Ethan Smith

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Ethan Smith

Ethan Smith

@SmithsonianDD

Katılım Ekim 2025
296 Takip Edilen29 Takipçiler
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Álvaro J
Álvaro J@jota_snchez·
Richard Feynman ganó el Nobel de Física y dijo algo que dejó huella: "La mayoría de personas saben muchas cosas. Pero no saben pensar." Feynman dio una clase magistral de 1 hora sobre física e imaginación. Sus 12 lecciones de vida: 1. La imaginación le gana al conocimiento
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regent0x
regent0x@regent0x_·
karpathy said it best - most people paying for claude aren't actually using claude. they're typing prompts into a $20/mo chatbox meanwhile claude code ships with built-in features that replace 90% of plugins people install and nobody knows they exist i had 23 plugins. deleted all of them. my sessions got 3x longer and my outputs got sharper watch the video then read the full breakdown below - you'll probably uninstall half your setup by tonight
regent0x@regent0x_

x.com/i/article/2057…

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Elon Musk
Elon Musk@elonmusk·
@tunguz Make you 💦
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Ridark
Ridark@ridark_eth·
Alex The Analyst just dropped the ultimate 26-hour roadmap on how to become a Data Analyst in 2026. 26-hours. free. By industry top expert. SQL + Python + Power BI + AWS cloud deployment learn tech stack → build portfolio website → optimize LinkedIn → land a job worth more than any $500 data analytics course... Full free course on YouTube: youtube.com/watch?v=cnjhHZ…
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Ridark@ridark_eth

x.com/i/article/2057…

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NoLimit
NoLimit@NoLimitGains·
If you don’t follow this account right now, you will regret it for a very long time. Do the right thing.
The Assembly@InTheAssembly

I've analyzed every stock in Leopold Aschenbrenner's most recent disclosure. There are 2 that got my attention. He's 25 years old, and his fund grew from $250 million to $13.6 BILLION in less than two years. He outperformed every fund over the last 12 months. Check this out: SHAZ: Australian GPU neocloud IPO'd on NASDAQ in February 2026. Market cap around $966 million. Already sitting on $2.2 billion in total contracted value. Anchored by a $1.25 billion ESDS deal and a $950 million Asia Pacific contract. Both ramp in H2 2026. $2.2 billion contracted on a sub-$1 billion market cap. TE: T1 Energy The only US pure-play in domestic solar module and battery manufacturing. Aschenbrenner initiated a brand new 10 million share position worth roughly $44 million. T1 just hit its first profitable quarter ever. Q1 revenue beat expectations by 34% ($177M vs $132M). First US factory already online. Second one under construction in Texas. If they close the Q2 financing for the Austin fab, the path to $375 to $450 million in annual EBITDA by 2027 becomes the base case. That puts TE at roughly 4x forward EBITDA versus peers at 8 to 12x. The thesis is the same on both names. Long the bottlenecks of AI. T1 is the domestic energy bottleneck. SHAZ is the GPU compute bottleneck. Both are still under $3 billion in market cap. These are two of the smallest, earliest bets in his entire book. We track and analyze insider trades so you don’t have to. Turn on notifications so you don’t miss our next alert. This is EXTREMELY important. If you don’t follow us right now, you might regret it later.

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Rahul
Rahul@sairahul1·
🚨 CEO of Nvidia: "I'd hire the graduate who's expert in AI over the one who isn't. Every time" he's not talking about people who use AI everyone uses AI. he's talking about people who know the stack. agents. frameworks. tools. workflows. skills. automations Bookmark it.
Rahul@sairahul1

x.com/i/article/2057…

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Neyazuddin Ansari
Neyazuddin Ansari@riyazz_ai·
This might be the most important AI lecture you watch in 2026. Geoffrey Hinton the Godfather of AI just explained where AI is really heading. Not hype.Not theory.The actual future. If this lecture doesn’t make you rethink everything, you probably missed the point. Bookmark this. It’s too valuable to lose 👇
Neyazuddin Ansari@riyazz_ai

