Tao Value

Quest for Value Investing and Beyond

[Tao Value @TaoValue]

Op-ed by Mustafa Suleyman: AI development won’t hit a wall anytime soon—here’s why https://t.co/jyOJvLVTe8

[Tao Value @TaoValue]

@EventuallyWLTHY Hey Dave, sorry not following the 4% attribution. You seemed to treat segment growth as additive (44-40=4), but it is a weighted average IMO. e.g. say total grew from 100 to 144, and non-GLP1 grew from 20 to 28, it means GLP1 grew from 80 to 116 (+45%), what did I miss?

[Tao Value @TaoValue]

interesting development - a Chinese LLM is winning the open source AI race
https://t.co/jdjT7oyh6n

[Tao Value @TaoValue]

Good read on the AI Search debate. “Alone, they’ll never be good search engines." challenges on ability to fabricate & stale training data, etcs. https://t.co/0HATZ7sj2O via @wired

[Tao Value @TaoValue]

Nice feature of @DavidBaszucki by the latest HBR magazine. Thoughtful as usual. Contrary to some short report, you can see he's been thinking safety, civility & moderation a lot since the beginning! Also nice shout out for Altos @honam
https://t.co/U57GgHhKTq

[Tao Value @TaoValue]

Below is my letter for 2021 Q4. I looked back to our first 5 years and looked forward on where the Market may go. https://t.co/EBIe4ovhyt

[Tao Value @TaoValue]

Leaving the logical unsoundness, it’s an important voice to have in our society. How to keep our kids safe in the new information age has been an important task which will require efforts from corporates, governments & families together.

[Tao Value @TaoValue]

Quality investigative works by @dengusa in debunking the misinformation claiming Roblox $RBLX "the leading platform for pedophiles".

[EAS @EAS000010]

Debunking misinformation on Roblox – a thread

Given the deluge of sensational journalism on $RBLX these days, I felt the need to post this.

It’s become increasingly difficult to watch the spread of malicious information by people who know little about the platform 1/

[Tao Value @TaoValue]

David Baszucki is, in my opinion, one of the most thoughtful tech leaders regarding security & civility.

[Tao Value @TaoValue]

@justbrosef Barron’s Annual Roundtable. https://t.co/E5Ddmqky9D

[Tao Value @TaoValue]

I get that you are a deep value shop, and you can say there is a right price for any crappy business. But calling $BIDU a “national champion”, seriously?! I can hardly find a single person in my circle who has positive view of Baidu and it’s products…

[Tao Value @TaoValue]

@pmje73 @jaminball Isn’t “Top 5 median” a fancy way of saying “the 3rd”? 😆

[Tao Value @TaoValue]

Anyone has Sundheim(D1 Capital)'s letter mentioned in this @WSJ article? The firm plans to raise money for public investments in January, according to a letter to investors, and says current volatility is a chance to ‘add to our highest conviction names’ https://t.co/PaLnVA2q71

[Kevin Gee @kevg1412]

1/ 3Q21 $BABA earnings were released this morning. The stock is down 11% today, bringing total losses to -36% YTD.

This quarter could be thesis changing and potentially evidence that the bears were right with their concerns. A short thread below.

[Chris Huskey @chrishuskey]

Roblox $RBLX Investor Day (Thread):

[Tao Value @TaoValue]

temperature check

[Tao Value @TaoValue]

The Hidden Dangers of 'Buy Now, Pay Later' Apps https://t.co/7S29WTR8E5 via @wired

[Tao Value @TaoValue]

Baillie Gifford’s Anderson: Don’t ‘give up on China’ https://t.co/WfcLW5vtp3