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@Jukanlosreve Very helpful

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@Jukanlosreve Thank you for the analysis

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@MetroidFREAK21 They still advertise it to me in emails even though I’ve got no way of buying it

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@EMostaque You’re looking for the excellent recent presentation by @ballmatthew

https://t.co/p3PmbwOedP

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@Madz_Grant I had the same two-part reaction, in the same sequence. Fingers crossed.

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@RichCoo94433360 @LondonMoneyFS Was about to makes this exact post 😂

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@Rebrand_As_Y Jevons*

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@ballmatthew @eric_seufert UCAN subs actually increased sequentially, no? 56.0m > 56.8m. Or did I misread something?

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@TheZvi Annoying correction time: it’s the Jevons paradox. Not Jevon’s. The name of the guy is William Jevons.

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@Liv_Boeree @tszzl @young_opsimath Marc Andreessen in 2016…

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@Liv_Boeree @tszzl @young_opsimath “It’s like when people were all building on Windows in the ’90s or all building on the iPhone in the late 2000s. For fun, our firm has an internal game of what public companies we’d invest in if we were a hedge fund. We’d put all our money into Nvidia”.

https://t.co/cEgjxu1yzk

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@doodlestein @zerohedge Great article. I didn’t end up convinced because of what you yourself say: with the exponential demand it comes out in the wash. OpenAI made GPT4 use over 90% cheaper within months. That’s happening from O1 to O3 mini too. How is this different, except that now China’s doing it?

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@gmiller @KonstantinKisin Give UBI a chance @AndrewYang @scottsantens

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@KonstantinKisin @gmiller Has to be UBI

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@gmiller @PageLyndon UBI

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@SebastianHise @Danimalish @TheCornelius7 100%. Been wanting this for years. Begins is great but it doesn’t communicate even 1% of the level of dedication and amount of training the comics version goes through.

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@Liv_Boeree I still do, and get regularly persecuted for it.

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@eric_seufert Alt take: no, Hinge is growing 50% YoY. Tinder is comping a pandemic high, but is nonetheless flattening out/returning to growth. Also that ST data is off - they’ve actual disclosure on what the pandemic high was. Bumble/badoo is shrinking but b/c it’s hard to compete with Match.

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@levelsio @mrhumet Capital Group is the largest active manager in the world. ~90% of their funds have beaten their indices after fees over the long term.

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@on_the_runn_ @mrhumet @levelsio Simons*

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@on_the_runn_ @mrhumet @levelsio Jim Simone’s Medallion Fund did 62% over 33 years.