Connor Nowinski

coo @11x_official | prev. partner @socialcapital

[Connor Nowinski @connornowinski]

@NegativeAlp @noahrshinn Noah's busy closing a round at $30b right now so yes I think he is

[Connor Nowinski @connornowinski]

@TheStalwart probably not a fiction writer, tough

[Connor Nowinski @connornowinski]

@herreraevel Yeah, negative ROI

[Connor Nowinski @connornowinski]

@npresc @GoBirds555

[Connor Nowinski @connornowinski]

@JaredSleeper @DevinAI @JaredSleeper, hero to IB analysts everywhere

[Connor Nowinski @connornowinski]

Is there a bank that lets you send wire transfers without treating you like a complete idiot?

[Connor Nowinski @connornowinski]

@arampell crazy how little mainstream attention its gotten given how good it is. self driving is basically solved and no one is talking about it.

[Connor Nowinski @connornowinski]

There are a lot of things that aren't optimized for when everyone has AI assistants. Muse got me six insurance quotes while I was sleeping and I picked the cheapest one when I woke up. Does Geico really need to spend $2b a year on marketing anymore or just be cheapest?

[Connor Nowinski @connornowinski]

Muse is an incredible product - a glimpse into the future of cheap, abundant intelligence.

[Connor Nowinski @connornowinski]

@devahaz Well, one in particular

[Connor Nowinski @connornowinski]

@matt_slotnick Inference for what? They’re effectively resellers already

[Connor Nowinski @connornowinski]

@JasonrShuman what makes it better than something like town?

[Connor Nowinski @connornowinski]

@TheSaaSCFO I agree, everyone should be using @11x_official

[Connor Nowinski @connornowinski]

@TheStalwart He’ll have no issue getting a prime broker but will have lower limits and less flexibility on where to place trades

[Connor Nowinski @connornowinski]

they didn't blow up they just involuntarily deleveraged

[TrendSpider @TrendSpider]

Did Situational Awareness actually blow up?

Not quite... Let us explain.

Many reports are stating that Leopold Aschenbrenner's hedge fund sold "his entire book" to Citadel. This isn't the entire story.

While Situational was forced to sell much of its positions due to being 4x leveraged, Citadel reportedly purchased only the portion of the firm's public-stock portfolio that was financed with borrowed money.

In other words, Situational Awareness deleveraged.

The hedge fund still holds its positions funded with clients' capital, and still holds a massive position in Anthropic, expected to go public this year near a $1T valuation. (WSJ)

[Connor Nowinski @connornowinski]

@sudoraohacker @Costco Your plan to fix Costco is to hire McKinsey?

[Connor Nowinski @connornowinski]

@GrantHesser The business model here is to give some of the worst run companies on earth (YC/other early stage startups) cheap general liability and cyber insurance. Only ends one way.

[Connor Nowinski @connornowinski]

@dtcforbreakfast What

[Connor Nowinski @connornowinski]

@ns123abc This is how employee equity works, yes