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Aswath Damodaran x.com
The meltdown of Situational Awareness, Leo Aschenbrenner's hedge fund, has created a host of takes. I use the story as a lever to talk about investment conviction, a quality that can be a good one, but one that can create collateral damage.
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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17 September
1 September
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Lovedrcmnd.app
The Hedge CutterTheir words
who has such lovely work. If you fall in love with it as I have, note that she sells greeting cards on her site. (Just fyi, no commission to me.)
13 February
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Their words
And if my if my revenue is not a trillion dollars, if it's even 800 billion, there's no force on Earth. There's there's no hedge on Earth that could stop me from going bankrupt if I if I buy that much compute.
2 August 2024
Nothing matches.
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