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Crypto Market Wizards transcript with @goodalexander
Alex discusses the lessons he learned from Soros such as risk management and portfolio sizing.
We also discuss how to find edge in the markets, and what it takes to succeed as a trader. https://t.co/gwLqnzmghq
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he trie... See more
Patrick OShaughnessyx.comI strongly recommend watching Stan Druckenmiller ’s full interview. He is probably the best macro investor of all time. I don’t think he’s ever had a down year.
He explains succinctly why he doesn’t think policy is restrictive. Hard to argue with him.
https://t.co/xMSLs41Uyh
Danny Dayanx.com“I would invest in Grok, I would short OpenAI”.
“There is a 50/50 chance the best model is created in China”.
“University is not the best place to learn, no matter what you study.”
This is @antonosika like you have never heard him before.
___LINEBRE... See more
Harry Stebbingsx.comIn it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.com


a quick note from @karpathy talk, which afterwards I was fully immersed in the talk I stopped writing down/taking notes:
While it is interesting to think about LLMs in terms of "electricity" -> CAPEX to train an LLM (~= to build the grid) -> OPEX to serve intelligence over increasingly homogeneous API (prompt, image, to... See more

BREAKING: Ex-OpenAI researcher Leopold Aschenbrenner’s (@leopoldasch) Situational Awareness Fund tops $1.5B and posts +47% in H1 ’25.
He turned his viral Situational Awareness essay into one of the fastest-growing hedge funds on record.
The fund is long the AI supply chain: semiconductors, d... See more
Speculating: If Elon is seriously trying to buy OpenAI, theres a good chance @grok 3 training run failed big time and they can’t raise for a new run, and/or see no way to match OpenAI’s progress
Serious question: why else buy OpenAI for $97 bil when your own ai lab is valued at $$40 bil?
Do ... See more
Nick Dobosx.com