Nikolino

[Nikolino @Niko_wer]

@MultibaggerRsch Eric, what do you believe the marginal utility curve here to look like: How many users / interaction data points would Babbel or any other comp need to train their model to produce similar product results (learning design + engagement)? These curves always flatten at some point.

[Nikolino @Niko_wer]

@PeterAttiaMD @TamauPogi Great conversation. Tadej clearly appreciated to get interviewed by someone with such deep knowledge of the technical intricacies of cycling training and performance (VAM, e.g.). Would love a second interview with Tadej some time in the future, Peter!

[Nikolino @Niko_wer]

@Restructuring__ Just reshared as well.

Thanks for sending.

[Nikolino @Niko_wer]

@Restructuring__ Interested.

Thx!

[Restructuring__ @Restructuring__]

Philippe Laffont presented today its annual “Coatue View on the State of the Markets”​. A must-read for investors, founders, and Big-tech employees.

1) Are we in an AI Bubble? Is NVIDIA a bubble?
2) Is Software Dead? AI-as-a-Service?
3) Last 12-month stock-market recap
4) Buying High and Selling Low
5) Full Deck available

A must-bookmark Thread 🧵

[Nikolino @Niko_wer]

@eldsjal Lots of enduring ideas can be found in these two books:
Will Durant: The Lessons of History
https://t.co/uH90ZxCYZj
Peter Kaufman et. al: Poor Charlie's Almanach
https://t.co/5hgGV9cdCM

[Nikolino @Niko_wer]

@SBetschinger Größte indische Privatbank = HDFC Bank

[Nikolino @Niko_wer]

@patrick_oshag Cargill
Lidl
Würth

[Nikolino @Niko_wer]

@DetiEth Fentanyl

[Nikolino @Niko_wer]

@stats_feed Source?

[Nikolino @Niko_wer]

@Schuldensuehner Let's not miss the forest for the trees here: Germany's tax "system" is overcomplicated + intransparent. Myriads of exceptions strangling the country. Higher incomes rightly contribute more to the financing of public tasks. If needed, raise taxes, not produce more "jungle".

[Nikolino @Niko_wer]

@patrick_oshag Litigation finance (and uncorrelated to the economy).

[Nikolino @Niko_wer]

@J__Cub @eightsleep @pillowcube @ouraring @PureEncaps @_SportsResearch @jarrowformulas @MantaSleep @coyuchi Interesting. Thx for sharing.

If you needed to pick only a subset of your entire stack costing you up to 20% of the whole stack, which items would it be?

And would these have you capture 80% of the benefits?

Pareto applicable here?

[Nikolino @Niko_wer]

@3YearLetterman EUV (ASML)

[Nikolino @Niko_wer]

@ruima If true, wondering what the unit economics would be for Shein (delivering very low value fashion through air cargo). Could be buying market share at any cost in order to show continued growth before IPO...

[Nikolino @Niko_wer]

@thinkBTO “The problem with socialism is that you eventually run out of other people's money.”

― Margaret Thatcher

[Nikolino @Niko_wer]

@dunleavy89 Good list. China missing, though.

[Nikolino @Niko_wer]

@patrick_oshag Aldi (South)

[Nikolino @Niko_wer]

@JohnHuber72 @patrick_oshag A lactate threshold test (DIY short cut methods available, https://t.co/KlTC2duQtC)