Philipp Lojak

…schreibt (über) Musik. Composer. Musicologist. PhD student at Yale University.

[Philipp Lojak @thelowjack]

Exciting News!!

My piece "Pezzi sopra figure della Commedia dell'Arte" for clarinet is now available on Youtube. It is played by the amazing Sebastian Langer and combines expression with lightheartedness.... cool stuff.
So, check it out!

https://t.co/ZnboRnp4PR

[Philipp Lojak @thelowjack]

@ariaradnia Notion is the home of my knowledge base and I love it. The freemium model is great. Do you use any of the pro features? I find them all quite useless, personally, including the AI. I gave Claude access to my Notion now, so it serves this function.

[Philipp Lojak @thelowjack]

@ariaradnia Especially not as long Adyen's valuation is suppressed that much...

[Philipp Lojak @thelowjack]

@ariaradnia Google paid Reddit with visibility for training their models on Reddit's content. Reddit is completely depend on Google. If they change the algo, Reddit is in trouble. Reddit is already the second or third result on every single search - what can come next?

[Philipp Lojak @thelowjack]

Damals nannte Merz Scholz einen "Klemptner der Macht" und meinte das pejorativ. Immerhin hat Scholz, wenn auch grobmotorisch und nicht erfolgreich, daran gearbeitet, die Rohre der Macht freizubekommen. Merz hat sie nach einem großen Geschäft mit zu viel Klopapiergeld verstopft.

[Philipp Lojak @thelowjack]

@brainrot_doc @CFC_Junior_ @HunterNewberry8 @MrBeast So the question is: do you want to protect those people who erroneously press blue?

[Philipp Lojak @thelowjack]

@brainrot_doc @CFC_Junior_ @HunterNewberry8 @MrBeast This is it. There is no danger. But: only pressing blue introduces danger into the situation, not pressing red. By pressing blue you risk your own life. The blue button is the gun, directed towards yourself.

[Philipp Lojak @thelowjack]

@CFC_Junior_ @WormStrikesBack @HunterNewberry8 @MrBeast In the prompt, there is no danger. Nobody is in danger. Only the blue button introduces danger for blue-button pressers.

[Philipp Lojak @thelowjack]

@Infi_Gabe95 @CFC_Junior_ @HunterNewberry8 @MrBeast No, the blue button activates the trigger of a gun pointing towards yourself.

[Philipp Lojak @thelowjack]

@CFC_Junior_ @Olvrqbq @HunterNewberry8 @MrBeast There is no gun! This is the clue. The prompt doesn't tell you that there is danger. Only if you press blue, danger is introduced into the situation. A rational human being MUST press red. Unless you are a sociopath and don't want to miss the opportunity to risk humanity.

[Philipp Lojak @thelowjack]

@ariaradnia SAP. ERP is undestructable. Their Moat is far superior to all of the above.

[Philipp Lojak @thelowjack]

@ariaradnia Don’t forget the cyclical deals. A large portion of their Azure Revenue comes from OpenAI.

[Philipp Lojak @thelowjack]

@QualityInvest5 Nemetschek (Germany). Dino Polska (Poland). $KNSL, $PGR. $SPGI. Some of SaaS stocks like $INTU, $WDAY, Axon. SAP has gotten cheap again, too (one of the largest Moats of all times). Then there're serial acquirers ($CSU and its "children"). Adyen. Maybe Wise, Doordash.

[Philipp Lojak @thelowjack]

@stockscout101 @QualityInvest5 I have it for 3 years now (80% in the green). Such a great capital allocator.

[Philipp Lojak @thelowjack]

@QualityInvest5 Upstart. -90% or so. Bought in 2021, was 150% in the green for a few weeks but then tanked. In 2024, I thought... well we're inmidst of an AI bubble and upstart does not surge? Then it must be trash and I sold it. Right after that, it tripled. Now it's where it was in 2024, tho.

[Philipp Lojak @thelowjack]

@joecarlsonshow People are losing their mind, even friends of mine. All of the sudden they believe that we won't have any UIs in the future, only a chatbox. It's frightening!
UIs are great. Buttons are great. You push a button and something happens within a fraction of sec.

[Philipp Lojak @thelowjack]

@Citrini7 I only speak for myself but when it comes to food, I don't go for the cheapest option. I don't go for the best rating either. I go for the restaurant I trust the most. Food is personal, not rational.

[Philipp Lojak @thelowjack]

@beat_wallst @QualityInvest5 I agree. I am just rehearsing the arguments of the sell side...

[Philipp Lojak @thelowjack]

@QualityInvest5 Since Turbotax only grows 7-8% anyway and pricing power will shrink for sure, I could imagine that this will be difficult to maintain.

[Philipp Lojak @thelowjack]

@QualityInvest5 I am pretty sure that there will be various AI tools that make tax even easier, in 2-3 years or so. Some people already do their tax with LLMs assistance. This doesn't impact much the customers base who already have all their data with Turbotax, though.

[Philipp Lojak @thelowjack]

Who's next?