sujayalluri

I found the best new chicken sandwich in NYC. It’s from Old Mate’s Pub this Aussie bar in Fidi (I know random) but it’s a 24 hour marinated fried chicken sandwich on a seeded brioche bun, it’s actually incredible. Idk why no one’s talking about it. Might be the most underrated food item in NYC rn. Calling it rn gonna be the new sandwich of the city.

damnlines points cameras at the most line-plagued restaurants in NYC and LA and tells you how long the wait actually is before you leave the house. Right now it's watching NYC spots like L'Industrie Pizzeria, John's of Bleecker, and Salt Hank's, counting every person in line in real time so you never have to gamble on a two-hour wait again. Here's the breakdown: > Currently tracking lines at L'Industrie Pizzeria (142 watching, ~9 min wait, 82 in line), John's of Bleecker Street, Salt Hank's, and Breakfast by Salt's Cure > Entire system is built on Little's Law, a 60-year-old queuing theorem: L = λ × W (queue length equals arrival rate times wait time) > Wait time for joining right now is calculated as West = L / μ, where μ is the service rate measured by watching how many people actually exit the line over a rolling window > When there isn't enough data for a reliable service rate, it falls back to a conservative per-person estimate so you're more likely to be pleasantly surprised than stranded > People counting pipeline runs computer vision on each video frame, draws bounding boxes around individuals, then tracks identities across frames so person #42 stays person #42 even after they move > A queue zone is defined in the camera's field of view and the count increments on entry, decrements on exit (current_count = Σ entries − Σ exits) > Dwell time per person feeds directly back into the service rate calculation, so the estimate gets sharper the longer the system watches a given spot > Fresh estimates get pushed to your screen every few seconds throughout operating hours

@BoringBiz_ Tom Murphy and Dan Burke.

All time favorite investing book. Come back to this one every so often, and always find something new to learn or relearn

Job's not finished

Back is January, Microsoft’s CEO Satya Nadella told me: "All I know is, I'm good for my $80 billion." Well, he just upped the ante this afternoon. He is now “good for” $120 billion.

@giovignone @avax @octane_security Insane work - congrats!

Securing $100,000,000s on @avax Couldn’t be more proud of the @octane_security team ❤️

I don’t think Vlad Tenev gets enough credit. Unreal glowup over the past 4.5 years.

The most vocal critics of the debt and deficit tend to be people who run successful trading businesses: Dalio, Griffin, Druckenmiller, Singer, Solomon, Gross, Dimon, Gundlach, etc. Here's my theory why... Every successful trading business is grounded in risk management. Long-term success depends on avoiding systemic blowups. These managers are confident their platforms will thrive over time, but only if they steer clear of tail-risk events and so they're acutely focused on avoiding them. The US is the most successful platform the world has ever seen. This country has delivered enormous gains in living standards and health and has tremendous potential to continue doing so, but only if it avoids the tail-risk events. Excessive debt is one of those. It poses an existential risk for a country. Nobody can predict when, how, or even if excessive debt will trigger a crisis, just as no trader can predict when a poorly managed position might implode. That uncertainty is no excuse to ignore the risk. That's what bothers traders about the national debt. The US is holding a position with significant and potentially catastrophic risk for little benefit. And instead of managing it responsibly, it keeps adding exposure. In trading, ignoring risk is the most reliable path to collapse. The same holds true in governing a country.

We’re headed toward a world where every hire is a personality hire

FOCUS

@_clarktang Love to see it. This is the definition of purely aligning incentives.

