Mostly Borrowed Ideas
@borrowed_ideas
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: mbi-deepdives.com
ID: 1154601225880555520
https://mbi-deepdives.com/ 26-07-2019 03:55:58
12,12K Tweet
140,140K Followers
2,2K Following
Simon Willison
@simonw
Creator @datasetteproj, co-creator Django. PSF board. Hangs out with @natbat. He/Him. Mastodon: fedi.simonwillison.net/@simon Bsky: simonwillison.net
Jacob Kimmel
@jacobkimmel
Co-founder & President @NewLimit | Prev: PI @Calico, PhD @UCSF | Interested in aging, machine learning, genomics, the technology production function
Ben Bajarin
@benbajarin
CEO and Principal Analyst Creative Strategies, Inc | Technology Industry Analysis-Market Intelligence | Product and Market Research | Looking Forward
Chris Begg
@chrisbegg
President, Portfolio Manager, and Co-Founder of East Coast Asset Management, Inc.
Samir Varma
@samirvarma
Physicist, author, inventor, hedge fund manager, green tech pioneer. Beatles & Pink Floyd fan. I love AI, physics, science, markets, economics, squash, guitar.
Anish Acharya
@illscience
AI Apps investing @ A16Z; A1111; Boards of Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + many more; Everything's Computer
Patrick Hsu
@pdhsu
co-founder @ArcInstitute, @BerkeleyBioE professor | researcher & investor in genome editing, biotech, AI | 🇨🇦 @harvard @broadinstitute @editasmed, Fast Grants
Noema Magazine
@noemamag
Longform journalism exploring fresh ideas. Pitch us: [email protected]
Bill Brewster
@billbrewstertbb
Podcast host. “That money triple up when you get it out of state. Need a new safe; I’m running out of space.” Be curious, not judgmental.
45WallSt
@45wallst
THE CHAINSMOKERS
@thechainsmokers
“Oysters in My Pocket” Remix Out Now lnk.to/Oysters
Eva Dou
@evadou
@WashingtonPost tech policy reporter. Author of House of Huawei: The Secret History of China’s Most Powerful Company, out Jan 14 from @portfoliobooks
John Burn-Murdoch
@jburnmurdoch
Columnist and chief data reporter @FinancialTimes | Stories, stats & scatterplots | Senior fellow @LSEdataScience | [email protected]
Max Altman
@maxaltman
Shuchao Bi
@shuchaobi
Research @ OpenAI, multimodal, product oriented research; previously: Engineering Director @ Google, co-founder of YouTube Shorts. opinions are my own
Trapit Bansal
@trapitbansal
Research @OpenAI | Co-Creator of OpenAI o1 | Previously @MSFTResearch, @GoogleAI, @facebook, @iiscbangalore, and undergrad @IITKanpur
Luis Garicano 🇪🇺🇺🇦
@lugaricano
Professor at LSE @LSEPublicPolicy. Recovering MEP. Substack on econ, tech and EU at siliconcontinent.com "Crisis Cycle" with PUP out in June 2025.
george church
@geochurch
Professor @Harvard @MIT @PGorg @WyssInstitute tech dev: #CRISPR #NGS #BRAINi
Ari K
@arikuschnir
New wave storyteller and artist. Yes I made the Trump ayahuasca and Trump/Biden friends videos… Creating art that transmutes culture.
Steve Newman
@snewmanpv
Coder and co-founder of 8 startups, including Writely (aka Google Docs). Now working to promote positive outcomes from AI.
Patrick McGee
@patrickmcgee_
Author of Apple in China; San Francisco correspondent @FT . Previously with FT in Frankfurt and Hong Kong. 🇨🇦 #FreeLucyLetby
Gavin Baker
@gavinsbaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. gavin-baker.medium.com
w
@wlep
modest proposal
@modestproposal1
I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. art-bin.com/art/omodest.ht…
Michael Lai 赖天宸
@mtclai
Ran for the SF Board of Supervisors District 11 | SF DCCC | community first | before: reimagining early education at Tinycare @MinervaUni @Harvard
Jonathon P Sine
@jonathonpsine
"The refusal of one decent man outweighs the acquiescence of the multitude."
Chris Arnade 🐢🐱🚌
@chris_arnade
Walking the world, one city at a time. I like turtles, cats, & buses. Subscribe to my Substack: walkingtheworld.substack.com
Harvey Sawikin
@harveysawikin
Co-Founder/Principal, Firebird Management (first former Soviet Union portfolio equity fund). My funds may own shares in companies I discuss. Opinions my own.
Blume Industries CEO Balding 大老板
@baldingsworld
Founder of New Kite Data, two time winner of Lifetime Achievement awards. Coined the phrase Galaxy Brain and proud University of North Alaska graduate
Frederik Gieschen
@frederikneckar
Walking the maze of my life, one page at a time. Sharing sparks, dreams, reflections. Writing, voice, movement.
