Related posts
index html
The the words it uses that this site has seen
least often elsewhere. Posts are matched on those words alone —
nothing here is a summary of this one.
Sources
All Writing x.com Newsletter GitHub Blog Mastodon Korrents YouTube Recommends
Top people
Aswath Damodaran
Mr. Money Mustache
Ben Carlson
Philip Trammell
Andrej Karpathy
David Crawshaw
Tomasz Tunguz
Ryan Burge
Monica Dinculescu
Fatih Arslan
John Baez
Daniel Lemire
Showing Profile →
Show everything
Hiding Show them again
Show them again
Further back ↓
Hiding Show them again
14 September
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
Are we seeing an AI pacing rotation? 🧵 While mega-cap infrastructure digested capex today (ORCL -4.3%, NVDA -2.8%), software surged : • Median SaaS stock up +4.5% (avg +5.2%) • 12 companies gained >= 10% in a single day • 92% of the index closed green (80 of 87) SaaS Related
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
13 September
Software engineer who worked on Chrome and Polymer at Google, and writes about the web, emoji and Elm at meowni.ca.
11 September
Software engineer at PlanetScale and creator of the vim-go plugin. Writes at arslan.io about Go, tooling, industrial design and books.
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
I know everyone hates bonds right now b/c inflation, govt debt, etc But if you own a bond index fund that tracks the Agg you're getting 5.2% avg yield to maturity right now Investors would have killed for yields this high at any point in the past 15 years or so inflation Related
10 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
The top 10 stocks in the S&P 500 now make up ~40% of the index Every company in the top 10 has a market cap of $1 trillion or more 3 things: 1. This is a bull mkt phenomenon 2. Almost every other country is even more concentrated 3. The fundamentals back it up awealthofcommonsense.com
Related
8 September
Mathematical physicist at UC Riverside. Wrote This Week's Finds in Mathematical Physics and now the Azimuth blog on mathematics, physics and environmental science.
News flash: OpenAI claims formal proof that Navier-Stokes solutions can blow up. They used 10,000 agents simultaneously, who sent 2.7 million messages and used ~130 billion output tokens. They will not claim the $1,000,000 Millennium Prize for this result. This prize is not going as expected. The first winner refused to take it, saying the math establishment is corrupt. The second possible winner is a team of 10,000 AIs whose human masters turned down the prize. 😆 https://openai.com/index/navier-stokes-solution/ (1/2) OpenAI Related
6 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
22 August
Computer science professor who works on fast data processing; co-author of the simdjson parser and a weekly blogger about software performance since 2004.
Java’s String.indexOf can be slow (quadratic) In Java, you find the location of a substring using indexOf. String haystack = "The quick brown fox jumps over the lazy dog"; String needle = "fox"; int index = haystack.indexOf(needle); Naively, you might implement ind…
Related
19 August
Co-founder and CTO of Linear; previously an engineer at Uber.
When @traverspw told me he wanted to use Turbopuffer for an index scan for delta sync I was sure I misheard. A very novel use of Turbopuffer right here: Quoting @linear Rethinking delta sync at scale with @turbopuffer. Engineer @traverspw on how we made Linear’s sync latency predictable as workspaces grow: Related
Software engineer and founder of Block Party; previously an engineer at Pinterest and Quora, and a co-founder of the non-profit Project Include and the tech diversity data project Where are the Numbers?
i’ve been using claude for all things home-related and it’s amazing. (just dump all files in and let claude index, summarize, and organize.) even better than being a repository of all receipts, it helps me maintain a spreadsheet that i can download and send to accountants, draft emails for correspondence with service providers, and proactively flag issues that i wouldn’t have realized otherwise. Quoting @money_cruncher Open a new gmail as soon as you buy a house (123house@gmailcom) Then save/forward every single receipt, invoice, quote etc to this email for all your home improvements: - replacing an entire roof - new flooring - new hvac system - building a new deck - etc These improvements raise your cost basis,… Anthropic Related
17 August
Web infrastructure engineer and standards editor; chaired the IETF HTTP working group and co-authored core HTTP and Atom specifications.
2 August
Chief product officer at the live-shopping marketplace Whatnot, previously chief product officer at Twitch and a product lead on growth at Twitter.
Their words
there are people who are really big on road maps and there are people who are really big on iteration. I I think the honest answer is you've got to do both. You can't over-index on either.
Show the whole quote
youtube.com
1 August
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 was flat for the month and the 10-year treasury rose from 4.45% to 4.74%, as tech and AI came under selling pressure, and fears of war and a slowing economy resurfaced. The ERP for the index at the start of August 2026 stood at 4.23%, with expected return inching up to 8.97%. damodaran.com
Related
3 July
London-based front-end architect, web developer evangelist and cloud consultant; Microsoft MVP. Writes at praveen.science and answers on Stack Overflow.
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
29 June
Writer and former McKinsey/BCG strategy consultant; author of The Pathless Path and Good Work, about leaving the default career track. Publishes the Boundless newsletter and podcast.
Short It's literally just dollar cost average into index funds, and you will not have to do any work towar Related
19 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
As the debate about the pricing of SPaceX, OpenAI and Anthropic heats up, there is a parallel debate about whether S&P should be including these companies in the S&P 500 index, with many arguing against inclusion. My thoughts on the topic: bit.ly
Anthropic OpenAI Related
4 June
Economist at Oxford's Global Priorities Institute; works on what advanced AI would do to growth, saving and the long-run economy.
