Spekulatius

Hello World!

[Yoni Assia @yoniassia]

What’s really scary is the conflict between

Bill Gates, Sam Altman @sama and Soros
Vs
Trump and Elon Musk @elonmusk

It seems both groups just like Magneto and Xavier are claiming to promote a good cause (democracy!?!) , but might destroy it while doing so by fighting each other

“I told my AI make sure the other group AI is eliminated since it poses risk to society, I didn’t mean for it to kill humans”

I used to think @BillGates is a hero, and also @elonmusk , but if they both portray each other as villains, It gets scary

[Enzo Avigo @0zne]

“AI will destroy the world”

Meantime AI:

[Spekulatius @Pareeeto]

@stwboerse Ich besitze weiterhin eine Position in $GOOG aber denke, dieser "bear case" rechtfertig den Abschlag in der valuation.

Die transition zu mobile search hat $GOOG gemeistert, sie sind also durchaus resilient. Aber momentan ist es eine klare "hold" Position für mich.
(4/4)

[Spekulatius @Pareeeto]

@stwboerse Content creation (news, click bait, etc.) wird zunehmend von LLMs übernommen werden. Dies sollte auch $META betreffen, aber $GOOG hat ein mMn ein stärkeres Klumpenrisiko hier.

(3/x)

[Spekulatius @Pareeeto]

@AdamMGrant Another way you looking at this chart is: If you think about it as a single, 25% of your time also equals to 6h spent with others.

Which is quite significant.

And this is needed to not have higher chances of reporting feeling lonely.

[Spekulatius @Pareeeto]

@borrowed_ideas page needs more highlighting

[Jon Finger @mrjonfinger]

Testing out @HeyGen_Official translation on French and German. I don’t speak either language so let me know if it sounds natural if you do.
I hope if you pay you can turn off the color correction.
It didn’t work on my phone so I had to upload on my pc.
https://t.co/FMJp9sJEBI

[NBA @NBA]

Dirk Nowitzki's 2023 @Hoophall induction speech.

[Spekulatius @Pareeeto]

@kylascan I see a lot of nature related books.
Have you read the overstory yet? Highly recommended 🙂
The Overstory by Richard Powers https://t.co/XVcM20xCys

[Spekulatius @Pareeeto]

@stwboerse @TechCrunch Spannend - leider verzögert sich der EU launch bis auf Weiteres: "Meta delays EU launch of Twitter rival Threads amid uncertainty over personal data use"

https://t.co/tK290jNgNB

[tagesschau @tagesschau]

Twitter tritt aus EU-Pakt gegen Desinformation aus https://t.co/ov1UMxqRLa #Twitter #EUPakt #Desinformaton

[Spekulatius @Pareeeto]

@I_Am_JohnCullen @HelenBranswell Did you even read the publication?

It literally states: ‚The number of RSV-associated deaths according to death certificates […] suggests that counts from death certificates are a large underestimation, particularly among adults.‘

[Sam Altman @sama]

@WSJ Concerning

[Arash Massoudi @ArashMassoudi]

One for the record books

Merger Monday AND Meltdown Monday

1) Pfizer to buy SeaGen for $43bn including debt
2) Silver Lake and CPPIB to buy Qualtrics for $12.5bn
3) HSBC to rescue SVB UK for £1
4) Sanofi to buy Provention Bio for $2.9bn

Meanwhile all eyes on US regional banks

[Spekulatius @Pareeeto]

@borrowed_ideas ... the non-linear way of an S-curve makes models (i) and (ii) very different in their output.

That being said, it's an academic thought since the implementation/increase in precision is likely 'boiling the uncertainty ocean' 😉

Keep up the great work!
(2/2)

[Spekulatius @Pareeeto]

@borrowed_ideas Thanks!

Agree that the outcome is very wide. That's why intuitively it makes more sense to me that the revenue model should forecast the (i) average between all models, rather than the (ii) 'averaged assumption'. As you said, S-curves are hard to model, but precisely (1/2)

[Spekulatius @Pareeeto]

@JoshStorm1017 @FromValue @SeekingAlpha Agree with Josh here. Beautiful company, but for me right now it’s a hold rather than buy position.

Comparing multiples to the few companies that delivered/exceeded for decades on is survivorship bias - and right now $TTD is priced for exactly that perfection.