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On businesses with zero visibility - a response to Kuppy
Businesses with zero visibility should be worth less. Always.
Jul 13, 2023
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On businesses with zero visibility - a response to Kuppy
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May 2023
Microintelligences or AIs talking to AIs in the cloud
Microintelligences could do a lot in open scopes that good old APIs couldn't
May 26, 2023
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Microintelligences or AIs talking to AIs in the cloud
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Macro bears should do DCFs: a bottoms-up approach to bearish S&P 500 calls
"However beautiful the top-down macro call is, you should occasionally look at the individual companies" - probably Churchill in an alternative universe
May 24, 2023
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Macro bears should do DCFs: a bottoms-up approach to bearish S&P 500 calls
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April 2023
Metacritic digest #2 - Upgrading OpenAI to neutral
Infinite games. Semicap barely works. Internal rate of return. Meta's working policy.
Apr 16, 2023
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Metacritic digest #2 - Upgrading OpenAI to neutral
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The Metacritic Digest #1 - My impression on America
More: SwiftKey and Microsoft Editor. Twitter Blue. Book value media.
Apr 1, 2023
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The Metacritic Digest #1 - My impression on America
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February 2023
Highly leveraged growth stocks: compounding mistakes
I think I have told you before, but I am just a kid. And as a kid, I observe markets and try to recognize patterns. And because I am a kid that just…
Feb 23, 2023
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Highly leveraged growth stocks: compounding mistakes
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December 2022
2022 Perpetual essays
14 texts that currently are on my Firefox favorites
Dec 29, 2022
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2022 Perpetual essays
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A framework to think about Google's AI worries
“You want to know how to paint a perfect painting? It's easy. Make yourself perfect and then just paint naturally.” - Robert Pirsig, The Zen and the art…
Dec 16, 2022
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A framework to think about Google's AI worries
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How to build a search engine
First build a great search engine, then optimize it to specific usecases
Dec 7, 2022
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How to build a search engine
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November 2022
"Invert, always invert": why would the economy continue to grow?
Why isn't the economy in a steady state yet?
Nov 24, 2022
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"Invert, always invert": why would the economy continue to grow?
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October 2022
Meta wants to disrupt the PC market
Reality labs has a new goal: to disrupt the PC market
Oct 12, 2022
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Meta wants to disrupt the PC market
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When first-order thinking is better
A discussion of when investors are too smart and ignore the obvious. My Simple views to both the inflation outlook and the Twitter stock.
Oct 3, 2022
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When first-order thinking is better
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