Investor at @NZSCapital; 'Only try to realize the truth...there is no🥄' Not investment advice. 🐜🐝: https://xitter.cf/t.co/NU18bqhyg7
carmel, ca
Joined April 2008
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Time Travel to Make Better Decisions: a new essay on what we can learn from time travel movies along with some tools to make better decisions in the present.
nzscapital.com/news/time-tra…
Has anyone seen much of Gary these days?
youtu.be/ZylmEqFiVSg?si=L8m4…
brad slingerlend retweeted
No one has any idea how the LLM bubble is going to play out
But when markets are topsy-turvy, I turn to @NZSCapital and @bradsling for the calm, collected, long-term view
Worth the read 👇
nzscapital.com/sitalweek/sit…
brad slingerlend retweeted
+@bradsling piece w/ 2 big ideas
1) Cloud providers need cost-efficient models while AI labs chase performance at any price
2) As compute gets cheaper, we're approaching an inflection point: when does AI reasoning power per dollar overtake knowledge worker salaries?
GOOGLE ABSOLUTELY HUMILIATES THE COMPETITION IN PRICE/PERF !
The race to the bottom is on!
Just created this semi-log plot comparing LMARENA/LMSYS Elo vs. PRICE, and GOOGLE stands alone at the top ? (took me way too long to admit)
If Gemini-Exp (1.5 Pro or 2.0) sticks to these prices, OpenAI and Anthropic are TOAST
Roblox forcing parents to create their own accounts to juice q4 user numbers and the new system is still unlikely to protect kids on the platform. These folks should liquidate the company and move on for the sake of humanity.
corp.roblox.com/families
"What's really going to bake your noodle later on is...would you still have broken it if I hadn't said anything?"
NZS is HIRING for an IT and investment analytics associate position in Denver. This is an exciting opportunity to add value to a growing $3B+ AUM boutique asset manager.
nzscapital.com/jobs
Reflecting on this essay on its five year anniversary - this part feels more true than ever: LLMs have further consolidated the role of tech platforms while also increasing the potential for destabilization of the slower moving pieces of Stewart Brand's Pace Layers.
Full post:
nzscapital.com/sitalweek/pac…
Investors bizarrely cling to the idea of "Mr." Market driving stocks. There is no value in imagining a human or alien intelligence behind the complex interactions of algorithms, AI, and the humans that are entirely under the influence of algorithms and AI.
Pumpkin Spice Burrito
Guac is Extra
suno.com/song/3a10e7d8-5350-…
brad slingerlend retweeted
This week's newsletter from @bradsling is an excellent dose of technology optimism. Recommended nzscapital.com/sitalweek/sit…
The forgotten VCR Rabbit, the original streaming video:
youtube.com/watch?v=ZilZO5Gb…
brad slingerlend retweeted
One of my favorite reality-interpretation frameworks is the lens of complex adaptive systems
@NZSCapital & @bradsling apply some of the best systems thinking to investing 👇
Must read: nzscapital.com/news/complexi…
cc' @bgurley @mariogabriele @mjmauboussin @patrick_oshag @wolfejosh
