Models being stagnant in long-form, non-fiction writing should be alarming to those reliant on models autonomously solving grand, open science problems in the near future.
the number of people who present incredibly well, and then you give them a prompt and some data and ask them to come back with a PRD on something, and then we make them verbally defend it, how quickly the thinking decays from folks who are good at the theater, but not the specifics, uh is kind of really telling, I think.
hiring so many PMs infantilizes the engineers and the designers who are perfectly capable of making good decisions, but just never had to because there was always a PM to babysit them.
somewhere along the line this kind of HR ratio of like a pod popped into being. You know, every time you hire six engineers, you add a designer or you add a PM, you add an EM
And what I learned from the puppet days, every presentation is an interview. I don't think a lot of people think about it that way cuz people are looking at you on stage and they get to see what you're about.
Nvidia's computing stack is the best performance per TCO in the world, bar none. Nobody can demonstrate to me that any single platform in the world today has better performance TCO ratio. Not one company.
if we if if today PEs were 15 as opposed to 23, I say that's a lot less risk. A lot less to fall and you have some upside. I would say at 23, there's not a lot of upside and there's a long way to fall.
the fortress balance sheet is that you run a company serving clients well, you have good margins, good liquidity, good capital. I'm as conservative in accounting as you can find. I don't up-front profits when I can spread them over time.
I think we need to correct that ratio somewhat by some testimony of just how God damn amazing it is to literally create life
Their words now
those of us who've chosen to do the traditional thing to get married and to have children have an obligation to kind of talk it up a little bit, which would've seen ridiculous again 50 years ago that you'd have to talk up something so fundamental of that.
And by that time, aircraft production in Britain is massively outpacing the Germans and the best ratio that the Germans achieve in 1940s, July 1940, when the British produced 496 new Hurricanes and Spitfires, single-engine fighters, and the Germans only produced 240 single-engine fighters.
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.
If you want to exchange or deliver information to a group of people, one of the worst ways to do it is with a live verbal presentation. If your goal is actually to deliver that scientific paper or that insight, then you should either write a book or write a memo and say, here, in an asynchronous way, this is what we know. If you're going to show up live, in person, in real time, synchronized, you are performing. And the goal is to not deliver the information, but to deliver emotion.
Thus, once current debt has been refinanced and the average interest on debt reflects the higher long rates, absent changes in policy, debt ratios will increase.
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