Uday Reddy

Applied heuristics & contrarian takes on markets, AI, Building in public, biotech, space, VC and PE industries. #Firstprinciplesapplied #Integrityfirst.

[Uday Reddy @appliedfirst]

@DivaJain2 Everyone wants manufacturing and no one wants that it means financial repression, more depreciation and screwing things for 10 hours a day. No one wants that life, Good luck convincing indians. They would rather loaf around and eat from welfare rather than do manufacturing

[Uday Reddy @appliedfirst]

No, China is a marxist leninist state. One should understand it when you are reading about it. Its power is leninist, monopoly of power. The party comes first and the leader is the party now, so the leader comes first. China doesnt regulate the small entity less, its just that china is instrumental but also more fragile.

[Uday Reddy @appliedfirst]

I am a kantian, I am like ur guru Taleb a kantian and belive in inherent dignity of a human being and the belief that life is worth by itself or sui generis, if you cant believe that or look down upon people who I also believe have no free will. You are an idiot. No one has more worth than others.

[Uday Reddy @appliedfirst]

@upamanyuacharya Fucking idiot, america has ai boom at 5 percent treasury interest rates. Rates do shit to innovation and indian local market is just poor.

[Uday Reddy @appliedfirst]

@rishabhm Fucking bitch there are three wars before 1980s.

[Elon Musk @elonmusk]

South Africa has extremely racist laws

[Uday Reddy @appliedfirst]

3/3
We only get one life.
So maximize the pleasures. Go after what makes you feel alive and don’t hold back. Just avoid risk of ruin immediate or delay it as much as you can enjoy

[Uday Reddy @appliedfirst]

Thread Alert -
1/3 If you love your life, the most optimal way is to maximize what you love.
That’s the game.

[Uday Reddy @appliedfirst]

2/3
Death is like a monkey sitting on your head with a loaded gun — one bullet in the chamber, finger on the trigger. Could pull it any second.

[Uday Reddy @appliedfirst]

7/7 True perspective comes from deep time.
Drop the anthropocentric delusion. Study evolution, extinction, and planetary forces.
We are temporary guests on an ancient, indifferent Earth.
Humility isn’t optional — it’s survival.
What’s your biggest “blink” realization?

[Uday Reddy @appliedfirst]

Thread
1/7 We need to kill our anthropocentrism.
History isn’t “human history.” It’s the 4-billion-year story of planet Earth — and the 13.8-billion-year story of the universe.
Everything else is noise.

[Uday Reddy @appliedfirst]

6/7 Never underestimate Planet Earth.
One VEI-10 super-volcano eruption and our entire civilization gets erased in an instant.
The planet has many ways to hit reset. We’re not in charge — we’re passengers.

[Uday Reddy @appliedfirst]

https://t.co/CLz89J9s5u

[Uday Reddy @appliedfirst]

@casens5 @TheChiefNerd I block idiots, who dont know analogy.

[Uday Reddy @appliedfirst]

On the second one - Causation cannot be divded into thought and action. At a fundamental level both are firing of neurons. Its ideal to thing more deterministically and materially when it comes to the brain and our action, its more mathamatically rigorous.

[Jim O'Shaughnessy @jposhaughnessy]

Two thoughts from Robert Musil

"The truth is not a crystal that can be slipped into one's pocket, but an endless current into which one falls headlong."

"One does what one is; one becomes what one does."