Starting to collect important questions for 2021 and beyond in this thread.

Please send questions you are interested in too!

1. Will demand for compute continue to double every few months? Tons of implications for semiconductor design and manufacture. mule.substack.com/p/gpt-3-and-th…
2. What will be the next major use of mRNA vaccines? What will our new understanding of protein folding lead to?

deepmind.com/blog/article/a…
3. How will better data and workflows improve our health care system (prediction, prevention, price of care, outcomes, compliance)?
4. Will we fully unbundle undergrad and graduate school into the information/learning component (which should be a fraction the cost for multiples the quality) and the networking component?
5. Digital art creation and collection make sense to me, but how will digital art be displayed?
6. What are the primary implications of Jensen Huang’s idea that “the data center is the computer”? What will serverless building unlock?
7. Will we see a challenger app platform to iOS and google play?
8. What percent reversal will we see to in-office work and business related travel?

(we are likely almost all remote and plan work travel to be down >75%)
9. Will a city emerge, built and organized by a single company, that fully blends work and life?
10. Will we see a major shift if methods like direct air capture to actually reverse carbon load in atmosphere?
11. What will the demand look like for starship payload placement? How much of the market can/will starlink serve?
12. What will drive per capita GDP growth in frontier/developing markets? I’m excited to watch India, Africa, Latin America break out and take advantage of brain power, demographics, remote work etc.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Patrick OShaughnessy

Patrick OShaughnessy Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @patrick_oshag

10 Jan
1/ GameStop is one of the most fun businesses to study for both its success and failure.

Relative to other specialty retailers, it dominated up until the financial crisis, but has since done very poorly.

But unlike Tower Records or Blockbuster, it is still in business Image
2/ Thanks to the tailwind gaming has provided, its revenues have grown long-term but EBITDA and margins have been terrible as the gaming world has digitized over the past 5 years. ImageImage
3/ As I learned in @joosterizer book One Up, their early physical retail edge rested on counterpositioning: doing things Walmart and others couldn't:

1. Accessibility
2. Deeply trained expert staff
3. Tailored loyalty program
4. Custom inventory management for used game sales
Read 9 tweets
4 Dec 20
For the last year at @OSAMResearch, we’ve been building.

Excited to share this new post that shares the lessons we've learned. We now believe the future of asset management will be defined by a new category: "custom indexing."

More in this thread...

canvas.osam.com/Commentary/Blo…
@OSAMResearch When we launched Canvas (canvas.osam.com), we followed the advice of @chetanp to find a small, great set of partners and then stop taking new ones for a long time.

A year ago we did so, partnering with 9 RIA firms, and building out the platform based on their needs...
@OSAMResearch @chetanp This "go slow to go fast" mentality has paid off.

We had a theory that people would want deeply tailored strategies for individual clients.

Yesterday, we opened our 500th account. 70% of them are totally unique in their settings.
Read 8 tweets
17 Oct 20
🚨 a new job that’s a huge opportunity for someone early in their career looking to skip a few steps forward.

The role is a business operations lead for the podcast company. The team has been building behind the scenes and they need help. Here’s the link: coda.io/d/Business-Ope…
Our mission is to capture and share the world’s best knowledge on business and investing.

This means our product itself is a business and investing education that we believe will far surpass even the best graduate degree.
You’ll be working for @DBrychcy, who is the CEO. A bit of history on him below, because he’s effectively hiring for a role that he was once hired into...
Read 6 tweets
16 May 20
1/ The most influential video I've ever seen remains "inventing on principle," by @worrydream.



A well formed principle guides action through time. Here's Brett's principle attached.

I realized today this is why I'm so interested in Unreal Engine 5.
@worrydream 2/ His specific principle (more on finding your own principle shortly) has given me a new lens to see the world: does this enable human creativity?

Unreal Engine 5 will empower creators in fascinating ways. I love any technology that does so. Look at this image:
@worrydream 3/ First, watch Brett's video starting at [2:34] to see what he means by immediate connection to one's creation.

Then watch this incredible video (h/t @eldsjal) on making The Mandalorian using Unreal Engine (I've linked to the moment of the video I mean)

Read 6 tweets
9 May 20
When something isn't working, you ask existential questions. You test every objection you can.

That's what @CliffordAsness & team have done here re: systematic value investing.

Conclusion: valuation spreads still historic after controlling for common "value is dead" narratives
@CliffordAsness Forgetting all data and backtests, I think we must also consider the basics of equity returns:

1. fundamental company growth
2. multiple expansion/contraction
3. return of capital

Historically value has earned its excess return through #2 and a bit of #3
@CliffordAsness #2 only happens if there is real fundamental recovery--the multiple expansion happens in anticipation of real business growth. So it is fair to ask if its different this time and we simply won't see a recovery of value businesses while Microsoft and friends continue to dominate.
Read 4 tweets
28 Mar 20
I’d you are a financial adviser, do you use TIPs in client portfolios ?
I’d you are a financial adviser, do you use municipal bonds in client portfolios ?
If you are a financial adviser, do you invest clients in gold?
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!