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Michael Batnick
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There was a lot to like about the commentary from Q1 earnings season. I'm afraid we'll hear a different story next time.
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17 September
American novelist and critic, author of Real Life, The Late Americans and Minor Black Figures; writes the newsletter sweater weather on literature and culture.
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
One of Michael Moritz's best stories on obsession is about the ride he got from Bill Gates when Microsoft was still private. "Bill Gates gave me a ride to the airport in his car. The radio was missing in the car, a big, gaping hole in the dashboard. I said, Bill, what happened to you, did you get ripped off? And he said no, I had it taken out. Why'd you have it taken out? Well, I drive from my home to the office, which is 7 minutes and 32 seconds, and then I'll drive from the office to the airport, which is however long. And he said if I've got the radio, I'm afraid that I'll switch it on and… Quoting @patrick_oshag My conversation with Michael Moritz, one of the great venture investors of the last 40 years. Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe. His new book, Ausländer, traces his parents' es… Related
14 September
Product designer and entrepreneur; author of Mobile First and Web Form Design; formerly a product director at Google; now building AI products.
window cleaning robot is not afraid of heights. if/when there’s a humanoid robot for the home, will it learn to operate the window bot or learn to clean windows itself w/ a ladder? Related
11 September
Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
ok everyone, i took one for the team here's the data we all wanted to see - real token value of each LLM subscription, empirically measured through usage on my real subscriptions - supergrok heavy has now become the highest value at $12k worth of tokens (40x ROI) - the $200 plan from openai and anthropic roughly give the same amount of token value, $7k give or take - cursor ultra's ROI is the lowest among mainstream subscriptions, roughly half of OAI or Ant. for individual consumers i'm afraid this no longer makes sense to purchase this was done in a clean environment. i ran each provider acr… LLMs Anthropic Related
9 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: Everywhere Millionaires On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying oppo…
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7 September
Programmer and writer; co-founder of Stack Overflow and Discourse, and author of the Coding Horror blog, which he has written since 2004.
Sometimes, it's better to .. not talk. Leave room for other people to speak. Or don't add commentary.. let the event, whatever it is, speak for itself. Related
6 September
Economist; former chief economist of the International Monetary Fund.
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
4 September
Writer on the intersection of technology and finance. Author of the Bits about Money newsletter and host of the Complex Systems podcast; previously at Stripe.
If you had told me in undergrad I’d love to see ~fully automatic formalization I would have bet against, and if you had told me that the machine doing it would have a running color commentary on the importance, I’d have thought you under the influence. anthropic.com
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Interactive fiction author and hacker; wrote Spider and Web and Hadean Lands, and designed the Glulx virtual machine.
Bluesky Following up my speculations about the Hugo "Best Game” finalists, now that the winners are out. Turns out _Clair Obscur_ won handily. Good for the game! Bad if you're looking for finely-sliced statistical commentary. blog.zarfhome.com
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Mastodon Following up my speculations about the Hugo "Best Game” finalists, now that the winners are out. Turns out _Clair Obscur_ won handily. Good for the game! Bad if you're looking for finely-sliced statistical commentary. Also, I promise I will read _Inventing the Renaissance_ now. blog.zarfhome.com
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1 September
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
Someone dug this old gem up, so I checked the resulting outcome, 6+ years later. The moral of the story is don't buy Clorox for 30x earnings and don't lend money to the government for a 0.6% yield. If you do, you're gonna have a bad time. Quoting @LynAldenContact Clorox $CLX trades at nearly 30 times earnings and grows at a low single-digit growth rate per year. Dividend yield is 2.2%. Question: Would you rather buy and hold that for the next ten years, or a 10-year Treasury note yielding 0.6%? government Related
16 July
Australian moral philosopher, Professor of Bioethics emeritus at Princeton University; author of Animal Liberation, Practical Ethics and The Life You Can Save.
My new article is out on @projectsyndicate.bsky.social: “Judging the Enhanced Games”. www.project-syndicate.org/commentary/e... #PeterSinger #Ethics #Philosophy #EnhancedGames #Doping Related
11 July
Investor and writer. Previously a partner at Andreessen Horowitz and a product leader at Twitter, Facebook, Snap and Microsoft. Writes essays and memos at sriramk.com.
Their words
There are many forces online that want to cast every movie into their pet topic and I find that deeply reduces the immersion and experience from watching a piece of cinema for the first time.
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The Odyssey sriramk.com
8 July
Programmer, photographer and musician, best known for the Python Requests HTTP library and other Python tooling.
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
19 May
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
23 March
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
I was so pleased to be part of a great team writing a commentary on the draft FDA guidelines on Bayesian clinical trial designs. Should have been done 30 years ago, but better late than never Quoting @JAMA_current 💬 Perspective: Bayesian methodology supports efficient, flexible clinical trial designs; FDA guidance encourages prespecification and sensitivity analysis of priors. @f2harrell @d_spiegel Related
14 March
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
5 February
Neuroscientist and novelist writing on consciousness, artificial intelligence and culture in the newsletter The Intrinsic Perspective.
1 January
Writer and researcher on China, technology and industry; author of Breakneck, research fellow at Stanford, known for a widely read annual letter.
