abcampbell

8 ms·

31.
by abcampbell 10y ago
But why did the machine want to go long Salmar ASA?
32.
by abcampbell 10y ago
Well, unless your life plan is to start a Hard Tech business that will require 5 years of funding before anyone takes it seriously. Then this is is kinda like telling a soldier about to deploy to Afghanistan that they don't need Kevlar
33.
by abcampbell 10y ago
+1 Darkweb shows that there is a (small, but real) market for an anonymous, decentralized web. I don't know anyone that prefers to navigate the web in a way that is permanently stored in NSA/advertiser servers forever. Which im
34.
by abcampbell 10y ago
Maybe. Risk I see is that they are essentially financing long term leases with rental income that can dissapear in a month.
35.
by abcampbell 10y ago
Reminds me of zenefits vs ADP
36.
by abcampbell 10y ago
Well, it raises the question of whether it's legitimate to ask applicants to list the equity stakes in the first place. Seems like YC is asking people to hold to that structure when it is in their interests, but ignore it when it is no
37.
by abcampbell 10y ago
If memory serves, Google did this with Word2Vec as well, which is a bit sketchy. If you open source something, there should be a reasonable expectation that it is contributed to the commons. Otherwise a lot of people will build off your st
38.
by abcampbell 10y ago
This will happen to Google. Sooner than people realize. (From another story on the front page) http://www.santacruzsentinel.com/general-news/20160513/uc-st...
39.
by abcampbell 10y ago
"Every quarter, hedge funds and institutional investors managing more than $100 million are required by law to reveal their US long positions to the SEC. These 13f filings include only long US stock positions, ADRs, equity options and
40.
What Do Overcrowded Hedge Fund Portfolios Look Like?(medium.com)
1 points by abcampbell 10y ago|2 comments
41.
by abcampbell 10y ago
Good idea, but search isn't great
42.
by abcampbell 11y ago
The question isn't 'are profits too high?' But rather 'where do profits come from?'
43.
by abcampbell 11y ago
The question isn't are profits too high...but rather, where do profits come from?
44.
by abcampbell 11y ago
It's not sentiment that connects public to private markets, it's the literal capital pipes that allocate money across assets. When people realize there is a risk they will not get liquidity for their investment, they try to sell t
45.
by abcampbell 11y ago
Well, first, I would try to understand what "AI" you are talking about and why you have so much confidence it will be big. It's a pretty broad category, and a lot of it is (still) very far from commercialization. It's al
46.
by abcampbell 11y ago
Already did. https://medium.com/@alexanderbcampbell/more-than-500bn-of-we...
47.
by abcampbell 11y ago
Good to see the community is working through the technical (and political challenges) for the future of bitcoin. At the same time, the level of technical jargon being batted around highlights how far bitcoin is from being money. Look at the
48.
by abcampbell 11y ago
Agree. Think it more just speaks to how hard it is to generate alpha in investing. It's like being the MVP of the NBA. The competition is fierce, and you are playing a zero-sum game, hence generating returns greater than available by
49.
by abcampbell 11y ago
This just isn't true. You can see the Reuters VC index is up around 300% since the sector got flooded w capital. http://imgur.com/cYSjFRj
50.
by abcampbell 11y ago
Am not an expert, but think Twitter is struggling because the signal to noise ratio has deteriorated significantly. Solving this isn't just a matter of some UX tweaks, it literally speaks to the heart of a very hard problem...how to yo
51.
by abcampbell 11y ago
The biggest problem with these business models, in the long run, is they all target the same labor supply. This is good for wages, but bad for their margins.
52.
by abcampbell 11y ago
You are missing the broader system. It's about #theCapitalCycle of an entire ecosystem...#theUnicornEconomy
53.
by abcampbell 11y ago
Disagree. Your linkages are backwards. This is about liquidity . Lower rates are a way to create liquidity (as it makes is painful to hold onto cash). My take: https://medium.com/@alexanderbcampbell/a-turn-in-thecapita
54.
by abcampbell 11y ago
My follow up to the Unicorn Economy piece (link below) given the recent market moves https://medium.com/@alexanderbcampbell/more-than-500bn-of-we...
55.
A Turn in the Capital Cycle(medium.com)
4 points by abcampbell 11y ago|1 comments
56.
by abcampbell 11y ago
agree (to some extent). Sometimes it looks like the role of education in america is to sort people into relevant socio-economic classes. Not through any nefarious scheme, but rather, our system just depends on (and creates) some degree of
57.
by abcampbell 11y ago
y, it's an interesting trend. Decision making processes evolving to machines talking to machines, and humans talking to humans.
58.
by abcampbell 11y ago
Well, you can think of your life portfolio being a combination of idiosyncratic risk (the particular business or unique exposures you have) and systemic risk (exposure to the broader system). For example, way too many people were piling
59.
by abcampbell 11y ago
agreed. I call it #theCapitalCycle https://medium.com/@alexanderbcampbell/more-than-500bn-of-we...
60.
by abcampbell 11y ago
Honestly, I started www.snow.ventures back in October to be an answer to this question. You have to seek diversification, one way to do it is to short the system so that people can feel safe in their particular idiosyncratic exposure. That&

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