I remember when Brad first came up with Invest America in 2021 and thinking, "this may be one of the most impactful things I can be apart of in my lifetime". I grew up in Queens, NY to an immigrant household. Went to public school. I'm incredibly fortunate to have been born in this country and taken advantage of the opportunities that this country has to offer. At the same time, I've witnessed brilliant classmates, friends, and colleagues grow increasingly disillusioned with the US. Ray Dalio's study on the rise of populism in 2016 really raised these flags for me, and in that moment in 2021 -- thought that Invest America just might be the best & lowest overhead way to positively impact the 80% of households not participating in the appreciation & innovation in America. And now it's happening. I'm incredibly proud to call @altcap our leader and mentor. Over the past 4 years I've watched him tirelessly work 5 full-time jobs (portfolio manager for our public funds, CIO of the private funds, driving force between Invest America, force behind @BG2Pod, and more recently a global advocate for AI). He did it when things have been good. He did it when things were tough and it would have been easy to just fold. I've learned a lot from him - about hard work, focus, and kindness. He deserves all the flowers today for getting this done selflessly for us all. 🙏🙏🙏

Carousel (@UseCarousel) is an AI assistant for Excel that builds spreadsheets & models for you in minutes. It's what Microsoft’s Copilot for Excel promised to be. ycombinator.com/launches/NVg-c…

@justinmandel6 insane motion

@justinmandel6 send pic

@octane_security @archetypevc @winklevosscap @DruidVentures @circle @Gemini @LegionCapital @DukeU @balajis @sinahab @Forbes Big congrats to @giovignone and the rest of the Octane team!

Octane is thrilled to announce our $6.75M seed round, led by @archetypevc & @winklevosscap, w/participation from @DruidVentures, @circle, @gemini, @LegionCapital, @DukeU Capital Partners, @balajis, @sinahab, and others. Read more from Nina @Forbes: bit.ly/4iZX5DI

Duke students in shambles

@rexevans212 @justinmandel6 @justinmandel6 Happy birthday brother

Happy birthday @justinmandel6 look forward to continuing to learn from you on this platform

