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18 September
17 September
16 September
15 September
14 September
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korrents.com
Migrations are part and parcel of software engineering and a skill to invest in, not special one-offs to avoid.Their words
migrations (e.g. replacing one service with a new one, or switching database engines, or whatever) are part and parcel of software engineering and are a skill that you should invest in and get good at, not avoid or treat as special one-offs.
12 September
11 September
10 September
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Their words
I don’t think it’s responsible for high long-term rates, any more than Bill Clinton was responsible for high rates in the late 1990s. This looks like the natural market response to the rush to invest in AI.
9 September
8 September
6 September
5 September
3 September
From one piece Paul Graham On Startups, Ambition, and Great Founders 2 beliefs, in the piece's order there
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Their words
it's someone who gets what they want in any situation. And so, if you invest in them and you have stock in their company and they have stock in this company, your interests are aligned. If they get what they want, you get what you want, so that's why investors want people who are formidable.
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Their words
people are always saying that YC has jumped the shark. You know, and like I remember when people started saying this, which is in about like 2008, right? YC is always this thing that was great, but now it's not what it was, right? Cuz they can't say it was always terrible. They have to admit it was once great.
2 September
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korrents.com
Investing in strong fundamentals and invisible supports makes good outcomes follow naturallyTheir words
Invest in building strong fundamentals, invisible supports, and outcomes flow like water.
1 September
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korrents.com
Curing disease is not worth it if the price is the permanent deprecation of most human beings' existence.Their words
As someone coming from a biology background, who considers “curing disease” as a very noble mission, I still believe that the vague promise of “curing disease” is fundamentally not worth it if it comes with a form of permanent deprecation of most humans’ existence.
29 August
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Their words
I read every DM people send me, even if I don’t reply to all. I’m constantly learning about new ideas, ways to improve our product, where we’re falling short, who could join our company next, where to invest… very grateful for the @x platform.
27 August
26 August
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korrents.com
Entrepreneurs benefit from setting ambitious goals, even though most people do not need grand ambitions at all.Their words
And I will say I've actually changed my mind on that a little bit. I spent quite a lot of time speaking the other book that there are a lot of people who don't actually need those ambitions. And I also-- That's also true. We don't want 8 billion Elons running around the world. Would be rather crazy, I think. But I've come to realize that for entrepreneurs, it's healthy to have suitable chunky goals.
25 August
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Their words
This is a computer system made for pros, and I mean that in the sense of professional computer lovers. People who are willing to invest time and energy into learning how their system works, and reap the benefits that come from that investment.
24 August
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korrents.com
Planning a day or a week in advance works because it pays the brain's decision cost once rather than dozens of times.Their words
Every decision has a cost in terms as we've seen the brain having to put in invest fuel to make that decision. So if you're having to do that every time you make a decision, that can seem very burdensome. Whereas if you did it once in a big way where you planned it out for the day or the week, maybe the costs in terms of the activation energy required for the brain is much lower for you if you do that.
21 August
19 August
18 August
17 August
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korrents.com
The large-scale AI compute buildout may turn out to be a temporary phase rather than a permanent necessity.Their words
The supercomputer inside our own skull runs on about 25 watts, which hints that the minimum energy needed for intelligence might be small - and that the giant, controversial AI compute centers we're building now may turn out to be a temporary blip rather than a permanent feature.
16 August
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Their words
Ignorance is not a temporary defect that we will eventually eliminate. It's the permanent burden of increasing specialisation and living in a complex world.
15 August
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korrents.com
AI text detectors and the LLMs they try to catch are locked in a permanent cat-and-mouse arms race.Their words
AI checkers are essentially a cat-and-mouse game. AI checkers may learn to detect a certain pattern that is indicative of AI-generated content. Then, the next LLM may incidentally or deliberately not exhibit that pattern and avoid detection. The AI checker then has to be updated to detect said LLM, and so forth.
