brad slingerlend

Investor at @NZSCapital; 'Only try to realize the truth...there is no🥄'
Not investment advice. 🐜🐝:

[brad slingerlend @bradsling]

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

[brad slingerlend @bradsling]

Has anyone seen much of Gary these days?

https://t.co/esSi9QUdyE

[Bruno Werneck de Almeida (AFK) @brunoswerneck]

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 👇

https://t.co/yWaY0qNg6O

[brad slingerlend @bradsling]

@MaxVelocityWX Multiple funnel clouds on the central coast of CA today...very unusual.

https://t.co/8ZECoSVzNl

[KSBW Action News 8 @ksbw]

Funnel clouds surprise residents in Salinas and Hollister, NWS is investigating | Click on the image to read the full story https://t.co/WdsoJwdPYs

[Tim Sweetman @timsweetman]

Thanks to @bradsling for making me think about this.

[brad slingerlend @bradsling]

@TersectionMag You might like:
https://t.co/BEZuUfzf1U

[brad slingerlend @bradsling]

@emollick I play the directors cut of Until the End of the World on loop when I am working 😅 it's hypnotically prophetic.

[Bob Dylan @bobdylan]

Happy birthday Ricky Jay. You’re truly missed. You took a lot of magic out of the world when you left. Rest in peace.

[Shanu Mathew @ShanuMathew93]

+@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?

[Bob Dylan @bobdylan]

Saw Nick Cave in Paris recently at the Accor Arena and I was really struck by that song Joy where he sings “We’ve all had too much sorrow, now it the time for joy.” I was thinking to myself, yeah that’s about right.

[brad slingerlend @bradsling]

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.

[brad slingerlend @bradsling]

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

[brad slingerlend @bradsling]

"What's really going to bake your noodle later on is...would you still have broken it if I hadn't said anything?"

[brad slingerlend @bradsling]

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

[brad slingerlend @bradsling]

Full post:
https://t.co/1m77wYBKgH

[brad slingerlend @bradsling]

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.

[brad slingerlend @bradsling]

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.

[brad slingerlend @bradsling]

@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! 😂

[brad slingerlend @bradsling]

@AnalysisOp @JRogrow @bjohns3 @jbathgate @joe_furmanski @NZSCapital "Tyranny is the deliberate removal of nuance." -Albert Maysles

[brad slingerlend @bradsling]

Always a hard choice.