EatReadNRepeat

Quality-focused PM L/O + father to 1Yo Daughter + avid reader +
Claudestrophobia

[EatReadNRepeat @EatReadnRepeat]

You should not develop relationships to further your career/get invited to parties/achieve fame/make money.

You should do career/money/party/travel to create relationships.

At the end of our day & life, relationships define us. Don’t mix up what is ur ends and what is means.

[EatReadNRepeat @EatReadnRepeat]

@atelicinvest Feels more like putting ur dick in a blender currently tbh

[EatReadNRepeat @EatReadnRepeat]

The classic Keynesian 1-2 punch.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News.

This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all.

If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.

[EatReadNRepeat @EatReadnRepeat]

@Lordshipstrade Me being a loser, doesn't make you not a bullshitter.

[EatReadNRepeat @EatReadnRepeat]

@Lordshipstrade Conference? Wasnt this an internal company event for the middle mgmt leaders? The poster is IR for the company and the event (if you google the LI post and read comments) looks like the ISS global leadership conference.

shorts are key for markets. But this is just dishonest...

[Manatee Research @Manateeres]

0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions

[gianmarco @GianmarcoSoresi]

Wake me up when it affects the world’s average condom maker

[EatReadNRepeat @EatReadnRepeat]

AI optimism for haters:

Yes your loved ones will have their jobs replaced by AI, and this is sad, bla bla --- but consider this: all the people you hate will also lose their jobs!

[EatReadNRepeat @EatReadnRepeat]

@firstadopter US basically killed their version of the pope, during muslim christmas, with his grandkid. Then bombed congress. In a part of the world where saving face means everything for legitimacy. How could anybody agree to these terms and not face immediate internal consequences?

[EatReadNRepeat @EatReadnRepeat]

@TMTLongShort Borders secure from... who? China is not invading. Russia is 1/5th the size of EU with worst demographics in the history of mankind, and getting decimated trying to even just take out Ukraine. Is it the moroccans we need to use 15pc of GDP to fend off?

Americoping.

[Om Patel @om_patel5]

I taught Claude to talk like a caveman to use 75% less tokens.

normal claude: ~180 tokens for a web search task

caveman claude: ~45 tokens for the same task

"I executed the web search tool" = 8 tokens
caveman version: "Tool work" = 2 tokens

every single grunt swap saves 6-10 tokens. across a FULL task that's 50-100 tokens saved

why does it work? caveman claude doesn't explain itself. it does its task first. gives the result. then stops.

no "I'd be happy to help you with that." no "Let me search the web for you" no more unnecessary filler words

"result. done. me stop."

50-75% burn reduction

with usage limits getting tighter every week this might be the most practical hack out there right now

[Matt @ Meritum @MeritumInvest]

I am covering +100 listed SWE equities in the next months. Just free notes (no paywall) from the research that we are doing to find new ideas for the fund. Follow along on substack and check out the intro post.

Upcoming: $ATCO $NREST $VITB and many more. Appreciate criticism.

[Kelsey Piper @KelseyTuoc]

My ancestors buried half their children. All mine are alive. My ancestors' house had a dirt floor. Mine is wood. I have indoor plumbing, I have hot water, I have never in my life hauled a full bucket half a mile and I probably never will. Do you know how rare it is, in human history, for small children to wear shoes? Mine have multiple pairs. I can speak to my relatives who live thousands of miles away, for free, at any time. Video, if we want video. With machine translation, if we speak different languages.

The original Library of Congress had 740 books in it. I have more than that. If I run out of books in my home my local public library has 350,000. If I want to take a hundred books with me on vacation, they all fit on a device that fits in my purse.

I have heat in the winter and AC in the summer and a washing machine and I have never, ever, ever had to scrub a dress clean by hand in the stream. I can look up recipes from more than a hundred different countries and I've tried dozens of them. I ride a clean and modern train across my city for $4, or take a robot taxi if I'm out too late for the train. I donate $40,000 every year to the cause of getting healthcare to the world's poorest people and even after the donations I never have to think about whether I can afford a book, or a pair of shoes, or a cup of coffee.

There is a great deal more to fight for, of course. I hope that our descendants will look back on our lives and list a thousand ways they're richer. Maybe we ourselves will do that, if some of the crazier stuff comes true.

But the abundance is all around you and to a significant degree you aren't feeling it only because fish don't notice water.

[EatReadNRepeat @EatReadnRepeat]

@DejaRu22

[KKGB @INArteCarloDoss]

For completeness : the below does not mean that we are not currently living through the most epic capital misallocation bubble of all times. We are. Simply because firms are now focused on winning the race not ROI. Lots of $ will be cremated.

Bubble + disruption. Both biblical

[EatReadNRepeat @EatReadnRepeat]

@bearlyai Bad for $msft but probably not a real readx for AI economy. Copilot is so terrible that its not even comparable to prevailing tools on free tiers.

[EatReadNRepeat @EatReadnRepeat]

@Stephen19718352 Some prioritize (nonproductive) sex highly, but never consider the very obvious question: if the biological reward for just the first stage of child creation is this great, what must the biological reward for the natural outcome of all this sexual drive then feel like?

[EatReadNRepeat @EatReadnRepeat]

@mweinbach Silly number. They expect a perpetuity of 650bn (i.e. for all eternity) from only 4 years of investments into depreciating hardware and rapidly evolving software?

Unrealistic assumptions resulting in a (MUCH) too low number.

[🕊️ @lichthauch]

The father of seven has not finished a thought in four years. he is just moving. feeding. driving. wiping. his brain is soup and his back is finished and he has no opinions about civilization he is too tired for opinions. and meanwhile civilization is growing out of him like he is dirt and he doesnt even notice because there is milk on the floor again. the childfree man has read eleven books this year about the decline of the west and he is the decline and the books are the evidence and he will understand this at fifty eight in a room that is very clean and very quiet

[Natural Philosophy @Naturalphilosy]

“The only thing an old man can tell a young man is that it goes fast, real fast, and if you’re not careful it’s too late. Of course, the young man will never understand this truth.”

— Norm Macdonald

[EatReadNRepeat @EatReadnRepeat]

@paulg Read wing leader on your recommendation. It was fine, but... nothing special? What makes you keep recommending it?