Improbable Collabs

@thedulab Do you typically just request a tour on StreetEasy as soon as you see the listing? I’m wondering what I can do to be one of the first to tour other than that

For anyone apartment hunting in NYC right now, this is the most important piece of advice I can give. Know exactly what you want, and want it without hesitation Have a plan. Write down your non negotiables. What you're willing or unwilling to compromise on. Max budget. Neighborhood and building style. Proximity to work, subway, whatever preferences you have, commit and be intentional about all of this Then only start approaching units after you've done this. All of those rumors you hear about how brutally competitive the market is, it's both true and untrue. If a unit is actually insane, and it'll be easy to tell just off pure intuition, it'll get taken on day one. Your job is to simply be that person There will be a flurry of people trying to tour the place, whether in person or by video. Don't let that scare you because I promise that the majority of them do not have a plan. They're just there to "check it out," and leave the tour having to "think about it." Not you. You already did the upfront work to determine that this aligns with your plan, otherwise you wouldn't be interested. You're not trying to assess, rather confirm It's all about that upfront clarity and strong intent. Don't waste time comparing unit to unit. Always compare unit to plan. Approach it this way, and the process actually becomes incredibly systematic. All that's left is just putting in the time. You're going to have to put in the time no matter what, only now you know it's not going to be wasted in a state of stress, confusion, or desperation

@FrostyFinances Some argue the markets are inflated. Is your argument mainly that the market always goes up in the long run, i.e. time in market beats timing the market?

I really wish people that have experienced at least 20-30yrs of market activity (like myself) would speak up more. This is not normal. This is once in a lifetime market. This is where millionaires are made. If you're not pouring money into good quality names or even ETF's like $QQQ, you are missing out on future wealth. This kind of market will not last forever.

@benhylak huge

we built the first sane way to debug your agent locally. you can see your traces. codex/claude code can too. this lets them write evals and test your agents automatically. best part: it's completely free and open source. install with 1 line. (github below)

@GergelyOrosz From what I can tell, they're a hybrid of consultants and sales with more technical chops

I am sorry to say that the FDE roles in 2026 are ulikely to be like those in 2025. The recent FDE roles - standalone, enterprise consulting companies by OpenAI and Anthropic, standalone org unit with far lighter hiring requirements at Google - sound like SE / consultants tbh

@themoviedadsc What’s your strategy when it comes time to pay capital gains tax?

I view funding our taxable brokerage as a business we're building. It's received aggressive investment (wife's entire salary + side hustle $ + any windfalls) every month for years. 10% return on it is now a passive $77,000. It's a "business" that what will retire us in our 40s.

@mr_deepvalue you clearly don't understand how market cap works moron

Nvidia now has a larger market value than the entire S&P500 healthcare sector. Useful reminder that curing cancer, manufacturing drugs, running hospitals and producing medical devices for 330 million people is apparently less valuable than selling GPUs to companies burning cash to generate AI images of medieval astronauts eating spaghetti.

@cryptopunk7213 Why did everyone magically forget about the Groq acquisition? No chance NVDA is asleep at the wheel

phenomenal breakdown of what’s going on with inference right now. ben nailed the shift we’re undergoing and what that means for NVIDIA vs. cerebras (hint it’s fucking amazing for memory producers): - inference is going to be HUGE. 10-50X the value of training but… - they’re 2 types of inference: answer inference (90% of today’s) and AGENTIC inference (10%) - agentic inference is where most of the value will come from in the future but right now it’s in its infancy… 99% of agents act like chatbots for now - but when that flips, agents will require a different type of AI chip, one that doesn’t look like nvidia’s GPU. - it’ll need higher bandwidth memory, an abundance of compute and low latency. agents WON’T be constrained by humans - memory is the most important. very bullish memory providers. - Cerebras is only good for answer inference, it’s not good for agentic. - answer inference is not as valuable. it’ll have its own niche but much smaller TAM vs. the entire inference market. - NVIDIA will maintain the throne for the foreseeable future

@GrindeOptions They ran up WAY too fast. It's a correction that was overdue.

Can someone explain to me like I’m in elementary school as to why $MU and $AMD are falling off a cliff in the overnight market? 🤔

@thatguybg NVDA has hired a lot of ex-FAANG tier engs/managers over the past 4-5 years... sleeper pick IMO

the largest company of the AI revollution (and likely all time) will be a platform for agents and generative apps this platform has not yet been built

@myhandle @corsaren Orrrrr you hire cracked engineers with half decent presentation abilities

@corsaren using the autistic engineers that actually built the thing instead of polished actors is about the strongest signal a company can send that it built a real thing and not vaporware

Three takeaways: 1. Holy shit they actually did something 2. Uhhhh cool tech, I guess? Idk. Naively this seems ~not hard 3. Every AI lab needs to hire like 5 broke actors to demo their products i stg. Your autistic engineers are not capable of demoing “natural interaction models”

@313kounine @bedouincap You really think the slightly above average gas station owner is personally taking from $1M/year? Delusional

@bedouincap Yes yes yes 1000x over, what’s the point of being a quant making 1M/year when the slightly above average gas station owner with 4-5 sites makes the same except he also doesn’t pay any taxes

The “prestige” professions of finance, tech, law etc are only available in high cost metros where you barely keep up with neighbors. The real arb is being a doctor or SMB owner in a random suburb where you can be the richest guy in the Costco parking lot

@bedouincap Who the fuck wants the be the big fish in the tiny pond

@mukund @AnthropicAI Yikes, first to 10 trillion? I think you’ve exceeded bullish and landed at delusional

I may be completely off base here, but when @AnthropicAI does IPO, buy anything and everything you can if you can get it at a decent price, great. then dont sell it for 15-20 years. I think Anthropic reaches $10 Trillion first. Earlier than $GOOGL $META $MSFT $NVDA and $AAPL or $AVGO

@kakashiii111 utter bullshit.

Lots here confuse the shortage of GPUs that are deployed and functional with the general availability and stock of GPUs (where millions are collecting dust right now as we speak).

@aroogle @aaditsh you really think oracle was the only company "selling AI into the enterprise" 7 years ago? AI has been around long before LLMs pal

@aaditsh We were selling AI into the enterprise at Oracle 7 years ago 😂

The best companies to work at today: 1. Anthropic 2. OpenAI 3. Google DeepMind 4. SpaceX 5. xAI 6. NVIDIA 7. Tesla 8. Meta 9. Microsoft 10. ?

@burrytracker is there an easy way to track this

Keep an eye on May 15 On that date, every hedge fund with $100M+ in equities will file their 13F with the SEC On that date, we'll know the newest moves from: • Leopold Aschenbrenner — Situational Awareness LP • Bill Ackman — Pershing Square • Greg Abel — Berkshire Hathaway • David Tepper — Appaloosa Management And many more Everyone will be paying close attention to changes made by the top fund managers

@HanOoi09193564 @WestsideLAGuy Lmao this might impress a mid-tier engineering school sophomore at best

@WestsideLAGuy Dell, AMD, Tesla

Serious question. What elite jobs are in Austin? If you’re a single guy in Austin, what companies are the biggest flexes?

@zerohedge Ridiculous

AMD adds $120 billion in market cap after beating revenue guidance by $700 million

@MartinShkreli Is that a reflection of actual semi stocks, or memory and/or energy stocks that have ballooned?

semis peak cycle right about now

@gauravsbuilding looks sick, but mate I can barely hear the narrator over that boiler room beat

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