Nick
@nickthestoic.bsky.social
Venture capital. Value investing. Technology. USC Marshall MBA. Recovering CFA. I tweet about VC, stocks, and all things finance. Europe born. Team a/acc.
Julius Caesar doing a land acknowledgement: “I came, I saw the Gallic barbarians, I murdered them, I conquered their lands, and I put their women and children in slavery. Now their land is Roman to rule. Let’s celebrate with a triumph.”
November 27, 2024 at 1:19 AM
Julius Caesar doing a land acknowledgement: “I came, I saw the Gallic barbarians, I murdered them, I conquered their lands, and I put their women and children in slavery. Now their land is Roman to rule. Let’s celebrate with a triumph.”
Tesla trades at only 95 P/E. Could easily go 100x from here
November 27, 2024 at 1:18 AM
Tesla trades at only 95 P/E. Could easily go 100x from here
The ruble is rubble.
November 27, 2024 at 1:18 AM
The ruble is rubble.
AI existential risk is real. We need to do something about it. Study, regulate, slow down development, I don’t know. But I do know it’s important to be cautious
September 17, 2023 at 11:19 PM
AI existential risk is real. We need to do something about it. Study, regulate, slow down development, I don’t know. But I do know it’s important to be cautious
Job numbers are only 2x expectations.
Recession imminent.
Recession imminent.
July 6, 2023 at 4:07 PM
Job numbers are only 2x expectations.
Recession imminent.
Recession imminent.
Be nice to me because if you aren’t I’ll invite a self-storage space guy!
May 5, 2023 at 1:49 PM
Be nice to me because if you aren’t I’ll invite a self-storage space guy!
DeSantis can’t be President. He’s tinier than my niece.
May 5, 2023 at 1:47 PM
DeSantis can’t be President. He’s tinier than my niece.
The economy is probably still in Goldilocks. Further rate hikes will be bad for GDP. Some of the recent hikes haven’t effected economic activity yet but I believe they have not gotten us out of the Goldilocks scenario we’ve been recently.
May 5, 2023 at 1:11 PM
The economy is probably still in Goldilocks. Further rate hikes will be bad for GDP. Some of the recent hikes haven’t effected economic activity yet but I believe they have not gotten us out of the Goldilocks scenario we’ve been recently.
Reposted by Nick
AI execs’ big visit to the White House today makes me optimistic that the Biden Administration understands at least some of the risks of the industry’s exponential growth https://www.platformer.news/p/ai-visits-the-white-house
May 4, 2023 at 11:57 PM
AI execs’ big visit to the White House today makes me optimistic that the Biden Administration understands at least some of the risks of the industry’s exponential growth https://www.platformer.news/p/ai-visits-the-white-house
Eliezer at a LAN party: “This GPU cluster has become too powerful, we have to destroy it.”
May 3, 2023 at 10:31 AM
Eliezer at a LAN party: “This GPU cluster has become too powerful, we have to destroy it.”
Somebody invite Balaji here, so we get him to do a million dollar bet with us.
May 3, 2023 at 2:05 AM
Somebody invite Balaji here, so we get him to do a million dollar bet with us.
A writers’ strike? I don’t get it, GPT-4 can’t strike.
May 3, 2023 at 2:04 AM
A writers’ strike? I don’t get it, GPT-4 can’t strike.
Reposted by Nick
Jake Tapper is simply pandering to us by saying skeet on TV.
And it worked. I’m following him now.
And it worked. I’m following him now.
May 1, 2023 at 9:53 PM
Jake Tapper is simply pandering to us by saying skeet on TV.
And it worked. I’m following him now.
And it worked. I’m following him now.
Micropayments can’t work because of credit card fees. No software changes that.
May 1, 2023 at 5:26 PM
Micropayments can’t work because of credit card fees. No software changes that.
JPMorgan being allowed to do the First Republic acquisition tells me there was no other well capitalized possible acquirer.
May 1, 2023 at 11:11 AM
JPMorgan being allowed to do the First Republic acquisition tells me there was no other well capitalized possible acquirer.
Reposted by Nick
Given the reporting earlier in this whole saga that Yellen was concerned about concentration and therefore pushed for a non-JPM takeover of SVB, I’m kind of surprised by this outcome. Chase is going to have an incredible slice of the high income market when this is all closed.
May 1, 2023 at 10:13 AM
Given the reporting earlier in this whole saga that Yellen was concerned about concentration and therefore pushed for a non-JPM takeover of SVB, I’m kind of surprised by this outcome. Chase is going to have an incredible slice of the high income market when this is all closed.
The White House should use the trillion dollar coin. It’s entirely on them.
April 30, 2023 at 9:47 PM
The White House should use the trillion dollar coin. It’s entirely on them.
Fewer banks, less competition, more profits and stability.
April 30, 2023 at 3:30 PM
Fewer banks, less competition, more profits and stability.
Activist hedge funds would do a much better job than Elon. He has no idea what he’s doing.
April 29, 2023 at 1:47 AM
Activist hedge funds would do a much better job than Elon. He has no idea what he’s doing.
I was supposed to listen to an Einstein bio but instead am spending the evening reading about skeets.
April 28, 2023 at 1:01 AM
I was supposed to listen to an Einstein bio but instead am spending the evening reading about skeets.
If someone invites Eliezer to this app, I’ll kill them.
April 28, 2023 at 12:45 AM
If someone invites Eliezer to this app, I’ll kill them.
Blueskiers, hear me out.
What if we buy the Twitter bonds, own it after the bankruptcy, then delete it.
What if we buy the Twitter bonds, own it after the bankruptcy, then delete it.
April 28, 2023 at 12:26 AM
Blueskiers, hear me out.
What if we buy the Twitter bonds, own it after the bankruptcy, then delete it.
What if we buy the Twitter bonds, own it after the bankruptcy, then delete it.
This app feels so autistic it could be the next Twitter.
April 28, 2023 at 12:06 AM
This app feels so autistic it could be the next Twitter.