ZissouCapital
@zissoucapital
I think you're a fake. I think you're a phony. And a bad reporter.
Jiahui Yu
@jhyuxm
lead the Perception team @OpenAI; previously co-led Gemini Multimodal @GoogleDeepMind. opinions are my own.
Lucas Beyer (bl16)
@giffmana
Researcher (now: OpenAI, ex: DeepMind, Brain, RWTH Aachen), Gamer, Hacker, Belgian. Anon feedback: admonymous.co/giffmana ✗DMs → email
Jack Rae
@jack_w_rae
Principal Scientist @ Google DeepMind TL on Thinking in Gemini 🤔💎♊ Compression maximalist LLMs (e.g. Gopher, Chinchilla, Gemini) 💼 Past: OpenAI, Quora
Jeremy Raper
@puppyeh1
Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Lawrence Hamtil
@lhamtil
Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Ramtin Naimi
@ramtinnaimi
Founder & General Partner at Abstract @abstractvc
Jerry Capital
@jerrycap
AI Augmented. Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
natasha mascarenhas
@nmasc_
VC & Startups Reporter, Dealmaker co-author @theinformation Tell me things anonymously on Signal at nmasc.03 or 925 271 0912
Brandon Beylo
@marketplunger1
Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 macro-ops.com
ValueStockGeek
@valuestockgeek
DIY value investor. Private to block the bots & scam accounts.
Quartr
@quartr_app
Increasing efficiency and precision in qualitative public market research.
Pythia Capital, No Brainer
@pythiar
Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Thomas Chua
@steadycompound
Filling my stock portfolio with steady compounders and sharing my analysis at steadycompounding.com
Long Equity
@long_equity
Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: amazon.com/dp/B0DPVFXDJ3/
Alex Morris (TSOH Investment Research)
@tsoh_investing
Founder of TSOH Investment Research Author of "Buffett and Munger Unscripted" linktr.ee/tsoh
Brad Freeman
@stockmarketnerd
I Write Stock Market Nerd Newsletter for Readers in 173 Countries -- Subscribe 👇; Masters in Finance; @Umich 🎓 x 2| 🇺🇸
Q-Capitulation
@qcapital2020
• Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
CMac
@investmenttalkk
I never took bio.
The Transcript
@thetranscript_
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Leandro
@invesquotes
Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Paul Enright
@pmje73
anjali
@anjali_shriva
documents
Fierce_beast
@fierce__beast
nyc based. Background L/S generalist. 🇮🇱✡️
Madhu Guru
@realmadhuguru
Product Leader at Google - Gemini
Cedar Street Research
@cedarreseach
Love all things related to complex financials. Here’s a list of some of our favorite insurance stocks - BRK.B, CB, WRB, RLI, and FRFHF.
Wega Chu
@chuwega
Research Analyst @SemiAnalysis_ Learning about semiconductor and AI hardware.
Loquitur Ponte Sublicio
@loquitur_ponte
Thinking out-loud in real time. if you disagree, I hope you'll feel I showed my work.
KneesOverToesGuy
@kneesovertoesg
Full Programs: atgonlinecoaching.com Equipment & Foot-Shaped Shoes: atgequipment.com Thank you for your support!
OpenRouter
@openrouterai
Discover and use the latest LLMs. 300+ models, explorable data, private chat, & a unified API. openrouter.ai/discord
Jason Wei
@_jasonwei
ai researcher @openai
Isomorphic Labs
@isomorphiclabs
We are reimagining the entire drug discovery process from first principles with an AI-first approach. Learn more: isomorphiclabs.com/news
Bernard Stanford ✡︎
@stanfordnyc
Let's think step by step.
Crémieux
@cremieuxrecueil
I write about genetics, 'metrics, and demographics. Read my long-form writing at cremieux.xyz.
TracingWoodgrains
@tracewoodgrains
Storyteller. Pragmatist. Pursue excellence. Cofounder @CenterforEdProg. Eng/中文
gt.dad
@gtdad
You know school is holding back your child, but you don’t know how much. @gtschool
Shengjia Zhao
@shengjia_zhao
Research Scientist @ OpenAI. Formerly PhD @ Stanford. I like training models. All opinions my own.
Pamela Hobart
@gtmom
School should do no harm (and too easy is harmful!) Mother of 4 & former philosopher interested in ethics and psychology. @gtschool @AlphaSchoolATX
Yuchen Jin
@yuchenj_uw
Co-founder & CTO @hyperbolic_labs 🧑🍳 fun AI systems. Previously at OctoAI (acquired by @nvidia) building @ApacheTVM, PhD @uwcse 🤖
Dmitri Dolgov
@dmitri_dolgov
Co-CEO at @waymo