Azee

Ex-IB & PE survivor. Currently hunting alpha in Tech VC by day, talking public equities by night.

[Willow @WillowVoiceAI]

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[Contrarian EPS @contrarianEPS]

50% job loss by AI 50% job loss by heat waves.

We are all becoming intra day stock traders soon.

[KKGB @INArteCarloDoss]

Still to this day, a month after the start of the « excursion », nobody seems to understand how exactly this Israeli devised war is not the one Israel/US thought they will be fighting.

The initial month demonstrates that this is morphing into something bigger and longer.

1/11

[ирис @saltwatermp3]

Ultimately I have to be brave

[Nithin Kamath @Nithin0dha]

As a broker, there are rare days when risk management simply doesn't work, when markets move so violently that traders lose more than their entire initial margin. When this happens, both the trader and the broker are sitting ducks with no way out.

Yesterday was one of those days in commodity markets. All major metals hit lower circuits—the maximum they can move in a day. Silver crashed 30%, Gold 15%, and others followed. Btw, Natural gas was on an upper circuit.

In our 16 years of operations, we've only seen something like this once before: when Crude oil closed at a negative price during COVID. But that was just one commodity, and commodity trading wasn't nearly as popular as it is today.

What happened in commodities yesterday can happen in equities too; we saw it in 2008.

The lesson is simple but critical: only trade with money you can afford to lose. You can trade successfully for a decade and lose it all in a single day if you're not properly managing risk. There's no margin call, no exit opportunity when markets gap through circuits like this.

[Soumyarendra Barik @imsoumyarendra]

🚨Ground report: I spent 3 days as a gig worker for Zomato, Blinkit & Swiggy in Delhi.
23 deliveries. 15.5 hours. 105 km.
Total earnings: Rs 782 (Rs 34/hour)
After fuel: ₹532
This is India's convenience economy. A thread on what I learned @IndianExpress

[Jaynit @jaynitx]

>be Palmer Luckey
>born 1992, Long Beach, California
>homeschooled by mom, dad's a car salesman
>build railguns, Tesla coils, lasers in the garage as a teenager
>electrocute yourself, burn a gray spot into your own vision cleaning a laser
>no regrets
>start college courses at 14
>build a six-monitor gaming rig worth tens of thousands of dollars
>collect 43 VR headsets by the time you're 18
>largest private collection in the world

2009:
>found ModRetro Forums at 17
>turn old game consoles into portable units for fun
>work part-time at USC's Mixed Reality Lab designing VR for veterans with PTSD

2012:
>build the Oculus Rift prototype in your parents' garage at 19
>drop out of college
>John Carmack (Doom creator) demos your headset at E3
>Gabe Newell endorses it
>launch Kickstarter asking for $250K
>raise $2.4 million

2014:
>Mark Zuckerberg shows up
>Facebook acquires Oculus for $2 billion
>you're 21 years old
>Forbes estimates your net worth at $700 million
>described as "the face of virtual reality"

2016:
>donate $10K to a pro-Trump group
>post anti-Hillary memes on Reddit under a pseudonym
>get exposed
>game developers boycott Oculus
>Facebook pressures you to publicly endorse Gary Johnson instead
>refuse

2017:
>get fired from your own company
>Zuckerberg won't say why
>negotiate $100 million+ payout for wrongful termination
>immediately found Anduril Industries
>name it after Aragorn's sword from Lord of the Rings
>partner with Peter Thiel
>start building autonomous weapons and AI defense systems

2020-2024:
>win $1 billion contract with U.S. Special Operations Command
>drones deployed to Ukraine
>revenue doubles to $1 billion
>take over Microsoft's $22 billion military headset contract
>Pentagon can't stop writing you checks

2022:
>build a VR headset that literally kills you if you die in-game
>inspired by Sword Art Online
>three explosive charges aimed at your forehead
>call it "office art"
>"it won't be the last"

2025:
>Anduril valued at $30.5 billion
>announce plans to build Arsenal-1
>5 million square foot weapons factory in Ohio
>autonomous fighter jets, missiles, torpedoes
>China sanctions you personally
>net worth hits $3.5 billion
>pay yourself $100K salary
>still wearing Hawaiian shirts and flip-flops to Pentagon meetings
>own a submarine, helicopters, and a PT boat
>keep one of the world's largest video game collections underground
>married a woman who sews historically accurate Tudor costumes
>won first place at Texas Renaissance Festival dressed as Henry VIII
>Sword Art Online author drew your wedding gift

from garage tinkerer to youngest self-made billionaire to America's most important defense contractor

all while looking like he's headed to a beach party

[Chris Oldman © @AlsikkanTV]

I don’t have anything to add to the covid conversation except this is my favorite image from the era

[basith @basithladoo]

to do list:
bite the hand that feeds me
put all my eggs in one basket
kill two birds with one stone
let the cat out of the bag
think inside the box
burn bridges
walk on thin ice
play with fire

[Mohamed Salah @MoSalah]

Can you tell us how he died, where, and why?

[Lon Harris @Lons]

Dipping below like 5% on Rotten Tomatoes has basically the same appeal to me as breaking 90%. That's some shit I need to experience right there.

[leveredlloyd @leveredlloyd]

There won’t be a second date, but at least she knows that forward SOFR spreads are mispriced to the curve steepening narrative

[Nicholas Fabiano, MD @NTFabiano]

AI vs. doctors for diagnosis of >300 complex cases.

AI had 4x higher accuracy with 20% lower cost.

[tay @hairball1952]

happy birthday to the late anthony bourdain

[İyad el-Baghdadi | إياد البغدادي @iyad_elbaghdadi]

Here's a big-picture geopolitical thread on Israel's war on Iran - its possibilities, impossibilities, dynamics, and delusions. My goal is to give you a full big-picture view in one place, which is why this is a long thread. If you prefer drip-fed updates, skip this thread.

[Steve🇸🇰🇮🇹 @StefanFrancisci]

Some Ryanair trying to save fuel rn:

[Sam Altman @sama]

wrote a new post, the gentle singularity.

realized it may be the last one like this i write with no AI help at all.

(proud to have written "From a relativistic perspective, the singularity happens bit by bit, and the merge happens slowly" the old-fashioned way)

[Chubby♨️ @kimmonismus]

This is incredibly important: artificial blood for all blood groups!

Especially in times when wars are increasing and emergency care is reaching its limits, blood shortages are always a huge problem in emergency medicine.

Here I explain how a scientific breakthrough can put an end to this forever:

[Lisa Abramowicz @lisaabramowicz1]

US oil rigs are increasingly going offline as crude prices fall. The Baker Hughes US crude oil rig count has dropped to the lowest since 2021.

[SANJAY HEGDE @sanjayuvacha]

Last night what seems to have got hit most is media credibility. We no longer have journalists. We only have content creators and curators.