@Giuliano_Mana Born to be Wired is a fun one! Looking forward to your thoughts
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Daniil Liaimer
578 posts
Daniil Liaimer
@daniilliaimer
In the Offseason. Sharing good ideas I came across
Berlin, Germany Katılım Ekim 2013
4.3K Takip Edilen404 Takipçiler
Books I'm about to order:
- Financial Shenanigans; how to detect fraud in financial statements.
- Principles of Geology, Lyell; suspect it shaped modern geology. How the earth got to current state.
- Titan, bio of Rockefeller; heard wonders.
- Born to be Wired; bio of John Malone.
- Invested; autobio of Charles Schwab.
- Faraday, Maxwell, and the Electromagnetic Field; I think Munger recommended.
- Six Easy Pieces; Some of Feynman's lectures on physics.
- A Philosophical Essay on Probabilities; I want to be more rigorous in my "use" of statistics and want to read the French Newton.
- How to Make a Few Billion Dollars; Brad Jacobs' autobio ?
- Who: The A Method for Hiring; suspect good ideas here.
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who are the best angels and first-round investors for robotics companies?
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we're too precious about originality in the west - everything is a remix, it's good to build on top of useful/new formats and then add your own twist, find new angles over time, etc!
Will Manidis@WillManidis
i genuinely think everyone who has “studied” TBPN fundamentally misunderstands what made the show special and are destined to nuke capital chasing it.
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Daniil Liaimer retweetledi
deepdive into the economics of DeepSeek Sparse Attention (DSA) and how it affects the profit margins of serving a Claude-Code-like products
link in the thread 1/x
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Daniil Liaimer retweetledi
I'm happy to launch 'The Analyst #3 Fellowship' ---- A micro-grant programme for those who want to embark on daring adventures across supply chains, conflict zones, and frontier markets.
cc @citrini @dannytook @publicinte @OGshoots @Jack_Raines @Shaughnessy119 @lessin
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@EdgarVisi Point being that Robotics at scale seems like more of a industrialization / manufacturing problem than strictly a tech-problem. And I'm not holding my breath for Europe spinning up enormous amounts of heavy-industry capacity over the coming years...
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@EdgarVisi Critical inputs to robotics from minerals to processing to scale productions seems to be completely dominated by China. If they out-produce and out-deploy robots by 10,000 - to-1 relative to Europe, its hard to see how anything we dohere matters, no?
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Europe has all the pieces to become a serious robotics hub.
ETH, EPFL, TU Munich, UPC in Barcelona, top universities pushing students to build.
centuries of industrial heritage to control the value chain. we lead in automotive, and robotics rhymes with that more than people think.
seeing wildly ambitious projects coming out already. the next 5 years are going to be something else.
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@SleepwellCap @k_zandiyeh at Sturgeon Capital would be up there
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Who is the best private investor/private fund investing in Frontier Markets? ie. Markets that are extremely hard to operate locally and with high geopolitical risk
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@MartinShkreli @MartinShkreli should check out akhetonics.com. Building a general purpose optical computing chip out of Germany
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@__paleologo Reminds me of that anecdote from Bell Labs, where a study revealed that the most productive group often shared breakfast/lunch with Harry Nyquist. Supposedly made a point out of meeting stranger / random folks at the lab
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A minor lesson I learned. Hudson River Trading has large cafeterias in all of its centers. And an abnormal amount of communal spaces (alcoves, booths, meeting room). You sit for lunch and talk to strangers or old friends. I estimate that premier real estate space (and the chef-served lunches) to cost $20-30m/yr. It is a 100x return/yr.
Eating together is how you get people to lower their defenses, talk, trust others, collaborate, create alliances since the Pleistocene.
And the lesson is that you can win at technology by going back to very simplest, ancestral things.
Dr. Dominic Ng@DrDominicNg
Sharing 8+ meals a week with people has the same happiness boost as DOUBLING your income. And yet we eat alone 53% more than we did 20 years ago.
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@rohitdotmittal Naspers buying ~47% of Tencent for $30m would like to have a word
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If true, Thrive making $69B on OpenAI is insane.
This is probably the highest return of any fund. Ever.
*in terms of notional value, not in terms of multiple.
I mean, the last 2 years are truly extraordinary.
Martin Shkreli@MartinShkreli
My rough math on which investors made the most money on OpenAI & Anthropic: 1. MSFT ~$224gain on OpenAI post-conversion 2. AMZN ~$83B gain on Anthropic 3. Thrive Capital $69B on OpenAI 4. Softbank $46B on OpenAI 5. Google $33B on Anthropic 6. Khosla $12B on OpenAI 7. Reid Hoffman $11B on Epstein & OpenAI 8. Fidelity $10B 9. Jaan Tallinn $10B (WTF EA is never going to die now) 10. Mubadala $6B on Anthropic via FTX 11. Menlo Ventures $6B on Anthropic 12. Lightspeed $6B on Anthropic 13. Dustin Moskovitz $4B on Anthropic (more than Asana lol) 14. Spark $3B on Anthropic 15. SK Telecom $3B 16. Eric Schmidt $3B on Anthropic 17. Founders Fund $3B on OpenAI 18. SAP $3B on Anthropic 19. Jane Street $2.5B on Anthropic 20. Tiger Global $2.3B on OpenAI
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Accurate depiction of a Russian / Eastern European upbringing.
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random twitter comment bringing as much traffic as writing a full article
Piotr Mazurek@tugot17
@MohapatraHemant for chips, AI and data centers from first principles I would self recommend: tensoreconomics.com
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@kokoxsu Where's this from? Tried reverse searching but nothing comes up. Would love to have a read
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Daniil Liaimer retweetledi
Geez louise. I just read the most comprehensive OpenAI deep dive I've ever seen in one place. 33K+ words on the entire company.
Dropping next week. Who wants a sneak peak? HMU.
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@daniilliaimer aaah so that was the blinking light on your glasses last time we met!
🥸
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friend had coffee with a London-based VC
they were ending and the VC pulled out phone to check the maps app or smt
friend saw the VC had Granola on for the whole meeting
is it wrong to think that this feels like a low-key violation for a "casual IN-PERSON catch-up"
esp. if you don't tell in advance 😭
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there is simply no future in which cars stay expensive; the cost of batteries is falling day by day, the cost of copying self driving software will be around $0, all margins in the limit will go to ~0%
unusual_whales@unusual_whales
Chinese electric vehicles now account for more than half of global sales, priced thousands of dollars below US & European models, per WSJ
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