GP / Executive Chairman @ Vibes Capital Management. 🇺🇸

Joined September 2021
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Sometimes I pause and reflect on the fact that my entire financial portfolio is currently composed of 1) an imaginary Internet ponzi coin and 2) the stock of a company famous for having the largest peak-to-trough drawdown in the history of financial market bubbles, and whose CEO is currently leveraged to the tits on the same Internet Ponzi coin (which he refers to as “the goddess of truth”), and that I consider this a sound financial strategy with a virtually 100% chance of retiring my bloodline.
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Martin Shkreli breathlessly attempting to educate the actual living embodiment of the Dunning-Kruger effect, Brian Johnson, on basic biostatistics and biomedical epistemology is my favorite arc on this platform.
Brian, for the love of god, you cannot take a health database, click 'sort' and think that the top 5 drugs patients who survive longer happen to be taking are causal to the benefit those patients received. 500k is actually not a large cohort for a database, needs alpha correction, was very unlikely to be prespecified, etc. that's why no one is impressed with these studies and they're published in trash journals. this study showed a slight increase in CV events with PDEs vs placebo pubmed.ncbi.nlm.nih.gov/1452… the mechanistic rationale is not there and your explanation is terrible. ALL PDEs metabolize cAMP/cGMP, thats why they are phosphodiesterases. are you suggesting we should inhibit all PDEs?! by the same logic we should all be taking ERAs too. why not ARBs and ACEs? screw it i'll take inhaled treprostinil too. might extend my life. then i'll run SQL queries on health databases until i see a 'signal', bonferroni may roll in his grave but i will be vasodilated.
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denaturalize and deport dario amodei
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In other words, we went low enough to confound the bulls, but not low enough to please the bears. ✅
One of the reasons this market feels so directionless is because we’re stuck between two major cost basis clusters. The deep value zone sits around $49K-$54K. The fair value and participant cost basis cluster sits around $73K-$93K. We’re currently in the gap between them. No man’s land.
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Jun 13
Anthropic
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NEW: Amazon researchers are reportedly behind the jailbreak report that led to the U.S. crackdown on Anthropic’s top models.
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listen up, we have to vote for the man with the nazi tattoo so he can stop the man landing rockets and curing the blind from making any more money, otherwise we’ll get fascism you see how stupid you sound, yes?
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well fuck here we go again
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Anthropic: if we hype our high parameter models as dangerous, the government will conclude only a few large corporations can be trusted with such power under tight regulation, we will be granted a monopoly, and we will have a moat to defend our massive compute spend* Government: Your product is so dangerous that we consider it a national security threat, we have banned you from selling it abroad. Anthropic:
I can’t believe Anthropic comparing their product to nuclear weapons 800 times backfired on them. I am shocked
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I can’t believe Anthropic comparing their product to nuclear weapons 800 times backfired on them. I am shocked
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this is irresponsible & borderline insane. there is 0 real evidence that tadalafil has any health benefits, let alone an all cause mortality benefit. while the author states that its just an association, the implication is irresponsible because the odds it does this are <0.01%
I take Cialis, but not for sex. It’s actually a longevity medicine. Cialis (Tadalafil) is great for the same reason it gives you fantastic erections… it improves blood flow. Studies show that Tadalafil… 34% reduced all-cause mortality 27% reduced major heart disease 34% reduced stroke 32% reduced dementia It has also shown benefit in insulin sensitivity, metabolic health, and reduction of body fat. Women have blood vessels too, so theoretically they'd get the same longevity upside. The research is thinner, but early signals are promising. It’s sad that when men and women could benefit from it can miss out because it’s taboo. My protocol is 5mg daily and I've been on it for about two years. *Observational research shows associations, not causation. Outcomes may be influenced by underlying differences in study populations. This is not medical advice and is shared for informational purposes only.
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Jun 12
History's first trillionaire is a guy who catches rockets out of the sky with chopsticks and beams internet to every dead zone on the planet. Same guy ships cars that drive themselves, humanoid robots for the factory floor, brain chips that let paralyzed people move a cursor with pure thought, and an AI running on a supercomputer his team stood up in months instead of years. And the people crashing out about his net worth are doing it on the app he owns. The same app governments spent years trying to censor. You cannot legislate a rocket into orbit.
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SpaceX holds more Bitcoin on their balance sheet than Coinbase.
Top 10 Public Bitcoin Treasury Companies 1. @Strategy - 845,256 2. @twentyone - 43,514 3. @Metaplanet - 40,177 4.@MARA - 35,303 5. Bitcoin Standard Treasury Co - 30,021 6. @Bullish - 24,300 7. @Strive - 19,032 8.@SpaceX - 18,712 9. @coinbase - 16,492 10. @RiotPlatforms - 15,680
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The sheer scale of a trillion dollars can be hard to comprehend. Let me put it in perspective. You would be able to buy 42 miles of high speed rail in California with that much money.
The sheer scale of a trillion dollars can be hard to comprehend. Let me put it in perspective. You would have to earn a dollar a year for a trillion years straight to have that much money.
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Yeah, I definitely would have had more time & mental energy to write more papers if I didn’t have kids. It’s brutal. Now I’m “penalized” forever with a shorter CV and three amazing human beings I love with all my heart.
Children derail academic careers even in places with good social nets, like Denmark
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average ethereum investor
Reddit moment.
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Elon is now worth a trillion dollars which means Dave Ramsey may actually be okay with him buying a new car at the sticker price.
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Erik is so great whenever he is not shilling some shitcoin con
Replying to @bourscheid
No, you don't get it. He does not have $1 trillion sitting in cash, it is 99% stock in his companies. To make that wealth liquid would mean selling all that stock which would swiftly destroy *both* the companies (Tesla, SpaceX, others) and the wealth. If he sold it all, he'd end up with maybe $100b max, several hundred thousand people would be out of work, the companies ruined and many of their suppliers also ruined. Okay, but now Elon has $100b in cash, and can "solve the world's problems". $100b divided by the world's 8 billion people is $12 If you were in charge, several of the most innovative industrial companies in the world would be destroyed, hundreds of thousands out of work, and space would again close to human civilization for another generation. But everyone on earth could have one nice meal and you could revel in your altruism.
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