What’s the advantage that Meta sees in not allowing public developing kits? If they are trying to build out use cases for AR, and their llm is open source, why this strategy?

What are the second order derivative benefits of autonomous driving? Exurban real estate values going up seems reasonable.

Cologne/perfume in the gym is an example of negative network effect externalities and reduces the value of the shared environment for third parties.

It’s better to seek mastery in a task than to meet a performance standard over an extended time period if you are optimizing for learning and outcome.

As revealed by a self-selected quiz, my dominant promotion orientation (5.8/6) versus middling prevention (3.2/6) resonates with my self-perception. The distinction between gains and non-gainswithin the promotion system captures my drive. I'm energized by approaching gains –

“A ship in the harbor is safe, but that is not what ships are built for.” William Shedd

It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change. Charles Darwin

There's a reason operators and investors alike are flocking to the lower end of the private equity market. Durable cash flow, reasonable multiples, and sponsor alignment. Many deals get funded through group texts or email chains. That changes today! Introducing SMB Invest 🧵

You can just do things. I chat with guys raising capital for SMB deals and guys looking to deploy capital into cash-flowing companies all the time. So why not build a bridge? Well, we did just that! Introducing SMB Invest, a platform for searchers and independent sponsors to

SMBtwit, searchers, and ETA friends, I’m Excited to announce the launch of SMB Invest We’re building a platform that connects searchers/sponsors and investors to get more great deals done. Check it out at smbinvest.co What you can expect: 👉🏻Curated SMB deals

After seeing hundreds of acquisition entrepreneurs go through SMBootcamp, I've realized the SMB/ETA community lacks a proper tool to connect SMB buyers with equity investors. That's why I created the *very clunky* SMB Investor database, which we've shared publicly for the past

Biased here, because Taylor Wallace | Dog Daycare Owner * SMB Investor is a generous, personal friend But check out what he's building here Importantly, Taylor's already exited. He's already done super well He doesn't NEED to do this But he is. Bc he loves SMB, and loves that he can help others Lots of investor

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Exciting stuff from Taylor Wallace | Dog Daycare Owner * SMB Investor with SMB Invest Check it out and let me know what you think? (No affiliation)

Online magazines can get a huge boost in page visits/advertising rev. by following the more niche markets of prediction platforms and writing (even a terrible) short blurb about the situation the bet is based on. SEO/answer engine optimization approved.

I don't see a 1:1 competition between $GOOG and $NVDA. Google strategically benefits from NVIDIA's dominant market position and high-margin pricing. By training its in-house AI models (such as Gemini) on its proprietary TPUs, Google minimizes its compute costs. Meanwhile,

Humans aren't rational; we're rationalizing. If you ever can't understand why someone does something, follow incentives rather than logic.

The Fall 2025 The Analyst’s Edge course at Columbia Business School just ended. Attached are the students' final investment memos. Adam Birnbaum (zbee) and Shayan are immensely proud of them. They received 71 applications this year and selected 10 students for the course. The