Sidharth Malhotra

2.2K posts

Sidharth Malhotra

Sidharth Malhotra

@sidml

Bokononist & registered member of several granfalloons. Not investing advice.

Katılım Mart 2007
2.1K Takip Edilen645 Takipçiler
Tom
Tom@tombombadeel·
@emollick We should just make a secret 27th letter of the English alphabet that can go in place of any vowel to make an intuitive sound. Like how currently people use x for things like womxn, latinx, etc and never train models on its existence
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Ethan Mollick
Ethan Mollick@emollick·
AIs do not use interrobangs, so maybe we should just use them all the time to show our writing is human‽
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Adam Geringer
Adam Geringer@GeringerAdam·
Using ai to visualize removing the ugliness from our world
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Dan McAteer
Dan McAteer@daniel_mac8·
This is amazing. Do this. Use Codex /goal mode and ask: "Do a comprehensive review of my project and list areas to improve, simplify and make it more faithful to the plan."
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Rep. Mike Levin
Rep. Mike Levin@RepMikeLevin·
Not enough people are talking about this. A Florida airport was renamed after Donald Trump. He walked away with the trademark, the licensing rights, and a deal that lets him profit off every piece of merchandise sold there. But the story of how he got it is even worse. County staff told commissioners that rejecting the name change would put state transportation funding at risk. DeSantis has already removed state attorneys and school board members who dared to cross him. That is the reality the Democratic commissioner who cast the deciding vote was living in when she made her choice: hand Donald Trump control of a public airport or watch Florida Republicans strip funding from the very people she was elected to represent. That is absolutely insane. Florida Republicans handed Trump a money machine and called it a naming rights deal, and the people of Palm Beach County never got a say in any of it. theguardian.com/us-news/2026/m…
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Chief
Chief@MrChiefExec·
@quant_arb But can it commit Y-axis crimes on the same level as a human?
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Stat Arb
Stat Arb@quant_arb·
ChatGPT has allowed otherwise incapable people to generate pretty graphs and this has revolutionised the quant slop space
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Sidharth Malhotra
@MN_Vikings_Pete @taobanker Was it through your daddy and granddaddy being good friends with the CEO? No. However, I do not discount to role of luck in success. I consider myself to be a lucky person and am appreciative of it.
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Paint.Drinking.Pete!
Paint.Drinking.Pete!@MN_Vikings_Pete·
@sidml @taobanker Was it through your daddy and granddaddy being good friends with the CEO? If so, congrats on being born half-way between third base and home. My dad was a farmer from a small town. Every connection I have was built by me.
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Sidharth Malhotra
@triketora $25-35M It gives you $1M in annual income at a 3-4% draw rate. $1M/yr puts you in the top 1% AGI. Enough to live a comfortable life. They can do nothing or really make something of it.
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Tracy Chou 🌻
Tracy Chou 🌻@triketora·
if you are wealthy, what is the right amount to leave to your child in a trust fund? (i have no idea but someone posed this question to me the other day and it made me curious how others would answer)
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Sidharth Malhotra
@MN_Vikings_Pete @taobanker Talent + Connections I got lucky early in my career to get my first internships through connections. Thereafter my successes and failures were my own doing.
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Boring_Business
Boring_Business@BoringBiz_·
Fortune Magazine profile on Jamie Dimon from 1984 when he was just 2 years out of his MBA at Harvard
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Nicholas Mugalli
Nicholas Mugalli@RealNickMugalli·
As I was saying, with great confidence now that every SaaS company built on flat monthly subscriptions is about to hit the same wall. - Revenue—fixed (for the most part). $30/month per seat, forever. - AI compute cost: exponential. Every agent run, every long context window, every autonomous task—it compounds. The green zone is profit. The red zone is where you're losing money on your best, most engaged customers. This is the business model crisis hiding inside the AI adoption boom. The companies that reprice around consumption survive. The ones that don't will watch their usage metrics hit all time highs right as their margins collapse. Growth will look great. The P&L won't… position accordingly…
Nicholas Mugalli tweet media
Nicholas Mugalli@RealNickMugalli

Anthropic is projecting $300 billion in annual revenue by 2030. Its model training costs peak at ~$120 billion in 2028. At that peak, training costs exceed 100% of revenue. That is the central tension in this business. The left panel shows Anthropic's revenue broken into three segments—consumer (Claude subscriptions and API), enterprise (B2B contracts and cloud partnerships), and new products including hardware. The trajectory reaches roughly $13B in 2025, crosses $100B around 2027, and approaches $300B by 2030. The top right panel shows what it costs to produce those models—training compute costs grow from near-zero in 2024 to a peak of ~$120B in 2027–2028, then decline as algorithmic efficiency improves. The bottom right panel is the one that matters to anyone evaluating Anthropic as a business. Training cost as a share of revenue exceeds 100% from 2026 through 2028 — the company is spending more on model training alone than it takes in. This is the structural condition of every frontier AI lab today. The bet is that efficiency gains compress per token training costs while deployed model revenue continues compounding, and the lines cross permanently in 2029. That crossing is what a path to profitability looks like at frontier scale. The position—Anthropic at $44B ARR today is real and accelerating. The $300B by 2030 projection is plausible given enterprise adoption curves. But the company remains pre profit through at least 2027, and the margin is entirely hostage to whether the next generation of models requires a step change in compute or benefits from efficiency gains. Every hyperscaler dollar going to inference infrastructure rather than training clusters helps. Every new frontier model that requires 10× more compute hurts. The next 18 months of model releases will determine which force dominates

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Jenny Rozelle
Jenny Rozelle@jennyrozelle·
Quick estate planning PSA: “Shall” = you are required to do it.
“May” = you are permitted to do it. It seems small until it isn’t. A lot of litigation exists because those two words were treated like synonyms.
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Curious Minds
Curious Minds@CuriousMindsHub·
One habit that dramatically improved your mental health? Curious to hear what actually worked for you.
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dev
dev@dsllwn·
today i learned: there's a company that names companies. that's so funny and cool
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John Arnold
John Arnold@johnarnold·
Benjamin Graham is turning over in his grave.
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Sidharth Malhotra
@KobeissiLetter Turkey: Debt to GDP: 26% Fiscal deficit: 3.5% United States: Debt to GDP: 120% Fiscal deficit: 5.8% Hmm...
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Turkey liquidated almost all of its US Treasury holdings in March after the Iran War began.
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Sidharth Malhotra
@DonMiami3 Reminds me of Taiwan 1986-1990. Went up 12x in 4 years. Ride the wave, keep wide stops.
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Don Johnson
Don Johnson@DonMiami3·
The Korean stock market is experiencing 5-8% moves every day Nursing homes are buying leveraged positions, their under 35 male population (who is going extinct) are selling plasma to buy stocks & the government is full bore backing it
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