stephen

Money, investing and life snippets

Blog:

[stephen @p_unbox]

@TheSeaAnalyst It depends on how the coy paces their expansion plan and fills up the occupancy
WeWork was too aggressive, and unit economics were literally unworkable.
Look at Servcorp, Smartworks, Awifs Space

[stephen @p_unbox]

@bgurley 2/2
Outer loop (bolted on):Open-source the data → global researchers build on Agibot's format → new techniques, tools, talent flow back → better models (feeds the inner loop) → bigger fleet → bigger next data release → even more of the world builds on Agibot

[stephen @p_unbox]

@bgurley 1/2
Agibot's loop (open model):
Inner loop: More robots shipped → more real-world data → better models → more useful robots → more customers → more robots shipped

[stephen @p_unbox]

@TheSeaAnalyst Isn't kimly the same but in a different space?

[stephen @p_unbox]

@wallstengine Trying to be Elon Musk?
Distraction?
Doesn't sound good for ABNB

[stephen @p_unbox]

@saxena_puru very true
it is not the fund, it is the investors' issue

[stephen @p_unbox]

@MorePerfectUS This sounds socialist

[stephen @p_unbox]

@readswithravi Just do what we think is right.
There is no need for external validation of our self-worth.

[stephen @p_unbox]

@JRogrow The cost of committing a Type 1 error versus a Type 2 error

[stephen @p_unbox]

@realroseceline It is human to buy high.

[stephen @p_unbox]

@charliebilello depend on how you look at or want to look at:

ChiNext 50: 25.39% YTD
Global X China Semiconductor ETF: 53.8% YTD

They are not obvious and the usual names

[stephen @p_unbox]

@Arkalos77 Someone is always wrong now for selling early.

BUT did you buy at their price? And, would you have sold too?

[stephen @p_unbox]

@jukan05

[stephen @p_unbox]

@unusual_whales Singapore former President

[stephen @p_unbox]

@shaneparrish Yea, listened to the podcast
An impressive, incredible and implausible story!
Did not realise that construction was started before cars and thereafter, ships --- all in 1 lifetime.

[stephen @p_unbox]

@Katie_Roof it is quite standard

what if they don't like and it turns out to be a board of 20s or 80s?

[stephen @p_unbox]

@shaneparrish Amazing story! Thanks for sharing!

[stephen @p_unbox]

@WOLF_Financial it was a screw-up, but they all made good money until the music stopped

[stephen @p_unbox]

@dnystedt this will be something to watch $INTC

[stephen @p_unbox]

@jukan05 Committing Type 2 errors - The blind spots

Awareness. You never looked.
Judgment. You looked, but underestimated.
Conviction. You were right, but didn’t act fully.

Part 3: How Serious Investors Think: Two Errors, One Complete Picture
https://t.co/G4TgzezlTC