Author Archives: amol
2024: the other side and the Prediction Consensus
Once in a while I send around an outlook for the year ahead. Here it is, sent Dec 31 2023:: Greetings from the other side — It feels like we all need it this year: the other side of New Year’s Eve. Many of the folks I speak with were
2024: the other side and the Prediction Consensus
Once in a while I send around an outlook for the year ahead. Here it is, sent Dec 31 2023:: Greetings from the other side — It feels like we all need it this year: the other side of New Year’s Eve. Many of the folks I speak with were
Unsolved problems for AI, especially in health and bio
AI is moving so fast right now! Well that was a few months back. It felt like folks were discovering whole new amazing things daily. Remember that whole “tell AI to start a business for me and run it” thing?
Unsolved problems for AI, especially in health and bio
AI is moving so fast right now! Well that was a few months back. It felt like folks were discovering whole new amazing things daily. Remember that whole “tell AI to start a business for me and run it” thing?
Search for keywords vs. meanings, or “Is Google dead?”
One of the best GPT/AI search things is when you have no idea how to exactly describe something but the robot finds it. Doesn’t work in normal search. Here’s an awesome example. I was walking in Brooklyn once, some years
Search for keywords vs. meanings, or “Is Google dead?”
One of the best GPT/AI search things is when you have no idea how to exactly describe something but the robot finds it. Doesn’t work in normal search. Here’s an awesome example. I was walking in Brooklyn once, some years
Cleaning half your iCloud storage, all the Messages attachments
Pet peeve…Apple makes it hard to download all the images/videos you have in Messages. And it really matters because my iCloud Storage is dominated by them. You *could* set your Messages settings to delete anything older than 30 days or
Cleaning half your iCloud storage, all the Messages attachments
Pet peeve…Apple makes it hard to download all the images/videos you have in Messages. And it really matters because my iCloud Storage is dominated by them. You *could* set your Messages settings to delete anything older than 30 days or
Not being ambitious enough
Big famous companies are often criticized for being too ambitious when they hit the rocks. I’ve been there. Truly huge giants are often criticized for being too cautious – think Google looking so lame these days in the face of
Not being ambitious enough
Big famous companies are often criticized for being too ambitious when they hit the rocks. I’ve been there. Truly huge giants are often criticized for being too cautious – think Google looking so lame these days in the face of
RIP Good Times update
Back in August I was feeling optimistic – Berkshire was at 297. I thought we might see new overall highs in 6-12 months. BRK promptly fell in September. And it’s almost 6 months later today, 308.
RIP Good Times update
Back in August I was feeling optimistic – Berkshire was at 297. I thought we might see new overall highs in 6-12 months. BRK promptly fell in September. And it’s almost 6 months later today, 308.
No conflict, no interest
The interest rate makes valuations swing, particularly for companies that have high growth rates on currently low earnings. Kind of obvious, but under-appreciated, I think, for startups. Here’s the way you can value the stock of Apple, based on the
No conflict, no interest
The interest rate makes valuations swing, particularly for companies that have high growth rates on currently low earnings. Kind of obvious, but under-appreciated, I think, for startups. Here’s the way you can value the stock of Apple, based on the
Icahn on takeovers, as a way of understanding what Elon is doing at Twitter
From the famous 2009 edition of Robert Schiller’s class at Yale that they recorded and published, a guest appearance by Carl Icahn — https://podcasts.apple.com/us/podcast/financial-markets-audio/id341651121?i=1000063752219 Hear the corporate raider playbook – fire the “nice guy” CEO, slash headcount massively as most
Icahn on takeovers, as a way of understanding what Elon is doing at Twitter
From the famous 2009 edition of Robert Schiller’s class at Yale that they recorded and published, a guest appearance by Carl Icahn — https://podcasts.apple.com/us/podcast/financial-markets-audio/id341651121?i=1000063752219 Hear the corporate raider playbook – fire the “nice guy” CEO, slash headcount massively as most
Why investors allocate to venture instead of hedge funds over virtually everything else…
The key stat is around minute 40. But don’t forget the other huge criterion: diversification. In the Swensen “Yale system”, the Buffet idea of “just own the index”, seems not at all what made Yale succeed. Here is a summary
Why investors allocate to venture instead of hedge funds over virtually everything else…
The key stat is around minute 40. But don’t forget the other huge criterion: diversification. In the Swensen “Yale system”, the Buffet idea of “just own the index”, seems not at all what made Yale succeed. Here is a summary
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