Peter Thiel famously asked: "What important truth do very few people agree with you on?" Study David Deutsch's work and you will find several viable answers. I've read David's books multiple times and watched dozens of interviews, here are 10 possible answers: 1. AGI will not

Interesting story on Jeff Bezos

my top 4 tech twitter tweets of all time

Seems like the best video of Charlie you could watch.

This is my issue with the typical “value investor” today. They’ve taken rules of thumbs and forgotten the basic first principles of the discipline. This is the same crowd that will say $CVNA is a bubble without even listening to the investment case, bec “P/E ratio is too high”

Does this mean if we eat unhealthy food that costs <5 hours of life expectancy everyday- we end the day net positive? Bryan Johnson

Came across the lawsuit that Ted Weschler was talking about in his last s/h letter where Cogent Communications bought Allied Riser. Cogent bought it for pennies on the dollar w/o having to call in the notes which gave them access to over $100m in cash and over $100m NOLs.

H1B visa issue explained by none other than Elon Musk.

YOU CANNOT COMPETE WITH SOMEONE WHO IS HAVING FUN

Sam Altman's favorite book is The Beginning of Infinity by David Deutsch Here Sam and David have a short discussion about AGI

.Sam Altman: If I had to pick one favorite book, I would pick The Beginning of Infinity by David Deutsch. Even if you don’t read the whole thing, the first 40–50 pages are, I think, the most wonderfully optimistic take on why—even in a world with AI—we’re never going to run out of

You have to Fedex documents back and forth to get a $HTZ used car delivered to your home. Welcome to 1995? In contrast, earlier this year I purchased a car on $CVNA in <10 minutes on my phone.

Leo Rosten, what a line

Lex Fridman People are beautiful and awesome. Only things that can create explanatory knowledge and all progress comes from people creating new knowledge David Deutsch’s principle of optimism, “All evils are due to insufficient knowledge. Problems are inevitable, but problems are soluble”

My book with Logan goes live tomorrow. This is its copyright page.

Dale Purves, the neuroscientist who makes sense of the brain – aeon.co/essays/dale-pu… via Aeon Magazine

$CVNA initial Q3 unit estimate ~158.8k. That's +46% YoY and +11% QoQ Not too shabby

fyi

Years the commentariat has been convinced there is a tech bubble: 1995, 1996, 1997, 1998, 1999, 2000, 2002, 2003, 2004, 2005, 2006, 2007, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2022, 2023, 2024, 2025.

I usually don’t trade but I’ve begun trading against idiot $CVNA shorts. It’s worked out well so far and will work out even better come 29th Oct when $CVNA posts earnings