.@sama: If I had to pick one favorite book, I would pick The Beginning of Infinity by @DavidDeutschOxf.
Even if you don’t read the whole thing, the first 40–50 pages are, I think, the most wonderfully optimistic take on why—even in a world with AI—we’re never going to run out of…
Came across the lawsuit that Ted Weschler was talking about in his last s/h letter where Cogent Communications bought Allied Riser.
Cogent bought it for pennies on the dollar w/o having to call in the notes which gave them access to over $100m in cash and over $100m NOLs.
This is my issue with the typical “value investor” today. They’ve taken rules of thumbs and forgotten the basic first principles of the discipline. This is the same crowd that will say $CVNA is a bubble without even listening to the investment case, bec “P/E ratio is too high”
This is my issue with the typical “value investor” today. They’ve taken rules of thumbs and forgotten the basic first principles of the discipline. This is the same crowd that will say $CVNA is a bubble without even listening to the investment case, bec “P/E ratio is too high”
"All knowledge is conjectural—not *derived* from or *based on* data, perceptions or anything. It consists of fallible attempts to solve apparent problems."
@DavidDeutschOxf
Overly-complicated views about the mind are impressive in their language and formalism, but unimpressive in the understanding they provide.
I think many aspects of the mind are comically, misleadingly simple, and immensely fruitful if you *really* take them seriously.
Thinking…
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Spreading and applying our best ideas.
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