Time Travel to Make Better Decisions: a new essay on what we can learn from time travel movies along with some tools to make better decisions in the present.
https://t.co/BEZuUfyHcm
No one has any idea how the LLM bubble is going to play out
But when markets are topsy-turvy, I turn to @NZSCapital and @bradsling for the calm, collected, long-term view
Worth the read ๐
https://t.co/yWaY0qNg6O
+@bradsling piece w/ 2 big ideas
1) Cloud providers need cost-efficient models while AI labs chase performance at any price
2) As compute gets cheaper, we're approaching an inflection point: when does AI reasoning power per dollar overtake knowledge worker salaries?
Saw Nick Cave in Paris recently at the Accor Arena and I was really struck by that song Joy where he sings โWeโve all had too much sorrow, now it the time for joy.โ I was thinking to myself, yeah thatโs about right.
A six step process where you now have to give Roblox your government ID to keep your kid safe. Seriously, just turn the servers off. This is one of the most negative sum businesses I have ever seen.
Roblox forcing parents to create their own accounts to juice q4 user numbers and the new system is still unlikely to protect kids on the platform. These folks should liquidate the company and move on for the sake of humanity.
https://t.co/BCHnvCQZYH
NZS is HIRING for an IT and investment analytics associate position in Denver. This is an exciting opportunity to add value to a growing $3B+ AUM boutique asset manager.
https://t.co/xD2cXqH3qA
Reflecting on this essay on its five year anniversary - this part feels more true than ever: LLMs have further consolidated the role of tech platforms while also increasing the potential for destabilization of the slower moving pieces of Stewart Brand's Pace Layers.
Investors bizarrely cling to the idea of "Mr." Market driving stocks. There is no value in imagining a human or alien intelligence behind the complex interactions of algorithms, AI, and the humans that are entirely under the influence of algorithms and AI.
@RyanReeves_ Also compare the mg of sodium per meal for each. Both are equally driving sales of blood pressure drugs with >2000 mg sodium in a typical meal. Health food! ๐