Building an AI Text Detector From Scratchmagazine.sebastianraschka.com
9 August
6 August
4 August
3 August
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Their words
Rather, the way that AI companies engage with communities-forcing NDAs, dangling billion-dollar promises, pushing environmental externalities far away from AI's wealthy user base-resembles a classic story about dark money in politics.
29 July
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Their words
the other piece of advice I would have is try to identify what is the what is the exponential in the world that has both the steepest curve and will go the longest. And you know many decades ago this curve was was Moore's law and that probably was you know that was at the time like clearly the right thing to invest on. I think right now it's AI progress
28 July
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Their words
There are many many unsolved problems in the world, many great ideas hiding in plain sight that were actually solvable that could have been multi-billion or multi-t trillion dollar businesses a while ago, but nobody's building them and not for any reason other than nobody went and did it.
26 July
From one piece Jensen Huang: The Mindset That Built NVIDIA 2 beliefs, in the piece's order there
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Their words
likely this will be one of the largest industries in the world and um, uh, it'll take longer than a couple two, three years. It'll take less than 10. And so this will this will be our next $100 billion business.
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Their words
You don't invest in companies, you invest in people.
20 July
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Their words
And what they found is there's kind of this um bell-shaped curve between energy availability and brain volume. And in general, brain volume, right, the more the better, right, we think. And so if you're chronically calorically restricted, your brain is smaller um because you just don't have the resources to invest in, you know, the structure um and to maintain it. At the other end, you see the same thing. So if you're chronically in a chronic state of chloric excess, you also tend to have a smaller brain on average.
17 July
15 July
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korrents.com
Under rising uncertainty, people should shorten their planning horizon rather than invest in a distant future.Their words
When uncertainty rises, your horizon should become shorter-term.
14 July
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Readaffiliate linkrcmnd.app
How NOT to InvestTheir words
Ritholtz does exactly that, running through such surefire ways to wreck your wealth as ignoring taxes, paying excessive fees, misinterpreting data, overreacting to short-term trends, and trading too much.
9 July
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Their words
you can't you can't you can't launch something to three billion people and not test it first, but you can't test something at our scale and not expect people to cover it
7 July
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Their words
it's more important to invest in trains that can get more riders than just the railfans; taking a line from 0% to 5% modal split is less important than taking it from 20% to 40%
Prioritizing Rail Expansion in New Englandpedestrianobservations.com
1 July
18 June
From one piece Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan 2 beliefs, in the piece's order there
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Their words
And then frankly speaking, I look back nine of the 10 company I invest halfway they change their business plan because market have changed.
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Their words
So I think power, thermal, those become the bottleneck. So I think I always look at from what is the problem we try to solve? Is it real? Is customer crying for it?
9 June
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Their words
the investor community writ large has slowly become aware of and believes it strongly in increasing returns and power laws. And so over time, if they all believe that, they're going to be more willing to invest on the come and take risk.
7 June
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korrents.com
Incumbents are unseated by a fundamentally different product, never by better features or better marketing.Their words
I invest in the deep technologies that are going to unseat the incumbents because it's going to change the market or the product in such a dramatic way that customers will choose this.
4 June
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korrents.com
The rules that keep judges, juries and licensed professionals human are transitional, not permanent.Their words
all of these frictions on um the political type decisions that we are accustomed to only trusting human you know, only having humans for like legislation and being a judge, being a jury or all the licensing thing that keeps certain professions human that all strikes me as transitional, right?
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Their words
So, what you need is that basically demand to be bounded, like a hard bound, not even like a soft sort of like diminishing sensitivity. You need for them to eventually say, "I've had enough. I don't want to spend any more money." And for that money to not enter as investment.
2 June
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Their words
The way I think of the abyss is it's this place that we go to as founders and entrepreneurs after our thing, after it dies or it's bought or it's over for whatever reason. It's this amorphous place that we are in our life that has no structure.
13 May
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Their words
First, because it signals how much collateral damage the A.I. companies will tolerate en route to A.G.I. And second, because the production of a social underclass is a policy choice.
