Dynamicmoats
@DynamicMoats
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Allocator of things to allocate. Views are my own. Not investment advice. No political views.
San Francisco, CA
Joined November 2012
Incredible non linear progress over the last three years š
FWIW I think FSD has more or less solved autonomous driving in a practical sense. I am now able to start in my garage let the car back out of the garage, and then do a three point turn to back out of our cul-de-sac and proceed to drive itself to almost any destination in NYC or
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Insane performance, time to raise a fund
some attribution for the year: 145 securities traded, 108 positive, 37 negative Biotech win rate: 75%, Non-Biotech Win rate: 74%
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Long portfolioās earnings season summarized AI: š Non-AI: š¤®
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@rryssf_ The CALM paper presents itself as a paradigm shift from discrete token prediction to ācontinuous next-vector prediction,ā but almost every element of the approach has already appeared in prior work on energy-based models, latent sequence modelling, and hierarchical autoregressive
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Incredible
šØ 10,000 STARLINK SATELLITES IN ORBIT - AND NOBODY'S EVEN CLOSE SpaceX crossed 10K satellites last week. For context: the entire world launched around 8,700 total spacecraft in all of history before Starlink started. They're completing Starlink missions every 48 hours now.
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A ban on PVC in packaging applications would cause consumers to suffer negative health, safety, and financial consequences. The truth is that PVC is an excellent material for packaging because it is safe, sturdy, economical, and easily manufactured. It's used in many packaging
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The new $QQQ
Holy crap did not realize the extent to which $IWM is now dominated by pure AI/ tech momentum garbage
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Ackman's GSE stakes alone are now worth 2-3x the entire size of the fund he raised almost a decade ago
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Just buy them all
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Interesting paper, obviously still early days
Study: Organic LLM (oLLM) traffic underperformed every traditional channel except paid social media across key financial metrics such as conversion rate, average order value and revenue per session "The research ā āChatGPT Referrals to E-Commerce Websites: Do LLMs Outperform
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Market structure will ultimately determine cash flow profile of neoclouds
Key thing here (re: AWS article) is thereās no data gravity The market is enormous - weāll spend 3x more on AI than legacy cloud (!), but thereās little tie in between the two. If performance a bit weaker, thereās 7 places to go vs 3. 5 min switch vs major infrastructure
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$EVO has saturated the TAM
Hate to say it, but Evolution's Q3 earnigns are an absolute embarrassmentā¦ Revenues down, margins crushed, and profit down over 20%. A terrible quarter. No way to sugarcoat it. $EVO $EVVTY
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Per Yipit (an alt data provider), based on web scraping. For the week of 10/12: Carvana sold 12,427 cars CarMax sold 12,413 cars Thus, for the first time, Carvana took the title of largest vehicle retailer in the US. CONGRATULATIONS to the $CVNA Team! The march continues!
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$CVNA is a great long/add here. Vehicle revenue expected to grow 60% in Q3 and Q4 vs. 40% and 35% consensus.
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Why is the credit cycle improving?
Torsten Slok is out with charts arguing that the credit cycle is actually improving.
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