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Warning: Just staying somewhere also might work. It is too hard to predict things. Just holding $AVGO for 20 years would've outperformed every traditional fund manager. Below are all the things I have sent to a friend who doesn't want to work at the company they are at. Unfortunately I don't have a lot of information supporting staying at a company but you can get that from inverting the reasons…
I came across an article stating how pedestrians naturally move in counter clockwise motions in large crowds (including in mosh pits etc). This reminds me of casino design where sharp right turns are deliberately avoided because it jolts visitors into thinking whether or not they should change direction. Left hand turns are easy and mindless. This is the endless goon and is maybe unavoidable. What…
Speaking concisely Sharing links for Culture Forming and concise communication/ Jensen Huang sharing reasoning for succession/ Diner Gothic and Middle America Two contradicting statements can be true at the same time | Most rules are fake Gwern Hacker Mindset Power laws in a non financial sense Mental Models commentary Charlie Munger + Inkhaven Everyone is lazy and wants things to be easier for…
How do we make a factory better? Buy existing -> Build with Claude Bidding on flight hardware requires Designing, Simulation, Prototyping, and Testing. Designing and simulation should be a snap of a finger (claude). Prototyping and Testing lead times could be shrunk with a fast enough qualification facility (protoshop + claude). Designing and Simulation Solution - CAD and Ansys mixed with claude…
Imagine person A and B from Village A communicating to each other in an oral language with no written record. Say Village B was conquered 4 generations ago by Village A but little interaction save pillaging and rape went between the two. The first generation from Village A that conquered Village B transmitted their language after killing all of their men over the age of 12. Keep in mind there is…
Ion channels between neurons can be influenced by voltage changes (Na+, K+), neurotransmitters (psilocybin?), temperature, force etc. We are most concerned with the subset affected by forces. The idea is to put force sensitive ion channels in neurons which typically don't express them. Removing the bad stuff inside a virus leaves a convenient trojan horse for recombinant DNA to express a payload.…
Bloom's 2 sigma problem is just a motivation problem. It's what happens when you have accountability. Bloom found that students who had one on one tutoring were 2 sigmas (standard deviations, >95.5% of others if standard distribution) less retarded than their peers. We have llms so maybe in time we will have infinite (human?) super geniuses. This is just a motivation/accountability problem which…
The Growth Buyout is a hybrid private equity/tech startup vehicle with promises of venture scale returns over a long enough time horizon typically financed with a combination of debt and equity. It is hiring bright forward deployed engineers and merging them with a high volume M&A pipeline. The most ideal industries to do this in are those with legacy processes still operating on software from…
Palantir's pipeline builder and Microsoft's power automate flow have the following things in common. They both are extremely unwieldy and have a high barrier to entry. This could be solved by a very well versed MCP server but Copilot is miserable and I haven't tried AIP yet. I think the appeal of a flow modality is simulating a compiled language which is an incredible concept. You still get…
Not doing physics and I've got an empty room with a marked up whiteboard. I'm not doing physics and I'm in a room with a whiteboard and I've just eaten my bagel.