Kirill Rubinski

Business. Strategy. Growth.

[Kirill Rubinski @KirillRubinski]

@RobertGreene Especially because so much of an industry can’t be learned from the outside. You understand a business differently once you’ve dealt with the difficult customer, the failed deal and the decision where there is no obvious right answer. Immersion turns knowledge into judgment.

[Kirill Rubinski @KirillRubinski]

Karim Crippa makes an interesting point here: collectors are taking more time to look, talk and decide, and Art Basel Paris is adjusting the fair around that reality.

Introducing a quieter preview specifically to allow for longer conversations may sound like a small change, but it says something bigger about the market. In a more selective environment, relationships and time matter more, not less.

[Art Basel @ArtBasel]

#ArtBaselStories: Art Basel Paris Director Karim Crippa: ‘Paris is young and experimental’

For his first edition at the helm of Art Basel Paris, the fair’s director discusses its identity, its relationship with the city, and the new audiences shaping the art market:

Read in full ➡️ https://t.co/1UFpCR6TJy

[Kirill Rubinski @KirillRubinski]

@SahilBloom The real test is changing your mind after you’ve already invested time, money and reputation in being right. New information is easy to accept in theory. Acting on it when it means reversing a real decision is much harder.

[Kirill Rubinski @KirillRubinski]

The most important measure of AI progress won’t be how impressive the models become, but how broadly their benefits are felt.

Better weather forecasts, faster scientific discovery, access to knowledge across languages - this is where capability becomes utility.

For investors, the opportunity is increasingly in finding where that utility translates into real economic value, not simply where the most powerful model sits.

[Sundar Pichai @sundarpichai]

Today we have set out how we’re building AI to accelerate science and improve people’s lives. Just some examples in the last week or so:

- Mapped all 9B possible single letter genetic changes across the human genome with AlphaGenome Atlas and made it openly available to researchers.
- Billions of decisions depend on weather predictions so we introduced WeatherNext 3, our most accurate and capable global weather AI model to date.
- We published AI & Economy ATLAS, a comprehensive open-access look at how people are using AI globally.
- AI has enabled extraordinary advances in language translation. Today our services are available in nearly 300 languages, spoken by 7B people

We’re focusing our efforts on four key areas: health, natural disaster and weather resilience, learning, and economic opportunity. https://t.co/DDKcUTYj54

[Kirill Rubinski @KirillRubinski]

@AlexHormozi And failure gives you something thinking never can: real information. Once customers say no, a product doesn’t work or an investment underperforms, you have something concrete to learn from. Action turns assumptions into evidence.

[Kirill Rubinski @KirillRubinski]

Yom Kippur is a time to reflect on the year behind us, the choices we have made, and what we can do better in the year ahead.

Wishing everyone observing a meaningful fast, and a day of reflection, forgiveness, and renewal.

G’mar Chatima Tova.

[Kirill Rubinski @KirillRubinski]

The difficult choice is that protecting today’s factories is not the same as protecting Europe’s automotive industry. Chinese manufacturers are increasingly prepared to build locally in Europe too. The real question is whether European companies can close the gap in technology, cost and speed before that local competition arrives at scale.

[Kirill Rubinski @KirillRubinski]

@RayDalio This becomes especially important when the decision has real consequences. You can stress-test an investment, a hire or a strategy with people you trust, but eventually the information runs out and judgment takes over. That last step can’t be outsourced.

[Kirill Rubinski @KirillRubinski]

Yttrium is a relatively obscure market. Yet it is becoming a geopolitical issue because so much of the supply chain depends on one country.

A useful reminder that strategic importance has little to do with market size. Sometimes the smallest inputs create the biggest vulnerabilities.

For investors, the opportunity may be less in predicting demand for the obvious commodities and more in identifying the overlooked bottlenecks the global economy cannot function without.

[Reuters @Reuters]

COMMENTARY: How obscure yttrium became a global flashpoint https://t.co/4JRNMHX2fP https://t.co/4JRNMHX2fP

[Kirill Rubinski @KirillRubinski]

@sama The point about consistent rules is important. Companies can move quickly when they know where the boundaries are. Uncertainty around the rules is often more disruptive than the rules themselves - especially with a technology moving this fast.

