Kyle Jung @Kylejung25
Building something new. prev: partner at akaris @amankapadia whynowsir.substack.com NYC Joined November 2023-
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$AMZN bought nuclear powered data center from Talen. Major competitive advantage with lower input costs power 960 MW data center
$AMZN bought nuclear powered data center from Talen. Major competitive advantage with lower input costs power 960 MW data center
Holy crap Ippei is bad at gambling
Great exit for Postmates, but wow, poor deal making and capital allocation by $UBER
Great exit for Postmates, but wow, poor deal making and capital allocation by $UBER
A gem from Warren Buffett
lol
The Prime Minister of Hungary has given women a lifetime 0% personal income tax exemption if they give birth to and raise at least 4 children. That is a very quick way to incentivize a nation to have more children. (h/t @Geiger_Capital)
Was there just a nyc earthquake?
what is going on with this rangers game reddit.com/r/nhl/comments…
there's probably good logic for Splash to exist, but why raise from VCs for a rollup?
there's probably good logic for Splash to exist, but why raise from VCs for a rollup?
compelling non-consensus view on $CPRI / $TPR merger
compelling non-consensus view on $CPRI / $TPR merger
Wtf is wrong with these people? Why are kids learning faster bad in any way? Public school is failing kids today
Wtf is wrong with these people? Why are kids learning faster bad in any way? Public school is failing kids today
TSMC after complaining about everything under the sun from costs to delays because of US workers + trying to pre-fab parts of fab in TW and ship them to the US, now all of a sudden is ahead of schedule Only after the main part of CHIPS Act negotiations / funding is done of course
TSMC after complaining about everything under the sun from costs to delays because of US workers + trying to pre-fab parts of fab in TW and ship them to the US, now all of a sudden is ahead of schedule Only after the main part of CHIPS Act negotiations / funding is done of course https://t.co/YzCFORIoRA
First post up! Dailyhandicap.com/p/issue1
Question: what is the bankruptcy court doing with the tokens they’ve recovered? Are they selling for USD, paying deposits 100% of claim at bankruptcy date? If so, what’s happening to the excess gain? Does it go to equity holders after debt paydown?
Question: what is the bankruptcy court doing with the tokens they’ve recovered? Are they selling for USD, paying deposits 100% of claim at bankruptcy date? If so, what’s happening to the excess gain? Does it go to equity holders after debt paydown?
Wow
My genius friend’s wildy outperforming shitco portfolio
Is this real?? 3% match on IRA transfers and rollovers? Catch is you have to keep IRA at $HOOD for 5 years and be a paying gold member for 1 year ($5/mo). No brainer? robinhood.com/us/en/support/…
I don't understand why anybody would work for scamath in the first place. money talks i guess
I don't understand why anybody would work for scamath in the first place. money talks i guess
The FDA cleared an OTC glucose monitor! But why did a CGM require a prescription to begin with? Seems like everyone should be able to measure their glucose level, not just those on insulin. And what is different about this version than the rx version?
Leoma Rodin @RodinLeoma4015
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Daily Handicap @DailyHandicap0
1 Followers 15 Following Sports betting news and research delivered directly to your inbox.
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Eliott | 🇫🇷/acc @eliotthoff
573 Followers 410 Following having smart conversations with AI 🤖 | 23 y/o | Sigma² | waymo driver
Art Capital @crazyjoedavola_
5K Followers 1K Following Struggling L/S Equity Analyst. Living sequentially.
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Imran Khan @dottkhan
9K Followers 721 Following Founder & CIO of Proem Asset Management; Co-Founder @Verishop; Former CSO @Snap. My tweets are my own opinion & not investment advice.
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132 Followers 76 Following Professional nature photographer, conservation photojournalist and wildlife biologist.
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373 Followers 374 Following founder @markit_social 🛠️| president @techstars boston alumni chapter | https://t.co/vbdU5blj5W: J2Changz ♟️| curating and hosting tech events 🎉
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712 Followers 199 Following https://t.co/q678ClsOze — dm me if you have a couch in sf i can crash on :)
Puzzle 🧩🚀 @puzzlefin
1K Followers 342 Following Modern accounting software, designed for startups. Upgrade from QuickBooks because now you can. Get real-time data even before you finish reading this bio.
Sasha Orloff @sashaorloff
5K Followers 1K Following CEO @puzzlefin, host of @TurpentineMedia Finance podcast, and tech optimist. YC, ODF, VG alum. I tend to post about accounting, finance and fundraising.
