Sunday Signal: Tesla’s new Optimus demo, random walks and Steve Jobs’ career advice

The explosion of generative AI made us pause and consider what was possible now that wasn’t a year ago. We tried many ideas which didn’t really click, eventually discovering the power of turning every feed and job posting into a springboard to:

• Get information faster , e.g. takeaways from a post or learn about the latest from a company.


• Connect the

... See more

The same idea applies to investing. The continuous goal, in my case, is a portfolio that has distinct advantages versus the market along dimensions like value, momentum, capital allocation, etc. There are no price targets, no return targets, no staking my results on a given outcome for a given company. A goalless process like this is incredibly ha

... See more