The education system is broken. Costs are rising. Outcomes are falling. Kids are bored, parents are frustrated, teachers are over-worked and under-appreciated. The Wall Street Journal just profiled the most promising solution I've seen. Their results are so good that you're not going to believe me when I share them with you. But by the end of this, you'll understand what they're doing differently. The results: • Alpha students are top 1% in the USA in every class and every subject (except for one: 5th grade math, where they're “only” in the 93rd percentile). • Alpha kids are learning 2.5x faster than the average American student. • They crush standardized testing too. Only 2% of Texas students score above 90% on the Texas STAAR test. Every Alpha student scores above 90% and the majority of their students are over a grade level ahead. • Alpha has more kids who score 100% on the Texas STAAR test than one entire school district of 100,000 people (Alpha has ~250 students). And here's the kicker: Alpha School students only spend two hours on academics per day — just two hours from K-8 and three hours in high school. The time they save gives kids back the rest of their day to learn life skills like socialization and public speaking instead of twiddling their thumbs during soul-crushing lectures or waiting for the bell to finally ring. Sounds too good to be true, I know. So let me break down what they're doing differently. For starters, the founders simply took learning science seriously. They reimagined how a school could function instead of following the standard school playbook. The research showed them that maximizing learning outcomes means building something that looks nothing like our existing school system—which has basically stayed the same for 200 years. Here are three things they do differently: 1) Mastery Learning Knowledge is like a Jenga tower. The higher blocks depend on the stability of the lower ones. If you pull a crucial block at the bottom, like knowing your multiplication tables, the whole structure can collapse. For example, good luck doing algebra if you don't know your multiplication tables by heart. The problem with traditional schools is that because every student in a grade has to move at the same pace, whether they know the material or not, kids end up with holes in their knowledge. This conveyor belt approach sets them back forever. Not knowing multiplication won't just stop you from crushing algebra. It'll stop you from crushing statistics and calculus, and entire career paths once you’re an adult. Mastery learning simply means that you don't move onto the next level until you know the material from the previous one. It's the opposite of how schools work right now. In traditional learning, time is fixed (everyone gets exactly one school year for algebra) while learning is variable (some kids get A's, others get C's). In mastery learning, it's flipped: learning is fixed (everyone masters the material) while time is variable (some finish in three weeks, others in three months). 2) Personalized learning plans If you want to learn fast, you need challenges that are tailored to your skill level. If the material is too easy, you’ll be bored; if it’s too difficult, you’ll get frustrated and quit. What you need is the sweet spot of content that’s challenging but doable. It’s the Goldilocks Principle for school: not too hot, not too cold. Learning researchers call this the Zone of Proximal Development. It’s why 1-on-1 tutoring works so well. The problem with traditional lectures is that teachers need to teach to the average, which means that most students don’t get what they need. Visit a struggling charter school and you'll see this in action. Ask a 6th grade teacher what they're teaching and they'll say: "Sixth grade material. That's my job." Meanwhile, half the class can barely read at a 2nd grade level. Teachers know this, but because going back to the basics could cost them their job, they plow ahead, which leaves students behind. The cost of these perverse incentives is showing up in the declining test scores we’re seeing across America. 3) Change what teachers do Picture the typical classroom: one teacher at the front, 25 kids of wildly different abilities, and 45 minutes to get through the material before the bell rings. Meanwhile, teachers are stressed during the day and overworked at night from all the papers they have to grade and lesson plans they have to write. And for what? For 40 years, research has shown that passive lectures are just about the worst way to learn anything. It’s an established fact. But our education system is so fossilized that it’s incapable of adapting to new knowledge and the better way of doing things that we’ve already discovered. So what does Alpha do? They’ve transformed teachers into coaches and motivators. The apps and AI handle the information delivery and customize it for each student, leaving teachers to do what they do best (and signed up for in the first place): connect, inspire, mentor, and motivate students. The bottleneck isn’t information anymore. It’s student motivation. You can have the world’s greatest curriculum, but if the student doesn’t give a damn, they ain’t gonna learn squat. Everybody talks about EdTech, but it’s only part of the solution. Motivation plays a far more important role, which is why the people I know at Alpha are always asking: “How can we get kids to love school?” — — The Science Behind Alpha's Approach These strategies are inspired by Bloom’s Two-Sigma Model, which is arguably the most important education finding of the past century. When researchers combined mastery learning with 1-on-1 tutoring, 98% of the tutored students outperformed the average student from a traditional classroom. Here’s the key point: Mastery learning, paired with 1-on-1 tutoring, is better for the very best students and the very worst ones. 1-on-1 tutoring isn’t some futuristic approach. Descartes, Feynman, and John Stuart Mill all learned through tutoring. The problem with tutoring, of course, is that it’s always been reserved for the elite. It’s too expensive and there simply aren’t enough master tutors to go around. Enter modern technology: AI and learning apps have changed what’s possible. Every student can have a personalized learning plan now. Digital tutors never get tired or cranky, and they’ll certainly never roll their eyes and say: “Come on, kid… we’ve gone over these fractions twelve times already!” They’ll work all night with a kid who wants to memorize their fractions or learn the capitals of every country in the world. With each question, the software develops a laser-precise understanding of what concepts each kid knows / doesn’t know. Once again, that leaves the teachers to focus on the human side of learning: motivating students and helping them when they get stuck. — — Science fiction author William Gibson once said: “The future is already here; it’s just not evenly distributed yet.” And that’s exactly what Alpha School represents: a future of education that already exists, and not some pipe dream vision of a distant tomorrow. I know because I’ve witnessed it first-hand. While running my own adult writing program, one of our paid editors raved about a participant’s killer writing skills. “Peyton has serious talent,” she wrote. That talented writer, Peyton, was a 15 year-old Alpha student at the time who was out-writing many of the adults in the program. I’m obviously fired up about what Alpha is doing, but if the idea of kids learning through apps and AI makes you uncomfortable, I get it. But unlike our current one-size-fits-all system that’s failing millions of kids, Alpha isn’t trying to be the universal solution to education. Their message goes something like this: “We’ve built something that works very well but looks nothing like the school you went to. We’re not trying to be conventional. We’re trying to be effective, and that means doing unconventional things. If that resonates with you, great. If not, that's okay too.” There’s something here. The data speaks for itself. The most untapped resource on the planet is human potential, and transforming the education system is just about the best way to unleash it.

@bhalligan Brad Jacobs - XPO, QXO, United Rentals, and more

Other than Elon, who has founded more than one "legendary" companies? Looking at some second time legendary founder companies at Sequoia and trying to pattern match a bit.