Syazwan Sobri

[Kobe Bryant Stories & Motivation @kobehighlight]

16 years ago today:

The Lakers huddle before Kobe wins his 5th NBA championship 💍

[Syazwan Sobri @Syazwan_sobri]

@chefsevenn Galangal

[amirmxt @amirmxt]

Probably the best video on how to setup openclaw right now

[Syazwan Sobri @Syazwan_sobri]

Been thinking about this for awhile. Shit is not as bad in the Malaysian market but its boring this side of the world anyway.

But a reckoning was always on the cards. So PE may not be the highest cash return on time spent anymore.

[Boring_Business @BoringBiz_]

Have been saying this for a while but private equity is no longer the career it used to be

> Funds are no longer returning capital to LPs at the same rate. Means carry dollars are worth much less and also you are waiting much longer for carry to vest

> At the top end, deals are becoming increasingly competitive. Numbers of firms bidding on a quality deal is simply too high. Auction led process drives prices up, leverage up, and the risk / reward becomes much less favorable

> As time for carry to vest is increasing, middle managers and sticking around for much longer at any given firm. This puts pressure on the VPs and Associates as promotion pipelines then get extended or delayed. The entire career stack becomes less attractive, even from a junior perspective

> Everyone at these private equity firms are all running the same math, hiring the same consultants and accountants, and creating the same analysis to push deals through IC. There is nothing proprietary about the underwriting anymore. The only differentiation is in: (i) type of deals you source, which might give you an edge and (ii) the operational value you add

> Junior private equity folks are realizing that there are simply better ways to make money if you are working 70-80 hours a week. You can make reasonably good money working on the business or strategy side of tech and AI companies while working 75% of the hours. The trade off doesn’t make sense anymore given the reward is so much smaller today

[Boring_Business @BoringBiz_]

Have been saying this for a while but private equity is no longer the career it used to be

> Funds are no longer returning capital to LPs at the same rate. Means carry dollars are worth much less and also you are waiting much longer for carry to vest

> At the top end, deals are becoming increasingly competitive. Numbers of firms bidding on a quality deal is simply too high. Auction led process drives prices up, leverage up, and the risk / reward becomes much less favorable

> As time for carry to vest is increasing, middle managers and sticking around for much longer at any given firm. This puts pressure on the VPs and Associates as promotion pipelines then get extended or delayed. The entire career stack becomes less attractive, even from a junior perspective

> Everyone at these private equity firms are all running the same math, hiring the same consultants and accountants, and creating the same analysis to push deals through IC. There is nothing proprietary about the underwriting anymore. The only differentiation is in: (i) type of deals you source, which might give you an edge and (ii) the operational value you add

> Junior private equity folks are realizing that there are simply better ways to make money if you are working 70-80 hours a week. You can make reasonably good money working on the business or strategy side of tech and AI companies while working 75% of the hours. The trade off doesn’t make sense anymore given the reward is so much smaller today

[Syazwan Sobri @Syazwan_sobri]

We are probably going to see this more often with the new models coming out

[Anthropic @AnthropicAI]

We believe this is the first documented case of a large-scale AI cyberattack executed without substantial human intervention. It has significant implications for cybersecurity in the age of AI agents.

Read more: https://t.co/VxqERnPQRJ

[Syazwan Sobri @Syazwan_sobri]

I was having one of these long conversations with ChatGPT as I reflect on my goals and feelings. Damn 5.1 had me in the feels with this quote

[Syazwan Sobri @Syazwan_sobri]

Its an old post, but worth reading.

https://t.co/tZNmiSGwjT

[Syazwan Sobri @Syazwan_sobri]

Interesting analogies from The Honest Broker substack. We all know about the Dopamine doom loops the new forms of media creates. Its the perfect time killer, but at what cost?

[Syazwan Sobri @Syazwan_sobri]

In the world of addiction, the more an addict rely on a stimuli, the less pleasure they receive from said stimuli. At a certain point, the pursuit of the stimulus is simply to avoid the pain of dopamine deprivation, less so on getting pleasure itself.

[Syazwan Sobri @Syazwan_sobri]

5/5 For now the music is still playing. Each model iteration still appears to deliver adequate returns for a reasonable payback period, but this cycle could break and the music can stop

[Syazwan Sobri @Syazwan_sobri]

First thread attempt at putting pen to paper on random thoughts I have from my weekly consumption

[Syazwan Sobri @Syazwan_sobri]

4/5 Who wins? Platforms with distribution and bundling - cloud, OS, search, office suites. They can price by seat, cross subsidize, and reuse one set of weights across many products. Would be a bigger hurdle for independent labs unless quality and token-margins remain high.

[أنس الشريف Anas Al-Sharif @AnasAlSharif0]

This is my will and my final message. If these words reach you, know that Israel has succeeded in killing me and silencing my voice. First, peace be upon you and Allah’s mercy and blessings.

Allah knows I gave every effort and all my strength to be a support and a voice for my people, ever since I opened my eyes to life in the alleys and streets of the Jabalia refugee camp. My hope was that Allah would extend my life so I could return with my family and loved ones to our original town of occupied Asqalan (Al-Majdal). But Allah’s will came first, and His decree is final. I have lived through pain in all its details, tasted suffering and loss many times, yet I never once hesitated to convey the truth as it is, without distortion or falsification—so that Allah may bear witness against those who stayed silent, those who accepted our killing, those who choked our breath, and whose hearts were unmoved by the scattered remains of our children and women, doing nothing to stop the massacre that our people have faced for more than a year and a half.

I entrust you with Palestine—the jewel in the crown of the Muslim world, the heartbeat of every free person in this world. I entrust you with its people, with its wronged and innocent children who never had the time to dream or live in safety and peace. Their pure bodies were crushed under thousands of tons of Israeli bombs and missiles, torn apart and scattered across the walls.

I urge you not to let chains silence you, nor borders restrain you. Be bridges toward the liberation of the land and its people, until the sun of dignity and freedom rises over our stolen homeland. I entrust you to take care of my family. I entrust you with my beloved daughter Sham, the light of my eyes, whom I never got the chance to watch grow up as I had dreamed.

I entrust you with my dear son Salah, whom I had wished to support and accompany through life until he grew strong enough to carry my burden and continue the mission.

I entrust you with my beloved mother, whose blessed prayers brought me to where I am, whose supplications were my fortress and whose light guided my path. I pray that Allah grants her strength and rewards her on my behalf with the best of rewards.

I also entrust you with my lifelong companion, my beloved wife, Umm Salah (Bayan), from whom the war separated me for many long days and months. Yet she remained faithful to our bond, steadfast as the trunk of an olive tree that does not bend—patient, trusting in Allah, and carrying the responsibility in my absence with all her strength and faith.

I urge you to stand by them, to be their support after Allah Almighty. If I die, I die steadfast upon my principles. I testify before Allah that I am content with His decree, certain of meeting Him, and assured that what is with Allah is better and everlasting.

O Allah, accept me among the martyrs, forgive my past and future sins, and make my blood a light that illuminates the path of freedom for my people and my family. Forgive me if I have fallen short, and pray for me with mercy, for I kept my promise and never changed or betrayed it.

Do not forget Gaza… And do not forget me in your sincere prayers for forgiveness and acceptance.

Anas Jamal Al-Sharif
06.04.2025

This is what our beloved Anas requested to be published upon his martyrdom.

[Syazwan Sobri @Syazwan_sobri]

@paulswaney3 Would be really helpful!

[Syazwan Sobri @Syazwan_sobri]

Quality stuff from Paul