Uday Reddy

29 posts

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Uday Reddy

Uday Reddy

@appliedfirst

Applied heuristics & contrarian takes on markets, AI, Building in public, biotech, space, VC and PE industries. #Firstprinciplesapplied #Integrityfirst.

Sumali Mart 2026
29 Sinusundan1 Mga Tagasunod
Uday Reddy
Uday Reddy@appliedfirst·
@peperobga @cafreiman But where is stochastic differential equations and uncertainity and where is i dont know and uncertainity. Really a sub par field, adds no value and is never not sure.
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Rajko Vinklović
Rajko Vinklović@peperobga·
@appliedfirst @cafreiman In economics, equilibrium is never generally assumed to "work in the real world". Equilibrium has hard requirements. The reasons why some markets empirically do or do not react quickly this way are well studied and are compatible with said requirements (or the absence of these).
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Chris Freiman
Chris Freiman@cafreiman·
“Economics isn’t remotely rigorous enough to qualify as scientific.” “Huh, OK—so what do you think explains rising prices?” “Greed.”
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Justin Skycak
Justin Skycak@justinskycak·
Don't underestimate how fulfilling daily life can be once your internal motivation aligns with your external incentives.
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Your Best Version
Your Best Version@YourPrimePath·
I fell in love with this quote: "No matter your age, you'll always wish you started younger, but today is the youngest you'll ever be. So start today."
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Uday Reddy
Uday Reddy@appliedfirst·
@RayDalio Not dying and reducing the risk of ruin. That is all or most of life is about. Dont play with a rabid dog The universe doesnt care about the truth.
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Ray Dalio
Ray Dalio@RayDalio·
Most people fight seeing what’s true when it’s not what they want it to be. That’s bad, because it is more important to understand and deal with the bad stuff since the good stuff will take care of itself. #principleoftheday
Ray Dalio tweet media
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Utkarsh Sharma
Utkarsh Sharma@techxutkarsh·
This guy literally proves that luck does not exist in business.
Utkarsh Sharma tweet media
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Uday Reddy
Uday Reddy@appliedfirst·
@Tim_Denning This is good only if the iterations are small and non catastrophic. No risk of ruin is more important, its the stage where you make those iterations.
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Tim Denning
Tim Denning@Tim_Denning·
Nobody knows what the hell they’re doing in life. Nobody is incompetent after doing 10,000 iterations.
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Uday Reddy
Uday Reddy@appliedfirst·
@EssentialMastry @naval I mean did he publish stuff in these fields. or did he make some great contribution or Is he known for being famous. Hey he said learn math right - whats his path dependency.
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Essential Mastery
Essential Mastery@EssentialMastry·
“Study microeconomics, game theory, psychology, persuasion, mathematics, and computers.” - @naval
Essential Mastery tweet media
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Brennan Schlagbaum, CPA
You’ll become financially free when you want to be financially free
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Jay Yang
Jay Yang@Jayyanginspires·
Be a paradox. Lift weights. Read books. Be ruthless in business. Be relaxed in life. Attract a strong partner. But stand complete on your own. Build empires while staying grounded in your roots. Surround yourself with winners. But never follow the crowd.
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Tim Ferriss
Tim Ferriss@tferriss·
“Don't fear failure. Not failure, but low aim, is the crime. In great attempts it is glorious even to fail.” — Bruce Lee
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Uday Reddy
Uday Reddy@appliedfirst·
@BarbellFi Fucking biatch, that like saying find 100kg of gold under your bed.
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Barbell Financial 💪🏻💰
Kevin O’Leary just said this on money: “Strive for $5 million in T bills” “No matter what happens you’re safe” Do you agree with him on this? 🤔
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Uday Reddy
Uday Reddy@appliedfirst·
@thedankoe Same with mathematics. Learning Math and Logic and math through computation is one of the best things ever @thedankoe
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DAN KOE
DAN KOE@thedankoe·
You can learn anything in 2 weeks. You can't master it, obviously, but if you obsess over it, you can become better at it than most people ever will. You'd be surprised how fast your life can change when you understand this.
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Uday Reddy
Uday Reddy@appliedfirst·
@MoneyQuotesX This is bullshit There is no one path to think like a millionaire. Most of them cant explain How they made their money. Most of them cant make it again if they lost it
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Money Quotes
Money Quotes@MoneyQuotesX·
Think like a millionaire before you become one.
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Uday Reddy
Uday Reddy@appliedfirst·
@OhDear_Friend Your mother cares for you and so does your father Your daughter and son as well Go blood you never loose that connection. Blood connection over everything else
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Dear Friends
Dear Friends@OhDear_Friend·
CORRECT ME IF I'M WRONG BUT, I turn 38 this year and I have realised , as a man, no one cares about you. Not your wife. Not your family. Not your friends. Not your workmates. Nobody. People act like they care, but deep down, they don't. You are on your own. Always on your own.
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Uday Reddy
Uday Reddy@appliedfirst·
@elonmusk I agree @elonmusk grok had the best truth seeking function of all LLMs and its also able to accept controversies and is not RHLF lobotomized
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Uday Reddy
Uday Reddy@appliedfirst·
@anxietymsgs Because IQ is a psuedo science designed to measure disability and not success.
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Feelings ღ
Feelings ღ@anxietymsgs·
Why would someone who has a very high IQ achieve nothing worthwhile in their life?
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Uday Reddy
Uday Reddy@appliedfirst·
@AB84 SSRI and other medical drugs. Those saved millions of lives, if you want to be science based there is no other option.
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AB
AB@AB84·
Without drugs... what is the greatest weapon against anxiety and depression?
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Uday Reddy
Uday Reddy@appliedfirst·
@patientinvestor Folksy charm ? Heh. He was a trader well into 1990s. He was extremely aggresive in his early years.
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Patient Investor
Patient Investor@patientinvestor·
Warren Buffett: "Stocks sell at silly prices from time to time, that's how I got rich."
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