Tim.eth

Tech. Crypto. Startups & Investing

[Jon Erlichman @JonErlichman]

Value today of $10,000 invested 14 years ago: 

Nvidia: $5,212,905
Tesla: $2,269,483
Constellation Software: $1,071,661
Celsius Holdings: $875,538
Broadcom: $792,681
Super Micro: $631,565
United Rentals: $672,773
Netflix: $403,603
Domino’s Pizza: $391,474
Dexcom: $387,378
Fortinet: $352,604
Amazon: $340,939
Dollarama: $317,366
MercadoLibre: $288,143
Cintas: $286,533
Eli Lilly: $267,211
Alimentation Couche-Tard: $263,419
Apple: $251,327
AMD: $250,627
Cargojet: $221,787
Chipotle: $208,214
Adobe: $207,555
Applied Materials: $207,292
Mastercard: $201,206
Moody’s: $198,407
Booking .com: $195,504
Microsoft: $192,110
Deckers Outdoor: $189,434
Align Technology: $172,528
Ulta Beauty: $168,452
UnitedHealth: $167,144
Alphabet: $163,541
MSCI: $159,491
Constellation Brands: $157,486
Costco: $157,374
Take-Two Interactive: $156,828
Lululemon: $148,113
Hermes: $145,871
Monster Beverage: $140,028
Visa: $135,917
Crocs: $129,759
Sherwin-Williams: $126,815
Williams-Sonoma: $125,526
Home Depot: $121,791
Blackstone: $120,641
Salesforce: $110,061
U-Haul: $102,889

[@jason @Jason]

Venture data, AI hype, big robots, and new TWiST500 startups | TWIST NEWS https://t.co/jClqiHcWET

[josh @joshuakelly]

Software is going to melt into everything and nothing all at once

Asked Claude-3.5 to implement an example patient application using the Good Faith Estimates provided by the Patient Cost Transparency Guide (nitty gritty healthIT interop spec)

And it one-shotted a React app

[CNN @CNN]

The call and text records of tens of millions of AT&T cell customers were exposed in a massive data breach, the company says https://t.co/Yvbc5pT1gg

[The Economist @TheEconomist]

What speech is permitted on an American campus? That depends on whether the university is public or private. And other limits stem from its obligations under civil-rights law https://t.co/2SBnHMppPa 👇

[Trung Phan @TrungTPhan]

Straight out of “Office Space”

[The Economist @TheEconomist]

The rewilding of Trentino’s mountains didn’t seem like it would have much of an impact.

But by 2010 Eurasian bears—weighing between 140kg and 450kg—were regularly making forays into human territory https://t.co/47qv6BJZB0

[Tim.eth @tim_5eth]

@lilbitofsky @elonmusk 🤣🤣

[Tim.eth @tim_5eth]

@thebrettway 👍

[Marc Andreessen 🇺🇸 @pmarca]

14. Two more books on who we are and how we got here, one on culture, the other on genetics:
The WEIRDest People In The World by Joseph Henrich
Who We Are And How We Got Here by David Reich

[David Sacks @DavidSacks]

@elonmusk No good deed goes unpunished.

[Andrew Gazdecki @agazdecki]

Your job as CEO of a startup is to operate as if you’re 100 miles behind your smallest competitor because speed of execution wins. Pretty simple.

[World Economic Forum @wef]

World Mental Health Day: 4 recent reads from the Forum #WorldMentalHealthDay #mentalhealth

https://t.co/5AymyJNqUx

[Nichole Wischoff @NWischoff]

Have an immense amount of respect for anyone that is self made. No family network. No financial help. There is a lot to be learned from you.

[Brianne Kimmel @briannekimmel]

I’ve been getting a lot of DMs from early career folks who feel pretty invisible working remotely.

I spoke to Fast Company about ways to stand out in meetings, get more time with your boss, and impress your boss’s boss.

https://t.co/6SJcSeuoWH

[Jack Kellogg @Jackaroo_Trades]

Watching individuals achieve at the highest level in their craft is something I find very inspiring. It's a tingles/goosebumps feeling. Even that much better when they are the underdog.

[The Kobeissi Letter @KobeissiLetter]

Things the Fed said one year ago:

1. Rates will remain lower for longer

2. Unlikely to raise rates until 2024

3. We believe a recession is unlikely

4. Inflation is transitory and not a problem

5. Inflation should fall to 2% in 2022

Has there ever been a more wrong Fed?