Sidharth Malhotra @sidml
Bokononist & registered member of several granfalloons. Not investing advice. Joined March 2007-
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Was we just bored, or easily entertained, that we could watch the same move over and over? I must have watched 1980s and 90s moves over 10 times each. (Trading Places, Caddyshack, Happy Gilmore, Airplane, Back to the Future, Shawshank Redemption, Goodfellas, etc.)
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@xanderjanz @_its_not_real_ Didn't Gdocs come from writely?
I always thought there should be a "Journal of Inconclusive Research" where you can publish all your incomplete or failed experiments
Most experiments fail, and negative results rarely get published. This means LLMs are unaware of the outcomes of most experiments.
@Investor_NICK_ Identifying "high quality" ex ante is the hard part.
@emollick This is a load-bearing tweet.
"Early web" ends around 2004 with the launch of Digg, Facebook, and the rise of Web 2.0. Two very different times.
Anyone who surfed the early web between 1995-2010. What’s the one website/app you still think about?
@scottlincicome @baseballcrank The US Federal government is already an uninvited 21% equity partner in every corporation.
@lilaloveslingos @FCardamenis Link please
@Microsoft @MicrosoftTeams has given up on itself
Median PE of the 62 companies in the SOX Semiconductor Index (including historical index members going back to 1995) We still have 38% upside to the highs of March 2000.
Let's ride!
@ReubenR80027912 Thats what Jackson Hole is.
Just 13 years ago, startups at a $1 billion valuation were so rare, wr called them Unicorns. techcrunch.com/2013/11/02/wel…
We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expand our capacity to meet growing demand for Claude.
@ErikLindy @Sagar_kr_Maity @AnnaLeptikon Thanks for the recommendation
That was worth a quick rip. Still long duration, but not adding here.
@yimelange @Bulvarpress TIL the Turkish word for Cashew is Kaju
E.g. Sam Altman Eliezer Yudkowsky Reid Hoffman Lex Fridman Andrej Karpathy Ilya Sutskever Mustafa Suleyman
The people in AI deciding what humanity becomes are disproportionately people with biological children. - “humans are obsolete” - “AI companions are fine” - “remote everything” - “digital life scales Thry have little personal stake in the continuity of ordinary human life.
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Software Engineering ... @ComputerPapers
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