Sublime
An inspiration engine for ideas
@BullEllis We think $800+/share based on DCF. Durable 20%+ growth, the path toward GAAP profitability, & a terminal FCF margin of 40% which is easily doable if you look at mature legacy security firms like $CHKP that appear not to be bothered about growth no more.
Convequityx.comThe National Weather Service’s forecasts are, it turns out, admirably well calibrated46 (figure 4-7). When they say there is a 20 percent chance of rain, it really does rain 20 percent of the time. They have been making good use of feedback, and their forecasts are honest and accurate.
Nate Silver • The Signal and the Noise: Why So Many Predictions Fail-but Some Don't
Tried this for a laugh. Used 3.7 Sonnet to subtract every pair a, b between 5 and 5.99 where a has 2 digits and b has 3 digits. Ran each pair 5 times. 97.8% accuracy overall.
Many mysteries to unravel. https://t.co/kPHV9mFbTH
Gemini 2.5 Pro is insane!
We are using it internally and it’s crushing our evals.
Just need higher rate limits.
@joshwoodward @OfficialLoganK 🙏
Eric Ciarla (hiring)x.com