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Aswath Damodaran x.com
I valued SpaceX for its IPO a few weeks ago, with minimal information and a promise to revisit the valuation, when the prospectus was made public. The prospectus is public, the offering price has been set and my update is up and running.
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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15 September
9 September
31 August
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korrents.com
How children are educated will change more in the next five to ten years than it has in the last hundred.Their words
And so what we think is because of new things that have become available and things like AI and technology for the first time in 50 and 100 years you can revisit and change education. How we educate kids is going to be radically different in 5 years and 10 years than the last 50 and 100 years.
24 August
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Their words
And I think what you've said is within the individual, you can change your subject evaluation of the same effort you're running on the Gobi Desert, right? It's the same effort you've been putting in for miles and miles. And suddenly you have subjectively valued this thing as less effort
9 August
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korrents.com
People pleasing develops as an insecure attachment strategy learned from being valued only for submissiveness.Their words
People pleasing is based on insecure attachment. We become people pleasers when we discover that others only value us when we're cooperative to the point of being submissive and deferential.
7 August
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Their words
you do need to think about how do you get to revenue so that not just you can do it forever, but then you'll be valued on your long-term road map, not not valued on your probability of dying.
3 August
31 July
4 June
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Their words
So with one, you get the effect that the person produced art print is valued much much higher than the than the AI version. And then what we do is to say there's in a set of other conditions, there's 500 of these being produced. So for the human made one, the price goes down a lot because it's no longer seen as like you're not like making a connection with this one artist versus with AI, there's no difference. AI is already viewed as like a commodity.
29 May
16 May
12 March
2 March
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Their words
That now ubiquitous timeline names eras after the inorganic materials that happened to survive in the dirt.
15 August 2025
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Their words
You can revisit a bunch of legacy industrial processes that are have been optimized for efficiency and say, well, what if we just like use twice as much power and we just want to do them faster and cheaper, right? Like less capex, less lead time, more power, right?
31 July 2025
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Their words
But the one thing that they valued were all the artisans, everybody who had a skill. And that skill could be making a pot. It could be hammering out a metal plate. It can be weaving carpets, it can be translating or just reading and writing. Every person with a skill was spared.
30 December 2024
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Likedrcmnd.app
Principles of the SPIN Model CheckerTheir words
This book gave me both insight and a deeper curiosity about the subject. This book introduces the SPIN model checker and exposes the reader to the nuances of verifying programs using SPIN. A nice feature of the book is how it explains concepts using thoughtfully developed, freely available tools (such as jSpin) that the author created for pedagogical purposes. It's a demanding book, but the content was interesting. The book presents details about concurrency, temporal logic, non-determinism, advanced SPIN topics, and even case studies. I've already written a few blog posts about the topics I explored while reading this book, and I plan to write more. Overall, it's a good book. I'm sure I'll revisit the latter half again.
12 December 2024
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