I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of businesses like Kymeta.25iq.com Seattle, WashingtonJoined February 2009
Yale wiil pay an 8% tax on annual investment gains from its endowment — up from 1.4% The higher rate will cost Yale about $300 million a year starting next year. Yale’s endowment was valued at $41.4 billion as of June 2024.
“Failures happen no matter what you do. That means the software and systems you use has to cope. That means replicate everything. Two pieces of crap are better than one.” Rob Pike
"blaze broke out in the nerve center of Korea’s digital infrastructure."
koreatimes.co.kr/southkorea/soc…
This from Cowen is essentially how we have been articulating the right way to think about ASICs vs. GPUs. Both share architectural similarities, right now run different workloads, custom ASICs are more in a constant battle with GPUs than the other way around.
My dog Maverick accepted a job as a Foreword Deployed Engineer (FDE) on this fishing vessel.
He likes that it is a hybrid of software engineering, business consulting, and hands-on problem-solving. He hates encountering a consultant who, like pandas, eats, shoots and leaves.
Neither a secret nor unique. Everyone and their dog knows now
“Palantir is unique relative to traditional software companies in that it leverages forward deployed engineers (FDEs) to help customers identify and build out custom use cases.”
Goldman Sachs analyst Gabriela Borges.
Whenever I read a headline with the term "experts" in it my level of skepticism is raised to high alert.
In his classic “Five Minute University” routine on Saturday Night Live the comedian “Father Guido Sarducci” pointed out: “Economics? Supply and Demand. That’s it.'”
122K Followers 1K FollowingNothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
126K Followers 1K Following@PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
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36 Followers 428 FollowingMy spirit is a fortress of joy. Their stones of judgment will crumble against its walls. I will meet the world with an open heart, always 🤍🔥
122K Followers 1K FollowingNothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
126K Followers 1K Following@PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
117K Followers 849 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
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236K Followers 2K FollowingInvesting columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
37K Followers 2K FollowingBusiness collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
52K Followers 628 FollowingNot selling anything.
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31K Followers 1K FollowingOSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
4K Followers 522 FollowingResearcher @OpenAI, core member of GPT image generation and member of Sora video generation. PhD @MITEECS. I do world models, RL, and robotics.
532 Followers 251 FollowingCEO @ScribeHow. Alum @greylockvc @mckinsey @princeton. Building productivity software by day, baking chocolate chip cookies by night.
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