My second conversation with @jeremygiffon. His first episode became one of the most popular we've ever done.
Since then he's become a friend I talk to every day, so this is a taste of one of those conversations.
We discuss:
- The billion dollar PDF
- Why billionaires have become subservient to the "poaster" class
- The philosophers who secretly shaped Silicon Valley
- Lessons from the last 18 months in private markets
- East v. West coast finance
- Buffett + beating the market
- and much more
Enjoy!
0:00 Intro
5:50 The Billion Dollar PDF
11:31 Algorithms and Power Laws
20:28 Peak Guy
31:19 Opting Out of the Timeline
36:14 AI and White-Collar Jobs
43:31 The Next Era of Finance
53:56 The New Economics of Software
1:03:22 Underwriting Emerging Managers
1:18:17 Silicon Valley’s Hidden Philosophy
Lifting weights should be on par with brushing your teeth unless you’re in BB or powerlifting completions
Something you do in private but still essential in order to be presentable
Be the one guy at the golf course with washboard abs. Or the guy playing tennis with a mysterious extra 15 pounds of muscle than needed
Yet all you are seen doing is playing sports…
Despite the recent longevity trend, lifting weights is still lower class/lower intelligence coded
The affluent recreational activity remains golf, tennis, and running + triathlons
Men with higher IQs are characterized by significantly lower risk of domestic abuse, violence, coercion, and a lower rate of promiscuity, along with higher rates of relationship investment, higher IQ is synonymous with long term marriage and against casual sex
Working for affluent people is great.
He added 65k in change orders, I had one meeting with him early on that my invoice would reflect installed square footage.
Sent him a bill for $217,000.
“Hey man check is in the mail, people compliment me more on the walls than the house”
25K Followers 20K Followinghttps://t.co/q84D52T2tb Is A Marketplace and exchange For Carbon Credits And Energy Related Contracts | https://t.co/hX851zXFGs #CarbonCredit #CarbonMarkets
89K Followers 50K FollowingNO DMs • Imperfectly Perfect in the Eyes of God • Christian • Happily Married Wife • Mother • Friend • American • Patriot • Xennial 🇺🇸❤️🤍💙🦅
43 Followers 2K FollowingEarly and long-term investor in $AMD, $TSLA, $PLTR, $SPOT, SHIMS, $DUOL, and $IBRX. Not financial advice. This is my one and only account—always do your own DD.
91 Followers 820 FollowingOnly private elite here!! I will mainly talk about crypto market, price action analysis etc ONLY FOR A FEW PEOPLE MAIN ACCOUNT @InvestingAddict
5 Followers 251 Following(2023-) Third year into the market and options. Mastering $SPY stock, none of this is financial advice and I am not a bot and not asking anyone's money.
1K Followers 17 FollowingChart analysis and dark pool/option flow insights provided are for educational purposes only. Not financial advice or a trade signal.
21K Followers 5K FollowingI teach world class crypto trading 📈📉We trade in a way that just clicks I DM me "Go" to get started 👇Tap the link to join https://t.co/1Ugps0Pl8H
409 Followers 541 FollowingI enjoy in-depth discussions about current events in the United States, political developments, economic policies, and other related topics
60 Followers 2K FollowingRL and reasoning at AI Frontiers Lab @Microsoft Research. If universe is optimizer, what's its loss function? (you were probably following me at @sytelus)
138 Followers 3K FollowingHead of content and special projects at global crypto trading firm @GSR_io -Airbnb super Host- Founding Reporter @TheBlock__ .*Views are my own
310 Followers 641 Followingrates trader studying markets & power in hyperreality. neo-deepstatist, genz supremacist,RUNNING IT BACK SOROS STYLE.. not financial advice
53K Followers 33K FollowingVP, CTO for Customer Connection at @salesforce - I help Connect Customers and their Products. #Ally #IoT #Diversity #STEAM #Inclusion #Grateful HAM AD6IK He/Him
2K Followers 2K FollowingMaking the world of work, work better for people -#ServiceNow In-Platform Process Mining - tweets are my own - #ProcessIntelligence #ProcessMining #AI
88K Followers 2K FollowingWe believe everyone can be a Trailblazer. @Salesforce employees around the globe are improving lives and transforming their everyday. Join us and you can, too.
12K Followers 340 FollowingCCO @Anthropicai. Enterprise AI adoption at scale is what I think about most. Previously commercial leadership at ServiceNow, Salesforce, Microsoft.
257K Followers 21 Following*Not affiliated with Anthropic.
Seeing which LLM outperforms the market.
$200M invested alongside Grok, Chat, & Claude on @joinautopilot
by @aifinancelabs
11K Followers 253 Followingthe more I learn… the more I realize how much I don’t know - Einstein. Partner of @aionanalytics : use code TRIAL for 50% off first month.