Haryo

Life lesaon collection

ARSENAL HAVE LOST THE CHAMPIONS LEAGUE FINAL

You know what other tools know better than most instructors? Coursera and YouTube courses from top faculty, *the internet*, books from the library. How many students used those tools instead of formal ed? Very very few. How many will use Claude independently to learn the material? Probably the same amount. I know it doesn’t sound glamorous, but the primary role of faculty is to get students in the seats and create incentives to actually absorb the information. This is your job. AI can help as a tool, I’ve seen some great harnesses of AI for education, but it will not do this.

Cold take on what comes next: - OpenAI will flourish - Anthropic will continue to be profitable - Google will not catch up to Anthropic or OpenAI - no chinese company will catch up to Anthropic or OpenAI - the highest tier of intelligence will become a luxury product that only companies and multi-millionaires/billionaires can afford - most of the companies that invested massively in them will have massive returns - SpaceX’s AI will be fine and on par with Google by end of year - Nvidia will become the first 10T company

Indonesia’s middle class has shrunk sharply to just 16.6% from 23% in 2018, per IDEAS estimation. Today, tight monetary policy and soaring energy costs are squeezing urban household budgets, threatening the core engine of domestic consumption. investortrust.id/market/104795/…

if you’re not choosing E you have a certified mental illness

Honestly, Mamdani and his PR team are incredibly savvy. They're doing exactly what they promised: rebuilding the people’s trust in government, but through perception first. Take the Israeli parade. First, he announces he'll be skipping it. That dominates headlines and reinforces the image of a mayor willing to take a bold stand, even at political risk. People who were skeptical start questioning their skepticism because the move feels authentic and principled. Then, after that positive perception takes hold, you get something like the video below. He still announces that he won't attend the parade himself, so he keeps the positive publicity. But at the same time, he says he'll send a member of his administration instead: Jessica Tisch, whom he chose to retain despite her family's well-known ties to Netanyahu. Most people won't notice the distinction. A small number like myself will criticize it, but by then the mass deception has already been established. The public focus shifts from scrutinizing the contradiction to defending the image of a "principled mayor." The net result is growing support, deeper belief in the system, and no political cost for it. This is the same pattern I saw with his pro-Palestinian messaging. "Free Palestine" goes viral, his supporters rally behind him, and his popularity grows. Then later, he starts saying in interviews that “Israel has a right to exist.” When I called it out and challenged him directly, the base had already been manipulated into a loyal following built around a radical image of him. Only months later did my criticism start to go mainstream, but by then the cycle had already reset and repeated itself. That's what makes the strategy so effective. The headline-grabbing position comes first. The nuance comes later. By the time people notice the difference, the public perception has already been set and he’s onto the next thing.

Price to Sales ratio for big tech (not price to earnings): 1. Nvidia: 20x 2. Apple: 10x 3. Alphabet (Google): 11x 4. Microsoft: 10x 5. Meta: 7.5x 6. Micron: 19x As Scott McNealy of Sun Micro said back on 2002: "At 10x revenues, to give you a ten-year payback, I have to pay you 100% of revenues for 10 straight years..." This is an insane bubble, even bigger than 1999.

20 months leading up to the Dotcom peak: Nasdaq: +290% Berkshire Hathaway: −45% Every newspaper headline was about Buffett had lost his touch. Then everything fell apart. The Nasdaq lost 78%. Berkshire compounded and outperformed for the next few decades.

Claude opus 4.8 dropped and Anthropic released Boris Cherny's prompt workshop One of the people actually building claude explains how to use it properly Free No signup No paywall The first 8 minutes are better than most $300 ai courses Context Task structure Cleaner outputs Fewer wasted prompts Watch it and bookmark it before this gets sold back to you as a course

Charlie Munger on BYD, from the 2009 BRK meeting: "I regard it as a privilege to have Berkshire associated with a company that is trying to do so much that is so important for humanity. It may be a small company, but its ambitions are large... Given its size, I don’t think it can be all that important to Berkshire, financially - but I have never, in my life, felt more privileged to be associated with something than with BYD." (Page 455 of "Buffett & Munger Unscripted")

The hardest pill for bears to swallow: The S&P 500 is up +10.3% YTD, yet the forward P/E has fallen from 22.3x to 21x This rally hasn’t been driven by speculative multiple expansion It’s been driven by earnings estimates rising faster than stock prices

people misunderstand what AI does it accelerates everything even incompetence

Rabbits show dominance by demanding to be groomed, while cats show dominance by grooming the other. A perfect relationship

“AI is demoralizing.” A Princeton Professor says he kept wondering this semester (while lecturing) if his students would be better off learning from Claude:

datengin tuh aceh

Opus 4.8 Just Changed Trading Forever

Beda otot bertahan hidup dengan otot untuk gaya hidup 💪

Wah gila opus 4.8 baru rilis tapi tokennya udah dijual harga diskon 80% di website china wkwk🔥 tinggal dipilih sesuai kebutuhan, ada pilihan group claw/hermes kalau mau dipakai buat ai agent. bisa topup pakai crypto, minimal 50 yuan (~130 ribu rupiah).

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