Justin Spratt
@justinspratt
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commercialising a startup that’s raised almost US$150M. previously: uber, wpp, morganstanley. australian.
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Joined July 2007
we know this, but shocking to see it plotted and how severe it is. be interesting to see this plotted for all OECD countries. ht @NatHalberstadt 👏🏼👏🏼
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ChatGPT 5 out. many throwing shade on it (see polymarket). I have no technical opinion, but a few thoughts on the business side:.1. it doesn’t matter from market perspective, OpenAI already owns the Chat Interface market for AI.2. Elon & Demis likely sending secret ‘thank you’.
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RT @G_S_Bhogal: Being civil is not simply good manners. It’s a way to maximize the clarity of communication, by minimizing ill will.
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a lot of conjecture (for a long time) around jobs data coming out of BLS. one thing is certain; if a number is revised by 86%, it ceases to be useful. and this data point is too important to be ignored.
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ok, i know what it is now. we won. 🇦🇺.
what’s rugby?.
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scarcity of data not a blocker for LLMs? huge if true.
I don't have any special inside knowledge about how @Kimi_Moonshot trained Kimi K2. I just read the paper and this part is what I've been telling anyone who will listen about. Their data generation steps to get lots of high quality, multi-turn agent traces to train on is so much
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powerful insight about the power of power.
In the past, power was valuable, but you had to convert it into currency before you could spend it on intelligence. This is no longer true, and increasingly so with each passing day. Power is growing in demand, and becoming more valuable.
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Nate is a legendary researcher and Hindenburg research was an example of short selling providing a public good — they spotted a lot of fraud helping keep public markets accountable:.
@TuckerCarlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and.
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TC is not dumb. so question is: why give airtime to Milton, a widely known liar in the industry?. Answer: a lucrative market for conspiracy theories exists. Even bigger now due to some covid public policy failures that broke trust in establishment. frustrating.
How Wall Street short sellers worked with the media and federal prosecutors to destroy Trevor Milton’s company and put him in jail for life. This is a shocking story. (0:00) Introduction.(0:31) The Origins of Milton’s Hydrogen Truck Company Nikola.(4:17) What Is a Hydrogen
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say, what? 😳 .holy moly.
🚀Another AI inflection point:.Google's monthly token usage just jumped from 480T to 980T in 2 months 🤯. That's the same growth it took 12 months to achieve prior. We're not in linear times anymore.
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Agree. Of course, Padel ( is a better workout than all of these. And singles tennis sits at the top. The reason Pickeball has better PMF is because it is easier all of these - easier on the player and easier to build courts (repurpose tennis courts).
en.wikipedia.org
pickleball is statistically better than tennis.it is more fun because the rallies last longer.it is actually a better workout (doubles pickleball is much more intense than doubles tennis. Singles pickleball is much more intense than singles tennis)
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russia being the top of “self-made” is both funny and discrediting. though, excluding it, the point is still reasonably valid, I guess.
the idea that you cannot become rich because of your circumstances is a psyop popularized to keep you poor and too demoralized to even try
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zuck long energy infrastructure. you only do this if you’re buying more chips. a lot more.
to think, Nvidia is likely still good value at current price. [how?]. >massive demand for compute still (10x current base?) + CUDA + NVLink. Google only co that can compete with Nvidia near term. Speed of energy infrastructure installation the only other headwind.
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to think, Nvidia is likely still good value at current price. [how?]. >massive demand for compute still (10x current base?) + CUDA + NVLink. Google only co that can compete with Nvidia near term. Speed of energy infrastructure installation the only other headwind.
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Steve Ballmer called. he wants a word.
There is nobody in corporate history who has taken less risk and made as much money as Tim Cook.
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