10 May
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Their words
The trust that they gained is the reason why they're a 70 billion dollar company today. But most leaders when asked to defend their principles can't do it because they've been taught ROI based thinking.
6 May
15 April
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Their words
Nor nor did I I would say my mistake is I didn't deeply internalize that they they really had no other options that that that a VC would never put in 510 billion of investment into an AI lab with the with the hopes of it turning out to be anthropic. And so that was my miss.
31 March
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Likedrcmnd.app
A Billion Days of EarthTheir words
It's not pleasant, but it is skillful, and strange, and makes me interested in Piserchia's other books.
23 March
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korrents.com
Asked when an AI could build a billion-dollar business on its own: AGI has already arrived.Their words
I think it's now. I think we've achieved AGI.
14 March
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Their words
players who are also commentators give better commentary than people who are just commentators. Stock analysts who never invest have zero skin in the game.
13 March
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Their words
oh 50 gigawatts of economic you know sort of capex in in the data center and what gets built on top of that in terms of tokens is even larger right it might be hundred billion dollars worth of AI value into the supply chain is held up by this $1.2 two billion dollars worth of tooling that simply just cannot expand its supply chain quickly.
22 February
21 February
13 February
From one piece Dario Amodei — “We are near the end of the exponential” 2 beliefs, in the piece's order there
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Their words
but at the same time, we're spending $10 billion to train the next model because there's an exponential scale up. And so the company loses money. Each model makes money, but the company loses money.
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Their words
And if my if my revenue is not a trillion dollars, if it's even 800 billion, there's no force on Earth. There's there's no hedge on Earth that could stop me from going bankrupt if I if I buy that much compute.
12 February
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korrents.com
The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.Their words
The CHIPS Act might still be a positive, but the cost is almost certainly many times the $50 billion price tag.
10 February
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Their words
The "homework problem" described above might be much worse in practice for end users who aren't motivated to invest in their email triage systems, even if it will save them time in the medium term.
10 December 2025
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Their words
With so many professional money managers afraid to act, with most of the public in the grip of fear and anger, you should put your cash and your courage to work.
12 November 2025
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Their words
structurally I think there will always be an open- source model uh that will be fairly capable in the world that you could then use as long as you have something that you can use that uh with which is data uh and a scaffolding
22 October 2025
From one piece You Don't Have to End Homelessness To Make Cities Safer 2 beliefs, in the piece's order there
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Their words
It turns out that simply getting people into temporary shelter—often derided by the homelessness-industrial complex as a band-aid—significantly reduces both social and individual harms of unsheltered homelessness.
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Their words
Read this in the context of Christopher et al., and the reasonable conclusion is that many of the problems associated with homelessness are the result of unsheltered homelessness.
20 October 2025
17 September 2025
4 September 2025
13 August 2025
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Their words
I’ve rarely seen a more capitalist society than China, from the pure economic side. I’ve rarely seen companies that are as competitive as Chinese companies. People as ambitious and obsessed with making money as Chinese people. Kind of ruthless actually. And look, consumers shop, firms invest. If you invest well financially, you’ll get great returns. What is not capitalistic about the Chinese economy? At the same time, the social fabric is highly socialist.
4 August 2025
31 July 2025
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Their words
We really don't have any well-documented case of anybody, say, from China visiting Europe or Europe visiting China before the Mongols. But since Chinggis Khan, there's never been a year without contact between east and west. It was permanent. Once he created it, it was permanent.
16 July 2025
From one piece The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank 2 beliefs, in the piece's order there
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Their words
we can cut billions of dollars of marketing out tomorrow. We can stop opening branches and save a billion dollars next year. We could do a lot of things. Your margins will go up. Your growth will go down. Your long-term margins will probably get worse.
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Their words
So, you while we kind of saved the system a lot, we bailed a lot of people out, they made us pay 5 billion dollars on the more the bad mortgages that Bear Stearns had done. And that's what made me make the statement I wouldn't do it again.
25 June 2025
5 June 2025
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Their words
When the internet created blogs, you heard from so many more people. But with AI, I think that number won't be in the few hundreds of thousands. It'll be tens of millions of people, maybe even a billion people putting out things into the world in a deeper way.
