Fusing AI into M(ai)cro economics. Zapping inefficiencies into tomorrow’s gains. None of the tweets are financial advice, DYOR!
Earth
Joined September 2024
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truth.phd retweeted
Wrote a short blog about the "shape" of language models, and the tradeoffs they may present in the future. I genuinely think it's a valuable research direction to start thinking about now, especially w.r.t. harness design.
alexzhang13.github.io/blog/2…
truth.phd retweeted
$WHLR the move feels much more organized than random.
truth.phd retweeted
We teach kids things that have no connection to the world around them and wonder why they’re not engaged.
So I made this list of books covering 18 core pillars of “boring” infrastructure modern society is built on.
There are cathedrals everywhere for those with eyes to see.
truth.phd retweeted
“Whoever does not have two-thirds of his day for himself is a slave, whatever he may be.”
— Friedrich Nietzsche
truth.phd retweeted
Shocking stat of the day:
Nvidia, $NVDA, Micron, $MU, Broadcom, $AVGO, and Applied Materials, $AMAT, are now expected to generate a record $430 billion in combined free cash flow (FCF) over the next 12 months.
That would be more than TRIPLE the FCF they generated just 2 years ago.
At the same time, the combined FCF of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to turn negative for the first time on record.
That would mark a massive reversal from the +$260 billion peak reported by these companies in 2024.
This comes as AI-related CapEx by these 5 companies is estimated to surge to ~$1.8 trillion in 2026 and 2027 combined.
Chipmakers are becoming cash machines, while AI giants are burning record amounts of capital.
truth.phd retweeted
A Wall Street quant who ran a trading desk for 12 years just released the exact framework behind building algorithmic trading systems from scratch publicly for free.
Bookmark & give it 1 hour today, no matter what. It'll be the most productive thing you could do this weekend.
truth.phd retweeted
Neural networks might speak English, but they think in shapes.
Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision.
Starting today, we’re releasing a series of posts on this research agenda. 🧵
truth.phd retweeted
Pharma. Food industry. Schools. Banking system. Marriage. Taxation. Luxury. “Independent” media. “Non-governmental” organizations. Cities. Countries. Reality itself.
truth.phd retweeted
the best 20 accounts to follow in AI:
@karpathy = LLMs king
@steipete = built openclaw
@gregisenberg = startup ideas king
@rileybrown = vibecode king
@corbin_braun = cursor king
@jackfriks = solo apps king
@levelsio = solo startups king
@marclou = solo startups king
@EXM7777 = AI ops + systems king
@eptwts = AI money twitter king
@godofprompt = prompt king
@vasuman = AI agents king
@AmirMushich= AI ads king
@0xROAS = AI UGCs king
@egeberkina = AI images king
@MengTo= AI landing pages king
@rryssf = automations king
@kloss_xyz = systems architecture king
@emollick = AI science king
@Hesamation = AI/ML king
follow them all and learn.
truth.phd retweeted
The 20 books that are worth a college degree (major in investing):
1. The Wealth of Nations.
2. The Origin of Species.
3. The Prince.
4. From Third World to First.
5. Deep Simplicity.
6. Franklin's Other Writings.
7. The Principia.
8. Poor Charlie's Almanack.
9. Guns, Germs, and Steel.
10. 1984 or The Brothers Karamazov.
11. Jefferson, the Art of Power.
12. The General Theory.
13. Warren Buffett's letters.
14. Financial Intelligence.
15. Thinking Fast and Slow.
16. The Intelligent Investor.
17. Investing in the Unknown and Unknowable.
18. The Outsiders.
19. Built from Scratch.
20. Zero to One.
Optional for deeper dive into investing:
- Nick Sleep's letters.
- Lessons from the Titans.
- Made in America.
For deeper dive into literature:
- The Great Gatsby.
- The Picture of Dorian Gray.
- 100 Years of Solitude.
For deeper dive into people:
- The Pleasure of Finding Things Out.
- Leonardo Da Vinci.
For deeper dive into history:
- Africanus, trilogy.
- Biography of the Caribbean.
- Jefferson's Other Writings.
Other interests:
- Biology: The Selfish Gene.
- Climate change: Silent Spring or Ice Age.
- The subconscious: Man and His Symbols.
- Complex systems: The Quark and the Jaguar.
