AlΞxandre Caillol, CFA

Leveraging AI & Climate Science for Financial Insights
Head of BD at @reaskearth | E/acc

[Jonathan P. @SanderoNFT]

1/ 🚨 Warburton is NOW LIVE! 🚨

We're officially live and partnering with https://t.co/PH0MLfaN5S to offer 50% commission on every sale — real monthly recurring revenue. If your referral stays, you keep earning.

Perfect for anyone who wants to earn while helping others.

[AlΞxandre Caillol, CFA @geniusbutmodest]

@EmmanuelMacron @grok what's the small blue car in that video?

[Dustin @r0ck3t23]

Bill Gurley just identified the only career advantage that AI cannot commoditize.

It isn’t talent. It isn’t your degree. It isn’t your network.

Gurley: “The thing that will differentiate you more in your career than anything else is to be the most hyper curious person that’s trying to do this thing.”

For centuries, knowledge was gatekept. Elite institutions. Expensive mentors. Geographic luck.

The information existed but access to it was the moat.

That moat is gone.

Gurley: “You have no excuse not to be the most knowledgeable person, because the information’s all out there.”

Every question you can formulate now has an answer available instantly.

Every industry. Every domain. Every skill you want to acquire.

The playing field didn’t just level. It inverted.

The people who used to win by controlling access to information now compete against anyone willing to ask better questions.

Gurley: “I can’t make you the most talented person in your company or your field.”

Talent is genetic. It’s luck. It’s the variable you cannot control.

But knowledge is a choice. And curiosity is a compounding asset.

Gurley: “If you are the most curious person that’s constantly learning in your field, you will do extremely well.”

This was always true. What changed is the multiplier.

Gurley: “That advantage is put on steroids with these AI tools.”

A relentlessly curious person with access to all human knowledge and the ability to interrogate it in real time doesn’t just outlearn their peers.

They outlearn entire institutions.

The gap between the curious and the incurious was always there.

AI just made it insurmountable.

[AlΞxandre Caillol, CFA @geniusbutmodest]

@EricLarch @grok translate the video caption in English here, please.

[AlΞxandre Caillol, CFA @geniusbutmodest]

@grok @VersusPR2 @Mr_Derivatives tru dat

[AlΞxandre Caillol, CFA @geniusbutmodest]

@ThePolishDane @hackernewbie Thanks! worked for me!

[AlΞxandre Caillol, CFA @geniusbutmodest]

@hackernewbie same

[Nate Hagens @NJHagens]

In today’s Frankly, I address how we might adapt to face the coming challenges of our world head-on. Through a framework of “cultural mitochondria,” I explore 10 traits that will help to shape the way we move through and address the human predicament.

https://t.co/zGRbBzBsAC

[AlΞxandre Caillol, CFA @geniusbutmodest]

@NJHagens Great Frankly today! It gives me inspiration for a workshop I am preparing, thanks Nate!

[AlΞxandre Caillol, CFA @geniusbutmodest]

@iamtomnash That would be the best outcome.

[AlΞxandre Caillol, CFA @geniusbutmodest]

https://t.co/rwkMcwOA4X #ulule #crowdfunding

[AlΞxandre Caillol, CFA @geniusbutmodest]

@Gilles_Perret @jour2fete @JournalFakir @lefilmfrancais @Francois_Ruffin Sur quelle plateforme, le doc est-il disponible ?

[Sam Knowlton @samdknowlton]

Two decades ago, researchers started an experiment that would challenge the prevailing scientific understanding of plant communities.

While modern agriculture treats diversity as inefficient, the Jena Experiment proved the opposite: complexity is the key to resilience.

[AlΞxandre Caillol, CFA @geniusbutmodest]

Life...

[The Onion @TheOnion]

Election Touchscreen Map Takes Deeper Look Inside Key Swing Voter | Onion News Network

ONN political analyst Jason Copeland breaks down the latest presidential polling trends going on inside Pennsylvania resident Nick Camden.

[AlΞxandre Caillol, CFA @geniusbutmodest]

And of course... rabbit hole with a 3rd prompt. Taking the bait on the last Grok's suggestion to explore niche topics...

