shards
259 posts
shards
@shards_yaps
amateur photographer, nature enjoyer, sucker for a good scheme
San Francisco Katılım Ağustos 2023
107 Takip Edilen90 Takipçiler
@nic_carter @deadalnix unless you're an employee of the company, hedging is fine
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He’s locked for 6 months post IPO. 4x the stock immediately, then dump it 85% the week before unlock
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I turn 21 today.
I think this is the best time in history to be in your 20s and in the Bay. The past year I've been fortunate to be surrounded by many incredible founders and operators, and lucky enough to call them friends.
So I'm starting a fund. It's called Bo Le Capital.
Named after Bo Le (伯乐), the figure in Chinese mythology who could recognize a thousand mile horse when everyone else saw a workhorse. That's the work I want to spend the rest of my life doing.
Recruiting and venture are both very transactional spaces. I believe there's a way to approach this work with kindness. The core thesis of the fund is simple: do what's best for the talent. Everything else follows from that.
A lot of this is borrowed from how Michael Ovitz built CAA. He treated talent as the center of the universe and built every part of the business around serving them. Bo Le Capital will operate the same way. The fund will have a recruiting agency attached to it, and I'll keep testing new strategies on top of that. Talent is finite. The people who get to it first, and treat it best, win.
One of the principles I care most about is to work with the best. In every direction. The founders we back, the operators we place, the friends we build this with, and the LPs we work with.
Thank you to everyone who's been part of this past year.
There's still a lot for me to learn, and I'm extremely excited for this next chapter.
More soon.
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@frank_liquid Yeah and MMs hedge with… Anthropic exposure so this entire model fails
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Anthropic can void share transfers. It can't void a bet.
Most vehicles offering Anthropic exposure do so by buying actual stock. It's the cleanest approach — but the board must approve every transfer for it to be legitimate, and today Anthropic characterized many such transfers as void.
On @liquidtrading, buying Anthropic is a bet on the price, indexed to an external oracle (generally NASDAQ private markets). If the oracle moves up a dollar, you receive a dollar; if it drops, you pay one.
Neither approach is perfect: synthetic exposure requires balancing supply and demand, and prices can trade weirdly off-hours, whereas buying shares is simpler. But it removes any dependency on a board blessing the transfer — no one can stop two parties from betting against each other.
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@FeroceResearch You didn’t even say you bought it you are literally just reporting on market activity
Post P&L or stfu
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$2M turned into $105M in less than 10 days
The exact option play I shared for free netted a 5,000% gain on Micron $MU
I don’t even post specific contracts in bunches on here. I only ever share stuff I deem to be notable so anyone can tag along
Feroce Research@FeroceResearch
some entity this entire week has bought upwards of nearly $2M 600 strike calls for Micron $MU for NEXT FRIDAY yes, there is no typo in my post here, even I had to double check
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@Remzztrades is this supposed to be high? mfs with 80K followers flexing 5 digit gains?
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Had an amazing interview with @xai for MTS role.
LC -> Hard problem related to line sweep algorithm and a question related to binary lifting.
Shared, smart and unique pointer concepts of c++.
Discussion around my search engine and schema migration project.
Though I couldn't able to make it forward.
But learned alot.
Devanshu@DevanshuXi
Hey! I’m actively looking for a full-time backend / infrastructure engineer role (new grad 2026). I’m pretty tech-stack agnostic, but I naturally gravitate towards Go and problems around distributed systems, databases, and performance. I like building systems that actually move data at scale and understanding why they behave the way they do under load. I interned at Cal.com, working on scheduling infrastructure, where I handled complex challenges that come with time. I’ve also been contributing to Vitess, working on VTGate internals, specifically around query routing, session handling, and correctness in distributed MySQL clusters. Outside of that, I spend a lot of time building systems to push my own understanding: 1. Built a distributed search engine with sharding + fan-out query execution + Top-K merging, hitting ~7K QPS at ~28ms p99 2. Designed a hybrid ranking pipeline (BM25 + embeddings) to handle both lexical and semantic search 3. Built a git-like schema versioning system with a commit DAG, merge logic, and deterministic migrations for zero-downtime environments I also write about what I build and learn: @devanshusharma658" target="_blank" rel="nofollow noopener">medium.com/@devanshusharm…
Mostly deep dives into distributed systems, query execution, and performance tradeoffs. I care a lot about performance (p99s, not just averages), clean abstractions, and observability, and I try to build systems that are boring and reliable in production. If you're hiring for backend/infra / distributed systems roles (remote or relocation-friendly), I’d love to chat. And honestly, if your team is working on hard, complex problems, I’d love to dive in. Note: I’m also learning Rust these days because, eventually, giving less pain to your CPU is one of my goals. English
@tiffanyyan_x public transit sucks, monolithic (at times, feels techy), taxes / HCOL -> government wastes it all, no seasons, homelessness
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SF TECH BROS I NEED YOUR HELP
help me consolidate a list of reasons why my east coast swe female friend should STOP ROMANTICIZING SF (pls explain the culture)
Not to say SF doesn’t have its good parts, it does, but there’s the bad bits too, just like every city
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@cypherliquidity @watchking69 If you had 500K to throw around in 2019 you could be rich off of QQQ alone
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i got in in 2019 if they actually ipo for 1.75T boys you will NEVER SEE ME AGAIN
amrit@amritwt
2015: Google puts in $900M in SpaceX. For 7%. 2026: $1.75T IPO. ROI of $120+ billion.
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@Glas109 @WallisDev Peak is usually 3-4x steady state, 220K RPS is fine in go but it’s nowhere near approaching levels where you need to refactor it in rust
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@WallisDev Wrong, that implies it's linear and sustained, they probably handle way more during peak hours
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As always, convert it to seconds
requestspersecond.fyi
Anurag Goel@anuraggoel
Our @golang load balancer at @render handles more than 150 billion HTTP requests a month across millions of services. The number of times we've wanted to rewrite it in Rust: zero. Go is the most underrated language in infrastructure. "Boring" is the ultimate feature.
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@based16z KORU too.
this is going to teach some bad manners.. like buy and hold lev etf no matter what 😭
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@aviralbhat yeah if you live in a penthouse and spend more than you should for your income you can only.. save 30% of your pretax income? The horror
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My friend in Big Tech told me that a $600K job in SF actually isn't Big as it seems:
- $270K or 45% in taxes
- $100K on housing in rent
- $60K on groceries + transport
- $20K on travel++
You're left with $170K or ~30% of income just on basics, which is a low savings rate
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I will pay 20% management fees
for allocation to
A n t h r o p i c
S e c o n d a r y
S h a r e s
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@oliverbrocato rbieye noodles and cheap vegetables is a far cry from wagyu and caviar dawg
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Heard Delve used to serve wagyu and caviar
Anytime I see stuff like that, I get the same gut feeling…
NGMI.
Jeff Wang@jeffwsurf
One of the most underrated perks of @cognition is the office chef
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@labubu_trader positions don't mean anything without relative sizing
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My holdings: tradingview.com/watchlists/326…
3X Long Labubu@labubu_trader
Ok, it takes two to TACO and ultimately Iranians showed the respect. The hedge sacrifice themselves and will go to zero, but it’s fine :) Just by shorting CLK2026 from $104 to cover the cost of those miserable puts. I’m holding storage/optics/space/🦞 and will share the list
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