Andreu Orell

Pareto rules

[Andreu Orell @AndreuOrell]

@samuelgil Mo tiene falta de comprensión lectora o le gusta manipular

[Andreu Orell @AndreuOrell]

@exec_sum @MrtnzAlvrz yo pensaba que JP Morgan no hacía negocios con Elon Musk. ¿Qué crees que ha cambiado? Too much money to be left on the table?

[Andreu Orell @AndreuOrell]

Hay mucho valor en esto y en el trabajo se nota

[Patrick OShaughnessy @patrick_oshag]

It's not a coincidence Jamie Dimon, Elon, Jensen, and Barry Diller all share the same management philosophy: getting the truth from the source

Dara on what he learned from Barry Diller in his 20+ years working with him:

"I was an analyst at Allen & Company working on the LBO model for Paramount.

Barry didn't want to talk to the MD or the VP or the associate.

He'd say, 'Who built the model? I'm going to talk to that guy.'

He wanted to hear straight from the source.

It's the filtering that gets the edge out of the situation, and it's often the edge that gives you an edge. It's not the average."

@GavinSBaker in our conversation from 2024 explained how Elon, Jensen, and Jamie work:

"Wherever in the company the problem is, that is who Jensen and Elon go to work with — the subject matter expert, whether they're 23 or 50, there's no hierarchy.

When JPMorgan was buying Bear Stearns, the best modeler in the company was 24 years old.

They set up a desk for him side-by-side with Jamie. Jamie would say, "Change that, change this."

He didn't ask for that guy's boss. He said, 'This guy is the best, I want to work with him.'"

[Andreu Orell @AndreuOrell]

@FrankTornen Los trophy assets no se miden con estos ratios. El Real Madrid es único en el mundo.

[Andreu Orell @AndreuOrell]

@RNEdeportes @realmadrid @grok cuanto cuesta una cuota?

[Antonio García Martínez (agm.eth) @antoniogm]

Theologians have wrestled with the theodicy problem for centuries: why do bad things happen to good people (e.g. Job in the Bible)?

They’ve also wrestled with why good happens to the evil (Psalm 73).

But what nobody has explored is: what if extraordinary good fortune happens to the mediocre?

I suspect it just wasn’t possible before technology; nobody in ancient Mesopotamia happened to be employee 73 at ZigguratAI and made out like a king just hanging around doing their job for four years. Such an outcome would require hereditary monarchy or extremes of cunning and daring, either zero merit or extremes of it. A modicum of merit alone never won big.

Now that person, employee whatever at an AI company, must either rationalize such success against detractors too ready to mock the fortunate’s dumb luck, or simply retire into private life puzzled at the fluke, like the soldier who sees his buddy’s head blown off in combat and wonders why he made it.

[Andreu Orell @AndreuOrell]

@jesusmargon Ya no tienen oficina en EEUU?

[Andreu Orell @AndreuOrell]

@capexterry Amazon nunca ha sido asset light

[Andreu Orell @AndreuOrell]

@chalsarboleya @il_vasco Si, es mi mismo caso. Si no fuese por la IA tampoco podría hacerlo pero intento estimar cuanto tiempo me llevaría a mi si tuviese que hacerlo yo.

[Andreu Orell @AndreuOrell]

Mi output de productividad semanal gracias a la IA es ya >15h. No solo en ahorro en tiempo, sino en cosas que no podría haber hecho antes sin IA. Productividad medible y tangible.

[Andreu Orell @AndreuOrell]

La mejora de la productividad con la IA es muy real. Una ppt que antes me hubiese llevado 3-4H hacerla, lo he hecho en 15 minutos.

[Andreu Orell @AndreuOrell]

@jamipuchi 1. Siempre le escribo lo que tengo que hacer, le pregunto si hay una forma de hacerlo mejor y si me lo puede automatizar.

2. Amazon Quick con Bedrock (enrutamiento interno de modelos, no elijo el modelo).

3. No tengo una buena respuesta, depende de lo que necesito hacer.

[Andreu Orell @AndreuOrell]

@il_vasco @chalsarboleya Si, yo también. Número de tareas x el tiempo que me hubiesen llevado hacerlas cada una antes sin IA.

[Andreu Orell @AndreuOrell]

@Scorvalue Prefiero que no, mi cuenta no es anónima y no puedo poner en riesgo mi trabajo por un post. Aun no tengo fck you money.

[Andreu Orell @AndreuOrell]

@chalsarboleya Así lo uso yo, eso es

[Andreu Orell @AndreuOrell]

@The_Analyst_Lab Ya tenemos un caso real donde business/GDP growth ayuda a outgrow la deuda y déficit

[Andreu Orell @AndreuOrell]

@pacobuffett La interna de Amazon: Amazon Quick Desktop

[Andreu Orell @AndreuOrell]

Sí.

[Za @ZaStocks]

Google’s offering is basically their way of telling everyone that AI demand and ROI are so extreme that they need to tap every possible source of capital.

[High Yield Harry @HighyieldHarry]

Banger of a quote well before this Google equity raise

[Andreu Orell @AndreuOrell]

Los tres más flipados son los tres más ricos. El mundo recompensa la gente agresiva y con un gran ego.

[Bill Ackman @BillAckman]

With the besties as I am always All-In