michael

mentally distressed investor

[Village @village_dev]

In three weeks, Claude Opus 5.5 erased GPT-6 Astra’s gains.

Anthropic is back to its pre-Astra share of business and developer AI spending, and in Ramp’s business spending data, Opus 5.5 outspends Astra more than 3x.

https://t.co/e41yxCehqy

[michael @cantfindmoats]

@S_Kadakia Qualitate

[Adam Sullivan @_Adam_Sullivan1]

Another campus fully complete and delivered to our client. Proud of what our team has built and could not be more thankful for the community of Marble who welcomed us all the way back in 2018!

[michael @cantfindmoats]

@sonnejayy Where do you get this data?

[Dalai Lama @DalaiLama]

I believe that the very purpose of life is to be happy. From the very core of our being, we desire contentment. In my own limited experience I have found that the more we care for the happiness of others, the greater is our own sense of well-being. Cultivating a close, warmhearted feeling for others automatically puts the mind at ease. It is the principal source of success in life.

[Pope Leo XIV @Pontifex]

We cannot consider #AI to be morally neutral. In reality, every technical tool embodies choices and priorities through what it measures, ignores, and optimizes, and how it classifies people and situations. Ethical discernment cannot be limited to asking whether we are using a system for good or bad purposes. It must also examine how that system is designed and what vision of the human person and society is embedded in the data and models that guide it. #MagnificaHumanitas

[Terrible Maps @TerribleMaps]

@EliseThornheart Anything France related counts as terrible

[Demis Hassabis @demishassabis]

I’ve always believed the No.1 application of AI should be to improve human health.

That work started with AlphaFold, and now at @IsomorphicLabs with the mission to reimagine drug discovery and one day solve all disease!

We are turbocharging that goal with $2.1B in new funding.

[michael @cantfindmoats]

@rev_cap @TedPillows https://t.co/SWaNWbb1Yd

[michael @cantfindmoats]

@anissagardizy8 @PauValida what’s it including debt?

[michael @cantfindmoats]

@peterwildeford @peterwildeford Do you consider the 80% success rate graph or the 50% success rate graph more informative?

[michael @cantfindmoats]

@fabknowledge especially when marginal costs are low

[POLITICO @politico]

A 25-person startup is developing technology to block the sun and turn down the planet’s thermostat.

The stakes are huge — and the company and its critics say regulations need to catch up.

Read more: https://t.co/lMGrw5fOqv

[michael @cantfindmoats]

@atelicinvest Unfortunately. Might be good enough of a business to outweigh. Maybe…

[michael @cantfindmoats]

@rwang07 Where would you monitor for news on this?

[michael @cantfindmoats]

@joelmcohen Just a young investor with a brief stint, but two vivid lessons: (1) there's a chasm between investors' vs. operators' understanding of the business, (2) after observing executives behind the curtain, you understand why things don't get done. Definitely made me a better investor

[michael @cantfindmoats]

@DasWreck What are the lessons that the young guys are missing?

[michael @cantfindmoats]

@EntStrategyGuy I did some very rough napkin math from the whole Diamond Sports collapse as well as broadcast financials, and I think the fees teams are getting could be half (!) of what they used to get from Fox/Ballys sports.

[michael @cantfindmoats]

@ChairliftCap Quintiles of what?