[Kirill Rubinski @KirillRubinski]

A technology can change the world without every investment behind it being a good one.

We saw it with railroads and the internet. The infrastructure survived the excess and became essential. AI may follow a similar path.

The harder question is not whether the technology will matter, but where the durable value will actually accrue.

[Ray Dalio @RayDalio]

Almost every technology boom creates a bubble, then a bust, whether it’s railroads, the Industrial Revolution, or the late 1920s.

Think about the late '20s: electricity, refrigeration, telephones, radios, airplanes, and cars were all emerging at once. Naturally, people wanted to invest in these miracles.

The danger is that people fail to distinguish the miracle from the investment. A technology can be truly transformative, but if the stocks are priced too high or bought on debt, you get a crash. That is the mechanics behind how bubbles form and burst.

New technology will be great, there is no doubt about that, but we always have to ask: great for whom, does it pay, and are we paying too much for the miracle?

It was great discussing this and other topics with Masterclass CEO David Rogier and future members of the @MasterClass Executive program. You can learn more about the program here: https://t.co/9wMKPLsuTY

#Investing #Economy #EconomicCycles #Markets

[Kirill Rubinski @KirillRubinski]

37 is far too young.

What I found interesting about Lucien Smith was that his curiosity eventually moved beyond the canvas toward food, gathering people, and creating spaces for other artists.

A reminder that a creative life can take many forms.

[artforum @Artforum]

Lucien Smith, an artist whose career spanned painting, public projects, and restaurants, has died at 37. Known for his role in the abstract painting boom of the 2010s, Smith shifted to art-adjacent efforts such as Serving the People and Food’s revival, the project that fed SoHo’s artists in the 70s.
https://t.co/gsYCDaWt2y

[Kirill Rubinski @KirillRubinski]

@robin_j_brooks Exactly. If investors believe buybacks are too small to absorb the supply, they demand a higher yield to hold the remaining bonds. At that point, the intervention can become a signal of how much pressure is still underneath the market.

[Kirill Rubinski @KirillRubinski]

That local opposition becomes much easier to understand when residents see higher power bills while the economic benefit feels less obvious. Compute demand may be global, but the costs of building the infrastructure are felt locally. The industry has to make that trade-off work for both sides.

[Kirill Rubinski @KirillRubinski]

@naval As intelligence becomes abundant, judgment becomes more valuable. The real advantage will be knowing which answer to trust - and having the conviction to act on it when the decision has real consequences.

[Kirill Rubinski @KirillRubinski]

@FortuneMagazine Interesting that the more capable AI becomes, the more valuable judgment and adaptability become. Automating the routine work doesn’t make people less important - it makes the distinctly human part of the job more valuable.

[Kirill Rubinski @KirillRubinski]

Europe has spent a long time thinking about the risks of companies becoming too large.

It increasingly needs to think about the risks of its companies remaining too small.

Scale is not everything, but in global markets it increasingly matters.

https://t.co/mjLwbauYgn

[Kirill Rubinski @KirillRubinski]

I’ve always liked how Hopper can do so much with so little.

A boat, the sea, a horizon - nothing complicated, but this painting somehow makes you want to stay with it for a while.

[L'Art Impressionniste @allontanarsio]

Une de mes peintures impressionnistes préférées…

Le 'Martha McKeen' de Wellfleet par Edward Hopper

[Kirill Rubinski @KirillRubinski]

@ReutersCommods Difficult news for French wine producers. A smaller harvest is one challenge, but it comes just as consumers are drinking differently and producers are having to rethink what they make and for whom. The vineyard is changing, and so is the person at the other end of the bottle.

[NEQSOL Academy @NEQSOLacademy]

As part of learning ecosystem, NEQSOL Academy provides access to O'Reilly, connecting learners with books, courses, expert content, and live events.

This session is exclusively available to NEQSOL Academy learners with active O'Reilly access.

Link: https://t.co/RZzXCWEjmV