Sublime
An inspiration engine for ideas
Computer scientist Geoffrey Hinton: ‘AI will make a few people much richer and most people poorer’
ft.com
faster churning of companies in and out of the S&P 500, the death of news and the newspaper, the failure of established
Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium
The secret of hedge funds is revealed in a 41-page PDF:
This paper analyzed 464 stocks that 10X-ed over a 24-year period.
Here are the best factors that drive outperformance: (number 3 is the best 🧵) https://t.co/QN4q7EQ2N1
The Imperfectionist: Navigating by aliveness
ckarchive.com
Good chart by @theinformation on gross margins across AI companies https://t.co/S5RlN7CRDH
1) We are short AppLovin $APP, an AdTech platform for mobile games. Having peaked at $173 billion in market cap, we believe AppLovin could go down as the single largest stock promotion unraveling since at least the GFC. Our full report is now available on our website, https://t.co/RE8Wi3tuti
Culperx.comThe hidden cost of AI: Trading long-term resilience for short-term efficiency
Eric Markowitzbigthink.com