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28 July
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korrents.com
“Work on what you know” is the worst advice there is: knowledge can be acquired, but what you love cannot be changed.Their words
So I think the worst advice is like work on what you know. Uh what you know can be changed. Particularly in a world where you everyone has personalized AI tutors. Anybody with passion and dedication can learn new knowledge and learn new skills. But what you can't change easily is what you love.
15 July
From one piece An Alternative to Private Equity: Introducing ORANGE JUICE 2 beliefs, in the piece's order there
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korrents.com
Businesses acquired by private equity funds fail more often than average because of the leverage loaded onto them.Their words
Businesses that emerge out of PE funds have higher failure rates than average, thanks to being saddled with a lot of leverage.
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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.
1 July
24 June
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Their words
Yeah, so I would say over the last 6 months actually we've been cranking a lot of features out a lot of code out. Most of it has been written by AI at this point. And before that really wasn't the case. I was actually a really big AI hater for a long time
18 June
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Their words
So you know, just like internet, you can see some of them turn out to be very big like Amazon, like the Netflix and then some of them is kind of go sideways and disappeared or being acquired. And so I think to me is the same approach.
4 June
25 April
19 March
7 January
22 September 2025
19 August 2025
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Their words
My model is that research requires a mix of skills. The day-to-day coding and execution is crucial. But there's also a set of harder-to-learn conceptual skills, collectively called research taste. These skills take a long time to gain because they have poor feedback loops, but they take very little time to use.
9 June 2025
4 March 2024
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Their words
The elites would be integrated, and the empire was based on the state loyalty and the state integration. But once you bring in the factor of nation and nationalism and language, then, once in a sudden, the whole model of the integration of the elites, irrespective of their language, religion, and culture, starts falling apart.
12 July 2022
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Their words
Untangling them requires some knowledge, yes, but knowledge is cheap and easily acquired. What you really need is curiosity, self-efficacy, perseverance, perspective, and hope.
10 June 2022
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Their words
A strategically aware intelligence can choose its visible outputs to have the consequence of deceiving you, including about such matters as whether the intelligence has acquired strategic awareness
13 May 2018
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