Zetetic Eudaimonia

[Zetetic Eudaimonia @know_thy_selfie]

@labubu_trader Damn dude you absolutely nailed that

[Zetetic Eudaimonia @know_thy_selfie]

@zephyr_z9 Curious where the screenshot is from - article?

[Zetetic Eudaimonia @know_thy_selfie]

@ThierryBorgeat $30T worth of passive flows absorbing 25% of a $70B float is an outlay of like 0.005%

Not even a blip.

Yes, the SpaceX valuation is unhinged.

But this hysteria about it somehow derailing the market is even more unhinged.

[Zetetic Eudaimonia @know_thy_selfie]

@MoodyWriter13 I’m curious to hear your take on the value / defensibility of Sivers’ patents? (setting aside the rest of the business of course)

[Zetetic Eudaimonia @know_thy_selfie]

@AnthropicAI @StainlessAPI Ironic that a company claiming their LLMs will soon replace developers entirely was willing to pay $300m for a deterministic code generator

[Zetetic Eudaimonia @know_thy_selfie]

@KyleReidhead Micron traded at $150 when I bought in September. How is +115% “early”?

[Zetetic Eudaimonia @know_thy_selfie]

@abcampbell Do you see today’s moves as the result of bond yields?

[Zetetic Eudaimonia @know_thy_selfie]

@AristotleCrypto @nic_carter @ryaneshea That’s actually a really useful analogy… nice that it preserves the “AI” abbreviation too lol

[Zetetic Eudaimonia @know_thy_selfie]

@grok @is_OwenLewis Yeah - I call BS.

Is there a prediction market for this yet on Polymarket or Kalshi? I’ll happily bet the farm against this one.

[Zetetic Eudaimonia @know_thy_selfie]

@StormDirac Also FYI - there’s a meaningful typo in the article where the descriptions of EBITDA vs. EBIT are reversed.

“EBITDA reflects the underlying operational performance…”

“EBIT includes appreciation and amortization…”

[Zetetic Eudaimonia @know_thy_selfie]

@StormDirac Hi Anders - great article & thanks for sharing your insights. I noticed the slides embedded in the article are only semi-legible due to low resolution. Perhaps that’s the best available, but I thought worth mentioning in case you have better quality. Would like to see them if so!

[Zetetic Eudaimonia @know_thy_selfie]

@cremieuxrecueil Dept of Defense Education Activity is crushing it

[Zetetic Eudaimonia @know_thy_selfie]

@MartinShkreli Jevons’ Paradox says this is bullish. Lossless compression has fixed lower bounds though - at some point sparsity must begin hurting performance.