1/ Absolutely PERFECT from @scmallaby in @washingtonpost

Some highlighted excerpts
washingtonpost.com/opinions/2021/…
2/ "...at least our culture generally applauds the partisans of rationality....

'the minority that called out the excess [in housing crisis] became heroes...'

...[The GameStop speculators goal is to destroy those who link stock prices to fair value]...
3/ BANKS not HEDGE funds got bailed out last time

'[There is nothing nefarious about a company that makes money by choosing smart investments]'...
4/ A market without SHORT SELLERS is like a political system without INVESTIGATIVE JOURNALISTS...
5/ The parallel to the widely condemned storming of the capitol on mob mentality + conspiracy theory is NOT made explicitly...

TRUTH matters.

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More from @wolfejosh

3 Feb
THIS is not bravery––this is more than that. It is GENIUS.
meduza.io/en/feature/202…
2/🔥🤯
-All this because a small man in a bunker is losing his mind

-I mortally offended him by surviving
And then I committed a more serious offense
I didnt run +hide

-We all remember Alexander the Liberator, Yaroslav the Wise. Now we'll have Vladimir the Underpants Poisoner Image
3/
-This isn’t a demonstration of strength — it’s a show of weakness. You can’t lock up millions and hundreds of thousands of people.

-Millions of people living without the slightest prospects for the future.

-The only thing growing in Russia is the number of billionaires. Image
Read 4 tweets
1 Feb
1/ The BEST thing about GOOD mental models and frameworks is their generalizability.

Are they USEFUL to advance understanding issues and find solutions?
2/ Readinf @slatestarcodex excellent piece on whether psychiatric conditions are clearly distinct CATEGORIES (in the way rabbits are rabbits + humans are humans) or DIMENSIONS (where people fall on spectrum with no clear demarcation line)...

astralcodexten.substack.com/p/ontology-of-…
3/ Found it useful in thinking about how we think about RACE, clear categories or spectra: light white to dark black, eye colors, hair textures, origin stories, group identity, family lineage, geography, rights, status, income, victim, pepetrator, justice, injustice...
Read 4 tweets
30 Jan
Anytime a headline says “Dalio says...”

It literally was him summarizing a Bloomberg or FT or WSJ article from earlier in the week.

Every. Time.

Prove me wrong.
2/ Breaking insight... “Dalio says”
3/ “Dalio says”... on gamestop in Bloomberg
4 days after Bloomberg article literally says this
Read 4 tweets
30 Jan
1/ For years, a friend (“RD”) and I trade examples we find of
“Nominative Determinism”—

—when someone’s name possibly maybe influenced what they ended up doing in their career (or otherwise and most probably just hilarious coincidence)...

Like...
aldosohm.com
2/ Or...”Catherine Counts” who does statistcal quantiative work (but should have obviously focused on feline population numbers)...
3/ Or “Rosaline Brewer” the first woman + african american COO at....Starbucks. cnbc.com/2017/09/13/3-t…
Read 20 tweets
28 Jan
It's been VERY exciting 3 months at Lux...

Find out what we've been up to 👉 lux.vc/winter2021
2/ From @DesktopMetal becoming publicly traded with @chamath investing
3/ To AEVA going public...
Read 10 tweets
27 Jan
1/ Here's what my days look like.
My morning routine...☀️⏰
2/ On 'work ethic + stamina'

Fueled... by ☕️+ 🍫 + a chip on my shoulder.
3/ On 'information flows' ...
📰🗞️📱💻
Read 8 tweets

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