im not a cat

AI + Data Science + Investment Research

[im not a cat @RadenJake]

@AutismCapital his crystals dont have enough power

[im not a cat @RadenJake]

@Jkylebass @livenlikeaking @elonmusk Only needs to 4.5x to catch up with CA

[im not a cat @RadenJake]

Seems like a no brainer/very good ROI?

[Peter Wildeford🇺🇸🚀 @peterwildeford]

Mythos at Palo Alto Networks "found more than two dozen critical vulnerabilities in around three weeks, roughly five times what the company would typically find using existing tools"

But the company "burned through more than $1 million worth of tokens using Mythos"

[im not a cat @RadenJake]

everyone talking about Leopolds 13F, but I've been looking at @GavinSBaker and Atreides. Some very interesting stuff in there! Biggest new buy? Zoom! Why? My best guess is access to Anthropic shares. Claude's best modeling puts it at some range of 40-100bps (post dilution) of Anthropic. My question for Gavin would be, we're you able to bottom tick ZM in March? :)

(ps: dont pay too much attention to my Claude he's mean and pessimistic by design)

[im not a cat @RadenJake]

lol everyone is updating all of their Claude driven models post-earnings from NVDA and broke it

[im not a cat @RadenJake]

@bubbleboi No one is going to allow nuke reactors in LEO for fall out/accident reasons so I doubt it

[im not a cat @RadenJake]

@ContrarianCurse @TheRealDanSaedi You can make everything modular and have robotic service/reentry vehicles over time. Nukes in orbit will probably never be permitted for fall out reasons so they’ll have to figure out solar

[im not a cat @RadenJake]

and the 13f lacks LOTS of nuance on options, timing current state, even if he is some genius at AI and Hedge Funding

[im not a cat @RadenJake]

might be a good time to remember Situational Awareness is run by a 24 year old who has never managed money before

[im not a cat @RadenJake]

It actually wasn’t that long ago in the US (10 yrs?) that 15% was considered a very generous tip and the far upper end of gratuity. Maybe it was COVID, I don’t know, but it’s true that food inflation and gratuity inflation are working together to make it really expensive to eat out. I get 10% tip added on fast food register orders now. What happened?

[Photon Capital @PhotonCap]

Any comments on tipping culture?

I went a Korean style raw fish restaurant in LA, and subtotal was iirc, ~800 USD.

20% of the subtotal was ~160 USD!!
It's insane.

[im not a cat @RadenJake]

If you have more than $1m net worth, and you aren’t happy, no amount of money is going to change that, you’re missing something money can’t buy

[BuccoCapital Bloke @buccocapital]

I can’t stop thinking about this post. If you do one thing today, I encourage you to give it a thoughtful, thorough read…

And then commit to never living your life this way. Life has wasted success on the people described in this post.

It really is completely pathetic. They say that comparison is the thief of joy - look no further than this post for validation it is indeed true.

On their deathbed they will realize they have lived their life completely wrong. Don’t let it be you.

[im not a cat @RadenJake]

@fervoenergy IPO’d today. Super interesting confluence of fracking tech, hydrology, geological heat in a generation constrained world. Will be fun to watch this one evolve!

[im not a cat @RadenJake]

The future of nuclear is geothermal (until it’s fusion, probably)

[im not a cat @RadenJake]

The future of nuclear is geothermal (until it’s fusion, probably)

[im not a cat @RadenJake]

@Mind_Essentials @nntaleb Real wealth is doing this without the camera

[im not a cat @RadenJake]

@cremieuxrecueil Are glps just a better alternative now though? Or do we still need both?

[im not a cat @RadenJake]

@therealgona @moseskagan correct, many SpaceX employees still work in Hawthorne (~50%) https://t.co/hSOfXnaAMD

[im not a cat @RadenJake]

@RealBrittHughes what about the people having babies who don't make enough to actually owe CA taxes each year? These would in fact be free for them

[im not a cat @RadenJake]

@LandisWeaver Not really, and I don’t really post much here either. I just mostly lurk certain folks I like to follow.

Nice to hear from you!

[im not a cat @RadenJake]

@carollockemd @0xCapital @pinpulleddrmf @mitopinionated Contact info is listed on the website from Nils twitter profile