
Hashtag As F
347 posts

Hashtag As F
@HashtagOAF
T-shirt co, podcasts, motivational book, and other no-talent projects. Hypocritical. If you follow you'll probably un-follow. Quality Learing Center Graduate


being a cyclist kinda sucks politically because your options are always Candidate A: loves bike infrastructure, but refuses to jail bike thieves Candidate B: wants to send bike thieves to the gulag, but hates cyclists anyway my bike was stolen last week, RIP




Fund treatment and recovery in San Francisco Stop sponsoring and paying for do-drugs-until-you-die policy




Ken Griffin says short-term alpha from calling the quarter with alt data is dying, and the next era of stock-picking belongs to those with a long-term horizon. "I think there'll be more focus and emphasis on those who have really good vision about what companies are actually creating transformative products that will change society. The market will reward that far more intensely in the future than will a company beat this quarter's earnings or not. I think the question of will a company beat this quarter's earnings has gotten far more difficult over the last 10 years because, for example, the rise of alternative data. I have access to the credit cards of millions of Americans. What are they spending money on? What's that mean for Starbucks revenues this quarter? What's it mean for McDonald's this quarter? This is a decade-old transformation, but the here and now is just becoming far more transparent, far more readily understood and triaged by the combination of really bright people and really good AI technology. Where this will leave us is those who are able to see what is unfolding over years to come will be in a very valued position on a relative basis."








You’re either built for it or you aren’t Happy Friday


Restaurants, replacing actual photos of your food with AI images is not the flex you think it is



Mitch McConnell being relentlessly mocked on X while on his deathbed is good for society and should be a wake up call to all octogenarians choosing to run to re-election instead of spending time with their grandchildren.






