Sidharth Malhotra

Bokononist & registered member of several granfalloons.
Not investing advice.

[Sidharth Malhotra @sidml]

Was we just bored, or easily entertained, that we could watch the same move over and over?

I must have watched 1980s and 90s moves over 10 times each.

(Trading Places, Caddyshack, Happy Gilmore, Airplane, Back to the Future, Shawshank Redemption, Goodfellas, etc.)

[Sidharth Malhotra @sidml]

@xanderjanz @_its_not_real_ Didn't Gdocs come from writely?

[Sidharth Malhotra @sidml]

I always thought there should be a "Journal of Inconclusive Research" where you can publish all your incomplete or failed experiments

[Oded Rechavi @OdedRechavi]

Most experiments fail, and negative results rarely get published. This means LLMs are unaware of the outcomes of most experiments.

[Sidharth Malhotra @sidml]

@Investor_NICK_ Identifying "high quality" ex ante is the hard part.

[Sidharth Malhotra @sidml]

@emollick This is a load-bearing tweet.

[Sidharth Malhotra @sidml]

"Early web" ends around 2004 with the launch of Digg, Facebook, and the rise of Web 2.0.

Two very different times.

[Hubert Thieblot @hthieblot]

Anyone who surfed the early web between 1995-2010.

What’s the one website/app you still think about?

[Sidharth Malhotra @sidml]

@scottlincicome @baseballcrank The US Federal government is already an uninvited 21% equity partner in every corporation.

[Sidharth Malhotra @sidml]

@lilaloveslingos @FCardamenis Link please

[Sidharth Malhotra @sidml]

@Microsoft @MicrosoftTeams has given up on itself

[Sidharth Malhotra @sidml]

Median PE of the 62 companies in the SOX Semiconductor Index (including historical index members going back to 1995)

We still have 38% upside to the highs of March 2000.

[Sidharth Malhotra @sidml]

Let's ride!

[Andy Constan @dampedspring]

It's a bubble

[Sidharth Malhotra @sidml]

@ReubenR80027912 Thats what Jackson Hole is.

[Sidharth Malhotra @sidml]

Just 13 years ago, startups at a $1 billion valuation were so rare, wr called them Unicorns.

https://t.co/fsmIFpxH6s

[Anthropic @AnthropicAI]

We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.

This investment will help us advance our research and expand our capacity to meet growing demand for Claude.

[Sidharth Malhotra @sidml]

@ErikLindy @Sagar_kr_Maity @AnnaLeptikon Thanks for the recommendation

[Sidharth Malhotra @sidml]

That was worth a quick rip. Still long duration, but not adding here.

[Sidharth Malhotra @sidml]

Legging into duration: $TLT $ZROZ

[Sidharth Malhotra @sidml]

@yimelange @Bulvarpress TIL the Turkish word for Cashew is Kaju

[Sidharth Malhotra @sidml]

@katclone @MIT Your dad would be proud of you!

[Sidharth Malhotra @sidml]

E.g. Sam Altman
Eliezer Yudkowsky
Reid Hoffman
Lex Fridman
Andrej Karpathy
Ilya Sutskever
Mustafa Suleyman

[Sidharth Malhotra @sidml]

The people in AI deciding what humanity becomes are disproportionately people with biological children.

- “humans are obsolete”
- “AI companions are fine”
- “remote everything”
- “digital life scales

Thry have little personal stake in the continuity of ordinary human life.

[Sidharth Malhotra @sidml]

@NAZALKARADAN Too flat