Akshay Bhor

Investor. Views are personal

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Dwarkesh Patel @dwarkesh_sp]

Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes.

This culminated in the third one taking over part of OpenAI itself.

All this happened while humans remained more-or-less in the dark about the scope of the conspiracy.

I’ve spent the last three days reading through these reports and trying to understand exactly what happened.

Here is my attempt to tell the whole story in plain English:

https://t.co/Nb2un9oNJR

[Akshay Bhor @Akshaybhor]

@abhymurarka What about the cost of time +cost of transport? Just depends on who.. for most people you and I know, they will go for the convenience.

[Jeffrey Gundlach @TruthGundlach]

In the UST Market: 2 year/ 10 year inverted 35 bp. 5 year/ 30 year inverted once again, five basis points right now. These are reliable signals of economic trouble. Risk manage accordingly.

[Buggy Human @SridharanAnand]

Gratuitous advice
Don't celebrate or mourn an investment thesis based on stock price change, esp short-term but even long-term.
I said buy at 100, pops to 110, slam-dunk, told ya.
Feeling 10% smarter on this basis isn't good. I say this as one who's felt 90% dumber on this basis

[Akshay Bhor @Akshaybhor]

@Sanjay__Bakshi @MDIGurgaon All the best sir.. your sessions are still the most important guiding principles for many of us. Thank you

[Nigel D'Souza @Nigel__DSouza]

What’re crypto currencies?

What… what is Dogecoin?

Ok, but what is Dogecoin?

So, what is Dogecoin?

My question is what is Dogecoin?

Dogefather @elonmusk pulled this off really well 👏

#dogetothemoon #ElonMuskSNL

[Balaji Vaidyanath ⚡️ @nbalajiv]

One man’s meat is another’s poison. Airlines bleed but IT trio have saved a cool ₹5700 crores on travel expenses in FY21 vis-a-vis FY20 and FY19.

[Sharad Dubey @Sharad9Dubey]

Letter From @GoenkaPk To Employees At @MahindraRise

Pawan Goenka To Retire As MD, CEO And Board Member On 2nd April After 27 years.

Right from the heart. Regrets, learning, future, journey

Auto industry will miss your presence.

@CNBC_Awaaz @YatinMota @deepaliranaa

[Akshay Bhor @Akshaybhor]

@NeilBahal If that happens, most people will be thinking what to sell!

[Akshay Bhor @Akshaybhor]

Best privatisation pitch

[Siddharth Zarabi @szarabi]

Strong, full-throated endorsement of wealth-creators role in India's economy by @PMOIndia @narendramodi
👏👏👏
•Private sector has big role
•Must trust our entrepreneurs
•Cursing and abusing wealth creators not good
•IAS Babu ke haath mein desh de ke ham kya karenge?
Watch👇

[NDTV Profit Alpha @NDTVProfitAlpha]

Will #Budget2021 push infrastructure investments?

Where are the projects?
Where is the money?

And 5 words that @Feedback_Infra's @Infra_VinayakCh wants to hear from the finance minister. #BQLive https://t.co/emQIZCET1K

[Vala Afshar @ValaAfshar]

John McCain’s concession speech to President @BarackObama in 2008

[Azhar Jafri @zhr_jafri]

Royal Enfield is an iconic 125 yr old brand over 95% market share in Indian mid size bike segment

Sells close to 7 lac bikes per year. Has some of the most die hard fans

But in 2000, it was close to be discontinued

A thread on the history & turnaround of Royal Enfield 🧵

1/

[zerohedge @zerohedge]

If weekly government stimulus paychecks are cut from $600 to $200, retail activity will collapse

[Akshay Bhor @Akshaybhor]

@abhymurarka The rights issue was announced months back and the tentative size was known at 3k Cr. Doesn’t make any difference if the rights issue price is 50 or 150. The correction will happen on ex-date not today. My best guess is that the reaction today is for the results but who knows!

[Sky Sports Cricket @SkyCricket]

"Until we educate the entire human race, this thing will not stop."

Michael Holding delivers a powerful message, explaining why #BlackLivesMatter.

[Akshay Bhor @Akshaybhor]

@abhigupta90 @BloombergQuint It's concerning the way Robinhood and 5Paisa have gained traction...Aftereffects of lockdown and too much free time for retail investors!

[MACRO OPS @MacroOps]

1/ Druckenmiller's first mentor, Speros Drelles, would often tell him that "60 million Frenchman can't be wrong."

Here's a thread on what that means and how to know when you should listen to or ignore the "Frenchman" (market)...