x.com/i/article/2054…

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Naval
Naval@naval·
Founders cannot outsource recruiting. “Recruiting is the most important thing because you need creativity; you need motivated people. Ideally, the early people are all geniuses. They’re self-managing, low-ego, hardworking, highly competent, builders, technical—maybe one or two sellers—but you can’t watch everything. You can’t micromanage everything. The early people are the DNA of the company. When you outsource recruiting, when you have other people hiring and interviewing and making hiring decisions without your direct involvement and veto, that’s a sad day. That’s the day that the company’s no longer being driven directly by you. There’s now a fly-by-wire element in between. There’s some mechanical linkage going through another human, often at a distance. And other people are not going to have the same level of selectivity that you will as a founder. The important size at which a company starts changing is not some arbitrary number, like 20 or 30 or 40. It’s the point at which the founder is not directly recruiting and managing everyone. The moment that there are middle layers of management, then you are somewhat disconnected from the company, and your ability to directly drive a product team that can take the company from zero to one goes away. So we really cannot outsource recruiting. People think you can. They hire recruiters, for example. Maybe you can outsource a little bit of sourcing, but I would even argue that’s difficult. The reason recruiting is so, so, so important—and a lot of it is obvious, I’ll skip the obvious reasons—but one non-obvious reason is that the best people truly only want to work with the best people. Working with anyone who’s not at their level is a cognitive load upon them. And the more people they’re surrounded by who are not as good as they are, the more keenly they’re aware that they belong somewhere else, or they should be doing their own thing. The best teams are mutually motivated. They reinforce each other. Everyone’s trying to impress each other. One good test is when you’re recruiting a new person, you should be able to say to them, “Walk into that room where the rest of the team is sitting. Take anyone you want—pick them at random—pull them aside for 30 minutes, and interview them. And if you aren’t impressed by them, don’t join.” When you do that test, you will instinctively flinch at the idea of them interviewing randomly a certain person that’s kind of in the back of your mind. That’s the person you need to let go. Because that’s the person keeping you from having this high-functioning team that all wants to impress each other.”
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DAN KOE
DAN KOE@thedankoe·
I wrote a second book. A short and philosophical take on money and discovering your life's work. I made it free because this is one of those things I just want in as many hands as possible. The paperback is not free for clear reasons. Links below to read:
DAN KOE tweet media
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Dan Go
Dan Go@CoachDanGo·
Best investments I've made in my health · Air fryer · Lab work · Pedometer · DEXA scans · Health coach · Standing desk · Under desk treadmill · Bluelight blockers · Blackout shades · Ninja Creami · Home gym · Meal prep What about you?
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Khairallah AL-Awady
Khairallah AL-Awady@eng_khairallah1·
Jane Street pays $750k/ year for quants who can answer how to use Stochastic Process and Markov Chains in quant trading. This 1-hour MIT lecture on probability is the exact foundation these quants built their $750K careers on. Bookmark & watch today.
Khairallah AL-Awady@eng_khairallah1

x.com/i/article/2054…

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Naval
Naval@naval·
New podcast on sales - Sell the Truth. 00:00 Be Credible 03:18 “Yes, And” 04:31 Selfish Honesty 05:37 Charisma Is Confidence + Love 07:56 Don’t Manage, Lead 11:16 Hunt Together 14:51 Feed Your (Good) Obsessions 18:57 Sell the Truth 21:07 Good Deal or No Deal 23:39 The Age of Nonlinear Returns
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XO
XO@Trader_XO·
Shitting on others for being wrong, you are not exposing them, you're exposing yourself as a novice. You can be wrong more than you are right and still make serious money, as long as your risk is controlled and your upside is asymmetric. The best traders / investors are not the ones who predict perfectly, you can have a view and thats all it is, if its not being expressed as a trade... One of my fav books is the one below which I've mentioned several times on the TL as early as 2020. Also take Qullamaggie as an example, of the best independent traders to have done it... has made tens of millions, if not more, yet his win rate apparently hovers around 30%... His FAQ literally says: “What’s my win rate? 25% in 2019.” But yeah... whatever
XO tweet media
Benjamin Cowen@benjamincowen

You don’t have to like my opinion about markets. I express my views and try to articulate them in videos as best as I can. I have been wrong many times and will be wrong in the future. You can disagree with me without being an ass

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ₕₐₘₚₜₒₙ
ₕₐₘₚₜₒₙ@hamptonism·
doctors: you only have 28 hours left to live, me:
ₕₐₘₚₜₒₙ tweet media
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Reddit Lies
Reddit Lies@reddit_lies·
A mass psychosis event is unfolding on Reddit right now. Basically every comment on Reddit about the incident is claiming it was "staged."
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Martin Shkreli
Martin Shkreli@MartinShkreli·
dear community notes - i am right and you are wrong 1) payroll tax goes to the federal government 2) a company that has accrued NOLs does not owe tax - the implication that they are dodging something is confiscatory in summation, eat shit and die
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Deep Psychology
Deep Psychology@DeepPsycho_HQ·
Constantly dope your mind with reading : Read a lot of - Human Evolution - Physics - Metaphysics - Mathematics - Psychology - Science - History - Civilizations - New Technology - Geopolitics - Great Biographies - Elon Musk urgency - Robotics & Ai You can grow your intelligence You can grow your intelligence You can grow your intelligence You can grow your intelligence You can grow your intelligence
Curious Minds@CuriousMindsHub

You Can Grow Your Intelligence:

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