Evan Lightner
9.3K posts
Evan Lightner
@LightnerTrading
Quant Trader | Entrepreneur | M:TG Enthusiast | Founder @WeRouteApp
Boulder, CO Katılım Aralık 2017
2.7K Takip Edilen705 Takipçiler
This video will always be iconic to me. If this kinda stuff doesn’t get you excited about work everyday as a trader, I’m not sure what will.
Mike@MarketMike
Turn your volume up for this one. This is real audio from the S&P 500 futures pit at the CME during the Flash Crash of 2010. On May 6, 2010, markets were already having a rough day, down over 300 points on worries about the Greece debt crisis. Later, the bottom fell out. The Dow dropped another 600 points in about 5 minutes. Nearly 1,000 points gone on the day. About 9%, kaboom. Then 20 minutes later, most of it came right back. This clip never gets old.
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@theoilgod @MarketMike It's the biggest auction market in history.
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Turn your volume up for this one.
This is real audio from the S&P 500 futures pit at the CME during the Flash Crash of 2010. On May 6, 2010, markets were already having a rough day, down over 300 points on worries about the Greece debt crisis. Later, the bottom fell out. The Dow dropped another 600 points in about 5 minutes. Nearly 1,000 points gone on the day. About 9%, kaboom.
Then 20 minutes later, most of it came right back.
This clip never gets old.
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@pitdesi @gauravahuja They could get even cheaper, which is great.
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@gauravahuja Publics are cheap even after considering cannibalization
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One of these two groups is mispriced
Private AI labs: OpenAI valued around $840B, Anthropic north of $600B on secondaries. Both at 30x+ ARR.
Public giants: Microsoft at ~$3T on 23x forward earnings. Amazon at ~$2.3T on 28x.
Microsoft likely owns ~25% of OpenAI. Amazon likely owns ~15% of Anthropic and ~5% of OpenAI
If private investors are pricing these labs for a $5T+ venture-style outcome then…
Microsoft’s implied stake in a $5T OpenAI is $1.25T embedded inside a $3T company. Amazon’s combined stakes embed roughly $1T inside a $2.3T company.
Publics too cheap on Al exposure? Or privates/secondaries in bubble territory? Which breaks first?
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@AureusArena @andyfang Sounds literally perfect actually. Thanks.
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@andyfang Anyone who does this, just know you are training your replacement that will never get tired, never complain, never takes breaks, all this data is being collected for pennies on the dollar, if you knew your worth you would avoid helping them but you will most likely be a pawn.
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Someone should tell Bernie to use Opus.
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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@Jason Was this performance really worth all the carbon emissions and water waste?
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Use the promo code "BERNIE" for three months of CLAUDE COWORK for free!
😂😂😂
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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This is totally insane.
A war correspondent just received death threats from online gamblers who wanted him to change his reporting on an Iranian missile strike so they could collect a payout. One bettor had $900,000 riding on the outcome.
He told the journalist he knew where he lived and who his family members were.
This is what prediction markets on life and death actually look like in practice.
This is exactly why I introduced the DEATH BETS Act with Senator @AdamSchiff.
The DEATH BETS Act would ban contracts on assassinations, deaths of world leaders, and acts of war on platforms like Polymarket. This story shows exactly why that matters.
When you let people place million-dollar bets on whether a missile kills someone, you create a financial incentive to threaten journalists, manipulate information, and profit from human suffering.
washingtonpost.com/technology/202…
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If grandpappy bought $1 worth of Altria stock 100 years ago and reinvested the dividends, it would be worth $4,421,136 today.
(ignoring Uncle Sam's cut)
papers.ssrn.com/sol3/papers.cf…
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What are we doing here
Aubrey Strobel@aubreystrobel
they didn’t need to add the “hard” there did they
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@PtrPomorski Because its minimum capacity is 100x the size of my portfolio, probably.
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@favoga_ Not even a FF stan but it was the best video game experience ever essentially. No doubt.
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@RampCapitalLLC Celebrating shipping my job-destroying AI.
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Reminder. @tracyalloway and I are interviewing @davidshor and @ByrneHobart tomorrow about the politics of and prospects for a white collar wipeout. Should be a really fun, uplifting conversation. Come by and say hi
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For those who used a computer between 1995 and 2001, what's the computer game from that time that sticks with you the most, and why
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The new Portfolio tab in Perplexity Finance lets you securely connect your brokerage accounts through @Plaid.
Whenever you visit this tab, you get an updated assessment of what's happening with your portfolio.
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