Their words
There is something deeply satisfying with reading out loud phrases like: “for in mere breath did it come, and into darkness it goes, and in darkness its name is covered.” Though King James is iconic, Robert Alter better conveys overall the literary power of the Hebrew Bible.
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danwang.co
10 December 2025
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
14 October 2025
Demographer; writes on fertility, marriage and population, and directs the Pro-Family Initiative at the Institute for Family Studies.
30 September 2025
Founder of Telegram, and before it of VK.
Their words
Well, the biggest enemies of freedom are fear and greed, so you make sure that they don't stand in your way. If you imagine the worst thing that can happen to you and then make yourself be comfortable with it, there is nothing more left to be afraid of.
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youtube.com
19 September 2025
German writer and historian; wrote Blitzed, on drug use in Nazi Germany, and Tripped.
Their words
This was just because Hitler was afraid of the power of his army high command, and convinced by Goering's morphine-high vision that he would stop it with the air force, which he couldn't.
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youtube.com
15 September 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
7 September 2025
Independent game developer, creator of the colony simulation RimWorld and author of Designing Games: A Guide to Engineering Experiences. Previously worked on BioShock Infinite.
A lot of the time the devs want to do the same thing again too. They are afraid to start from zero and want to extend the previous success. Or they are the kind of people who make a certain game and they can't do anything else. Narrow genius. Quoting @SandyofCthulhu Why game sequels sometimes get worse. The sequence: 1) the devs make a hit game. 2) publishers want the devs to shab out more the same. 3) we want to do something new. SO, either the devs are forced to do a game they don't want, or the game license is taken away (Banjo Kazooie & Spyro the Dragon) a… Related
11 August 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
31 July 2025
Statistician at Carnegie Mellon; writes on complex systems, machine learning and inference, and has kept a books-read notebook since 2000 that is now thousands of entries long.
Their words
Mind-candy fantasy from a highly reliable author, who is not afraid of putting beloved characters through the wringer.
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bactra.org
Their words
Mind-candy fantasy from a highly reliable author, who is not afraid of putting beloved characters through the wringer.
Show the whole quote
bactra.org
Their words
Mind-candy fantasy from a highly reliable author, who is not afraid of putting beloved characters through the wringer.
Show the whole quote
bactra.org
25 July 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
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.
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youtube.com
17 April 2025
Member of technical staff at Anthropic. He has led ML/AI teams at Amazon, Alibaba and Lazada, and writes about LLMs, recommender systems and engineering at eugeneyan.com.
Great list of what the best devs do, such as: • Read the source, docs, error msgs • Simplify problems, write simple code • Get their hands dirty • Write to share & write well • Have beginner's mind & keep learning • Not afraid to say: I don't know endler.dev
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6 March 2025
Co-founder and chief science officer of Hugging Face; writes about open models and where he thinks the field is wrong.
I shared a controversial take the other day at an event and I decided to write it down in a longer format: I’m afraid AI won't give us a "compressed 21st century" Here: thomwolf.io/blog/scienti... It's an extension of this interview discussion from the AI summit: youtu.be
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4 March 2024
Historian of Ukraine at Harvard; wrote The Gates of Europe, Chernobyl and The Russo-Ukrainian War.
Their words
The crisis occurred because of the nuclear weapons, because Khrushchev put them on Cuba, but the crisis was resolved and we didn’t end in the third World War because of the nuclear weapons, because people, leaders were afraid of them.
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youtube.com
27 January 2024
Writer and consultant on technology, organizations and history; founded the blog Ribbonfarm and now writes the Contraptions newsletter.
11 January 2022
Computer science professor at Georgetown University and author of Deep Work, Digital Minimalism and Slow Productivity; writes about focus, technology and work at calnewport.com and hosts the Deep Questions podcast.
Their words
After years of people recommending him to me, I finally took the plunge into the literary world of Wendell Berry. Now I can't help but wonder what took me so long. This 2018 collection of Berry's best essays is a fantastic introduction into his genre-defining polemic style, which mixes razor-sharp commentary with a poetry grounded in lived experience, to argue on behalf of land, the environment, and a slower, richer approach to life.
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calnewport.com
26 October 2021
Psychiatrist and clinical assistant professor at Case Western Reserve University. Writes Psychiatry at the Margins on the philosophical and scientific arguments inside psychiatry and the psy-sciences.
25 October 2021
Web developer; former head of engineering at Flickr, author of Building Scalable Web Sites, and co-founder and CTO of Slack.
@goldman so glad that someone else noticed they switched from meters to feet in the lesson book. I’m hoping that was a goof and not an intentional commentary about still having the imperial systems after 10,000 years Related
27 December 2019
Engineer and writer on machine-learning systems; author of Designing Machine Learning Systems and AI Engineering. "I work to bring AI into production. I write about AI system design."
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A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
korrents.com .
Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
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else holds it.
Nobody here wrote their own korrents. They are compiled from public
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About the English under a post
Some people here publish in a language other than English. Where they
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this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the
serif above is exactly what the person published, and it is what to
quote them on. A translation can be wrong in ways that matter,
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