dave (@pdmn_) header
dave (@pdmn_) profile picture

You come from an unbroken line of survivors, carrying 3.8 billion years of evolutionary resilience. - Act like it.

Alkebulan
Joined September 2012
Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)Photo by dave (@pdmn_)
Pinned Tweet
“Car la vraie excellence est celle qui est retenue comme telle par Dieu. Or, nul à part l’Envoyé de Dieu ne la connaissait.”
1
3
790
Given the up-front cost of training models, AI’s advantage is best realized when production occurs at a large scale. As a result, bigger enterprises are far more likely to be early adopters than smaller companies with fewer resources. @ProfNeilT @DanialLashkari @MITFutureTech mitsloan.mit.edu/ideas-made-…
3
7
443
African IPOs are having... a spicy few weeks 🥹🥵
3
18
25
3,686
Jensen Huang asks a 104-year-old for the secret to longevity. Jensen: What's your secret? Centenarian: Look at beautiful women. Jensen:📝✍️
1
6
2
36
2,847
dave retweeted
You need to push through and that requires self-discipline to follow your script. It's important to remember the connections between your tasks and the goals that they are meant to achieve. When you feel yourself losing sight of that, stop and ask yourself "why?" Lose sight of the why and you will surely lose sight of your goals. #principleoftheday
10
9
3
80
18,236
Doug Leone on VCs who sit on boards: maybe 30% are incompetent. Another 40% are "no-ops." They just nod along with the group. Maybe 20-30% know what they're doing. 1. Founders pick board members like a date at a bar. It's a 5-7 year marriage 2. Don't add your own skill set: an engineer founder gains nothing from an engineer on the board 3. Watch for the "shadow": the partner thinking about his firm, his status, his next exit 4. Inexperience + same background + covering their ass + incompetence = the worst board member there is Architect your board the way you architect your product. Picking the right people around the founder is half of Sequoia's playbook. Full breakdown here: theaiopportunities.com/p/the…
3
3
15
1,935
Anyone with a laptop and a hundred dollars a month can change the world now. While on holiday.
My AI agents found an unmapped Maya site in Mexico, using LiDAR data from a NASA dataset. 72 hours from a random thought on vacation to a reply from Mexico's national archaeology institute. What a time to be alive…
11
430
49,277
dave retweeted
The best hedge funds / trading firms are all just talent agencies. Ken, Steve, Izzy and Dimitri all say over and over again that "we hire the best people". On the surface, the businesses appear complex, with sophisticated hedging and trade construction, but at the end of the day it's really just: "Hire smart people and help them make money."
Point72's founder Steve Cohen on the key to 30-plus years in business: "I'm considered part of a group called multi-managers. We have 200 portfolio managers working for us around the world." "I want to bring in the best talent I can. I want to support them." "They don't owe me their life. As long as they're at the firm, I want them to have an incredible experience." "If they leave, I want them to be ambassadors for the firm. I want them to say great things." "Those are my principles, and I operate out of those. And so far, so good."
1
4
49
6,718
Point72's founder Steve Cohen on the key to 30-plus years in business: "I'm considered part of a group called multi-managers. We have 200 portfolio managers working for us around the world." "I want to bring in the best talent I can. I want to support them." "They don't owe me their life. As long as they're at the firm, I want them to have an incredible experience." "If they leave, I want them to be ambassadors for the firm. I want them to say great things." "Those are my principles, and I operate out of those. And so far, so good."
3
4
1
98
19,057
Citadel's CEO Ken Griffin on what he would tell his kids if they wanted to start a hedge fund: "Are you willing to surround yourself with people who are just extraordinary, who are going to push you in ways that you may not be comfortable with?" "We're competing globally with the best investors around the world." "The demands of the job are not the demands imposed upon you by myself and my colleagues, it's the demands imposed upon you by the markets themselves." "It's 24-7, 365, and every day you've got to be forward leaning in how you view the world." "I've worked with many incredibly gifted people who just don't have great determination, and not much comes with that. You need to be willing to put in the effort."
