Nicholas Jones, MD

Internal Medicine Physician • Investor • Opinions my own

[Nicholas Jones, MD @NicholasJonesMD]

Two Thoughts

1. When you are content, you cannot be seduced.

2. Incentives drive human behavior.

[Nicholas Jones, MD @NicholasJonesMD]

Whatever the complexities of the puzzles we strive to solve and whatever the sophisticated techniques we may use to collect the pieces and store them, there can never be a time when the thoughtful man can be supplanted as the intelligence device supreme.
- Sherman Kent

[Nicholas Jones, MD @NicholasJonesMD]

@Biohazard3737 Good introspection but also if the price to invest is high, sometimes (often) it makes sense to wait.

[Nicholas Jones, MD @NicholasJonesMD]

Making money in public markets is largely a combination of trend, time and mean reversion

[Nicholas Jones, MD @NicholasJonesMD]

Be in control

[Ali Yahya @alive_]

Barbell strategy for killing it in an age of superhuman AI:

Simultaneously get as close to AND stay as far away from AI as humanly possible.

1. Get close — play with AI models, use them to help you think, ask them to teach you about the world, get them to help you create, work with them to write code, understand what makes them tick, embed them into your everyday life, have fun.

2. Stay far away — learn to tell stories, make eye contact, build a team, lead with courage, connect far-flung ideas, build lifelong friendships, debate persuasively, think forbidden thoughts, handwrite ideas, confess your fears, fall in love.

Spend less time trying to master mental transformations that are purely mechanical — building spreadsheets, analyzing trades, balancing accounts, writing code by hand, following playbooks, searching for needles in haystacks. These are the emerging no-man's land, squarely the domain of AI.

Venture to the extremes. That’s where all the fun is anyway.

[Nicholas Jones, MD @NicholasJonesMD]

@Sandeman52 Diamond Hands

[Nicholas Jones, MD @NicholasJonesMD]

No business (or human) is ever a finished product

[Nicholas Jones, MD @NicholasJonesMD]

Let your winners ride!
- David Sacks

[Nicholas Jones, MD @NicholasJonesMD]

What is investing?
It’s you give your money to someone/something else in the hope you’ll get more later.
- Howard Marks

[Nicholas Jones, MD @NicholasJonesMD]

A study suggests patients on GLP-1s may receive more antiemetics, sedatives/hypnotics, proton pump inhibitors, laxatives, histamine-2 receptor antagonists, and antidiarrheal drugs. Also gastroesophageal reflux disease and esophagitis were more common after starting GLP-1s, while peptic ulcer disease and endoscopic procedures occurred more frequently after starting SGLT-2s. Nutrient deficiency and unspecified anemia were more frequent among users of GLP-1s. https://t.co/WjsDhisMHn

[Nicholas Jones, MD @NicholasJonesMD]

@AuditTheHerd Hahaha. Interesting to see what folks think

[Nicholas Jones, MD @NicholasJonesMD]

Drink olive oil and wear linen

[Nicholas Jones, MD @NicholasJonesMD]

Will they call you, when they don't have to, because they trust what you think?

[Nicholas Jones, MD @NicholasJonesMD]

@GuyTalksFinance Time flies but I don’t typically think of a decade as “all of a sudden”

[Nicholas Jones, MD @NicholasJonesMD]

@DutchRojas Agreed!
I think a lot of physicians don’t really want or like the ownership piece and are happy to have someone else run the business

[Nicholas Jones, MD @NicholasJonesMD]

@Jack_Raines Engaging with physical books is becoming a lost skill/art these days

[Nicholas Jones, MD @NicholasJonesMD]

In the age of AI, human presence is luxury

[Nicholas Jones, MD @NicholasJonesMD]

@dvasishtha @Joshuabrowder What does “price+ease of use are competitive” mean?

[Nicholas Jones, MD @NicholasJonesMD]

@dvasishtha Why not have AI do it all?

[Nicholas Jones, MD @NicholasJonesMD]

@dvasishtha Seems like an AI interface staffed by an AI robot would solve your problem, no?

[Nicholas Jones, MD @NicholasJonesMD]

Life is about capital and time allocation