This week's article on Einhorn was a good reminder that famous money managers are just people
Personal problems, burnout/motivation, ego/hubris, organizational/business issues - these things matter
Even Soros went through a transformational crisis, back in 1981
There is probably a strong PE gaming thesis of acquiring nostalgic gaming IP and rebooting in 2023:
Super Monkey Ball, Backyard Baseball, SSX Tricky, etc.
There is a goldmine of great gameplay patterns + IP sitting dormant.
Random thoughts:
An unlikely comparison @SHEIN_Official <> @VoodooPlatform:
- Shein releases ~10,000 new SKUs every single day.
- Voodoo releases >1,500 games on mobile every year.
Both have built the infrastructure and culture to test, iterate, and refine at scale
The @gamemakerstk Game Jam is always one of my favorite times of the year.
It is so much fun to play through all of the submissions. ~6700 games created within 48hrs. This year's theme was: Roles Reversed
Highly recommend playing through some of the top games!
https://t.co/quAb0R8Ep5
Hiking outside the UK can be one of the most powerful ways of understanding how naturally impoverished the British landscape is, particularly the high places and uplands.
A thread following a trip to the Alps which vividly reminded me of what we're missing. 🧵
4-7-8 breath, the method Dr. Weil taught NSA staff:
"The most powerful anti-anxiety measure I’ve ever come across.
Do this religiously at least twice a day. The real effects come after doing this regularly for 4-6 weeks."
One of the leading causes of deaths in children - that most people don't know about - are diarrheal diseases.
They cause around 500,000 deaths in children under five, annually.
I made this chart to show the biggest killers: Rotavirus (35.7%), shigella, adenovirus & others. 🧵
Michael Bloomberg started his company in 1981. He was already 39 years old. He faced large incumbents with tens of thousands of installed terminals and by global news agencies.
Let's take a look at how he cracked the code to become the dominant player in financial information
A few people thanked me on DMs yesterday because they discovered "Inventing on Principle" by @BretVictor from my post.
Thought I'll share some of the most 'worldview defining' videos for me personally - those that changed the way I see things or awed me at human capability
This is a great visualisation I found – on death rates from “external causes”
How they changed over time & by age group in the US.
You can see the opioid crisis under 'poisonings'; the AIDS epidemic; rises & falls in traffic deaths, suicides & homicides.
https://t.co/6EaWJJtnDq
nothing made me understand transformers better than
https://t.co/46tQLHFTWm
weird concepts like key/query/value make much more sense after seeing them being used concretely
On April 28th, I discovered a bug in Silo Finance's codebase. It was swiftly rectified, with the project awarding me $100k. Here's a detailed thread on the thought process that led to the bug's discovery.
A long thread 🧵:
This isn’t a crazy idea.
India has shown the ability to ship national software projects.
An open source foundation model could be the next step for IndiaStack.
Druckenmiller: "I am so tired of being a bear, and being labeled a bear."
But: Liquidity ⬇️
"Since it's taken so long, the Fed has ended up with a higher terminal rate. Inflation gets stickier the longer its in the system. That increases the probability of a hard landing."