AlphaBeta Soup
5.5K posts
AlphaBeta Soup
@alphaisbeta
garden variety trader at your garden variety hedge fund
Katılım Ağustos 2021
330 Takip Edilen164 Takipçiler
To momentum or to momentum reverse is the question. With Ackman on reversal over medium term on this, though momentum folks could still ride a little and bail and come +ve from here even with an eventual reversion
Bill Ackman@BillAckman
@patientinvestor We sold Google and bought Microsoft. Interesting. I have enormous respect for Chris.
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@AlmostMedia @devahaz .. and say want 10 investments, $2.5 per company will not give the invested firm much run rate, no?
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@AlmostMedia @devahaz In the public markets we think of terms of vol, someone trading a very high vol will run a smaller book, returns follow from vol.
In that sense it makes sense that an angel fund will be much smaller (EV and vol much higher).
But if you’re running $25m…
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“I operate at the intersection of Silicon Valley innovation and Manhattan refinement. I live a highly
optimized, curated lifestyle.” Please stfu or <redacted>
Blaine Anderson@datingbyblaine
Example of a matchmaking application I'll reject. It sounds like he wants a cofounder not a wife? 🤔
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@devahaz Often not discussed is that tipping in lieu of wages makes restaurant staff more like limited equity holders - they become participants in the cash flow, good when restaurant does well but you don’t make living wage if restaurant is slow. Many people just want a wage
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People complaining saying “pay a living wage” are being silly. Yes, American tipping culture is dumb because it’s an unstated expectation regardless of service quality level. But making it mandatory and clear is effectively the same as increasing menu prices 20% to pay wages etc.
World Cup HQ@WorldCup26HQ
Some restaurants have planned an automatic 20% tip for U.S. visitors. 💰🇺🇸
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@vtchakarova You’re comparing total membership revenues $500k to a total Substack membership or single user membership of $8? If someone has only 1 member on Substack, that’s a different issue
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A society that pays a woman half a million a month to show her body on OnlyFans but only eight dollars for her mind on Substack is telling you everything about its future.
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Umm they’re all indo European languages with the same parent. A coincidence from the parent to a bunch of IE languages is still a single coincidence
Merriam-Webster@MerriamWebster
You may have noticed that the word for ‘night’ in many languages appears to be that language’s word for ‘eight’ with an ‘N' in front of it. English: N + eight = Night German: N + acht = Nacht French: N + huit = Nuit Spanish: N + ocho = Noche Italian: N + otto = Notte Portuguese: N + oito = Noite ⬇️
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@_alice_evans @mattyglesias The Chinese epic “Journey to the west” is based on his travels and quite popular in China
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@mattyglesias In the 7th Century, a Chinese Buddhist monk (Xuanzang) travelled to Punjab, Sindh and Kashmir.
He wrote,
Multan’s Hindu Sun Temple was ‘very magnificent and profusely decorated’.
‘Women play their music, light their torches, offer their flowers and perfumes to honour it’.
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There was a Greek kingdom for roughly 200 years in what is now Pakistan.
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@mattyglesias The indo-Greeks are quite fascinating and gave rise syncretic culture between Greek and Indian traditions .
As were Kushans (of Chinese Yuezhi ethnicity) and the Indo-Scythians.
The Mughals of course were turkic who blended Indian and Persian elements
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@razibkhan The w eurasians with blue eyes and dark skin and hair (WHG)?So the W would be west Asians and not the W in wasians
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the first "wasians"? it looks like a branch of western eurasians moved north and east into siberia after 40,000 years ago. there, they encountered a group of eastern eurasians moving north up along the pacific. 75% west eurasian + 25% east eurasian = ancient north eurasians
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AlphaBeta Soup retweetledi
The FT says that Amazon employees are doing random unnecessary task automations to consume tokens and to show their bosses that they're using AI more ft.com/content/8ee0d3…
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AlphaBeta Soup retweetledi
@TheCycloneDrew @MikeBeauvais Unless you’re joking, this is a terrible take. Kid A is highly regarded then at one point (In Rainbows, King of Limbs) they went electronic and created some really excellent productions before returning to their older style in Moon Shaped Pearl which is nice too
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@MikeBeauvais No disagreement. On another note, Radiohead did the same thing after OK Computer. Just rug pulled their core fan base and were never heard from again. A damn shame.
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Weezer is one of the most interesting bands in history.
They put out two perfect albums and then disappeared, never to be heard from again.
Nobody really knows whatever became of them, but one thing is for sure - they never made another album after 1996.
RetroNewsNow@RetroNewsNow
🎶Weezer released their debut studio album 32 years ago, May 10, 1994
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@JTLonsdale @adamworldpeace @tommartell Is that really true for the US though? Isn’t micro nutrient deficiency even a problem here? Plus there is some evidence of early childhood education as well being a factor
The global IQ numbers people bandy around suffer from the lack of nutrition control problem for sure
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@adamworldpeace @tommartell Yeah. Especially in US that’s most of it - true.
For extreme conditions such as in very poor countries, Tom is right.
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You probably need an IQ over ~105 to understand this…
This statistical reality puts to bed 98% of the race-grifting philosophy of the D party, and their allies in fake “studies” humanities courses.
Sadly, the politicians and profs are mostly too dumb or too unethical to agree.
John Rain@johnthenoticer
In the United States, white people earn significantly more than black people on average. But as soon as you compare blacks and whites with the same IQ, that gap disappears like magic... This is one of the clearest pieces of evidence that systemic racism isn't what's driving the raw overall income disparity between the two groups.
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@adamworldpeace @tommartell @JTLonsdale Hmm quick Gemini search suggests the opposite if your claim. Which ties out with studies on brain development and early childhood nutrition
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@tommartell @JTLonsdale tons of twin studies indicate IQ is more genetic than influenced by upbringing/environment
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This is an excellent take. The idea of women is tech is that when people are building things, the playing field and opportunity are level on gender and there is diversity of thought that goes into the product lifecycle. Sales teams full of women to balance it out is not the same
ali@endingwithali
I might get cancelled for this one - but it’s been on my mind. I want to meet women in tech who are building the tech - coders, engineers, developers. I am still kind of confused where we lost the plot with the term “tech” - and how it now basically means a startup, and not engineering. Tbh when i go to tech events, i want to meet people who can relate to my experiences. In the future, I’d love to see more distinction - maybe we start going as women in software instead? What do you think? Am i about to get so much hate? 😳🙈 aaaaaa
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@TheStalwart I cannot get past the fact that he’s talking about a “general life strategy” that is completely predicated on one narrow thing
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Feels like there’s been a vibe shift in literally the last two weeks
David Pfau@pfau
I feel like my general life strategy of "ignore the trendy thing, focus on what you believe in" was predicated on the trendy thing only being, like, 10x bigger than whatever I was doing, and not a world-historically large technological revolution.
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The senator from UT should read this, it will prevent him from making ignorant remarks and score political points in a more dignified manner
en.wikipedia.org/wiki/The_Third…
Mike Lee@BasedMikeLee
Fascism and Naziism aren’t the opposite of socialism, as the modern left would have you believe They *are* socialism
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