Questionsforgurus @Questionsforgu2
Looking to ask the right questions to the right people across all disciplines that I'm curious about. Gratitude to all of the gurus, but extra 🙏for a reply. Joined October 2019-
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@maxlugavere So sad to report I just went inside to verify that they do this after years of ordering this as my drink :((((( Why would they do that instead of ice first?! Guess this is one way to kill my Starbucks habit
@fed_speak @benthompson @GavinSBaker @patrick_oshag The more challenging question would be which they prefer with the caveat that it’s @GavinSBaker before he became an @elonmusk puppet?
@DenehyXXL @awilkinson This is an absurdly stupid point and makes zero sense
@nickkokonas @alexeixbt Did you use game theory at your restaurants or tock? Would love to hear actual examples of game theory used in the real world. Just listened to a Barry nalebuff podcast yesterday but felt the examples didn’t reflect real world complexities.
@pernasresearch I have definitely felt worse from a $50 pool table loss than a $10,000 stock loss. I remember recognizing the irrationality of it at the time!
@ProfPaulNary Thank you!! You are a very under followed resource, so lucky to have stumbled onto your content. I have 1-3, but have never heard of #’s 4&5. Will check them out
@ProfPaulNary This a great framework, thanks for sharing!
@ProfPaulNary @pmarca Have you ever shared top 5 strategy books that you’ve read?!
@matt_slotnick Love this, please keep it up!
@matt_slotnick @VKMacro What kind of pricing model makes the most sense in this new world? You alluded to revenue consumption, are you thinking it’s mostly meter based pricing like AWS/GCP/Azure?
@_Cars0n_ Granted, looking a year out, I agree this should get re-rated
@_Cars0n_ Look at his performance package. He won’t get his long term incentive shares until after Feb 19 earning call. It’s in dollar value instead of share count, What’s to stop him from throwing the kitchen sink on earnings call to get lower share price, thus more shares?
@buccocapital Or buy constellation software full of killers with no sbc?
@GarpandChill This was great! Thanks for sharing the framework. Would be interested in Lumine Group follows same logic as Topicus? Also, I think another aspect that should be highlighted is change management. Retraining employee base on new software should not be underestimated
@mario_cibelli Looking forward to reading it!
@JerryCap Where is that quote from?! 😂
@AKWilk @rosenblattdavid @1stDibs please take note! Stop insane stock based compensation, use excessive cash on balance sheet to buy back stock, continue operational efficiencies. How has an activist not taken over at this point?!
@patrick_oshag Will Danoff at fidelity, Pat Dorsey, Josh Tarasoff, Hamilton helmer
@patrick_oshag Have you already read 4,000 weeks, or his more recent one meditations for mortals? @oliverburkeman would be an amazing podcast guest!
Peter Sellis @petersellis
7K Followers 1K Following speaks in ISO 24495-3; thinks in dactylic hexameter. fmr @MicrosoftAI, @Discord, @Snap, @ScienceInc.
illiquid @lefttailguy
7K Followers 666 Following routers eat the world; consilient software observer; crafting an alchemist's paradise. economic meta-learner. DMs open.
Andrew Feldman @andrewdfeldman
33K Followers 229 Following CEO and Founder @Cerebras (NASDAQ: CBRS) where we build the fastest AI infrastructure in the world.
Allan Peters @AllanPeters
79K Followers 1K Following Partner / CCO at Peters Design Co. Logo Designer. Brand Builder. Author. Order "Logos That Last" on Amazon.
Nick Mehta @nrmehta
38K Followers 7K Following Startups: Gainsight (sold to Vista), LiveOffice (sold to Symantec), Chipshot (sold for parts). Boards: F5, Larridin and PubMatic. Very quirky.
Mira Murati @miramurati
1.0M Followers 644 Following Now building @thinkymachines. Previously CTO @OpenAI
Jackson Dahl @jacksondahl
42K Followers 4K Following I interview original people I admire and try to capture their essence in conversation @dialecticpod 🟦🎙️
Mark Cohen @MarkCohen31
612 Followers 73 Following Stone House Partners. Not investment advice or a solicitation to make any investment.
Trae Stephens @traestephens
112K Followers 1K Following Partner, Founders Fund; Co-Founder, Anduril; Co-Founder, Sol
yoni rechtman @yrechtman
16K Followers 1K Following digitally native vertical boy | partner @slow | writing a weekly newsletter
Isaiah Taylor - makin... @isaiah_p_taylor
138K Followers 928 Following Founder @valaratomics. Making nuclear reactors built for planetary scale.
Alfred Lin @Alfred_Lin
151K Followers 361 Following Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @doordash @citsecurities @kalshi @clay @foundforbiz @Nominal_io @zipline
Harvey Lederman @LedermanHarvey
10K Followers 886 Following Alignment @AnthropicAI. Philosophy @nyuniversity, @UTAustin.
