Amit Singh

views my own!

[Amit Singh @amit481]

A day in Hong Kong that began with Prof. Robert Merton on stage at the Dimensional Investment Symposium — and ended in conversation with him over drinks aboard the Aqua Luna in Victoria Harbour.

In between: Bloomberg Invest. HKEX's Bonnie Chan on the listing pipeline, HKIC's Clara Chan on strategic capital, GPIF's Eiji Ueda on risk at the world's largest pension fund, PAG's Chris Gradel on value in a cautious market — and a live Odd Lots taping with @TheStalwart and @tracyalloway, joined by Baidu's CFO on China's AI buildout.

The slide of the day, from the Nobel laureate: price an ordinary S&P 500 portfolio every 3 weeks instead of weekly, and it shows a beta of 0.26 and "alpha" of 15.7%. Same assets. No skill. Just stale prices.

The lesson for the private-markets era: risk doesn't disappear because it isn't marked. And the bigger one — invest for the goal, not the benchmark.

[Amit Singh @amit481]

@Jason Come to Hong Kong too!

[Amit Singh @amit481]

@chamath I wonder how much AI is helping these discoveries at UHF?

[Amit Singh @amit481]

Planning a Disney cruise for the kids this summer. Then hantavirus hit the news.
Realized there's no single place to see what's circulating, where, and what pharma is doing about it.
So I built one. 7 days. ~110 authoritative public feeds, 23 diseases, live globe, biotech ticker, Telegram alerts.
👉 https://t.co/ThO35WlbQp
For travellers, healthcare folks, biotech analysts, and anyone still scarred by 2020.
Not medical or investment advice — aggregates public WHO/CDC/ECDC/PubMed feeds.
Built with @AnthropicAI Claude Code.

[Amit Singh @amit481]

@Jason @ROLEX Do check out @WristcheckHQ https://t.co/jnzKPqCOZ1 pretty active on IG and have a store at Tribeca. Can connect you to the founder. They have some really cool collection and give you access to some amazing collectibles.

[Amit Singh @amit481]

@zerohedge "We now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030." Looks like the math adds up.. Lol

[Marc Benioff @Benioff]

Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless 360. Faster builds, agentic everything. 🚀
#Salesforce #Agentforce #AI
https://t.co/mxySdJS7HR

[Amit Singh @amit481]

12/ The 2027 inflection resolves everything:
Anthropic's TPU capacity comes online — does it deliver competitive cost?
Nvidia's Rubin cycle moves from promise to deployment
China hardens its domestic chip stack further
Energy constraints either ease or bind
Bull and bear cases both hinge on the next 18 months. The most analytically consequential period in Nvidia's history.

[Amit Singh @amit481]

Jensen Huang just did 1hr 43min on the Dwarkesh Podcast — the most candid strategic interview he's given post-$1T market cap.
Not a GTC keynote. Jensen on defense, pushed into corners.
12 key insights for investors:
https://t.co/lYOUm0y4KU

[Amit Singh @amit481]

11/ "Token budgets are the new laptop budgets."
Jensen at GTC: "When you come to work, they give you a laptop and tokens."
This reframes AI inference as mandated enterprise IT capex, not discretionary spend. Structural demand that survives budget cuts.