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Will Manidis
18.4K posts
Will Manidis
@WillManidis
let's give up sacrifice next lent
views are my own Katılım Eylül 2016
3.5K Takip Edilen129.4K Takipçiler
Will Manidis retweetledi
‘we don’t need to know what cured you’ has permanently updated my understanding of what ideal cancer care should look like. there's a distinct sense of nausea and excitement that accompanies knowledge that you feel like you should’ve understood years back. excellent presentation
Sebastian Caliri@SebastianCaliri
The full deck on Sid’s cancer approach is here: sytse.com/cancer/ Worth a read. Raw data for download is also available and linked in the deck
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@theDavidWilkens it’s like pieces of the true cross we can assume there’s at least 600% coverage to the actual underlying but the function of the instrument isn’t a faithful piece of the underlying but instead reverence of towards it (see baker et al “there is no economy but debt to the center”)
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@WillManidis Would be interested in the size of the gap between perceived and actual value of all the SPVs out there? $50B?
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if this spacex IPO actually happens kirkland & ellis is going to have a trillion dollars in bookings unwinding the five thousand, 50 layer SPVs that have been slung into this thing over the last decade
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a friend who thought he owned some SpaceX via a slightly odd SPV just found out (allegedly) the manager sold the underlying to some offshore family office and fled the country
Will Manidis@WillManidis
if this spacex IPO actually happens kirkland & ellis is going to have a trillion dollars in bookings unwinding the five thousand, 50 layer SPVs that have been slung into this thing over the last decade
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@MemoryMedieval the giant painting was in high school cafeteria, always was a blessing to see it daily
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Millions must appreciate NC Wyeth
David Daines@daviddorg
@MemoryMedieval New to Wyeth - Badass
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@SRamirez68083 do high quality prints / replica of this poster exist?
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Will Manidis retweetledi
you guys aren’t going to like this but the recent bout of SPVs suggests that the efficient price for underwriting and getting access to a private company is a lot higher than 2/20
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@Emily_Sundberg i have found the single greatest personal trainer in nyc (UES) if helpful
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Will Manidis retweetledi
In case you're skeptical that anti-AI backlash will become a central issue in the next election cycle:
Sanders just introduced a bill to halt all new data center construction and require the federal government to "review and approve .. [ai products] products" before release
Will Manidis@WillManidis
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Will Manidis retweetledi
a staggering number of clearly fake accounts are reaching out for access in broken-english claiming to work for "international DC area AI think tanks"
lol
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I have been trying to publish part two of this essay for a few weeks
after many conversations with USG, providers, labs, I've come to the conclusion there is no safe way to do public disclosure here. The threat is too immediate.
If this is relevant to your job, dm me.
Will Manidis@WillManidis
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feels like every other X article now starts with:
“In 1936, [insert intellectual historical thing that somehow applies to AI in 2026]”
call it the @WillManidis effect
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Will Manidis retweetledi
Washington is such a great Imperial Capital.
Part of its strength is how *understated* it is. It’s not London, or Vienna, or Paris.
Cherry blossoms by the water. The seat of a fabulously powerful empire, beyond the dreams of any Habsburg or Caesar…
Andrew Leyden@PenguinSix
Yesterday's warm weather gave a boost to the Cherry Blossoms, leading them into the puffy white stage.
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@maxmaximalism adam smith mentioned OpenAI by name in “wealth of nations”
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@WillManidis I love many of your takes, but the idea that the west falls if OpenAI fails to justify its near trillion dollar pre-IPO valuation is truly beyond hilarious
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many people that are calling this “top” have failed to recognize the entire postwar global order is built to make whatever is the largest capex risk asset return 30% net of fees
if this fails, the entire west goes, don’t worry about Sam he can financialize his way out of this
Andrew Curran@AndrewCurran_
OpenAl is offering private-equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release.
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@WillManidis This is such an interesting take. Do countries have their own versions of this you think? Are you just talking about America?
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@WillManidis Totally bro I’m just a dumb dumb who can’t get it
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If this fails the entire west does not. Crazy seeing the hyperbole and ignorance that passes as discourse on this app. All I can do is laugh at this point.
Will Manidis@WillManidis
many people that are calling this “top” have failed to recognize the entire postwar global order is built to make whatever is the largest capex risk asset return 30% net of fees if this fails, the entire west goes, don’t worry about Sam he can financialize his way out of this
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Just about every >150 iq person I know uses nicotine. Nicotine is underrated and misunderstood
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