大道无形

个人备忘录：转发原帖不加个人解读！（Personal memo: Forward the original post without personal interpretation!）关于医疗健康、价值投资、艺术、心理、教育、思考、快乐、通识的转帖。

[Fireside Alpha @firesidealpha]

Gavin Baker says the physics PhDs calling orbital data centers impossible on X have not out-thought the 10,000 SpaceX engineers who treat it as solved

"It's very hard for me to engage. There are all these people on X and they're like, I am a physics PhD and this is impossible."

"There's a friend, another investor, who actually is a physics PhD, who I had many arguments about it with him, and he's like, I am a PhD and this is impossible. And then he goes to the SpaceX day and talks to the SpaceX engineers, and he's like, well, I was wrong."

"So let's say you're an astrophysics PhD. You are brilliant, you're hanging 100 IQ points on me. Have you thought about this for an hour? Have you thought about it for 10 hours?"

"Because you have 10,000 of the world's smartest engineers at SpaceX who've thought about this each for hundreds if not thousands of hours. And the sum of that, working with very sophisticated engineering tools, is it's a solved problem."
_______
For more on Gavin Baker: https://t.co/jNYTxqrBAr

[Paul Minot, MD @PaulMinotMD]

Bipolar I disorder is a devastating psychiatric disease. Bipolar 2 disorder is a marketing gimmick.

[Karl Mehta @karlmehta]

Bill Gates is staking his reputation that AI's impact on jobs will be different from any technology in human history:

"It's across every sector of the economy, initially with white collar, but then as the humanoid robots come along, blue collar as well."

"You will have, for the first time, the equivalent of human cognition."

"So that past history misleads people."

"Here, as the machine gets better than human for well-defined jobs and works 24 hours a day, it's going to be a bigger deal."

"The bar for somebody coming along and saying this time is different is very high."

"But I'm staking my reputation completely on the fact that, in terms of the impact on the job market, this is very different than any technology that I've been involved in or that has come across in human history."

- Bill Gates (@BillGates) with Anderson Cooper (@andersoncooper) on CNN (@CNN).

[Tim Cook @tim_cook]

Sending lots of love to the Apple community on my last day as CEO. My title changes tomorrow, but the love I have for the Apple community never will. Thank you for being a constant source of inspiration. My gratitude is endless, and I’m excited for the next chapter!

[Kevin Carpenter @kejca]

Warren Buffett on the iPhone's brand power.

"When people went in to buy the latest iPhone or whatever it might be, if for some reason we didn't have it, you couldn't sell them anything else. They either went next door, which we didn't want, or they came back [later]. There wasn't an alternative."

"The iPhone is enormously underpriced. Now, it's got competition — so you can't push the price. But, in terms of its utility to people and what they [can] get for $1,000 someplace else ... it's incredible."

(CNBC || 2018)

[David Senra @davidsenra]

Doug Leone explains why he left Sequoia, and why he came back:

“If you found a company, you have season seats. You can stay as long as you want. You can take it public. You can sell it. It's your gig. I didn't found Sequoia. I was a hired gun. So it seemed to me the right thing to do was to get out of the way and let the next generation have their turns at bat.”

“Don Valentine, he founded it. He stepped away at around the age of 63. I figured 65 was the natural age, and on my 65th birthday, I stepped down and I chose a successor.”

“I chose Roelof Botha. I was the old king. He was the new king. It seemed to me that being the old king with a new king around—you shouldn't be around.”

“I started taking drum lessons and guitar lessons and piano lessons. That took me for about a year. After a year, I thought I was going to lose my mind.”

“It turned out that Roelof stepped down. Pat Grady and Alfred Lin took over. They weren't the kings I chose, and 30 days into it, they came to my house and they said, ‘Would you like to come back?’”

“I said, ‘Sure’ and we cut a little deal in an afternoon on a single sheet of paper that we scribbled.”

[Shay Boloor @StockSavvyShay]

UPDATED SOFTWARE COMP SHEET

Rule of 40 breakdown:
• Best-in-class (60%+) | $PLTR, $APP
• Elite (50–59%) | $NOW, $CRWD, $PANW, $SNOW
• Great (40–49%) | $DDOG, $ADBE, $SHOP, $NET, $RBRK, $CRM, $ZS
• Good (30–39%) | $MDB, $TEAM, $FIG, $MNDY, $HUBS, $PATH, $ZETA

[USSR Pictures @PicturesUssr]

Bathing Women, Painting by Alexander Deyneka, 1952.

[Buddha Beings @BuddhaBeings]

ONE CUP OF TEA EXPLAINS DEPENDENT ORIGINATION ☸️

A cup of tea appears simple. Yet if we look deeply into this example: it contains rain, clouds, sunlight, soil, tea leaves, human effort, fire, water, and the vessel that holds it. Remove any essential condition, and this particular cup of tea cannot arise.

This is the heart of the teachings of Dependent Origination, explored throughout the Nidana Samyutta (Samyutta Nikaya 12 [Pali Canon]): "When this exists, that comes to be. With the arising of this, that arises."

Nothing stands alone or appears without causes.

The same truth unfolds within the mind. Contact with the warm cup gives rise to feeling. Pleasant feeling may condition craving: "More of this." Craving may harden into clinging: "This is my comfort; I need it."

From that grasping, uneasiness is born when the tea cools, spills, or is unavailable.

The tea did not create suffering by itself. Suffering arose through a chain of conditions.

Mindfulness allows this chain to be seen. Warmth is simply known as warmth; pleasure as pleasure; craving as craving. When craving is not nourished, clinging need not follow. As conditions cease, their results also cease.

Dependent Origination is not merely a theory about existence. It is a compassionate map of how suffering forms - and how it can end.

