mspacey

Individual investor (full time). CFA = Cat Fanciers' Association.

Gone fishing

[mspacey @mspacey4415]

great quote.

I would guess the companies that have the most optionality are value chain leaders -

those that occupy the most important part of the chain and thus have significant leverage over others

[mspacey @mspacey4415]

@RpsAgainstTrump @LibrarianCap @grok is this real ?

[mspacey @mspacey4415]

@_4lex_4 @doodlestein most likely because even if we assume Jassy meant to stab Ant in the back, he surely would want it to be confidential. . this seems like government trying to destroy both

[mspacey @mspacey4415]

@DocPriyamMD It makes sense but why brain cancer. Don’t think those turnover much ?

[Christian W. Röhl @CWRoehl]

@aktien_mit_ki „Ich kann Ihnen nicht sagen, wie man schnell reich wird; ich kann Ihnen aber sagen, wie man schnell arm wird: indem man nämlich versucht, schnell reich zu werden.“
—André Kostolany

[mspacey @mspacey4415]

@BiotechAutist you called it!!

[mspacey @mspacey4415]

@Austen Yeah my Skills are effectively orchestrators that invoke python script that AI wrote itself

[mspacey @mspacey4415]

To really leverage AI you have to know what you don’t know. Why exactly you don’t understand something.

AI can even help you with that. But it takes an introspective mindset

[mspacey @mspacey4415]

@allthingsf74065 @SpencerHakimian That a great question for people who don’t know the details of where oilfield and pipelines are. Key to creativity is asking theses questions

[mspacey @mspacey4415]

@signulll @stevesi Touch screens are important to some people

[mspacey @mspacey4415]

@BrianRoemmele Another example. Some forecast guy comes up with the “right” answer with Claude but that makes someone look bad. CEO come and make him change that.

If there’s a wave of AI related firing it won’t be just bc they’re replaced by AI.

It’s also to create room for AI to operate

[mspacey @mspacey4415]

@BrianRoemmele Most mid to low level workers have little room to use AI. Sure you can automate. But the second you come up with a better process you step on someone’s toes.

Corporate structure constrains creativity and constrain the room for AI .

[mspacey @mspacey4415]

@Hadas_Gold @anshelsag @theinformation “We havent given blow jobs to Trump (while Sam has)”

[mspacey @mspacey4415]

@ruima Totally absurd. Chinese comedians have it harder than anyone else. They can’t talk politics. Can’t be too vulgar. Got to be careful not piss off the wrong guy. It takes IQ to be funny without half of the materials

[mspacey @mspacey4415]

@heygurisingh @CCRobertsARK Pretty outdated stuff from a year ago where generative AI is just generative AI. Now they all know when and how to use traditional logical compute

[mspacey @mspacey4415]

@SecWar you can’t be trusted to follow the law that’s the problem.

[mspacey @mspacey4415]

@petergostev Part of creativity is not ruling out ostensibly bs questions though

[mspacey @mspacey4415]

@Jackiebulthuis @TMobile I cancelled back in 2024 and just found out they been charging me this whole time !

try to get help and customer service say they can't b/c I don't have a pin. uh what? I haven't been a customer for like 1.5 years

[mspacey @mspacey4415]

@escapefrommelos I dunno man it’s seems Americans increasingly prefer flag over cultural , tangible elements

[mspacey @mspacey4415]

@Ed_Realist @AlanMCole @CoreyWriting Tbh much of knowledge in HS is a waste of time. Better off using that time to build character and relationship. But you still have to get the grades in for college. So they might actually be doing it the right way

[mspacey @mspacey4415]

@PeterLBrandt they still talk about gold to silver ratio as if we're in the bimetallic era?