ZeroAlpha @iamzeroalpha
Autism incarnate Tweets are my own retarded thoughts and ramblings, not financial advice Joined October 2020-
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Yeah I saw "get rich or die trying" as the only real answer coming out of engineering school post GFC. It took months to land an internship that didn't even pay $50k/yr without benefits. So I took what money I had and ran the whole gamit listed there over the following 7 years. Worked for me but I still went through plenty of wipeouts and starting over in the process...
As a result gen-z are increasingly choosing lottery tickets over the traditional 9-5 route. Startups, crypto, creator, trading, AI wrappers, whatever gives them a tiny chance of escaping the normal income curve. Because what exactly is the traditional route offering now? Sell
@JeanGreige "not creepy", translation: be over 6' tall
Hedge fund manager Lex van Dam gave 8 ordinary people with no experience $1 million of his own money, two weeks of training and two months to run a real hedge fund and beat the professionals of the City in the middle of the 2008 crisis. "I want to take people with no trading experience at all and teach them to trade. I want to give them all the tools I think are necessary for it. Then I'll give them some of my money, and I want them to deliver results no worse than the top fund managers." "I've put a hundred thousand pounds into this, and none of them has any idea how hard it's going to be." "I'm putting a lot on the line, and if they don't care, I'll make sure they start to care." "I've seen psychologically very strong people who were completely broken by the world of trading. Because in this game every decision matters." This is real footage of ordinary people going from zero through the pressure of the trading floor, the first mistakes, the emotions, and the attempt to build a process under real market conditions. bookmark and watch this legendary footage ↓
4 June 1985. Three traders in London, New York, and Hong Kong moved over $1 billion in deals in a single day. In Hong Kong, 24-year-old William Wong was sitting on an open position of £21 million. He had to get out of it before the pound collapsed, but selling the whole amount
Updating my Anthropic IPO valuation odds: >3T: 70% 4-5T: 40% >5T: 15% Assumed IPO date: October 22, 2026 These are subject to change as time progresses.
Yipit estimates that Anthropic’s ARR has increased to $69 billion. It also noted that the pace of month-over-month ARR growth accelerated compared with May, with the average daily increase rising from approximately $400 million to $550 million.
@BOYYZSZN @BestMidwestMan @MurrayHillGuy1 On bumble, the platform that allowed you to literally enable height filters and shared the data publicly, 60% of women enabled the filter so those guys under 6' didn't even show up. It wouldn't matter what else you could show, because they simply wouldn't see your profile.
@JeanGreige What you define as "not creepy" involves being 6' or taller... Or maybe it's 6'3 or taller now.
@ImFullOfEnergy @LifeMathMoney Actually they're not being violent, they're not violently protesting by simply backing off from contributing to society. A violent revolution usually ends faster and can be recovered from. A withdrawal from society, is a slow bleed that has much longer lasting damage.
@NamesCorp @carolinecwilder Hmmm... Yeah.... Pass...
@carolinecwilder That's the dumbest take of the day. Only the lowest and most desperate of men would never turn down sex from any woman. Most guys would pass on the 400 lb blue haired land whale.
@BartSimpson9021 Except those workers aren't being paid as much in increases for their productivity. Equity markets are getting a lot of those gains (which employees can buy into). Boomers own most of it... So they're ALREADY getting those gains...
@BartSimpson9021 @mattforney Pension systems need more workers paying in than taking out. Boomers convinced their daughters to not have children, then imported the third world to fill in the gap (which it didn't, just made it worse). So no, they don't deserve it.
Exited early after seeing @plur_daddy 's post from this earlier. Solid thesis and the move overnight would indicate funds already started to plow back in cause they sold too much. If not, it will begin tomorrow or Friday. Covered the downside from my MU long and made a little.
MU/SNDK is near the range low from the past few months. A solid value long for 5-20% if memory continues it's pullback. Then an easy close on SNDK to be long MU for the next ride. Entered 0.5263 Note: further left on this chart is straight down as SNDK grew to scale, but
@zhiheather @RebeccaMtn @mysteriouskat @Hitchslap1 They are if she's the breadwinner, but those women don't pick those kinds of men or divorce them when women become the breadwinner.
@Hitchslap1 @RokoMijic Yes but the overall of those chess players with a vagina and baby incubator is zero. Why bother investing all of your time into playing chess when you're young when you can extract value from the aforementioned traits?
Retarded. Unless you're a VC or know one with a solid track record, the private market is unbearably difficult compared to the public market. This is primarily due to the fact that private markets are overvalued relative to public ones. Only a handful of privates, like anthropic, outperformed publics over the past few years. But once you account for liquidity premium (generally 2x), even most of those didn't. Private investing is for the wealthy for a reason: high loss rate and little to no liquidity
@WurtDotApp he invested most of it into angel list syndicates
MU/SNDK is near the range low from the past few months. A solid value long for 5-20% if memory continues it's pullback. Then an easy close on SNDK to be long MU for the next ride. Entered 0.5263 Note: further left on this chart is straight down as SNDK grew to scale, but that's either ended or nearing it's end and they trade in relative sync during this AI cycle.
@AntiFeminismAU (1) If tomorrow all men under 6' disappeared, 6' would become the new 5'6 and women would get the ick from anything under 6'5. They allow want the top 10-20% of whatever is available. Once they apply a filtre for all under 6' on the app, then only 6' or over exists. See (1).
I've privately stated this but will publicly state this: I give even odds that anthropic will ipo at 3T. I give about 25-30% odds it's in the 4-5T range. Unlike the SpaceX ipo, where the valuation is basically betting on an outcome in the middle of the next decade, Anthropic should be on pace to hitting goals inside the next two years. Because of that timeline for spacex, even investors from just a year ago, should sell at least a decent portion of their holdings. The difference with Anthropic is that investors from a year ago, shouldn't be selling. So 6T valuation next year is not unreasonable.
SemiAnalysis 刚刚发了一篇对 Anthropic 的财务分析: - 在 2026 年第三季度实现 10 亿美元 GAAP 息税前利润 - 在 2027 年实现 3000 亿美元的 ARR 按照 20 倍 PS 计算,Anthropic 的估值将达到 6 万亿美元,成为全球市值最高的公司 如果真是按照这个数据,大概率继续缺 GPU、CPU、存储、算力… So
@AreYouFNKidding @TopGirlKeiko Erase everything in your first line except, 6'5 and you get the same outcome.
... Another stupid question... It's cause it's 6'5, in good shape, rich, and famous... Dude could also be missing an eye with a cleff lip and you women would still be falling all over him... cause it's 6'5...
alguém pode me explicar que surto coletivo foi esse entre nós mulheres em que TODAS estão achando o Haaland bonito? 🤡
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