From one piece
The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell
3 beliefs, in the piece's order there
AGI
Their words
I would prioritize trying to index, but just given how fast AI could, you know, hit the world. But, um I definitely wouldn't just rely on that because like it could the the sort of um messy middle type cases or the just a long timelines cases on which like you we don't get it anything like AGI all that soon.
Show the whole quote
youtube.com
Their words
if I had to guess I would guess that the kind of long kind of general trend of just like lowering those frictions and making it easier for more and more people to index more and more will continue despite the recent bump in the other direction.
Show the whole quote
youtube.com
America
Their words
it's already not that hard to index. So it's not There's been a bit of an increase in the privatization of returns but it's still like you know well under 20% of the total market cap of um non-non-tiny companies in in the US is is a private.
Show the whole quote
youtube.com
Behavioural economist at Chicago Booth, professor of behavioural science and economics and director of AGI economics at Google DeepMind.
AGI energy
Their words
So, I think there is a world where it is concentrated, in which case it's going to be really hard to index AGI. There is another world where it is not It's electricity, then like basically every company has access to AGI. So, you just buy you use buy the index. So, like, you know, Nigeria just needs to buy the index.
Show the whole quote
youtube.com
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
6 May
Software engineer who writes about low-level and systems programming at nullprogram.com; author of the Elfeed feed reader, the Endlessh SSH tarpit and Enchive.
Concurrent, atomic MSI hash tables Readers will be familiar with Mask-Step-Index (MSI) hash tables, a technique for building fast, open-addressed hash tables in a dozen lines of code. If multiple threads or processes access an MSI table with at least one…
Related
2 May
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
In April 2026, US equities saw light in the midst of war and chaos. The S&P 500 rose 10.43%, its best month since April 2020, coming of COVID lows, and the ERP for the index dropped to 4.37%. The market was right then in being upbeat about the future. Is it right again? damodaran.com
Related
29 April
Mac and iOS developer at the Iconfactory, where he has worked on apps including Twitterrific and Tot. He writes about development at furbo.org.
2 April
Founding member of OpenAI and former director of AI at Tesla; creator of nanoGPT and the term "vibe coding".
LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge (stored as markdown and images). The latest LLMs are quite good at it. So: Data ingest: I index source documents (articles, papers, repos, datasets, images, etc.) into a raw/ directory, then I use an LLM to incrementally "compile" a wiki, which is just a collection of .md files in a directory structure. The wiki… LLMs Related
25 March
Austrian developer. Created the libGDX game framework, and more recently the pi coding agent, which moved with them to Earendil — Armin Ronacher's company — in April 2026. Writes at mariozechner.at.
23 January
Software entrepreneur who bootstrapped and sold FeedbackPanda and now builds Podscan; writes The Bootstrapped Founder.
29 December 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically… Related
22 June 2025
Founder of WP Engine and Smart Bear; writes A Smart Bear, long essays on strategy, pricing and how startups actually fail.
17 March 2025
Founding member of OpenAI and former director of AI at Tesla; creator of nanoGPT and the term "vibe coding".
Their words
Brave Search is a privacy-first search engine with its own index, unlike e.g. Duck Duck Go which is basically a nice skin for Bing
Show the whole quote
karpathy.bearblog.dev
25 February 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
Wow, have you seen the stock market lately? And by lately, I mean the past several years or more. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is up about fifty seven pe…
Related
12 February 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
Their words
With Betterment, you still end up holding mostly Vanguard index funds, but they handle automatic rebalancing and minimizing your tax costs. I'm very happy with the service.
Show the whole quote
mrmoneymustache.com
Recommends affiliate link rcmnd.app
Vanguard
Their words
For most of my investing life, Vanguard was THE one-stop shop for index funds of all types. They have the lowest expense ratio and the utmost respect for their customers.
Show the whole quote
mrmoneymustache.com
19 December 2024
Swedish open source developer; creator and lead maintainer of curl and libcurl, and a co-founder of the Rockbox project.
24 August 2024
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
Their words
If you buy a handful of index funds, sit on them for decades and never do another thing, you're likely to outperform nearly everyone who tries to beat the market by trading-including most professionals.
Show the whole quote
jasonzweig.com
20 February 2024
Founder and chief executive of Pershing Square Capital Management, the activist investment firm he started in 2004.
Their words
There are very few that earn their keep in terms of the fees they charge. They tend to be too diversified and too short-term. And you're often much better off just buying an index fund.
Show the whole quote
youtube.com
6 February 2024
Software engineer; co-founder and former CTO of Tailscale, previously on the Go team at Google.
1 December 2021
Writer and novelist. Publishes essays and book notes at nateliason.com; author of the novel Husk and of Crypto Confidential.
Their words
A fine intro to investing if you think you can reliably beat the market or that active trading is a good use of energy. If you're already bought in on index funds though, you won't find much here.
Show the whole quote
nateliason.com
29 November 2020
Software engineer; co-founder and former CTO of Tailscale, previously on the Go team at Google.
Nothing matches. Show everything
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 .
Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
korrents' wording — tap it to see the record, its source, and who
else holds it.
Nobody here wrote their own korrents. They are compiled from public
statements, and a person can change their mind, which is recorded too.
Got it
About the English under a post
Some people here publish in a language other than English. Where they
do, this site shows a machine translation beneath the post, in
this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the
serif above is exactly what the person published, and it is what to
quote them on. A translation can be wrong in ways that matter,
especially about tone.
Only the post's own words are translated. A quoted post, a linked
article and a belief on korrents.com
are left in their original language.
Got it