Announcing mattpocock/skills v1
- Achieved a 63% reduction in token cost for skill descriptions
- Split skills into model-invocable and user-invocable skills, adding /codebase-design, /domain-modeling, and /grilling
- (UPDATED) /writing-great-skills - rewritten from the ground up, encoding my skill-writing best practices
- (UPDATED) /diagnose -> /diagnosing-bugs - now model-invocable, awesome for fixing hard bugs
- (NEW) /ask-matt: a router skill that teaches you how all the engineering skills work together
Ackamn noted that the market is heavily distracted by momentum and hype specifically regarding semiconductor/memory chips and new IPOs.
This obsession drains attention and capital away from massive, highly profitable tech incumbents. Ackman named $META and $MSFT, noting that the market currently treats them as old-fashioned companies. This lack of excitement makes fundamentally dominant mega-caps "very cheap" on a relative basis compared to overvalued, hype-driven sectors.
Even $NVDA has recently become a lot cheaper on a price to growth basis as the market continues to follow momentum.