Tan CS

Fun and curious

[Hated Moats Investor @HatedMoats]

Do you know if Anthropic is hiring janitors right now?

P.S. Need to get in before the IPO.

[Tan CS @TanCSCS]

@askrapidkl Can you advise on how should we continue our journey? All passengers heading to Putrajaya was told to exit the train at Taman Naga Emas station

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[Tan CS @TanCSCS]

@askrapidkl The train stop at Taman Naga Emas station. Passengers were told to exit from the train. What is the issue?

[Tan CS @TanCSCS]

@SteadyCompound Hi Thomas, just curious, why did you prefer Claude instead of the other LLMs out there?

[Tan CS @TanCSCS]

@TechLayoffLover If the water's too clean, the fish won't make it.

[Tan CS @TanCSCS]

@askrapidkl Why Putrajaya line train stop longer at each station?

[Tan CS @TanCSCS]

@minchoi Great tweet. Thanks for sharing 🙏

[Tan CS @TanCSCS]

@godofprompt Agent

[Tan CS @TanCSCS]

@KobeissiLetter @Will4Crypto Yes please 🙏

[Oguz Erkan @oguzerkan]

4/ History doesn't repeat, but it rhymes.

Not all the bubbles were the same, but they were the result of the same excessive behavior.

This is why you should look at the market psychology all the time.

When the behavior becomes similar to old bubbles, you should be careful.

[Tan CS @TanCSCS]

@eugeneng Great tweet, thanks for sharing

[Tan CS @TanCSCS]

@saxena_puru How do you identify disruptive technologies? Did you perform supply chain analysis? Any guidelines on picking new entrants with high potential and shifts in the industry?

[Tan CS @TanCSCS]

@askrapidkl When is the train coming to 16 Sierra station? I have been waiting since 6.20am

[Tan CS @TanCSCS]

@SteadyCompound Cyclicality is unavoidable, and if the entry price offers a margin of safety, then the investor can rest easy.

[Ryan Stephens @ryanstephens]

Once you're avoiding meetings say no to other low ROI activities:
> Unnecessary e-mails
> Tasks that seem urgent, but aren't important
> Other activities that aren't advancing key metrics

And for Christ's sake, do not multitask.

There's no such thing and you're not good at it.

[Tyler Todt @tyromper]

"Every man lives TWO LIVES & the second starts when he realizes he has just ONE."

I'll never forget this picture as long as I live.

The night before I was SOBBING tears of shame & then rage.

I was failing myself & my family.

Here's a story to inspire someone feeling stuck.

[Eugene Ng @EugeneNg]

Very few truly understand this.

“Your goal as an investor should be simply to purchase, at a rational price, a part interest in an easily understood business whose earnings are virtually certain to be materially higher, five, ten, and twenty years from now.”

- Berkshire Hathaway, 1996 Chairman’s Letter

[Tan CS @TanCSCS]

@saxena_puru We are still using Google to verify the LLM search result.

[Tan CS @TanCSCS]

@askrapidkl The train towards Putrajaya keeps stopping longer at each station after Kuchai Lama. What has happened?