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Librarian Capital
"Cheetos Food Coloring Turns Mice Transparen" (WSJ) (as discussed on Bloomberg TV just now)
"When scientists massaged a solution of the dye tartrazine onto the bellies of live mice, their skin appeared to vanish, revealing the inner organs"
https://t.co/wJqLkQccBA
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"Cheetos Food Coloring Turns Mice Transparen" (WSJ) (as discussed on Bloomberg TV just now)
"When scientists massaged a solution of the dye tartrazine onto the bellies of live mice, their skin appeared to vanish, revealing the inner organs"
https://t.co/wJqLkQccBA
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Alex Bilzerian
RT @DeryaTR_: Yes, I just made two offers: you can either concede & admit you were wrong & not pay, or we raise the bet 10x & wait until the end of 2025.
But if you’re unsure, we can keep it as is too. I just didn’t want you to suffer & stress for so long knowing you are so wrong & will lose☺️
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RT @DeryaTR_: Yes, I just made two offers: you can either concede & admit you were wrong & not pay, or we raise the bet 10x & wait until the end of 2025.
But if you’re unsure, we can keep it as is too. I just didn’t want you to suffer & stress for so long knowing you are so wrong & will lose☺️
This is getting a lot of traffic. A really critical part of the bet is being missed by most readers: Our bet was about valuation *at end of 2025*.
If e.g., OpenAI doesn’t ship GPT-5 by the end of 2025 - or if GPT-5 is disappointing - or if someone else overtakes them - they have a problem. tweet
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Librarian Capital
"Two men charged with insider dealing in Britain" (Reuters)
FCA press release stated the two made a profit of £110k over 5 years (2016-20)
The two are in their 40s
Neither name appears on the FCA register
This is likely to be another case of ancillary staff doing small trades https://t.co/n1NsVPEv7F
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"Two men charged with insider dealing in Britain" (Reuters)
FCA press release stated the two made a profit of £110k over 5 years (2016-20)
The two are in their 40s
Neither name appears on the FCA register
This is likely to be another case of ancillary staff doing small trades https://t.co/n1NsVPEv7F
Two men charged with insider dealing in Britain https://t.co/u5pvZz0VSk https://t.co/oJe535bEzR tweet
Alex Bilzerian
I admire Glenn Shafer’s choice to leave his name & title off this PDF — a challenge to the reader to evaluate the work purely on its substance.
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I admire Glenn Shafer’s choice to leave his name & title off this PDF — a challenge to the reader to evaluate the work purely on its substance.
Betting scores as a replacement for p-values: https://t.co/FL0bwp82EV tweet
twitter.com
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Alex Bilzerian
Few people with fervent beliefs have a solid epistemic foundation to justify their level of certainty. There's often a disconnect between how sure they feel and how sure they ought to be if they followed sound reasoning.
When you look at who they're proxying their sense-making to, it becomes clear that they rarely defer to those who conducted the original research.
Even among those researchers, there’s often disagreement, potential funding influences, and the presence of epistemic biases.
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Few people with fervent beliefs have a solid epistemic foundation to justify their level of certainty. There's often a disconnect between how sure they feel and how sure they ought to be if they followed sound reasoning.
When you look at who they're proxying their sense-making to, it becomes clear that they rarely defer to those who conducted the original research.
Even among those researchers, there’s often disagreement, potential funding influences, and the presence of epistemic biases.
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Stock Analysis Compilation
Guinness GI on Advanced Drainage Systems $WMS US
Thesis: As a leader in recycled plastic stormwater solutions, ADS stands poised for growth amid rising infrastructure investment and increasing market share.
(Extract from their Q2 letter) https://t.co/eq8JDAHpVe
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Guinness GI on Advanced Drainage Systems $WMS US
Thesis: As a leader in recycled plastic stormwater solutions, ADS stands poised for growth amid rising infrastructure investment and increasing market share.
(Extract from their Q2 letter) https://t.co/eq8JDAHpVe
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Alex Bilzerian
RT @TenreiroDaniel: you never hear people describe technologies as 'disruptive' anymore, but it was once the adjective of choice
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RT @TenreiroDaniel: you never hear people describe technologies as 'disruptive' anymore, but it was once the adjective of choice
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Alex Bilzerian
RT @alexbilz: Luis Raúl Pericchi: "The language of science is the language of probability, and not of p-values.”
https://t.co/OSYIsfMTdg https://t.co/gXeu6nvqi9
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RT @alexbilz: Luis Raúl Pericchi: "The language of science is the language of probability, and not of p-values.”
https://t.co/OSYIsfMTdg https://t.co/gXeu6nvqi9
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Alex Bilzerian
RT @alexbilz: Taleb's note on p-hacking is worth a close read if you haven't already: https://t.co/xXhGz1QZRT https://t.co/jNONBKSpRr
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RT @alexbilz: Taleb's note on p-hacking is worth a close read if you haven't already: https://t.co/xXhGz1QZRT https://t.co/jNONBKSpRr
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