Ethan Weber

data science and ML at plaid. ex meta.

[Ethan Weber @ethangweber]

@whoisnnamdi Interesting… I wonder how much of this is roll off from Covid:
-> oversupply of capital 2020/2021
-> all good founders get funded (and then some)
-> later cohorts are younger/weaker founders + depressed funding post COVID era failures

[Ethan Weber @ethangweber]

@sri_batchu @credistick I was joking. Negative equity returns are impossible.

[Ethan Weber @ethangweber]

@sri_batchu @credistick If you invested $100, you now have a debt of $17.

[Ethan Weber @ethangweber]

@Noahpinion If you annualized it compared to $68 IPO price, CAGR is 13%. But all that growth came day 1.

[Ethan Weber @ethangweber]

@Noahpinion AI makes everyone. Many companies are promote token usage for because they think hardcore adoptorz are the future.

[Ethan Weber @ethangweber]

@pmarca Ethereum

[Ethan Weber @ethangweber]

These numbers are insane.

This is the first hard data I’ve seen showing a step-change in the economic productivity of brand-new startups.

@stripe’s annual letter > sci-fi slop.

[Ethan Weber @ethangweber]

@TheStalwart This is a little like saying “everyone should pick stocks, it’s very easy!” You probably won’t outperform your benchmark (pivot tables), and you might do a lot worse. And if you’re unsophisticated, you’ll never know.

[Ethan Weber @ethangweber]

@Coneee This interpretation is a massive undercount of fertility rates. Many couples pre-children are double counted for 10 years (pre-coupling/unmarried) and then move to the suburbs to have children. 20x counted as 0-child households, 0x counted as having children.

[Ethan Weber @ethangweber]

@RampCapitalLLC Chipotle was absolutely phenomenal in 2010. Quality has been declining steadily since.

[Ethan Weber @ethangweber]

@Z06Z07 Number is 3.5%. That’s the inflation metric. M2 Growth is a contributor. You’re double counting. Using your own numbers you’re off by 185%.
3.5% inflation makes sense to me, seems a bit low, but not crazy.

[Ethan Weber @ethangweber]

@TownsUsa Wealthy parents who work in insurance whose kids play soccer or lacrosse, and likely go to catholic school.

[Ethan Weber @ethangweber]

@dieworkwear Aren’t all rent stabilized units created by developers for tax incentives?

[Ethan Weber @ethangweber]

@texasrunnerDFW @valueinvestor It’s outperformed the average tech stock since IPO.
It’s 80% above IPO price ($68). Equal weight nasdaq is up 42% since IPO date.

[Ethan Weber @ethangweber]

@GergelyOrosz Do they not measure impact?

[Ethan Weber @ethangweber]

@reidhoffman This is messed up. AI is highly personal. People should be allowed to poke, prod, and understand how that’s changing with a new model, and make informed decisions.

[Ethan Weber @ethangweber]

@gabriel1 @adic_9 @bryan_johnson @SinaHartung Clearly stress… try Transcendental Meditation or mindfulness. Transcendental meditation is easy and non-philosophical. Mindfulness is more of a skill.

[Ethan Weber @ethangweber]

@JoePompliano Listening to @profgalloway 😂

[Ethan Weber @ethangweber]

@george__mack @AlpacaAurelius has a tip for this that was a game changer for me. A tablespoon of honey or some fruit before bed.