Neal Khosla @nealkhosla
24K Followers 929 Following I judge myself on what my 8 and 80 year old selves would think. CEO of @CuraiHQ, an AI-powered virtual clinic on a mission to improve access to care at scale.
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7K Followers 1K Following Researcher. 15+ years in Oncology. Touched by cancer | Mission to enhance awareness, education & hope in the journey with cancer | Science fuels understanding.
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187K Followers 8K Following Machine Learning ex Nvidia. Kaggle Quadruple Grandmaster. Data Scientist. Physicist. Catholic. Husband. Father. Stanford Alum. e/xgb. XGBoost.eth. AMDG.
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We won the Hack LLM hackathon ! 🏆🏆 in 48 hours we built an AI Receptionist that answer phone calls and take live actions such as confirming a booking. It collaborates with human when complex questions arise Thank you @join_ef, @MistralAI and @huggingface ! Check our demo…
This is spot on.
Literally the #1 reason why America has produced so many incredible startups
AI is evolving so fast and schools change so slow that it may be better for startups to build stuff for kids to use themselves first, then collect all the schools later. That m.o. would certainly be more fun.
If you’re ever looking for a good degen rush, I recommend the stock market closing price markets on Kalshi. Today I had 2k on it closing below 5,100 and it crossed it literally in the last 5 seconds of the trading day and closed .04 points below it. Oh well, a win is a win!
I’ll never stop being impressed by these GeoGuessers
Heinous and offensive to call this perfect. Not even close to good. Sally’s #1 forever. 4.5
This AI powered pizza robot from a Seattle startup named Picnic can assemble 300 perfect pizzas an hour #CES2020
Impossible to overstate the importance of this win. Please spread the word. Anduril is proving that with the right team and business model, a seven-year-old company can go toe-to-toe with players that have been around for 70+. The real winner? The United States of America.
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
Excited to bring MilkShake Factory to metro Houston! We recently awarded 5 units across 2 franchise groups. Absolutely love this market!
I have never and will never understand the amount of deference given to Mauboussin and Damodaran
Mauboussin and Damodaran are truly exhausting. Reminds me everytime of Munger criticism “The craving for that physics-style precision". Dude, 20x PE is just the present value of earnings growing at 5% (GDP+) discounted at 10% (your return requirement). Or 3% and 8%. Whatever.
A year ago I left my job at a hedge fund in NY to start my own fund, Bristlemoon Capital. Some thoughts below on the journey of launching a fund (both the good and bad):
Scheduled a coffee with a CEO of a $10 billion dollar startup by sending a DM here. Long X.
The state of Solo 401k accounts at the big 3: Schwab - Need to mail checks to contribute or go to a branch Vanguard - shutting it down Fidelity - No support for Roth accounts None support mega backdoor Roth, participant loans, alternative investments, payroll integrations etc
language above is not precise. some notes have this issue around dividends. YC SAFEs do not.
Sometimes, people downplay an exit. It was just luck. They knew the acquirers. The company didn’t have a great product. The revenue did not justify the purchase price. They sold just because the market is hot. There are a hundred reasons why a company didn’t meet the high…
Easy to think the photographer got lucky w/ a shot like this. As is often the case with luck, it usually is mixed with a LOT of effort. @lirongertsman planned this shot for YEARS, doing research, scouting, and ultimately placing himself in the right place to get the shot.
In three months, we went from a maniacal focus on profitability by VCs to LLM wrappers being valued at $1 billion. You’ve got to love this game.
Before accepting a startup job offer with equity, make sure you ask the company for: - Strike price - Last preferred share price (price investors paid) - Total number of shares - Liquidation preferences This will allow you to calculate the % of the company you own & value it
Imagine your biggest investor being a “low grade antagonist” who says “anti-focus ain’t cheap”…Uber with Eats and global at $150b would have been Lyft at $7b! No great entrepreneur can ultimately work with a catastrophist. Always ends badly and sadly.
Parker Conrad hilariously describes Bill Gurley as "sort of a constant, low-grade antagonist" Absolutely adding that phrase to my repertoire
it can be a consumer value but merchants have to play ball to incentivize me with lower prices, maybe rewards, fraud liability etc. (i see you @Uber ) I’m a simple human and I’ve been trained on the incentives around card (plus I don’t have to pay right away). Woo me
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