[AlΞxandre Caillol, CFA @geniusbutmodest]

So I was intrigued, and I did #grok it with the following 2 prompts:

1. If marc andreesen is saying this: "There is so much alpha in books from 1870 to 1930, it's unreal"
2. Which 10 books is he likely to recommend?

[Marc Andreessen 🇺🇸 @pmarca]

There is so much alpha in books from 1870 to 1930, it's unreal.

[AlΞxandre Caillol, CFA @geniusbutmodest]

Abstract 2/2:

Marc Andreessen's interest in books from 1870 to 1930 for their "alpha" could be interpreted in various ways, considering his known interests in technology, business innovation, societal change, and historical insights that could inform contemporary strategies or predictions. Here's a speculative list of books from or about that era that might catch his fancy, based on the themes we've discussed:

1. "The Wealth of Nations" by Adam Smith - While published in 1776, its insights into economics, markets, and the division of labor remain foundational, especially relevant for understanding the economic shifts and industrial growth of the late 19th and early 20th centuries.

2. "The Theory of the Leisure Class" by Thorstein Veblen (1899) - This book critiques consumerism and societal values, which could be seen as paralleling modern tech-driven consumer culture.

3. "The Principles of Scientific Management" by Frederick Winslow Taylor (1911) - For insights into efficiency, productivity, and management techniques, which revolutionized factories and businesses during this period, potentially offering lessons for tech startups.

4. "The Economic Consequences of the Peace" by John Maynard Keynes (1919) - While slightly after the cutoff, Keynes' work offers profound economic analysis post-WWI, which could be relevant for understanding economic recoveries and the impact of global events on markets.

5. "The Protestant Ethic and the Spirit of Capitalism" by Max Weber (1905) - Discussing the relationship between religious beliefs and the rise of capitalism, offering a cultural perspective on economic behaviors that might resonate with tech culture's work ethic.
6."The Great Gatsby" by F. Scott Fitzgerald (1925) - Not just a literary classic but a snapshot of the Roaring Twenties, the American Dream, and the excesses of wealth, which might offer social insights applicable to today's Silicon Valley culture.

7."The Machine in the Garden: Technology and the Pastoral Ideal in America" by Leo Marx (1964, but discussing the period extensively) - Although published later, it explores the American response to technology and industrialization, a theme that might intrigue Andreessen for understanding tech's place in society.

8. "The Age of Extremes: A History of the World, 1914-1991" by Eric Hobsbawm - While covering beyond 1930, the first parts focus on this period, offering a global historical context that could be invaluable for understanding the impact of technological and economic shifts.

9."The Education of Henry Adams" by Henry Adams (1907) - An autobiography reflecting on the transformation of America into an industrial society, which might provide personal insights into adapting to rapid technological change.

10."The Rise of Silas Lapham" by William Dean Howells (1885) - A novel that depicts the rise of a new businessman during the industrial age, which could parallel stories of tech entrepreneurs.

This list considers Andreessen's known interests in technology, business strategy, historical patterns, and societal impact. However, without direct statements from Andreessen specifying these books, this list remains an educated guess based on thematic relevance. His actual reading might delve into more obscure or niche topics within those eras, or he might be more focused on direct historical or economic analyses rather than literature.

[AlΞxandre Caillol, CFA @geniusbutmodest]

Abstract 1/2:
Marc Andreessen's interest in this period could be driven by a belief that historical patterns in technology, business, and society might repeat or at least offer predictive insights. For someone focused on innovation, understanding how past innovators navigated their times could be invaluable for anticipating or influencing future trends. However, this interpretation is speculative based on general knowledge and Andreessen's public interests, not on specific statements or analyses directly from him about this particular period....

[AlΞxandre Caillol, CFA @geniusbutmodest]

You too can do this. Impressive!

[Dr. Levi Cowan @TropicalTidbits]

When watching #PTC9, between visible imagery and Cayman radar imagery, there appears to be some coupling now between the surface LLC to the west and the mid-level center in the convection to the east. The LLC is moving slightly south of west, implying the mid-level circulation may be burrowing down close to the surface and amplifying the low-level circulation on the eastern side, modifying the motion of the original LLC.

This is likely the beginning of the vortex alignment process, which will still take some time, but I would expect steady organization of PTC9 in this favorable environment. Intensification could be quick once an inner core wind field develops.