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korrents.com
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.Their words
Because if you can’t handle standard market cycles, then you don’t have a portfolio, you have a bet.
Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com
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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.
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25 August
14 August
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korrents.com
Longer device upgrade cycles are beneficial because they reduce e-waste, pollution, and churn.Their words
But either way, it's good that upgrade cycles are longer: it means less e-waste, less pollution, less churn overall.
11 August
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Their words
I think one reason why um the the AIs have been scaled up less than you would have otherwise expected and like for example cost of of per token hasn't increased as much as you might have thought is because there's a benefit to doing more of your um work at small scale where you can run more training runs and get more cycles in
15 July
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Their words
PE funds optimize for a 4-7 flip and typically resort to aggressive cost-cutting and near-term optimization at the cost of the "soul" of the business or what made it successful in the first place.
9 June
13 May
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Their words
But but the thing is like doing programming languages, you come to realize it's a long play. I mean, if if you look back at the the stuff I worked on, it it it goes in 10-year cycles at least. And TypeScript didn't really, for example, or C# for that matter. I mean, it took it it takes 10 years to get to, you know, version one is great, but it has all sorts of issues, and then you got to do version two, and then it's not until version three that it really starts to be great.
13 March
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korrents.com
TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer.Their words
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
11 March
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Their words
But, I can tell you that there are at least two more cycles left in this, and that means they will be at least 16 times smarter than they are today, and that is going to cause all of knowledge work to be subsumed by this stuff.
6 January
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Their words
Cycles are so hard to predict, because it’s easier to forecast in straight lines.
25 March 2025
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Their words
Say goodbye to cycles of mock and doc feedback, and say hello to code-first prototypes with constant iteration (on prompts, models, etc) to answer three key questions.
The Death of Product Development as We Know itlg.substack.com
17 April 2024
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Their words
I have this theory that life has a circadian rhythm. Every 3-6 years, you become a different person.
13 December 2023
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Their words, before
precisely because smart people do devote brain-cycles to these possibilities, the rest of us have correspondingly less need to.
Their words now
I accepted what’s turned into a two-year position at OpenAI, thinking about what theoretical computer science can do for AI safety.
31 May 2021
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