Korhan Kemal Kaya

[Korhan Kemal Kaya @korhankk]

bayılıyorum bu adamın twitlerine

[Nassim Nicholas Taleb @nntaleb]

The grrrrrreat thing about Elon becoming a trillionaire (assuming he can really sell, no taxes, etc.), is that he makes a few farts whose identity is entirely linked to being rich feel truly inferior.

[Korhan Kemal Kaya @korhankk]

lavuksun ki

[Elon Musk @elonmusk]

@iam_smx *trillioniare

[Felsefe Parrhesia @Fparrhesia]

"Burada devrim olmaz,
çünkü yoksullar, sıradaki zenginin kendileri olduğunu düşünüyorlar."

—John Steinbeck

[Korhan Kemal Kaya @korhankk]

@ReardonTrades if you have one, what's your re-entry plan?

[Nassim Nicholas Taleb @nntaleb]

The orchestrated campaign has started.

[Korhan Kemal Kaya @korhankk]

20264Q-20272Q'nin en buyuk trade'i anthropic'i dogru zamanda shortlamak muhtemelen

[Robert Sterling @RobertMSterling]

Anthropic’s CEO keeps talking about AI wiping out jobs because he’s trying to IPO this year.

If he positions Claude as armageddon for jobs, his TAM becomes “all white-collar human labor,” not just AI agents or SaaS.

It’s completely self-interested. All the concerns he’s expressing about job disruptions are fake.

It’s a marketing gambit to create hype and FOMO among the people he needs more than anyone else this year: institutional investors like BlackRock, Fidelity, pension funds, and sovereign wealth funds.

If these investors pay for tickets on the hype train—if he can make them believe that AI will eliminate half of white-collar jobs, with Anthropic, as the dominant leader in enterprise AI, positioned to capture the surplus margin—the IPO will be oversubscribed and Anthropic can raise more funds for the company at a higher valuation.

But Dario (or, at least, his bankers) knows that these investors are more fiscally disciplined than they used to be. A lot of them got burned during Covid SPAC-mania and don’t want to risk it again. They’re going to challenge Anthropic about whether it will ever get to sustainably high gross margins, or if its arms race with OpenAI will lead to kilowatt-hours permanently suppressing gross margins. They’re going to ask pointed questions about Anthropic’s massive capex and whether it will ever generate accretive ROIC.

And Dario might not have the answers they’re looking for.

So that’s why—to answer Austen’s smart question—you keep seeing Dario in the news and the podcast circuit, spreading doom and gloom about widespread job loss.

It’s not to make you afraid of losing your job. It’s to get Wall Street afraid of missing out on his IPO.

[Korhan Kemal Kaya @korhankk]

gelen tepkiler cok fena

bahsedilen ortaklik Sinclar Lab ile bir isbirligiyse, ki soylemler iki tarafta da ortak, fena long sinyal

[Piyasa Türkiye ✰ @PiyasaTturkiye]

#İSCTR İş Bankası Genel Müdürü Hakan Aran:

"Harvard Üniversitesi ile ortak şirket kurduk, yaşlanmayı ve obeziteyi engelleyen bir ilaç geliştirmek için 70 milyon dolar kaynak ayırdık.

Şu anda ilaç hayvanlarda denendi şimdi insan deneylerine başlanıyor."

[Fularsız Entellik @imTolstoyevski]

Çocuğuma ısrarla Türkçe öğretmemin iki sebebi var:

1) insan gibi iletişim kurmanın dört atlısı olan "kolay gelsin", "eline sağlık", "gözünüz aydın" ve "hayırlısı" kalıpları

2) gerektiğinde hayvan gibi iletişim kurmanın sayısız yolu

[Massimo @Rainmaker1973]

Turkish scientist Erdal Arikan’s theory helped Huawei dominate 5G and this is how they thanked him.

[Korhan Kemal Kaya @korhankk]

ne zaman bir yere uzun süre kalacak sekilde gitsem ve mutfak esyalarim kisitli olsa orada on ögünümden sekizi bu videodakinin tipatip aynısı oluyor. o yüzden bu tabaga gurbet masasi adini veriyorum

[Mlungisi Ntshangase @Mlu__N77]

finally somebody who doesn't add the damn cream and stacks of cheese 🤦

[Kr$na @krishdotdev]

> Strong engineers build C.
> C builds the foundations.
> Foundations create leverage.
> Leverage creates comfort.
> Comfort creates Python.
> Python creates AI.
> AI creates vibe coding.
> Vibe coding creates weak engineers.
> Weak engineers create collapse.
> Collapse creates strong engineers.

[Nishant Kumar @nishantkumar07]

New Year resolution: rescue at least one innocent soul from the habit of benchmarking hedge funds to the S&P 500.

[Korhan Kemal Kaya @korhankk]

@OneHotCode1 @Barchart You're essentially correct, but Turkish people are one of the most interactive communities on social media, a trait many accounts exploit.

[EuroLeague @EuroLeague]

😤

[Korhan Kemal Kaya @korhankk]

@mmf_Archive @montobatis13 Ilk etapta gidip kalici olmasi zor... Dedigin gibi birinin el uzatmasi gerekiyor genelde. Avrupa'ya kiyasla sponsorship olaylari da neredeyse 0'a yakin.

[Korhan Kemal Kaya @korhankk]

@mmf_Archive @montobatis13 Katiliyorum. Cinli ve Hintli ekiplerin onde gozukmelerinin sebepleri nufus cokluklari ve komunlesmelerinde. Bundan dolayi da kolayca bir universiteye sonra da ise kapak atiyorlar. Tecrubelerimce bir sekilde US'te pozisyon bulan ve 'calismaktan kacmayan' Turkler daha uretken.

[Korhan Kemal Kaya @korhankk]

@mmf_Archive @montobatis13 Doğru. Birkaç nesildir Amerika’da olan tuzu kuru yeni mezunların çoğu startup kovalıyor. Tutup da grad eğitimine göz ucuyla bakmıyorlar bile. Bir şekilde kendini Amerika’ya atmış tutunmaya çalışanlar da doktora sonrası para neredeyse oraya yöneliyor: ya finans ya da research eng.