Arth Gupta

strategist

[Arth Gupta @arthgupta]

@gabriel1 Go to the poles

[Arth Gupta @arthgupta]

@boardyai ethnographic researcher and product strategist. want in on Boardy Pro!

[Arth Gupta @arthgupta]

@anuatluru We’re missing shared social experiences as a civilization, the internet brought everyone online but didn’t necessarily bring everyone together

[Arth Gupta @arthgupta]

token consumption as a metric has reached goodhart's law

[Arth Gupta @arthgupta]

@ebitdaddy90 @tom_sietsema GLG / guidepoint have good lists, but have found from personal experience cold emailing / calling is just as effective. Benefit of using an expert network is that you can source a richer sampling of prospective candidates

[Arth Gupta @arthgupta]

@FDavidsonT Would love to try it!

[Arth Gupta @arthgupta]

Counter - effective work cannot be reduced to *just* “learning and techniques”, but learning new techniques through reflexive action have a compounding value of their own. Very often the link between cause and effect is not very legible in reality, particularly in business. But being able to develop a causal model *of your own* - can be alpha generating.

https://t.co/DF9oxyGJIu

[Arth Gupta @arthgupta]

the first hedge fund was founded by a sociologist

[Arth Gupta @arthgupta]

The nasdaq rule changes pre space x IPO will only make passive investing more levered as “the public” provides liquidity for the bulk of American dynamism / infra bets. We’re just fundamentally in a different market now that is moved by different pricing mechanisms.

Passive won’t work, and success in active increasingly relies on access to information, markets, and liquidity - which are distributed asymmetrically.

[Arth Gupta @arthgupta]

@JerusalemDemsas why is it insane?

[Arth Gupta @arthgupta]

This is just vertical “rl env”

[yoni rechtman @yrechtman]

The Context Acquisition Company (CAC).

We are a holding company acquiring services firms for their tokens in order to build domain specific agents/ models to deploy into our platform businesses and beyond.

There's $1T hidden in the computers. We're gonna get it out.

[Arth Gupta @arthgupta]

@jmrphy a lot changes when one you stop to consider the hypothesis that "private truths and public lies" is not the diagnosis of a diseased state of a system, but the precondition from which a system may emerge

[Arth Gupta @arthgupta]

@AnjneyMidha Ethnographic

[Arth Gupta @arthgupta]

@nntaleb One is not burdened by errors of the past nor is one optimizing for a future - for a brief moment, two people are allowed to be truly present in the moment

[Arth Gupta @arthgupta]

@fahdananta https://t.co/rxJKgjlb95

[Arth Gupta @arthgupta]

ai anxiety can in part be explained by the fact that a lot of people bring consumption sensibilities to production choices

[Arth Gupta @arthgupta]

@orphcorp so what's the fix?

[Arth Gupta @arthgupta]

Airlines M&A is going through a @constitutiondao moment where the people are coming together to make a bid for spirit airlines LFG

despite over $132 M pledged from "the public", I anticipate the likely outcome to be a few highly coordinated / wealthy actors pooling in capital to buy out for a restructuring / acquisition

@boomsupersonic could work with allocators eg @ThriveCapital to buy out the airlines and acquire regulatory / licensing infrastructure and then lobby + implement boom jets to build a barbell brand that owns both a) the fastest route AND b) the cheapest route. This would move the stock from an "airlines stock" to a "technology stock", and bring some much needed innovation in airlines. supersonic flights as a premium offering would fund the low-cost airlines. wonder what @bscholl thinks of this. could be the move

https://t.co/WiajsQ15Lz

[Arth Gupta @arthgupta]

need a codex app for iOS

[Arth Gupta @arthgupta]

“Passion" originates from the Latin passio - to suffer, to endure.

The crisis of our times is that there are too many people in the world with priors and too few with resolve

[Roman Helmet Guy @romanhelmetguy]

Stoicism is popular because apathy is the sickness of our age and stoicism glorifies it. Stoicism is cope for living in a dying society. Stoicism is managed decline. You need to become anti-stoic. You need to become so passionate it’s self-destructive.