brad slingerlend
@bradsling
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Investor at @NZSCapital; 'Only try to realize the truth...there is no🥄' Not investment advice. 🐜🐝: https://t.co/NU18bqhyg7
carmel, ca
Joined April 2008
Time Travel to Make Better Decisions: a new essay on what we can learn from time travel movies along with some tools to make better decisions in the present.
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RT @bobdylan: Happy birthday Ricky Jay. You’re truly missed. You took a lot of magic out of the world when you left. Rest in peace. https:/….
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RT @ShanuMathew93: +@bradsling piece w/ 2 big ideas. 1) Cloud providers need cost-efficient models while AI labs chase performance at any p….
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RT @bobdylan: Saw Nick Cave in Paris recently at the Accor Arena and I was really struck by that song Joy where he sings “We’ve all had too….
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A six step process where you now have to give Roblox your government ID to keep your kid safe. Seriously, just turn the servers off. This is one of the most negative sum businesses I have ever seen.
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Roblox forcing parents to create their own accounts to juice q4 user numbers and the new system is still unlikely to protect kids on the platform. These folks should liquidate the company and move on for the sake of humanity.
corp.roblox.com
Learn more about how families can support each other in maintaining a safe and civil experience on Roblox.
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"What's really going to bake your noodle later on is. would you still have broken it if I hadn't said anything?".
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NZS is HIRING for an IT and investment analytics associate position in Denver. This is an exciting opportunity to add value to a growing $3B+ AUM boutique asset manager.
nzscapital.com
Open Jobs at NZS Capital
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Reflecting on this essay on its five year anniversary - this part feels more true than ever: LLMs have further consolidated the role of tech platforms while also increasing the potential for destabilization of the slower moving pieces of Stewart Brand's Pace Layers.
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Investors bizarrely cling to the idea of "Mr." Market driving stocks. There is no value in imagining a human or alien intelligence behind the complex interactions of algorithms, AI, and the humans that are entirely under the influence of algorithms and AI.
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RT @MrDylanCollins: This week's newsletter from @bradsling is an excellent dose of technology optimism. Recommended
nzscapital.com
Welcome to Stuff I Thought About Last Week , a personal collection of topics on tech, innovation, science, the digital economic transition, the finance industry, and whatever else made me think last...
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RT @brunoswerneck: One of my favorite reality-interpretation frameworks is the lens of complex adaptive systems. @NZSCapital & @bradsling a….
nzscapital.com
Download Complexity Investing PDF We believe that the economy and the stock market are best understood as biological systems: specifically, complex adaptive systems. Complex systems have unpredicta...
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Thinking about this piece from the Fall of 2018 referencing in part the Walgreens $10B share repurchase. the stock is now down 80%. It's more complex than just capital allocation, but underinvestment in customer experience is clearly a big part of it.
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If you love the culture and joy of late night TV as much as I do you will love @latenightercom and their love of #latenight.
Seth Meyers gathered Will Ferrell, John Oliver, Bowen Yang, and Rachel Dratch to resurrect a sketch that has haunted the halls of Studio 8H for years.
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