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Fat Tail Capital
8.6K posts
Fat Tail Capital
@FatTailCapital
Value on bottom, froth on top.
Katılım Kasım 2013
722 Takip Edilen24.1K Takipçiler
@CDMCapital 0.4x12=4.8mm, 9 person team is prob running $5B at a pod, so can it help you generate an extra 10bps of alpha? Doesn’t seem like that high of a hurdle
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Was recently speaking w/ a Tier 1 POD team in TMT, they are spending $1,500 a day per person in tokens on a 9 person team.
Roughly $400K +/- per month, or put another way an additional 12 full-time analysts. That full pass-through expense is going to be nutty!
GIF
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Fat Tail Capital retweetledi
Holy shit did they use lovable to build lovable
impulsive@weezerOSINT
Lovable has a mass data breach affecting every project created before november 2025. I made a lovable account today and was able to access another users source code, database credentials, AI chat histories, and customer data are all readable by any free account. nvidia, microsoft, uber, and spotify employees all have accounts. the bug was reported 48 days ago. its not fixed. They marked it as duplicate and left it open.
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Fat Tail Capital retweetledi
I just used 4.7 to create an 80 page primer on the history of budget airlines, incredible.
I didn’t read it but Claude made me a three bullet point summary.
I didn’t read that either but Openclaw put it in a markdown file to broaden my context.
I’m getting smarter every day.
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Fat Tail Capital retweetledi
Mythos Preview seems to be the best-aligned model out there on basically every measure we have. But it also likely poses more misalignment risk than any model we’ve used:
Its new capabilities significantly increase the risk from any bad behavior. 🧵
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During the Great Leap Forward, steel production targets forced Chinese peasants to smelt scrap metal in "backyard furnaces” that created useless pig iron, which resulted in a catastrophic collapse in agricultural output and a famine that killed millions.
Jon Chu // Khosla Ventures@jonchu
Plenty of my Meta friends told me folks have been building bots that just run in a loop burning tokens as fast as they can due to this policy. It's an absolutely stupid policy and is similar to how Meta uses LoC to measure eng output. Managers are supposed to use it as a proxy and dig in to understand work complexity, but plenty of managers are lazy and just don't.
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Fat Tail Capital retweetledi
Yes... In case anyone was wondering, Microsoft still sucks in space.
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“The Market” is just a guy staring a two screens. One has Truth Social. The other is Anthropic's blog
In front of him are 5 buttons that say: Software, Semis, European Defense, Energy, and Gold.
Trump or Anthropic post and he hits a button to make those stocks move +5% or -5%
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Fat Tail Capital retweetledi
Fat Tail Capital retweetledi
Costco looked at the declining birth rate and said who exactly is supposed to be buying the 48-pack of Gogurts in 2045
ABC7 Eyewitness News@ABC7
Costco is launching a new program that aims to make IVF treatment more affordable for couples hoping to start a family. Medications typically can cost thousands of dollars out of pocket, but Costco says the program could help cut the price by up to 80%. spr.ly/6010B6KImg
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damn should’ve been building east-west pipelines instead of a long ass city inside a giant mirrored wall who could’ve known
First Squawk@FirstSquawk
SAUDI ARABIA PRODUCES ABOUT 10 MILLION BARRELS A DAY OF OIL AND EXPORTS ABOUT 7 MILLION A DAY. ARAMCO HAS BEEN DIVERTING SOME OF THOSE SHIPMENTS AWAY FROM ITS USUAL HORMUZ ROUTE TOWARD YANBU IN THE RED SEA. BUT THE PIPELINE THAT CARRIES THOSE VOLUMES DOESN’T HAVE ENOUGH CAPACITY TO FULLY REPLACE THE EXPORT VOLUMES.
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Paramount saying $110B WBD deal is 7.5x “synergized EBITDA,” implies they will cut $6B of costs (~$14.7B of synergized EBITDA vs consensus at $8.6B).
Congrats to all the Hollywood talent bitching about Netflix’s theatric commitment. Flyboy Ellison is going to gut everything.
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Fat Tail Capital retweetledi
SNOW CEO saying the quiet part out loud: "We're seeing this transformation within our customers. They are leveraging agents not just to analyze information, but to automate complex workflows and in some cases, retiring entire categories of previously used software systems."
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Fat Tail Capital retweetledi
Today it's logistics companies that are getting crushed by the AI scare trade.
But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines.
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LLMs as the orchestration layer + 1B Chinese factory workers = the future of commerce 🚀🚀🚀
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Something big is happening. Using the latest Codex model I vibecoded an autonomous commerce agent that will call the factories in Shenzhen, negotiate in fluent Cantonese, and buy everything I need for me. No more going thru middlemen like Amazon & Walmart who charge huge markups.
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