philoinvestor

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31.
by philoinvestor 3y ago
"Blockchain solves this..."
32.
by philoinvestor 3y ago
Sad how few people actually have a consistent "thinking on paper" discipline.
33.
The tech-employee cycle is completely changing(thehill.com)
2 points by philoinvestor 3y ago|2 comments
34.
by philoinvestor 3y ago
Tech cos went from forced hirers to forced firers, and this leaves tech workers in a bit of a hard place.
35.
by philoinvestor 3y ago
Hands down one of the most important things for high productivity and thinking. I remember a line that said something like. "I don't write on paper, I THINK on paper."
36.
by philoinvestor 3y ago
This piece went viral a few weeks ago: https://www.philoinvestor.com/p/downside-at-nvidia-and-the-n...
37.
by philoinvestor 3y ago
I don't think what you say translates the way you think it does :) "Romios" or "Romiosyni" (the act of being a Romios) is considered in many instances parallel to being Greek. Remember that the Roman Empire dumped L
38.
by philoinvestor 3y ago
Yep, there are similarities between the blockchain rush and the AI rush. But in my last piece on AI, I said that AI is 50X Blockchain!
39.
by philoinvestor 3y ago
Apple is trying to tighten the noose on its ecosystem, but everyone is fighting back..Antitrust case in the US ramping up too. Landmine ahead for Apple?
40.
by philoinvestor 3y ago
How many GPUs are being delivered today and for how long will they be used / what's their life? Who is funding the purchase of those GPUs? If VC money then what happens if the startups don't make money? Are users using AI-app
41.
by philoinvestor 3y ago
With the way NVIDIA is moving and how it's seeding AI startups, you could be right about them actively trying to do this. But there is a reality beyond our ability to predict it..
42.
by philoinvestor 3y ago
You may be getting 100x value out of your 30 bucks. Is that the only variable that one needs to consider to gauge if this is bubble territory?
43.
by philoinvestor 3y ago
I agree that it's opaque and that's why I said that AI can be the ULTIMATE bubble.
44.
by philoinvestor 3y ago
Can I paste links in replies here? I wrote an article about the AI bubble a few weeks ago.
45.
by philoinvestor 3y ago
I don't see how this "AI rush" isn't going to skew markets, skew the financials of big tech and create a bubble in the space.
46.
by philoinvestor 3y ago
NVIDIA filed a 13F filing on December 31st, reporting positions in Soundhound AI and other stocks.
47.
Podcast: My podcast interview on investing in EdTech and New Age Businesses(open.spotify.com)
2 points by philoinvestor 3y ago|1 comments
48.
by philoinvestor 3y ago
I think this is important for HN because I talk about the difference between old and new-style business models, the latter being mostly technology/new age.
49.
by philoinvestor 3y ago
Is the NASDAQ 100 in an AI-induced reflexive bubble?
50.
by philoinvestor 3y ago
"The payoff in a venture is generally inversely proportional to what it is expected to be." -Nassim Taleb The title of this article makes me feel more and more, that we are faced with a mid-term peak. Maybe even longer than mid-te
51.
by philoinvestor 3y ago
If only it were that simple!
52.
by philoinvestor 3y ago
Exactly. Many of the current applications of AI are just marginal improvements, and very few are disruptive/groundbreaking. Of course no one will tell you that because they are afraid to, in case they get cancelled or lynched.
53.
by philoinvestor 3y ago
So wait, Nvidia isn't overvalued?
54.
by philoinvestor 3y ago
We know Open AI ARR, competitive landscape, the reason why they raised the capital at that valuation (MSFT's goals). We also know that they DO NOT make money, which isn't great considering that there's a bunch of other compet
55.
by philoinvestor 3y ago
I discuss NVIDIA's valuation here, and the A.I. ecosystem at large. https://www.philoinvestor.com/p/downside-at-nvidia-and-the-n...
56.
by philoinvestor 3y ago
The thinking I used to invest in Duolingo two years ago when everyone thought it was too expensive. Hint: This is a new-age business model, not a classic/old one.
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How to invest in new age (techy) business models(open.spotify.com)
1 points by philoinvestor 3y ago|1 comments
58.
by philoinvestor 3y ago
This is a podcast where I was interviewed about investing in new age/new-economy type business models and their differences vis-a-vis old-economy style (more linear) businesses. I spoke about Duolingo, Coursera, Netflix Vs Legacy Media
59.
by philoinvestor 3y ago
"You can argue that OpenAI might not hold the lead. That's fine. But the author also argued against Nvidia. Nvidia doesn't care if OpenAI loses the lead because the next LLM lab also uses Nvidia" You are missing the poin
60.
by philoinvestor 3y ago
Great feedback, noted.

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