CF
4.6K posts

CF
@Clearingfog_
Private equity investor trying to better understand how the world works. DMs open / encouraged



I paid about $200k in taxes (not including payroll taxes) I deserve a little card like when you donate to charity “Your tax dollars paid for -1 Receptionist salary at the CIA -4 minutes of F-35 training -100 prison jumpsuits & -1 month of a Somali daycare center”

NASA ran a study on a potential trip to Mars and found the most important trait for team dynamics was humor


My decade in public market investing (long only, fundamental approach) was intensely intellectually satisfying. It’s like getting paid to become a data and business model PhD across a broad range of industries. You absolutely develop keen pattern recognition and know a lot about many sectors. You become this P&L jack of all trades. Key question, though, is this: do you want to spend a whole career being this passive observer of numbers on a screen (leading to the push of a button), or do you want to take the jump and try to build something of your own? Do you want the autonomy to assemble your own ship and steer it through all the storms that come with that endeavor? Or do you stay the course? Are you OK with the thought of your legacy boiling down to “he produced great IRRs for his investors”, written on your gravestone (stolen from interview with CEO of Clear on @InvestLikeBest - fantastic expression of this idea)? Most guys in a career analyst seat like that stick around. And it makes sense. These seats are great. I loved it. But at the end of the day, I wanted something more.





Again, this is just a case of there being nothing wrong with the argument, but something still being subtly wrong with the way it’s presented, something off. I don’t understand how there could be a software engineer alive who didn’t already believe that there existed bugs in very old, well-tested software that had never previously been discovered. And I fail to understand how anybody would have any intuition other than that advanced LLMs would be able to uncover such bugs. I feel like you could put two and two together on this the first time you ever watched an LLM spit out code.


Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software. It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans. anthropic.com/glasswing






