54th Parallel @54thParallel
Investor, L/S tech + consumer NYC Joined February 2020-
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I'm surprised to still see the narrative that "AI is having no impact on the real economy" or that "AI demand is fleeting". Now that earnings season has pretty much wrapped up, here is a 🧵on how different firms are using AI to enhance operations
What a bad analog Back in the <checks article> 1,300s... of course the exchange of goods and ideas had to happen by literally travelling across oceans and risking your life Today we have the internet, the exchange of ideas is basically free
What a bad analog Back in the <checks article> 1,300s... of course the exchange of goods and ideas had to happen by literally travelling across oceans and risking your life Today we have the internet, the exchange of ideas is basically free
We can now say pretty definitively that AI progress is well ahead of expectations from a few years ago. In 2022, the Forecasting Research Institute had super forecasters & experts to predict AI progress. They gave a 2.3% & 8.6% probability of an AI Math Olympiad gold by 2025…
Dalio's bias was insane Next most biased is @Gavekal, one of the few research firms with offices on the Mainland. They'll never lean bearish, it's so clear in the language they use, they are always tiptoeing
Dalio's bias was insane Next most biased is @Gavekal, one of the few research firms with offices on the Mainland. They'll never lean bearish, it's so clear in the language they use, they are always tiptoeing
For the first time, a humanoid robot can fold laundry using a neural net We made no changes to the Helix architecture, only new data
These guys talking like they are ditching their iPhones and buying Rabbit r1s $AAPL is betting on the commoditization of LLMs for most use cases and doing some models in-house to fulfill features that are highly deterministic and not susceptible to hallucinations
These guys talking like they are ditching their iPhones and buying Rabbit r1s $AAPL is betting on the commoditization of LLMs for most use cases and doing some models in-house to fulfill features that are highly deterministic and not susceptible to hallucinations
Maybe I'm being obtuse, but idea every company is going to code their own ERP, ITSM, CRM, Slack, etc reminds me of cloud repatriation. Maybe you save money but now you're locked in to internal teams building and maintaining those products, which does nothing for your customers.
My money is on Satya
Much better lobbying Should still launch an iPhone in “Mar-a-Lago gold” tho $AAPL
Much better lobbying Should still launch an iPhone in “Mar-a-Lago gold” tho $AAPL https://t.co/WangSe8ZDT
Have found pretty good Deep Research results with this prompt. Good for getting up to speed on a new company. Sharing in case it’s helpful. —— “You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold,…
Not a pretty jobs report today... I think this one chart sums up what's wrong with anyone pointing to unemployment as a sign the labor market is "solid." If not for collapsing labor force participation since April, unemployment would've climbed to 4.9% today instead of 4.25%.…
Why don’t people move to Threads or Bluesky
Why don’t people move to Threads or Bluesky
76% of Twitter traffic is bots. Bonkers.
76% of Twitter traffic is bots. Bonkers.
Here's a F.02 in my home, using Helix to do my laundry
SIT DOWNNNNNN $META $MSFT
The capacity of humans to adjust to technological change is under-rated. Someone born at the time of the Wright Brothers as 66 years old when Neil Armstrong stepped on the moon in 1969. It did not cause much insanity. (Though we shouldn't be too certain, the future can differ)
The capacity of humans to adjust to technological change is under-rated. Someone born at the time of the Wright Brothers as 66 years old when Neil Armstrong stepped on the moon in 1969. It did not cause much insanity. (Though we shouldn't be too certain, the future can differ) https://t.co/Vhpi1agw5B
WHERE ARE THE MAG7 BEARS TODAY SITTING THE F DOWN IS WHERE THEY ARE aI iS a bUbBlE $GOOGL @PauloMacro @Geiger_Capital @agnostoxxx
Reddit user u/Alternative_Lab_4441 trained a FLUX Kontext LoRA to turn low-res Google Earth screenshots into high-res drone photos. This LoRA turns basic satellite images into professional-quality aerial shots And yes, it’s free to download!
The number of people living in extreme poverty peaked in 1993. It wasn't a shift from Maoism (1978). It was a massive China devaluation and Clinton allowing China MFN that shifted production from US/RoW to China.
The number of people living in extreme poverty peaked in 1993. It wasn't a shift from Maoism (1978). It was a massive China devaluation and Clinton allowing China MFN that shifted production from US/RoW to China. https://t.co/4NQBdqixWK
Liberty 💚🥃 @LibertyRPF
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