12 May 2025
14 April 2025
From one piece Tariffs, saving, and investment 2 beliefs, in the piece's order there
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korrents.com
The binding constraint on building anything in America is permitting and litigation, not money.Their words
Endless lawsuits, cost-exploding contracting requirements, decades to get permits, and more bedevil any attempt to invest here.
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korrents.com
The American trade deficit is foreigners choosing to invest in America, not America being cheated.Their words
this story tells us how an increase in foreign demand to save in the US rather than at home will push up the dollar, and cause the trade deficit, which is in effect how foreigners send us factories which they would rather build here than in their own countries.
22 March 2025
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Their words
Whereas something like Microsoft, they made VS Code as a loss leader. Copilot's probably operating on a loss leader. These things are all getting you so tied into, GitHub, remote workspaces, CI, Copilot, you become this trapped in permanent person and if that price rises, the switching cost is so great at some point that you'll never be able to switch.
7 March 2025
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Their words
In a vibe coding future, companies will hopefully invest more in understanding user needs, refining the interface, and polishing details that delight users, because those are harder for AI to get right without guidance.
12 February 2025
From one piece A World Without Aid? 2 beliefs, in the piece's order there
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Their words
The longevity of that consensus is itself remarkable: in 79 years of data, Republican presidents spent an average of $34 billion a year on aid, while Democrats spent $40 billion.
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korrents.com
Aid to African states has been large enough to warp their politics and too small to transform their economies.Their words
As scholars like Nicolas van de Walle have pointed out, aid can also foster an unhealthy dependency—in his coinage, many African states live in a state of “permanent crisis”, where aid is large enough to reshape (and warp) the political economy around it, but not large enough to be fundamentally transform countries’ economies.
19 January 2025
From one piece Jennifer Burns: Milton Friedman, Ayn Rand, Economics, Capitalism, Freedom | Lex Fridman Podcast #457 2 beliefs, in the piece's order there
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Their words
Friedman and Schwartz becomes the playbook for the Federal Reserve. We have lived through this, the financial crisis. The Federal Reserve is ready to loan. Covid, the Federal Reserve does all kinds of new things, because no Federal Reserve chair wants to be in Friedman-Schwartz 2.0 that somebody writes, where they're the bad guy who let the economy meltdown.
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Their words
What is important to note though is that they thought of all of those as emergency measures to get through the emergency not as permanent alterations in the state of what had to be and not permanent alterations between state and market
22 December 2024
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Their words
And so, what we found was basically that there have been 10 billion trillion habitable zone planets in the universe. And what that means is that those are 10 billion trillion experiments that have been run. And the only way that we're this whole process from a biogenesis to a civilization has occurred is if every one of those experiments failed.
1 November 2024
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Their words
For rich countries to maintain their working-age population ratios in 2050 through permanent migration (where each worker brings one dependent), Lant Pritchett estimates they would need to become 40-50% foreign-born.
2 October 2024
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korrents.com
NASA's Space Launch System has consumed more than a hundred billion dollars and delivered almost nothing.Their words
Four years on, the program has consumed another $20b with nothing to show for it.
13 June 2024
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Their words
There’s this assumption that computation is at the base of reality, and I see it at the top of reality, not at the base, because I think computation was built by our biosphere. It’s something that happened after many billion years of evolution. It doesn’t happen in every physical object.
25 April 2024
26 March 2024
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korrents.com
Even the most commercially successful books are written for a very small group of people rather than for everyone.Their words
Uh Harry Potter, the most successful uh book franchise in history, it made the author over a billion dollars. That book is for almost no one. Right? That book is for precocious 12-year-olds and people who like to remember what was like to be a precocious 12-year-old. That's not everyone. That's a very small group of people.
22 March 2024
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Their words
I’m coming back at you with a very dark answer and a very big number. And that number is 5 billion people.
