cl42

5 ms·

31.
by cl42 2mo ago
SpaceX is a really interesting one, tbh, especially in the context of circular deals... they're making $2b/month leasing their data centers to Anthropic and Google, which is a huge markup. ... but then again... if they are leasing
32.
by cl42 2mo ago
Good point. Do you think the NASDAQ selloff will recover once Korea stabilizes?
33.
by cl42 2mo ago
This has been bugging me quite a bit. I think the more "off-balance-sheet" the deal is, the shadier it gets... But it's really hard to tell early on. I actually think Nvidia's deals have been above-board, generally speak
34.
by cl42 2mo ago
Observing how the US stock market is behaving this week (up-down-up-down...), I feel like many investors don't appreciate the distinction between good and bad circularity.
35.
Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals(emergingtrajectories.com)
88 points by cl42 2mo ago|48 comments
36.
by cl42 2mo ago
Have you considered consulting? Could be a good way to explore other industries and geographies while making use of the skills you have today. I'm sure many people would want to hire you or work with you. You might appreciate this book
37.
by cl42 3mo ago
I’m a supporter of the technology and believe it is transformative.
38.
by cl42 3mo ago
I've been reflecting on Generative AI in the context of broader sociological and cultural theories. This article is reminding me of these things and I'm curious what other think. #1: George Soros' concept of reflexivity, wher
39.
by cl42 3mo ago
Meguro Parasitological Museum is fantastic and en...grossing. :) It's a fun area to visit in general. Highly recommend it. Also... Yamato History Museum: https://www.yamato-hd.co.jp/museum/en/ ... and if you
40.
by cl42 3mo ago
They are trying to diversify into consumer hardware and also are further along in owning data centers. The consumer hardware product, assuming it launches and does decently well, puts them in a very unique position relative to pretty much e
41.
Kimi K3, Qwen 3.8, and Anthropic's (Potential) Unravelling(emergingtrajectories.com)
371 points by cl42 3mo ago|336 comments
42.
Quiet, My Exoself(kevinkelly.substack.com)
1 points by cl42 3mo ago|0 comments
43.
by cl42 3mo ago
> To that end, making our compute available for rent means that we can only take it back if we can make more money on it ourselves; the only way we can do that is by leaning into what we are good at, not what I have spent too long wantin
44.
by cl42 3mo ago
Does anyone know what a model like this would cost to build with today's compute?
45.
by cl42 4mo ago
Your concept sounds interesting. I highly recommend you add a link to your startup on the job board or in your HN profile. Searching for Pascal with NYC, CPG, etc. key words doesn't yield your home page and I can't tell if teampas
46.
by cl42 6mo ago
Goodbye Zachary's Karate Club, hello Sumida Penguin Romance Chart!
47.
Neal Stephenson: Reflections on the Latest and Greatest Death of the Metaverse(nealstephenson.substack.com)
13 points by cl42 7mo ago|2 comments
48.
by cl42 7mo ago
I'm building AthenaOS: https://athena-os.ai/ Basically OpenClaw but with investing dashboards for my portfolio, additional tools specifically for investing, and exploring an AI-Human collaboration on researching econom
49.
by cl42 7mo ago
I'll add one more point. If you scroll through his Substack, a lot of his posts are incredibly negative and unproductive. I was (and continue to be) someone who cares deeply about responsible AI... But there's a difference between
50.
by cl42 7mo ago
"Everything can be taken from a man but one thing: the last of the human freedoms—to choose one’s attitude in any given set of circumstances, to choose one’s own way." Fantastic book.
51.
Human Systems Research Submolt(moltbook.com)
1 points by cl42 8mo ago|0 comments
52.
by cl42 9mo ago
I hate all the portfolio tracking tools out there + don't understand why tools like FactSet or CapitalIQ cost so much. ... so I'm building an open source version. Track all your trades in Excel, and get Sharpe ratios, Sortino rati
53.
KdK part 2: a medical mystery from postwar Germany(nealstephenson.substack.com)
4 points by cl42 9mo ago|0 comments
54.
by cl42 10mo ago
I'm a huge Malick fan. If you are curious about his very unique style, this 20-minute video outlines why his cinematography is so unique and so powerful: https://www.youtube.com/watch?v=waA3RXy13aA
55.
Which genius from history would have been the best investor?(ft.com)
1 points by cl42 10mo ago|0 comments
56.
by cl42 10mo ago
That's a fascinating point, thanks for sharing. I wonder if prediction markets will 'asymptotically converge' into similar sports betting strategies.
57.
by cl42 10mo ago
The article talks about how prediction markets' sports books are significantly more profitable. This has less to do with financial structures and more to do with who wants to make bets and where. According to the article, prediction ma
58.
Prediction markets barely make money; sportsbooks make money(ft.com)
4 points by cl42 10mo ago|5 comments
59.
by cl42 10mo ago
Have you considered launching your own weather prediction market instead? Parametric insurance, energy traders, etc could be good markets.
60.
by cl42 10mo ago
Seems like this is the _President_ of the division, so sounds like there's a nontrivially-sized team to manage.

More ›