Ole Fredrik Baadshaug

Investing mostly in commercial real estate and some venture for Møller Eiendom for a living. My general advice is to ignore general advice in general.

[Ole Fredrik Baadshaug @olebaad]

@michaeljmcnair Interesting take. If I remember correctly, underground warfare is a development @PalmerLuckey predicts as well

[Ole Fredrik Baadshaug @olebaad]

@noam_dworman @tylercowen Another reason for AI unlikely increasing GDP that much, which I don’t see much discussion about, is the increased complexity AI will make and cause.

[Ole Fredrik Baadshaug @olebaad]

@BidBird10 Any ideas on why EQR has done worse than other tungsten companies last few months? Eg. Almonty, Tungsten West

[Ole Fredrik Baadshaug @olebaad]

@godjira110 @choffstein https://t.co/lKgq0r0T6w

This article of Bookstaber is great too

[Ole Fredrik Baadshaug @olebaad]

@Noahpinion Interesting. Modularity is one of the key criteria that @BentFlyvbjerg and @dgardner have emphasized to reduce cost overruns in their book, How Big Things Get Done

[Ole Fredrik Baadshaug @olebaad]

@Th__Nielsen Du skal få for å evaluere estimatene dine. Det er det ikke mange nok som gjør. Det viktige blir jo konsekvensene av bommene da, om de er lineære eller ikke feks. Mulig du har lest allerede, men kan anbefale Philip Tetlocks arbeid rundt prognostisering, spesielt Superforecasting.

[Ole Fredrik Baadshaug @olebaad]

@ZeeContrarian1 Indeed, both TAM and the hockey stick, which usually arrive a couple of slides later, should mostly be disregarded. These are curious VC rituals

[Ole Fredrik Baadshaug @olebaad]

@poorbjorn And I don’t need 200 pages, these 6 pages from Kurt Vonnegut will do https://t.co/lh0kONKMpG

[Ole Fredrik Baadshaug @olebaad]

@poorbjorn This one. Probably me being stupid. but I found Notes from Underground to be a difficult read

[Ole Fredrik Baadshaug @olebaad]

Lots of money moving. Chart from @coatuemgmt

[Ole Fredrik Baadshaug @olebaad]

@bencasnocha Fair point. But doesn’t really make it much better

[Ole Fredrik Baadshaug @olebaad]

@patrick_oshag

[Ole Fredrik Baadshaug @olebaad]

@WSJ @WSJopinion First adjust GDP for health and then let’s talk

[Ole Fredrik Baadshaug @olebaad]

@abcampbell https://t.co/QNlSrjhjqx

[Ole Fredrik Baadshaug @olebaad]

The debate I see here about this is unfortunate symptomatic of the current times, only harsh judgement, no curiosity about others choosing differently. Can we please change that? I believe the world soon depends on such a change

[Ole Fredrik Baadshaug @olebaad]

@waitbutwhy https://t.co/QNlSrjhjqx

[Ole Fredrik Baadshaug @olebaad]

The debate I see here about this is unfortunate symptomatic of the current times, only harsh judgement, no curiosity about others choosing differently. Can we please change that? I believe the world soon depends on such a change

[Ole Fredrik Baadshaug @olebaad]

The debate I see here about this is unfortunate symptomatic of the current times, only harsh judgement, no curiosity about others choosing differently. Can we please change that? I believe the world soon depends on such a change

[Tim Urban @waitbutwhy]

Everyone in the world has to take a private vote by pressing a red or blue button. If more than 50% of people press the blue button, everyone survives. If less than 50% of people press the blue button, only people who pressed the red button survive. Which button would you press?

[Ole Fredrik Baadshaug @olebaad]

@AndreasSteno https://t.co/lSYcmxUW2M

[Ole Fredrik Baadshaug @olebaad]

Probably even truer in the age of AI-slop, the longer the pitch the more likely that it is made with AI

[MACRO OPS @MacroOps]

This is relevant to recent market action.

@IAmAdamRobinson 's "No-Sense" algorithm.

[Ole Fredrik Baadshaug @olebaad]

@AndreasSteno @tomhfh And if you adjust for the high health care share of gdp in the US the comparison looks quite different

[Ole Fredrik Baadshaug @olebaad]

Probably no correlation and nothing to worry about

[Ole Fredrik Baadshaug @olebaad]

Both socialsm and capitalism are somewhat ill-defined concepts, different meanings to different people. Sadly not something that can constructively be debated on this platform

[Jostein Hauge @haugejostein]

It's socialism — not capitalism — that creates prosperity.

Norway has one of the strongest welfare systems in the world.

In Singapore, most people live in housing built by the government.

In Luxembourg, social spending as a share of GDP is among the highest in the EU.

Most countries that score well on this chart do so because they have socialist policies in place that increase social mobility and reduce economic precariousness.