20 March 2024
20 February 2024
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korrents.com
About a dozen holdings captures nearly all the benefit of diversification; going to fifty adds almost nothing.Their words
I even recommend for individual investors to invest in a dozen companies, you don't get that much more benefit of diversification going from a dozen to 25 or even 50.
2 February 2024
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Their words
With an extra $10 billion over 10 years I’m pretty sure we’d get to 5 or 6 of the 10 on the list, and millions of unnecessary deaths would be prevented.
10 technologies that won't exist in 5 yearsblog.jacobtrefethen.com
4 October 2023
From one piece The Cruel Fantasies of Well-Fed People 2 beliefs, in the piece's order there
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Their words
In 2023, a world of 8.1 billion people suffers far less hunger and famine than the world of 3.2 billion did in 1963, the year of my birth.
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korrents.com
A third of humanity already cannot afford a healthy diet, which is why food has to get cheaper rather than dearer.Their words
Using this definition, 3 billion people – over one-third of the global population – cannot afford a healthy diet.
5 August 2023
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korrents.com
You cannot make America build subways ten times cheaper while only ever talking to Americans.Their words
You can’t change the United States from a country that builds subways for $2 billion/km in New York and $1 billion/km elsewhere to a country that does so for $200 million/km if all you ever do is talk to other Americans.
22 March 2023
31 December 2022
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Their words
As the forest grows darker, noisier, and less human, I expect to invest more time in in-person relationships and communities. And while I love meatspace, this still feels like a loss.
1 June 2022
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Their words
A longer maturity of debt protects the government from a temporary increase in the short run interest rate, and it gives it more time to adjust to a permanent increase.
29 January 2021
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Their words
Well, this $20 billion in retrospect was far too little.
28 October 2020
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Likedaffiliate linkrcmnd.app
Permanent RecordTheir words
If you care about privacy, or want to understand what the NSA and CIA really do to monitor Americans, this book is an important read. It explains from beginning to end how Snowden became the privacy hero he is today, why he decided to leak the information, and how he did it. It's an interesting and important read, but also probably 100 pages too long.
16 September 2019
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Recommendsrcmnd.app
Do Dice Play God?: The Mathematics of UncertaintyTheir words
The thing I'd say about Do Dice Play God? is that it is very rewarding, but you do have to invest in it.
20 August 2019
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Mixed onrcmnd.app
REAPERTheir words
It's basically the Vim of audio editing software, so I wouldn't recommend it if you don't have the time and energy to heavily invest in customizing it for your workflow, but I can move like lightning in this thing.
28 May 2019
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Recommendsaffiliate linkrcmnd.app
Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the WorldTheir words
Bradley Hope and Tom Wright, Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World: Is financial fraud becoming its own sub-genre? This reporting into yet another fraud reminds me of The Spider Network or Bad Blood. What distinguishes this one is the size: it involved billions of dollars.
21 May 2019
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Mixed onrcmnd.app
Photoshop CS6Their words
My Photoshop is still on version CS6, since Adobe refuses to sell permanent licenses now and they haven't added any must-have features.
21 January 2019
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Their words
Formal verifiers have a dilemma: the more expressive the language, the harder it is to prove anything in it. But the less expressive the language, the harder it is to write anything in it.
28 October 2018
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Lovedrcmnd.app
Invest Like the BestTheir words
Invest Like the Best with Patrick O’ Shaughnessy. This is the best business podcast out there.
1 January 2018
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Readrcmnd.app
Billion Dollar WhaleTheir words
Another good story of a big, multi-billion-dollar scam. They’re fun!
18 November 2017
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korrents.com
Freezing world output at today's level would condemn a quarter of humanity to permanent abject poverty.Their words
Then, unless we change the distribution of income, we are condemning to permanent abject poverty some 15 percent of world population that currently earn less than $1.90 per day and some quarter of humankind who earn less than $2.50 per day.
15 November 2017
Nothing matches.
What is a korrent?
A korrent is a belief a person has stated in their own words: one sentence stating the claim, backed by a quote and a source, kept at korrents.com.
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