Love the direction but a lot of fine tuning and high barrier of entry to the trade.
Only way to express the hedge purely is to buy in/ around neighborhoods where religious American Jews have been established. The non-religious jews are a bit less inclined to move to israel, and those who will are less inclined to move close to each other as communities.
A Tel Aviv play might benefit, but the pure expression is in finding the established religious American communities (a few obv ones, just look at schools and synagogues)
why Naval deleted his calendar, ghosts everyone, and refuses to be anywhere at a specific time
Naval: "I read a blog post by Marc Andreessen where he said don't keep a schedule. And I took that to heart. So I deleted my calendar and I don't keep a schedule. I try to remember it all in my head. If I can't remember it, I'm not going to add it."
"I have a nasty email autoresponder that says, I don't check email and don't text me either. If you need to find me, you'll find me."
"My wife knows not to ever book or schedule me for anything. I'm not expected to go to couples dinners. I'm not expected to go to birthdays. I'm not expected to go to weddings. If somebody tries to rope her into having me show up, she says he makes his own decisions. You got to ask him directly."
Chris: "Are you not killing serendipity in a way?"
Naval: "No. I'm freeing up all my time. So my entire life is serendipity. I get to interact with whoever I want, whenever I want, wherever."
Ori Hasson Wins Event #93: $1,500 The Closer No-Limit Hold'em ($582,800)
Outlasting a field of 3,724 entries, Ori Hasson captured his second WSOP gold bracelet and the largest live cash of his career, earning $582,800 in Event #93: $1,500 The Closer No-Limit Hold'em.
Congrats to our partners @togethercompute on their $800M Series C fundraising round.
Few teams have done more to make open models fast, accessible, and production-ready.
We’re excited to keep working with @vipulved and the team on the next frontier of inference: lower costs, better performance, and open models at real scale.