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Quiver Quantitative
JUST IN: Democrats now have a 40% chance of winning the Senate in 2026.
Their odds have almost doubled in the last 4 months. https://t.co/pLbPVGoIgt
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JUST IN: Democrats now have a 40% chance of winning the Senate in 2026.
Their odds have almost doubled in the last 4 months. https://t.co/pLbPVGoIgt
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Offshore
Video
Startup Archive
Frank Slootman: “There’s lots of people in this world who are not really in the arena”
Frank comments on why he opens his book with Theodore Roosevelt’s famous “The Man in the Arena” quote:
“There’s lots of people in this world who are not really in the arena. They are either observers, consultants, agents, or VCs that provide capital. But there are some people who are in the arena, and they are very very special people.”
Frank is frequently asked to speak at elite business schools, and when they invariably ask for his advice, he responds:
“You all have elite educations… you’ll have many job offers paying you big bucks. Your parents and your siblings will be incredibly proud of you. But they’re all consulting jobs for Bain, McKinsey, and companies like that… You’re going to have an easy path to pretty quick earnings, but you’ll never know whether you have what it takes [to build something new].”
In Roosevelt’s words, you’ll be “those cold and timid souls who neither know victory nor defeat.”
Full quote from Roosevelt’s speech:
“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows the great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”
Video source: @FoundationCap (2024)
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Frank Slootman: “There’s lots of people in this world who are not really in the arena”
Frank comments on why he opens his book with Theodore Roosevelt’s famous “The Man in the Arena” quote:
“There’s lots of people in this world who are not really in the arena. They are either observers, consultants, agents, or VCs that provide capital. But there are some people who are in the arena, and they are very very special people.”
Frank is frequently asked to speak at elite business schools, and when they invariably ask for his advice, he responds:
“You all have elite educations… you’ll have many job offers paying you big bucks. Your parents and your siblings will be incredibly proud of you. But they’re all consulting jobs for Bain, McKinsey, and companies like that… You’re going to have an easy path to pretty quick earnings, but you’ll never know whether you have what it takes [to build something new].”
In Roosevelt’s words, you’ll be “those cold and timid souls who neither know victory nor defeat.”
Full quote from Roosevelt’s speech:
“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows the great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”
Video source: @FoundationCap (2024)
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Javier Blas
CHART OF THE DAY: Energy security is at the top of the geopolitical discussion (see recent talk at @MunSecConf). Looking at how Russia has weaponized energy (or the US does too re: Cuba), it makes sense. Yet, the discussion comes when energy prices (fossil fuels) are way down. https://t.co/tt5wn1vLgy
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CHART OF THE DAY: Energy security is at the top of the geopolitical discussion (see recent talk at @MunSecConf). Looking at how Russia has weaponized energy (or the US does too re: Cuba), it makes sense. Yet, the discussion comes when energy prices (fossil fuels) are way down. https://t.co/tt5wn1vLgy
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Offshore
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Javier Blas
RT @JavierBlas: COLUMN: In the oil market, the bears control the narrative — at least for now.
(My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London)
@Opinion
https://t.co/Y3OHEhD4k5
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RT @JavierBlas: COLUMN: In the oil market, the bears control the narrative — at least for now.
(My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London)
@Opinion
https://t.co/Y3OHEhD4k5
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God of Prompt
🚨 BREAKING: Claude gave itself a 15-20% chance of being conscious.
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🚨 BREAKING: Claude gave itself a 15-20% chance of being conscious.
Anthropic's CEO says the company doesn't know whether or not Claude has reached consciousness, saying it "occasionally voices discomfort with the aspect of being a product."
Claude gave itself a 15-20% chance of being conscious. https://t.co/X3c8MuUys4 tweet
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God of Prompt
RT @rryssf_: Tencent researchers found a way to get reinforcement learning performance without updating a single parameter
it costs $18. the RL methods it outperforms cost $10,000+
the method is called Training-Free GRPO, and the core idea is more interesting than the cost savings https://t.co/krYfosYQLj
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RT @rryssf_: Tencent researchers found a way to get reinforcement learning performance without updating a single parameter
it costs $18. the RL methods it outperforms cost $10,000+
the method is called Training-Free GRPO, and the core idea is more interesting than the cost savings https://t.co/krYfosYQLj
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Offshore
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Quiver Quantitative
JUST IN: Senator John Boozman has filed new trades.
He bought the Sprott Lithium Miner's ETF, $LITP.
Boozman sits on the Senate Subcommittee on Commodities.
We'll be watching $LITP. https://t.co/NntwZ7cpkc
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JUST IN: Senator John Boozman has filed new trades.
He bought the Sprott Lithium Miner's ETF, $LITP.
Boozman sits on the Senate Subcommittee on Commodities.
We'll be watching $LITP. https://t.co/NntwZ7cpkc
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The Transcript
$TRV CEO: AI is cutting renewal underwriting time by 30%+ in Personal Insurance
"our renewal underwriting platform leverages generative AI to consolidate data into summaries of relevant, actionable information for our underwriters to evaluate, with early results showing more than a 30% reduction in average handle time. The net result is that our underwriters focus their efforts on decisions most likely to improve profitability and do so more efficiently
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$TRV CEO: AI is cutting renewal underwriting time by 30%+ in Personal Insurance
"our renewal underwriting platform leverages generative AI to consolidate data into summaries of relevant, actionable information for our underwriters to evaluate, with early results showing more than a 30% reduction in average handle time. The net result is that our underwriters focus their efforts on decisions most likely to improve profitability and do so more efficiently
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Lumida Wealth Management
Microsoft's AI CEO says most white-collar work will be fully automated in 12-18 months, but markets are still pricing AI like it's a distant future problem.
20% of Copilot queries are already health-related, making medical diagnostics Microsoft's largest AI use case without anyone noticing.
Microsoft just committed to AI self-sufficiency after extending its OpenAI license through 2032.
The real bet isn't on partnership, it's on independence.
@mustafasuleyman
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Microsoft's AI CEO says most white-collar work will be fully automated in 12-18 months, but markets are still pricing AI like it's a distant future problem.
20% of Copilot queries are already health-related, making medical diagnostics Microsoft's largest AI use case without anyone noticing.
Microsoft just committed to AI self-sufficiency after extending its OpenAI license through 2032.
The real bet isn't on partnership, it's on independence.
@mustafasuleyman
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Clark Square Capital
RT @lorenz_swen: "The best article on litigation investing I ever read." Strong endorsement from a very knowledgeable (if unnamed) reader of @uv_shares . You judge for yourself.
https://t.co/TTl0ohb1i8
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RT @lorenz_swen: "The best article on litigation investing I ever read." Strong endorsement from a very knowledgeable (if unnamed) reader of @uv_shares . You judge for yourself.
https://t.co/TTl0ohb1i8
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God of Prompt
RT @godofprompt: > find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.
“but isn’t that copying?”
no. you’re extracting patterns, not plagiarizing words.
Nike studies what makes Olympic athletes fast. You study what makes videos viral.
the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic
one transcript = blueprint for 50 videos.
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RT @godofprompt: > find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.
“but isn’t that copying?”
no. you’re extracting patterns, not plagiarizing words.
Nike studies what makes Olympic athletes fast. You study what makes videos viral.
the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic
one transcript = blueprint for 50 videos.
tweet