Within one mindful cup of tea, the whole Dharma may quietly be revealed. 🙏

#Buddha #Buddhism #Buddhist #Meditation #Mindfulness #Kindness #Compassion #Peace

[Saganism @Saganismm]

Bertrand Russell’s Ten Commandments of Critical Thinking and Democratic Decency

1. Do not feel absolutely certain of anything.

2. Do not think it worth while to proceed by concealing evidence, for the evidence is sure to come to light.

3. Never try to discourage thinking for you are sure to succeed.

4. When you meet with opposition, even if it should be from your husband or your children, endeavor to overcome it by argument and not by authority, for a victory dependent upon authority is unreal and illusory.

5. Have no respect for the authority of others, for there are always contrary authorities to be found.

6. Do not use power to suppress opinions you think pernicious, for if you do the opinions will suppress you.

7. Do not fear to be eccentric in opinion, for every opinion now accepted was once eccentric.

8. Find more pleasure in intelligent dissent than in passive agreement, for, if you value intelligence as you should, the former implies a deeper agreement than the latter.

9. Be scrupulously truthful, even if the truth is inconvenient, for it is more inconvenient when you try to conceal it.

10. Do not feel envious of the happiness of those who live in a fool’s paradise, for only a fool will think that it is happiness.

[Oksana Ivanik Art @ivanik_oksana]

Painting by William Worcester Churchill
(29 August 1858)

[Naval @naval]

When you truly work for yourself, you won’t have hobbies, you won’t have weekends, and you won’t have vacations, but you won’t have work either.

[Investment Wisdom @InvestingCanons]

“The first law of capital allocation is that what is smart at one price is dumb at another.”

— Warren Buffett

[FOX Business @FoxBusiness]

Happy birthday to legendary American investor Warren Buffett!

[X Freeze @XFreeze]

Elon just made an absolutely massive AI prediction

“AI will be able to do anything digital (that doesn’t require shaping atoms) at a superhuman level by the end of next year”

That means by the end of 2027, anything that can be done entirely through a computer reaches superhuman AI capability

Coding, research, writing, analysis, design, legal work, accounting, planning, customer support, running software tools, managing ads, building digital products and scientific modeling......basically anything a person can do sitting at a keyboard or talking to a computer

The dividing line becomes atoms......tasks that require physically interacting with the real world

The exception is anything that requires “shaping atoms” like building houses, assembling cars, cooking, warehouse work, manufacturing or surgery with hands

If the task exists entirely in the digital world, AI reaches that superhuman capability

Soo we're about to enter an entirely new world

[Antonio Linares @alc2022]

I’ve been drinking the most delicious wine throughout my entire 3 month Medmaxxing spree and I was wondering when/if my liver would ever through a red flag

It hasn’t and maybe because I’ve been cycling BPC-157, phenomenal

[Dr. Tomislav Marinovic @DrTomsLens]

AI is beginning to dominate the economy and create real, tangible value, and its doomers increasingly remind me of the Knights Who Say “Ni!” from Monty Python.

Every time you satisfy one demand, they simply come up with another.

“Where’s the revenue?”
AI revenue explodes.

“Okay, but who is going to pay for all this compute?”
Hyperscalers, AI labs, enterprises and governments start spending hundreds of billions.

“Okay, but where’s the ROI? These data centers cost tens of billions.”
Then Jensen says he’s hearing that return on invested capital on $50 billion AI data centers is now less than a year.

“Okay, but it’s all circular financing.”
Then the supposedly circular capex turns into products customers outside the circle are actually willing to pay for, with every link in the chain adding real economic value instead of just passing money to the next.

“Okay, but these GPUs depreciate incredibly fast. In a few years they’ll be obsolete.”
Then CoreWeave signs a new contract taking Nvidia A100s into 2029, at what it calls an attractive price. The A100 was introduced in 2020. That’s a nine-year-old GPU architecture still generating contracted revenue.

“Okay, but…”

At some point, you realize the shrubbery was never really the point. Every time reality answers the previous objection, another one appears.

AI obviously has risks, excesses and bad investments. Every technological revolution does.

But increasingly, parts of the AI bear case feel like the Knights Who Say “Ni!” standing in the road, repeatedly demanding another shrubbery while the entire economy walks past them.

(Not investment advice. Film advice.)

[Impressions @impression_ists]

Ramon Casas, After the Ball

Munch showed us the morning after as something bleak and unsettling.

Casas took a different path.

His woman is exhausted too.

But she isn’t ashamed.

She simply gives in to the sofa, the silence and the end of the night.

Both paintings put a woman alone at the centre of the scene.

No ideal beauty. No romantic pose.

Just a woman caught in a private moment.

And that was surprisingly modern.

[ortamlarda satılacak bilgiler @ortamdasatarsn]

İnsan Beynin En Çok Geliştiren 10 Roman

1. Goethe - Genç Werther'in Acıları
2. Jane Austen - Gurur ve Önyargı
3. Nathaniel Hawthorne - Kırmızı Leke
4. Gustave Flaubert - Madam Bovary
5. George Eliot - Middlemarch
6. Lev Tolstoy - Anna Karenina
7. Virginia Woolf - Bayan Dalloway
8. Toni Morrison - Sevilen
9. Coetzee - Utanç
10. Mohsin Hamid - Gönulsüz Koktendinci

[Vala Afshar @ValaAfshar]

Life lessons from @rogerfederer (must watch)

1 Effortless is a myth
2 Belief in yourself has to be earned
3 Grit > Gift
4 Discipline is talent
5 Trust and loving the process is talent
6 You can do your best and still lose
7 Life is bigger than the court