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Meb Faber
Today we have "The Great Inflation, Factors, and Stock Returns " with @FactorInvestor
https://t.co/XIbfXAWk0F https://t.co/G5ceYK9mNR
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Today we have "The Great Inflation, Factors, and Stock Returns " with @FactorInvestor
https://t.co/XIbfXAWk0F https://t.co/G5ceYK9mNR
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Paul Graham
Talking to founders in person is way more effective than talking to them via Zoom. @APatelThompson hypothesized (during in-person office hours) that it's because Zoom calls are "transactional." They're not as good for far-ranging speculative discussions.
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Talking to founders in person is way more effective than talking to them via Zoom. @APatelThompson hypothesized (during in-person office hours) that it's because Zoom calls are "transactional." They're not as good for far-ranging speculative discussions.
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Mostly Borrowed Ideas
1/3 Google acquired DeepMind for >$500 Mn in 2014.
DeepMind Revenue in 2020 was $1.13 Bn (vs $361 Mn in 2019). It also posted $60 Mn profit and had ~1k employees in 2020.
I became curious about DeepMind after listening to Demis Hassabis' interview on Lex Fridman podcast.
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1/3 Google acquired DeepMind for >$500 Mn in 2014.
DeepMind Revenue in 2020 was $1.13 Bn (vs $361 Mn in 2019). It also posted $60 Mn profit and had ~1k employees in 2020.
I became curious about DeepMind after listening to Demis Hassabis' interview on Lex Fridman podcast.
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Offshore
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Morning Brew ☕️
pov it's august and your plans for the summer didn't really pan out https://t.co/AxU5KTlS7T
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pov it's august and your plans for the summer didn't really pan out https://t.co/AxU5KTlS7T
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Offshore
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Ethan Mollick
The last time the world ended, it was springtime.
We don't know the year, or even the million-year span in which it happened. But it was spring in the Northern Hemisphere.
That was when the Chicxulub meteor hit the Earth, killing all non-avian dinosaurs. https://t.co/f4DwGDRHSp https://t.co/UgHkSqLQcA
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The last time the world ended, it was springtime.
We don't know the year, or even the million-year span in which it happened. But it was spring in the Northern Hemisphere.
That was when the Chicxulub meteor hit the Earth, killing all non-avian dinosaurs. https://t.co/f4DwGDRHSp https://t.co/UgHkSqLQcA
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Michael Burry on bear market rallies https://t.co/4VgnBw7EAt
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Michael Burry on bear market rallies https://t.co/4VgnBw7EAt
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