Feed - Buzzberg

23:55
Jun 11

@thestalwart

@defidave @1cashtracker Yes

14:40
Jun 11

@thestalwart

@jaypatel Only the best takes according to people who edit newspapers

News

14:19
Jun 11

@thestalwart

@leoooooooo17 Well that really fits with my second tweet. But yes, definitely

14:12
Jun 11

@thestalwart

Wow. Had not realized when I tweeted this that China recently landed on a new official word for token that roughly translates to “word curre…

14:03
Jun 11

@thestalwart

If you love tomatoes or produce in general, Jacob is amazingly knowledgeable about how these markets work. We talk about everything from pri…

13:59
Jun 11

@thestalwart

WHY THE PRICE OF TOMATOES IS GOING BANANAS On the new Odd Lots, @tracyalloway and I talk to Baldor’s SVP of Procurement and Merchandising Ja…

13:54
Jun 11

@thestalwart

@tylermacro10 @conorsen Yeah this is where you realize AI’s so called “interpretability” problem is extremely normal, and not new at all. Wi…

13:51
Jun 11

@thestalwart

@mrmuldr The 2020s have truly been a wild decade. And it’s three if you count GLP-1s. And then there’s been at least two major wars.

13:40
Jun 11

@thestalwart

This is exactly what I think too. One thing that makes AI distinct is that it’s the first time in human history where there’s a “big new thi…

13:36
Jun 11

@thestalwart

@conorsen Setting aside SF or NYC, in Democracy in America, de Tocqueville said a bedrock of our democratic system was the extraordinarily h…

13:25
Jun 11

@thestalwart

Love this city so much. Big thank to everyone who turned out for tonight’s Odd Lots trivia https://t.co/6bISHHkfiK

11:16
Jun 11

@thestalwart

@47fucb4r8c69323 Yes

09:54
Jun 11

@thestalwart

@katerinareports @Camrjohnson One day!

09:49
Jun 11

@thestalwart

@matty_dbr 2028

09:43
Jun 11

@thestalwart

@theojaffee Hasnt he been saying this for awhile?

09:39
Jun 11

@thestalwart

On every level, I still can’t believe that win

09:39
Jun 11

@thestalwart

On every level, I will can’t believe that win

09:27
Jun 11

@thestalwart

@krishnanrohit Yep it makes total sense

09:20
Jun 11

@thestalwart

@krishnanrohit Interesting. Had no idea, but obviously a very logical structure in certain situations

09:18
Jun 11

@thestalwart

@cachedeposits Fascinating. Setting aside model restriction workarounds, is this analogy one that’s common or previously used in the oncolog…

09:06
Jun 11

@thestalwart

@horton_official Agreed but it’s very good

09:05
Jun 11

@thestalwart

@khushkhushkhush You shoulda bought a ticket!

08:58
Jun 11

@thestalwart

Getting set up for our first Odd Lots trivia night in Asia @ SoHo House Hong Kong. (Sold out, btw) https://t.co/uSUzzS6rAD

08:40
Jun 11

@thestalwart

@distributionat @krishnanrohit Maybe we’ll see firms start buying out their employees for extremely large one-time payments. Hand over all t…

08:38
Jun 11

@thestalwart

@distributionat @krishnanrohit The firms with the largest pooled databanks will get the most out of the technology. Whereas for many workers…

08:35
Jun 11

@thestalwart

It’s too bad we didn’t already have the internet when the internet came out. Would’ve been fun reading everyone’s takes.

08:31
Jun 11

@thestalwart

@distributionat @krishnanrohit Me too. I mentioned this to David Solomon on our recent episode, but at least at certain types of companies, …

08:24
Jun 11

@thestalwart

Also a big thank you to @Camrjohnson - my kids will love it - for hunting down China’s hottest collectible for me https://t.co/4IjIGaIXDI

08:18
Jun 11

@thestalwart

I swear there is literally nothing (excluding my family of course) that brings me more joy than eating noodles and talking with internet fri…

08:13
Jun 11

@thestalwart

I really like all the pro-social signage here https://t.co/RGwb7wT8Vf

07:56
Jun 11

@thestalwart

@distributionat Thank you! Very kind. And it’s funny, was literally just thinking about “theories of the firm” as the next avenue I want to …

07:50
Jun 11

@thestalwart

@1cashtracker It’s going to be really tricky. Excluding software developers, it might happen more in more “eat what you kill” environments l…

07:37
Jun 11

@thestalwart

Yeah the reason people are converging on this analogy is because in a pod shop, the firm has to figure out two things: 1) The right price to…

07:33
Jun 11

@thestalwart

Does he not think Claude is good at writing? If not, why is he selling a written word generator? Does he think it’s bad or dehumanizing to h…

07:19
Jun 11

@thestalwart

Pangram says the new Dario essay is 100% human generated. Why do you think *Dario* wants to write his essays himself?

05:56
Jun 11

@thestalwart

And ofc sub here to the Odd Lots newsletter where, maybe one day, we'll also be doing restaurant reviews https://t.co/25c7dc92bu

05:55
Jun 11

@thestalwart

And you should subscribe to Bloomberg's Hong Kong Edition weekly newsletter here https://t.co/Qz3Rl24yrF

News

05:55
Jun 11

@thestalwart

ODD LOTS x HK The team here graciously asked me and @tracyalloway to take over their weekly newsletter. I did a Q&A with a local poker c…

05:32
Jun 11

@thestalwart

Some very interesting charts from University of Florida professor Jay R. Ritter put together by Bloomberg's @skylardaith about IPOs. The lat…

News

04:32
Jun 11

@thestalwart

@aanalystbro @cachedeposits Tonight in Hong Kong LA in September Chicago in October NYC in November

03:34
Jun 11

@thestalwart

BOOOOM!

03:33
Jun 11

@thestalwart

@cachedeposits Knicks in 5 Come See Odd Lots Live!

03:32
Jun 11

@thestalwart

omg!

03:32
Jun 11

@thestalwart

omg, was just in a recording for the last 90 minutes

02:08
Jun 11

@thestalwart

People got mad at me for the WeWa neologism. But remember, every neighborhood name was first uttered by someone. Nothing is fixed in stone. …

02:04
Jun 11

@thestalwart

@1738capital say more

02:03
Jun 11

@thestalwart

@aintbrag To be clear, I literally have no idea what that is

01:51
Jun 11

@thestalwart

@dunkrugering So what would be a somewhat common deal structure?

News

01:50
Jun 11

@thestalwart

In addition to being a fine chap, Mike is a really excellent writer.

01:47
Jun 11

@thestalwart

@BijanTavassoli Thank you! My first question is already set now