勝負、頭使わなくていい
・犯罪予備軍、ガラ悪い、中卒OK
ってイメージらしいが、まぁ全部認めてやる。
しかし、日本という国を土台から作ってるのは、どこのどいつらや。
・スマホ片手にオフィスで数字いじってる連中が住む家を建ててるのは、誰や？
・高速道路、新幹線、病院、学校、データセンター、オリンピック会場…これらを汗と血を流しながら、知恵を絞り、完成まで持って行ってるのは、誰や？
・災害が来れば、真っ先に現場に飛び込んで命も張る。
・AIが何をしようが建物を建てたり、コンクリート打ったり、配管配線するのは人間しかできない。ブループリントを現実に出来るのは、誰なのかを良く考えろ。
強固な土台がなければ、どんな高層ビルも、どんな夢や目標も、すぐに崩れる。
自分の人生を、この建設業に賭けてる奴らも沢山居る。
周りを見渡せば、底辺から億万長者になった者も何人も居る。
本気でやれば、誰よりもブチ抜けられる業界だという事を、頭に叩き込んでおけ。
建設業は底辺職業ではない。
国の「根幹」を担う最強の基盤や。
AI時代にも不滅のこの職種に、オレは命を懸ける価値があると思っている。
日本語
BuysideInvestooor retweetledi
Nine New Yorkers have been pushed onto the subway tracks this year — this should never happen in New York.
We can prevent subway crimes by enforcing transit laws and banning repeat and violent offenders from the subways. As Attorney General, I will create a Transit Crime Strike Force to do just that, and I call on the state lawmakers to enact penalty enhancements for transit offenses.
sarithafornewyork.com/ag-candidate-s…
English
BuysideInvestooor retweetledi
사욕을 위해 국익을 훼손하는 자들을 매국노라 부른다.
매국 행위를 하면서도 사욕을 위해 국익을 해치는 것이 나쁜 짓임을 모르는 이들도 많다. 아니 알면서 감행하는 것인지도 모르겠다.
심지어 국익을 포함한 공익추구가 사명인 정치와 언론 영역에서도 매국행위는 버젓이 벌어진다.
결국 이 역시 우리가 힘을 모아 가르치고 극복해야할 국가적 과제, 비정상의 정상화 과제이다.
각국의 주권과 보편적 인권은 존중되어야 하고 침략적 전쟁은 부인된다. 그게 우리 헌법정신이자 국제적 상식이다.
역지사지는 개인만이 아니라 국가관계에도 적용된다.
내 생명과 재산만큼 남의 생명 재산도 귀하다.
존중해야 존중받는다.
한국어