2
7
72
5,313
Bridgewater Co-CIO Karen Karniol-Tambour is leaving the firm to run Canada’s new sovereign wealth fund, the Canada Strong Fund. The fund is part of Prime Minister Mark Carney’s push to strengthen key Canadian industries and reduce economic reliance on the United States, and it will invest only in Canadian companies and projects. Karniol-Tambour, 41, originally wanted to pursue academia but has worked at Bridgewater since graduating from Princeton in 2006. She rose to lead a 150-person investment research team that turned macroeconomic insights into systematic strategies, and her team wrote the firm’s signature market commentary, “Daily Observations.” She was named co-CIO in 2023, alongside Greg Jensen and Bob Prince, and oversees Bridgewater’s Asia strategies. The firm will not hire or promote a successor. She holds Canadian, U.S. and Israeli citizenship. Starting in early 2027, Canadian citizens will be able to invest directly in the fund through principal-protected securities called Canada Strong Notes. Source: Bloomberg
3
10
1
93
9,752
Capital Group portfolio manager Alex Popa and Goldman Sachs global head of machine learning Charles Elkan are raising money for a stock-picking hedge fund run by AI agents. The Menlo Park, CA-based investment firm Poesis will open its first strategy, AI Clarity, to external clients in early 2027. Bloomberg's Katherine Burton has the scoop: bloomberg.com/news/articles/…
1
1
35
7,642
dave retweeted
The Messenger ﷺ said “Rise to a Paradise as wide as the heavens and the earth.” ʿUmayr bin al-Ḥumām al-Anṣārī said: “O Messenger of Allāh, a Paradise as wide as the heavens and the earth?” He replied: “Yes.” He then exclaimed:“Bakh! Bakh!” The Messenger of
1
8
64
2,580
ARTHUR RIMBAUD: İSLÂM’LA GEÇEN ON YIL VE SON SÖZLERİ 10 Kasım 1891’de, Fransız edebiyatının en büyük şairlerinden Arthur Rimbaud, henüz 37 yaşındayken hayata veda etti. 20 Ekim 1854’te Fransa’nın Charleville şehrinde dünyaya gelen Rimbaud, edebî dehasıyla çok genç yaşta dikkatleri üzerine çekti. Sarhoş Gemi, Cehennemde Bir Mevsim ve İlluminations (Aydınlanışlar) adlı eserleriyle Fransız şiirinde âdeta bir devrim gerçekleştirdi. Ancak henüz yirmili yaşlarına geldiğinde şiir yazmayı ve edebiyatla uğraşmayı tamamen bıraktı. Bundan sonra hayatı beklenmedik bir istikamete yöneldi. Uzun seyahatlerin ardından 1880 yılında, bugünkü Yemen sınırları içerisinde bulunan Aden’e, ardından Etiyopya’nın Harar şehrine yerleşti. Harar, camileri ve Kur’ân eğitimiyle tanınan köklü bir Müslüman şehriydi. Rimbaud, böylece hayatının on yılı aşkın bir dönemini İslâm dünyasının içerisinde geçirdi. Arapçaya, Müslümanların geleneklerine ve Kur’ân-ı Kerîm’e ilgi duydu. Hatta Cezayir’de subaylık yapmış olan babasına ait bir Kur’ân-ı Kerîm nüshasının kendisine gönderilmesini istedi. Çeşitli tanıklıklar, Rimbaud’nun Kur’ân-ı Kerîm hakkındaki bilgisine, Harar’daki Müslüman toplumla bütünleşmesine ve İslâmiyet’i kabul ettiğine işaret etmektedir. 1891 yılında ağır bir hastalığa yakalanan Rimbaud, Fransa’ya döndü. Bir bacağı kesildikten sonra, 10 Kasım 1891’de Marsilya’da hayatını kaybetti. Kız kardeşi Isabelle’in aktardığına göre, Rimbaud’nun ölmeden önce söylediği son sözler şunlardı: “Allah! Allah Kerîm!” (الله كريم) Fotoğrafta, Rimbaud’ya ait Kur’ân-ı Kerîm nüshası görülmektedir.
Arthur Rimbaud décédé le 10 novembre 1891 en disant Allah! Allah kérim! (En photo son exemplaire du Coran)
6
26
4
210
11,020
dave retweeted
Le Coran, une lampe de chevet pour les dernières années d'Arthur Rimbaud.
Replying to @Jeedhr
« Resté profondément mystique, il ne subissait plus comme aux années d'enfance le charme du catholicisme. L'Islam l'attirait de plus en plus et le Coran semblait devenu sa lecture favorite. »
8
28
790
dave retweeted
Me ignoring everybody's calls because I'm fine but I’m in my non verbal mood right now
72
9,675
309
28,996
502,908
dave retweeted
So grateful to have had the chance to experience the Bandia Safari and visit the historic Gorée Island during my time in Senegal. Two very different but unique experiences that made my stay even more special 🇸🇳🙏🏼
14
357
23
1,640
34,761
One of the largest investors in the artificial intelligence cycle Andreessen Horowitz (a16z), just released State of Markets II, its 100+ chart view on where tech, AI, and capital are heading. And it makes one big argument: the AI boom is real, it’s earnings-backed, and still super early. We analysed the whole 90-page deck and listened to the partners’ accompanying podcast (so you don’t have to!), and turned it all into a strategy guide for anyone building, working, or investing in AI. At the core, two numbers essentially frame the whole deck. Hyperscalers will spend about $780B on capex in 2026, nearly double last year, as they race to build AI capacity. Yet only 2% of S&P 500 companies track an AI metric over time, even though 69% run AI live. That gap between investment and adoption is exactly where the next decade of AI value will be created and captured. And which side of it you sit on decides whether you build a category leader or a feature, and whether you back a winner or simply overpay. Full analysis here: linas.substack.com/p/a16z-st…
Marc Andreessen just said the AI gap between startups and incumbents is the widest he's seen in his entire career. On the a16z podcast with Ben Horowitz and Chris Dixon, he put it like this: "The AI-native early-stage startups have just a completely different view on what they can do with AI than the typical incumbents in almost any industry." And he says the gap is still widening, because AI keeps getting better week by week. His conclusion: a lot of industries are "really up for grabs." The risk for big companies isn't slow adoption. It's underestimating what AI can already do.
7
23
152
17,573
Artificial intelligence is becoming easier for companies to access — but when competitors can also use many of the same foundation models and AI agents, simply adopting AI won’t necessarily set an organization apart. mitsloan.mit.edu/ideas-made-…
6
26
4
80
5,795
dave retweeted
Starting to roll out today: Claude Whiteboards, Claude Sheets and Claude Data. Think a plan through on a board, build a tracker in a sheet, and tell a story with your data.
899
2,493
2,064
37,477
5,114,292