Excited to finally release the new version of our i̶n̶famous SaaS Napkin! producthunt.com/posts/saas-fun…

I am enjoying re-reading, after many years, Soros on Soros

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Good summary, but no surprises

Chart of the week

This was not a bailout. During the GFC, the gov’t injected taxpayer money in the form of preferred stock into banks. Bondholders were protected and shareholders were diluted to varying degrees. Taxpayer money was put at great risk. Many people who screwed up suffered minimal to

BloombergGPT: A Large Language Model for Finance a 50 billion parameter language model that is trained on a wide range of financial data. Construct a 363 billion token dataset based on Bloomberg’s extensive data sources, perhaps the largest arxiv.org/abs/2303.17564

A client of mine building a world class data/information operation said - "AI won't replace people. People who use AI will replace people who don't use AI." This is a great illustration of that concept.

Never forget the power of the “smart money” — almost 16 years ago to this day.

Harvard, Columbia, UNC See Drop In Black Freshman Enrollment After Supreme Court Ruling On Affirmative Action zerohedge.com/political/harv…

Jensen Huang says the single greatest potential of AI is to transform biology from a life science into life engineering to improve healthcare and he "can't imagine" what the field will be like in 10 years

Starship rocket booster caught by tower

Deepseek R1 is AI's Sputnik moment.

My thoughts on China, export controls and two possible futures darioamodei.com/on-deepseek-an…

Initial jobless claims in deep state mordor

TALEN RESTRUCTURING | PREVIEW Friday, we will publish one of the most exciting write-ups of the year Retweet + comment "Talen" and I will pass you the article right now. You do not want to miss this one. Pari Passu articles go behind paywall after being published,

Wow

390x. Just imagine what the curve is going to look like next year, with the new models powered by the new generation of GPUs