The Profit Equation of a Macro Investor

hard to think of a piece of writing that’s had a greater impact on my life than @absoluttig’s “index mindset” (2021) https://t.co/FdhBeD37C5


this NVDA rally has gone from "incredibly impressive" to actually scaring me a bit. not for AI safety reasons. I'll explain.
I'm lucky enough to be an early investor in @CoreWeave, one of the most incredible startup stories I've ever seen. one of the most interesting things about proximity to CW is simply having a pulse... See more