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Time Travel to Make Better Decisions: a new essay on what we can learn from time travel movies along with some tools to make better decisions in the present.
nzscapital.com/news/time-trav…
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brad slingerlend
3K posts
brad slingerlend
@bradsling
Investor at @NZSCapital; 'Only try to realize the truth...there is no🥄' Not investment advice. 🐜🐝: https://t.co/NU18bqhyg7
carmel, ca Katılım Nisan 2008
177 Takip Edilen9.7K Takipçiler
brad slingerlend retweetledi
No one has any idea how the LLM bubble is going to play out
But when markets are topsy-turvy, I turn to @NZSCapital and @bradsling for the calm, collected, long-term view
Worth the read 👇
nzscapital.com/sitalweek/sita…
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For the first time since 2008, Los Angeles was under a Severe T-Storm Watch this morning.
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brad slingerlend retweetledi
@TersectionMag You might like:
nzscapital.com/news/time-trav…
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For a while i have been struggling with about three words. Fad, Trend and Pattern. With so much happening in life and business connecting the dots and predicting and possibly profiting from what we see can be hard. I think that @bradsling in this piece about the noise can help
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@emollick I play the directors cut of Until the End of the World on loop when I am working 😅 it's hypnotically prophetic.
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@amcafee Ah, but did you see the legendary 4 hour cut (don't it is too long)
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AI image generation 3D "game engines" seem to have reached some critical ability threshold recently (not there yet of course, but much improved over a couple months ago). Here is another one, Odyssey, that lets you wander around virtual worlds where each frame is AI generated.
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brad slingerlend retweetledi
brad slingerlend retweetledi
+@bradsling piece w/ 2 big ideas
1) Cloud providers need cost-efficient models while AI labs chase performance at any price
2) As compute gets cheaper, we're approaching an inflection point: when does AI reasoning power per dollar overtake knowledge worker salaries?
Lisan al Gaib@scaling01
GOOGLE ABSOLUTELY HUMILIATES THE COMPETITION IN PRICE/PERF ! The race to the bottom is on! Just created this semi-log plot comparing LMARENA/LMSYS Elo vs. PRICE, and GOOGLE stands alone at the top ? (took me way too long to admit) If Gemini-Exp (1.5 Pro or 2.0) sticks to these prices, OpenAI and Anthropic are TOAST
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brad slingerlend retweetledi
A six step process where you now have to give Roblox your government ID to keep your kid safe. Seriously, just turn the servers off. This is one of the most negative sum businesses I have ever seen.
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Roblox forcing parents to create their own accounts to juice q4 user numbers and the new system is still unlikely to protect kids on the platform. These folks should liquidate the company and move on for the sake of humanity.
corp.roblox.com/families
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"What's really going to bake your noodle later on is...would you still have broken it if I hadn't said anything?"
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NZS is HIRING for an IT and investment analytics associate position in Denver. This is an exciting opportunity to add value to a growing $3B+ AUM boutique asset manager.
nzscapital.com/jobs
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Reflecting on this essay on its five year anniversary - this part feels more true than ever: LLMs have further consolidated the role of tech platforms while also increasing the potential for destabilization of the slower moving pieces of Stewart Brand's Pace Layers.
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Investors bizarrely cling to the idea of "Mr." Market driving stocks. There is no value in imagining a human or alien intelligence behind the complex interactions of algorithms, AI, and the humans that are entirely under the influence of algorithms and AI.
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@RyanReeves_ Also compare the mg of sodium per meal for each. Both are equally driving sales of blood pressure drugs with >2000 mg sodium in a typical meal. Health food! 😂
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Market cap
$CAVA: $12 billion
$CMG: $74 billion
# of locations
$CAVA: 323
$CMG: 3,530
Market cap/location
$CAVA: $37 million
$CMG: $21 million
Kind of amazing that $CAVA is valued 76% higher per location despite $CMG having 19% higher AUVs.
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@AnalysisOp @JRogrow @bjohns3 @jbathgate @joe_furmanski @NZSCapital "Tyranny is the deliberate removal of nuance." -Albert Maysles
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@JRogrow @bjohns3 @bradsling @jbathgate @joe_furmanski @NZSCapital Basically he's saying "buy low and with margin of safety" but with a lot of words 😂👍
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The future is unpredictable so build cheap optionality into your port. The article below is excellent. And if you enjoy it, I highly recommend "Complexity Investing" and "Redefining Margin of Safety" by @bjohns3 @bradsling @jbathgate and @joe_furmanski from @NZSCapital ...
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