Luca

@Lu on godel
Junto Research

[Luca @LRMUNY]

Coming together very nicely. Big things in the works!

-Junto Research Systems

[Luca @LRMUNY]

First it was build a wall, now it’s build the Death Star.

[Luca @LRMUNY]

@KobeissiLetter Kalshi GPU market is promising too, just needs more liquidity

[Luca @LRMUNY]

@Ape_6502 @MartinShkreli Yeah dude you are the liquidity, as a matter of fact it my liquidity too.

[Luca @LRMUNY]

Skinny girls taking instagram photos with fat girls is charity. It’s like when the popular girls in high school are “friends” with the retarded kid but talk shit behind their back.

That’s all

[Luca @LRMUNY]

@unusual_whales In all honesty the circular financing fear is pretty overdone. This really isn’t alarming

[Luca @LRMUNY]

@Smitty0592 @KobeissiLetter It doesn’t

[Luca @LRMUNY]

@Chris_Grosse I’ll never forget visiting Clemson in my junior year HS to see my college friends and getting Dp dough after hitting up itsweins. if you know you know

[Luca @LRMUNY]

Travis may be the most insufferable buzz word “business guy” founder of all time.

[TBPN @tbpn]

FULL INTERVIEW: @travisk joins TBPN to discuss his new company Atoms, physical AI, Uber, and more:

01:18 - Why he's been building in stealth for 8 years
04:32 - Atoms and the future of physical AI
08:10 - Creating a culture of builders
12:05 - Lessons from Uber
24:30 - The vision for physical AI and robotics
31:15 - Why humans will be the main beneficiaries of AI
38:20 - Mining, autonomous robots, automation
47:05 - Why Travis moved to Texas

[Luca @LRMUNY]

Blind leading the blind

[Ash Robin @ashrobin]

this is without a doubt one of the most historical moments that crypto has ever produced

[Luca @LRMUNY]

@BoringBiz_ On the contrary releasing dangerous criminals into society

[Luca @LRMUNY]

@_kanarazu_ You are propping up an unethical institution that prays on the naiveness of the youth. Truly cracked people work on things that provide value to the world and not aid in making it a more toxic place. It’s not the future of financial markets btw, ur scamming college students

[Luca @LRMUNY]

Find the most unsuccessful people in your life, recognize what put them in their position, then do the exact opposite

[Boring_Business @BoringBiz_]

My opinion is that you will learn 10x more from studying failure than you will by studying success

As Charlie Munger says “inverse, always inverse."

An easy path to success is to avoid catastrophic failure. Teach yourself what not to do and rest takes care of itself

[Luca @LRMUNY]

@davidecapital To 0

[Luca @LRMUNY]

@CapitalJurassic Check out rumbles acquisition of northern data

[Luca @LRMUNY]

@samoculus @Rewkang Check out ETN

[Luca @LRMUNY]

The irl streaming larp must be studied

[Ethan Kho @ethanrkho]

"How are you going to invest in Starbucks if you don't look at the credit card data?"

Matt Ober (ex-WorldQuant, former Chief Data Scientist at Third Point, worked under Dan Loeb) on why consumer investing without alt data is malpractice:

"A sovereign wealth fund asked me what the point of the data science team even was."

"All the money at Starbucks comes from people using the app to buy a coffee."

"There's no excuse that the analyst doesn't know Python, or where to get the data, or whether it's accurate."

"If you invest in consumer and don't use alternative data, you're investing blind."

"It's been accurate 86% of the time — we forecast the KPIs directionally 100% of the time."

"There's no excuse."

[Luca @LRMUNY]

Is this game time for mathematicians? I think yes

[The Crypto Times @CryptoTimes_io]

NEW: A New York lawsuit is seeking ownership of 39,069 dormant Bitcoin wallets.

The addresses reportedly include wallets linked to Satoshi Nakamoto and the Mt. Gox hacker, raising major questions over old bitcoin:native ownership claims.

[Luca @LRMUNY]

@tbpn @JoannaStern It’s funny because the same students against AI are the ones using it the most.