Anika @AnikaSomaia
10K Followers 179 Following math @columbia, prev @googledeepmind @langchain, @pika_labs
Milton Friedman Daily @MiltonFriedmanW
57K Followers 51 Following Preserving the ideas and legacy of economist & Nobel laureate Milton Friedman (1912–2006) 🗽 Related thinkers: @DailySowell and @VoLDaily.
GrumpierByTheDay @GrumpierBTDay
6K Followers 220 Following Microcaps, jr. resources, out-of-favor cyclicals. 75% investor 25% speculator. Not FA. May buy or sell at any time. Navy vet, homeschool dad.
Unemployed Capital Al... @atelicinvest
22K Followers 1K Following slingin' tokens https://t.co/vEw7GWbj9f
Turtle Bay @turtlebay_io
24K Followers 587 Following Business History l Investment Cases l Financial Data
Will Quist @wquist
8K Followers 1K Following Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.
Alex Imas @alexolegimas
38K Followers 2K Following Director of AGI Economics @GoogleDeepMind. Professor @ChicagoBooth (on leave) AGI Economics Lab: https://t.co/kpNPT6J5AJ Opinions are own.
Dylan Marrello @ragingbullcap
12K Followers 537 Following Portfolio Manager. https://t.co/xK2tMjcHTo
Avram Fisher @longcastadviser
7K Followers 408 Following Founder and Portfolio Manager of Long Cast Advisers. Former sell side analyst and PI. Building wealth via small cap investing. Email: [email protected]
Shakil Khan @shak
33K Followers 6K Following I mainly tweet about Food, Music, Coffee and Technology, None of which I really have a clue about, but so far so good.
Sholto Douglas @_sholtodouglas
64K Followers 2K Following Scaling RL @AnthropicAI, ex @DeepMind - working towards intelligence too cheap to meter
TechStockFundamentals @TechFundies
19K Followers 347 Following Tech investor for ~25 years. Ran large hedge fund for 10 of those. Here to help. Not investment advice. I never reach out to sell ANYTHING.
Omni @omni
4K Followers 100 Following Omni is an AI analytics platform that empowers everyone — regardless of technical ability — to easily analyze data.
Josh Wolfe @wolfejosh
275K Followers 8K Following co-founder + partner @ Lux Capital | Trustee @SfiScience Santa Fe Inst | Founding Chair @CiPrep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Brian Halligan @bhalligan
107K Followers 2K Following Co-founder HubSpot | Sequoia | Propeller | MIT Host, Long Strange Trip pod: https://t.co/qj9yOQVYaU
Aarthi Ramamurthy @aarthir
45K Followers 4K Following Founder, Schema Ventures. Builder. Ex - FB, NFLX, MSFT. Married to @sriramk. aarthi at gmail.
Paul Nary @ProfPaulNary
22K Followers 777 Following M&A/strategy professor @Wharton | Deal junkie | Evidence-based M&A, corporate strategy, PE, and activism | All opinions and errors my own | No investment advice
Irenic Capital @IrenicCap
7K Followers 1 Following Irenic Capital invests in public and private markets. Nothing is investment advice or an offer to buy/sell securities. See disclosures: https://t.co/xFeStsTNRQ
Dr_Gingerballs @Dr_Gingerballs
26K Followers 403 Following Engineer. Researcher. Stonk Enjoyer. Don't ask me if the drapes match the carpet.
Max Lugavere @maxlugavere
1.2M Followers 732 Following NYT best-selling author. Nutrition and brain health. Data over dogma. Subscribe to The Genius Life podcast (100m+ downloads). 👇🏼
Evan Tindell @evantindell
13K Followers 2K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Andy 🍕🏔️ @bizalmanac
10K Followers 408 Following 👨🏭Getting rich slowly | 🌆 stonks {🧙♂️🏯returns focused mgrs.👨🏭🥦 } 🎨Business & investing |🧘Happiness snob | #BillsMafia | 🐉Chaos is a ladder
Eric Topol @EricTopol
831K Followers 690 Following physician-scientist, author of SUPER AGERS https://t.co/ZEdooyyJpP and Ground Truths: https://t.co/YhatcBT0hA
Carles Reina @Carles_Reina
11K Followers 410 Following Plants 🌴🌱🌵 | Building again | x-VP Revenue @elevenlabs | Managing Partner @Baobab_Ventures
Zain Hoda @zain_hoda
3K Followers 196 Following Founder, @vannadotai (20k★) · Applied AI Agents · Getting LLMs working inside enterprises / Stanford CS, Princeton MFin
Sasha de Marigny @sashadem
10K Followers 663 Following Not Australian l Chief Brand and Communications Officer @AnthropicAI | Formerly @stripe @stripepress @thrivecapitalTrends for United States
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