PassiveInvestor420 🙈⏳

Index Fund ETF Low Fee/No Fee Beta Enthusiast 💫 Allocator of Assets / Tax Deferrer / Fiduciary Boot Licker 🚀 RIP Paul Volcker 🪦 RIP John Bogle 🫡

[PassiveInvestor420 🙈⏳ @oc_mooch]

I was recently reminded that fruit of the loom was one of the least admired companies of 2000-01 by Fortune magazine, along with Trump Hotels and Casinos. Among the most admired? Enron.

[Blossom @meetblossomapp]

Did you know that Warren Buffett and Berkshire Hathaway $BRK.B own all of these businesses

[PassiveInvestor420 🙈⏳ @oc_mooch]

@karpathy On-demand documentaries please!

[PassiveInvestor420 🙈⏳ @oc_mooch]

@buccocapital I personally felt exactly the opposite during the social media era. Like I was trading my data for the privilege of vanity posts and targeted ads. This time I get something truly useful in return and it’s amazing to see it advance every year.

[PassiveInvestor420 🙈⏳ @oc_mooch]

@DimitryNakhla What zuck’s saying is a little different and too rosy: that companies’ resources can be moved from marketing to product improvement. It’s more liekely to be captured as revenue, and that’s assuming the marketing costs actually go down (Meta controls pricing)

[PassiveInvestor420 🙈⏳ @oc_mooch]

@buccocapital While I agree and this tracks, you present context as a finite resource. Call me an optimist, but why shouldn’t we expect context discovery to be a value-add new job description?

[PassiveInvestor420 🙈⏳ @oc_mooch]

@awealthofcs I wonder why BTC is going sideways (vs Nov ‘24 valuation) as opposed to falling further if it’s perceived role isn’t as expected

[PassiveInvestor420 🙈⏳ @oc_mooch]

@awealthofcs You guys killed it with the Jurien segment

[PassiveInvestor420 🙈⏳ @oc_mooch]

@DataTrekMB Please make a video about this!

[PassiveInvestor420 🙈⏳ @oc_mooch]

@buccocapital Revenue models same as it ever was.

[PassiveInvestor420 🙈⏳ @oc_mooch]

@buccocapital What companies can withstand both an implosion in demand and an Industrial Revolution-style increase in productivity due to economy-wide reduction in payroll overhead?

It’s an extremely narrow distribution of winners.

[PassiveInvestor420 🙈⏳ @oc_mooch]

@buccocapital LLMs have squeezed all the juice from the era of scraped content. Hyperscaling has created a huge appetite for fresh training datasets, and in-the-field sensors are an untapped area for satisfying that need.

[PassiveInvestor420 🙈⏳ @oc_mooch]

@buccocapital I think it’s worth differentiating Amazon the marketplace and Amazon the cloud service, if only for the purpose of clarity here

[PassiveInvestor420 🙈⏳ @oc_mooch]

@ConradEduard @buccocapital Despite volatility will continue to move up and to the right

[PassiveInvestor420 🙈⏳ @oc_mooch]

@christianbrits @CNLiberalism Wouldn’t a better slogan be “zoning reform?” This has a draconian tone similar to “defund police.”

[PassiveInvestor420 🙈⏳ @oc_mooch]

@themarketuni Coming from a numbskull such as myself, I wouldn’t be borrowing the quarter before multiple rate cuts unless I absolutely had to.

[PassiveInvestor420 🙈⏳ @oc_mooch]

This depends on the degree to which recursive self improvement played a prominent role in training this new model, and how this momentum can be followed across all AI development models.

[PassiveInvestor420 🙈⏳ @oc_mooch]

GPT-5’s release has been met with mixed reviews. Many users are disappointed in its lack of meaningful improvement over previous models.

However, it’s possible the salient issue is the prevalence of “recursive self improvement” in its development.

[PassiveInvestor420 🙈⏳ @oc_mooch]

In “Superintelligence” (2014), Nick Bostrom suggests, “attempts to build [AGI] might fail… until the last missing piece is put in place.”

Ultimately, GPT-5 may emerge as an important moment in iterative, recursive self-training for future AI leaps forward.

[Tolga Bilge @TolgaBilge_]

mark zuckerberg is buying researchers for as much as a billion dollars a pop to build a sand god, and the world is talking about tariffs.

[PassiveInvestor420 🙈⏳ @oc_mooch]

@DataTrekMB Very fair point. Non-correlation and diversification are not mutually exclusive.

Shout out to the DataTrek newsletter. I look forward to it each day it comes out.

[PassiveInvestor420 🙈⏳ @oc_mooch]

@DataTrekMB It will have to continue this trend well past 30 days to truly offer diversification. We’ve already seen it fall in concert with stocks during the tariff scare and rate hike shock