If Munger/Buffet taught us something, it is that if you can compound your investments at 30% p.a., you don't need to tweet about it, you don't need followers, you don't need to sell a newsletter. Just do it.
@ShayKhatiri@zriboua One needs to know in which currency the Iranian oil will be allowed to trade, to know what kind of deal we have and how sustainable it is.
@ReneSellmann@compound248 Every company is only woth its FCF But at times investors forget, get excited, start feeding a loop which can last loger than one can remain solvent
@vtchakarova Well Germany is forced to buy US, as you often mentioned. Pick a side. And they have no choice. Uncle Sam sees this project as a danger. Imagine it has the same success as Airbus.
Now what to do?
OpenAi
The classic “email just works” model was:
Client → IMAP/Exchange server → mailbox
Now it is closer to:
Client → OS background rules → identity token → Microsoft/Apple cloud service → sync cache → mailbox server → compliance/security layer → local index/cache
That is why it can fail in stupid ways: reply button dead, inbox not refreshing, sent items missing, PC and iPhone disagreeing, webmail working while Outlook does not.
@vtchakarova As opined previously, only Macron can change the course of this war permanently
Let’s hope for a solution in favor of Europe
It will get no love from neither US nor China
But Putin has a choice
I really like this answer.
Lex: If I gave you a superintelligence, what’s the first question you should ask it?
Michael Levin: Well the first thing I would ask is “how much should I even be talking to you?” Because it’s not clear to me at all that getting somebody to tell you an answer in the long run is optimal… in the long run, the process of discovering it yourself, how much of that are we willing to give up? And by getting a final answer, how much have we missed of stuff we might have found along the way?
🔥From a long-term perspective, it doesn’t really matter whether the US and Iran reach an agreement or not. Here’s why:
🔹A massive can of worms has been opened. The genie is out of the bottle.
🔹The damage is already done, and the unintended consequences are now in motion.
🔹The Hormuz crisis has become the strongest catalyst pushing Solar, wind, EVs and hybrids forward. The counter-pressure? Surging demand from data centers and AI. All of this is now a national security issue.
Full breakdown coming in the next X Space — for Premium subscribers only.
@vtchakarova 9th century Europe
Serbia-Bulgaria-Kiev
These clerics from Ohrid gave a new
alphabet as well as a religion which later evolved into protestantism
How good it would be for Poland to use the cyrilic alphabet; they wouldn’t have to combine five letters to make a phonetic sound 😆