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โ Alex Bilzerian
RT @FSFG: Synthetic Cancer -- Augmenting Worms with LLMs. https://t.co/MH1AKI1BYB
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RT @FSFG: Synthetic Cancer -- Augmenting Worms with LLMs. https://t.co/MH1AKI1BYB
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โ Alex Bilzerian
The authors celebrating after winning 1st prize in the Swiss AI Safety Olympics for ๐ฎ๐๐๐๐ฝ๐๐๐พ๐ธ ๐๐ถ๐๐ธ๐๐. https://t.co/3vyNIFa7Nb
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The authors celebrating after winning 1st prize in the Swiss AI Safety Olympics for ๐ฎ๐๐๐๐ฝ๐๐๐พ๐ธ ๐๐ถ๐๐ธ๐๐. https://t.co/3vyNIFa7Nb
The authors: https://t.co/A8wh9ZuQMb tweet
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โ Alex Bilzerian
Human Rights WatchโTiger Chairs & Cell Bosses: https://t.co/fJilEqiGBC https://t.co/U2Ur8fZ5ul
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Human Rights WatchโTiger Chairs & Cell Bosses: https://t.co/fJilEqiGBC https://t.co/U2Ur8fZ5ul
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โ Alex Bilzerian
'The Language of Betting as a Strategy for Statistical & Scientific Communication' โ Glenn Shafer
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'The Language of Betting as a Strategy for Statistical & Scientific Communication' โ Glenn Shafer
Betting scores as a replacement for p-values: https://t.co/FL0bwp82EV tweet
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โ Alex Bilzerian
RT @somefoundersalt: deep tech founders are just a hybrid of chronic gambling addict and scientist
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RT @somefoundersalt: deep tech founders are just a hybrid of chronic gambling addict and scientist
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โ Stock Analysis Compilation
Harding Loevner on ICICI Bank $IBN US
Thesis: ICICI Bankโs robust growth trajectory, combined with strategic risk management improvements, positions it well to capture India's expanding financial services market.
(Extract from their Q2 letter) https://t.co/s8EeEWCB6M
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Harding Loevner on ICICI Bank $IBN US
Thesis: ICICI Bankโs robust growth trajectory, combined with strategic risk management improvements, positions it well to capture India's expanding financial services market.
(Extract from their Q2 letter) https://t.co/s8EeEWCB6M
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โ Librarian Capital
Another way to bet on GLP-1?
"Regeneron $RGEN head says weight-loss drugs could cause โmore harm than goodโ" (FT)
Patients "lose muscle at far faster rates than people losing weight from diet or exercise", but "2 in every 5 patients ... discontinue the treatments within a year" https://t.co/YVv2fnGaqn
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Another way to bet on GLP-1?
"Regeneron $RGEN head says weight-loss drugs could cause โmore harm than goodโ" (FT)
Patients "lose muscle at far faster rates than people losing weight from diet or exercise", but "2 in every 5 patients ... discontinue the treatments within a year" https://t.co/YVv2fnGaqn
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โ Librarian Capital
How you know an investment column has lost its audience
The below is the 2nd most-recommended comment on a weekly investment column published on Friday
Column was supposedly about tough markets
Comment was about ... I don't know what it's about
12 "recommends"; top one has 20 https://t.co/DGyjargFpM
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How you know an investment column has lost its audience
The below is the 2nd most-recommended comment on a weekly investment column published on Friday
Column was supposedly about tough markets
Comment was about ... I don't know what it's about
12 "recommends"; top one has 20 https://t.co/DGyjargFpM
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โ Stock Analysis Compilation
Orbis on Nintendo $7974 JP
Thesis: Nintendo's evolution into multimedia, alongside its core video game business, offers significant upside with minimal downside risk given its strong brand, IP, and new revenue streams.
(Extract from their Q2 letter) https://t.co/9CEGAik6dH
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Orbis on Nintendo $7974 JP
Thesis: Nintendo's evolution into multimedia, alongside its core video game business, offers significant upside with minimal downside risk given its strong brand, IP, and new revenue streams.
(Extract from their Q2 letter) https://t.co/9CEGAik6dH
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