Recent well liked threads

May 10, 2024
Many wish to be in a large, greenfield, forming market. And it's a great thing and a HUGE opportunity. But the rules are different. You can't be mild mannered. You can't sandbag growth plans. You need a barbarian running your sales team. The discounting guide gets thrown out the window and you need to win, win, win every deal you find.

Why?
1. CAC is the wrong measure (bet you never thought you'd hear me say that). If you're locking someone into a platform with high switching costs for decades, you shouldn't care whether your CAC ratio is 0.8, 1.2, 1.8, 2.5, or even 3+. (That said you better be darn sure about that lock.)

2. CAC's also the wrong measure because it's only looking at the initial deal. If you're really selling a platform with N use-cases, the customer could expand 5x to 10x in the first decade.

3. Network effects. Many platform markets have network effects where the more people use it, the more value it has. AI training data is a subtle form of network effect -- the more data I have, the better my solution and the more people should want to use it.
4. Increasing returns of market leadership (aka, the rich get richer). The more you're a market leader, the more you're the default choice, the more the other guys have to prove differentiation from you, the more you can run them ragged on experimental / PR initiatves, the more consultants want to implement your stuff, the more other vendors want to integrate with it, the more the big SIs want to build practices around it. Network effects are arguably a sub-case of this.
Read 6 tweets
Jan 5, 2025
#THREAD

🚨ONCE MORE FOR THOSE AT THE BACK!

Q. Why do a significant minority of white working-class men in western democracies follow the wishes of the ultrarich liars and conmen who relentlessly exploit them, and vote against their own interests?

A. Underregulated capitalism. Image
Underregulated capitalism has resulted in business, politics and media being led by high-functioning sociopaths.

It rewards people who are prepared to lie, cheat and use inflammatory rhetoric and disinformation to attack their competitors, which people with empathy refuse to do. Image
A handful of sociopathic billionaires have shamelessly normalised lying, divisive disinformation, and inflammatory speech. They fund lobbyists, political parties and media, and install puppet leaders who protect their interests by systematically attacking democratic institutions. Image
Read 20 tweets
Apr 25
"માનનીય @sanghaviharsh જી અને @dgpgujarat, ભાવનગરના લાખણકા ગામે ઉપસરપંચના દીકરા દ્વારા મારા ઘરે આવીને માથાકૂટ કરેલ સ્થાનિક પોલીસ @BhavnagarPolice કોઈ પગલાં લેવાને બદલે અમને શાંત રહેવા કહે છે. અગાઉ FIR (નં. 11198067260251) હોવા છતાં અમને રક્ષણ નથી #GujaratPolice #Bhavnagar"
માનનીય @sanghaviharsh જી, ભાવનગરના લાખણકા ડેમમાં FIR 11198067260251 ના સામાવાળાએ દારૂ પીધેલી હાલતમાં ઘરે આવી ધમકી આપી, અમારો પ્રસંગ રદ કરવો પડ્યો છે. @BhavnagarPolice સુરક્ષા આપવાને બદલે હાથ ઊંચા કરે છે. શું ગુનેગારોને કાયદાનો ડર નથી? @dgpgujarat @CMOGuj @BhavnagarPolice" Image
@sanghaviharsh @dgpgujarat @threadreaderapp unroll
Read 3 tweets
Apr 29
I use Claude all day without hitting my usage limit.

Claude doesn’t count messages — it counts tokens. That means some chats burn through your limit 10× faster than others.

If you want to use Claude all day without running out, use these 9 smart tricks:
1. Edit the prompt, don't add follow-ups

Each follow-up message accumulates history and costs more tokens. When Claude misses the mark, click the edit icon on your original message, correct the prompt, and regenerate. Correct the prompt, don't accumulate the chat.

Suggested prompt
← Use the ✏️ icon next to your message to edit it
and press ↵ to regenerate the response.
2. New conversation every 20 messages

Claude rereads the entire history on each turn. Starting from message 30, a simple question can cost 50,000 tokens. Ask it for a summary, copy it, open a new chat, and paste it. Long conversations are expensive.

Suggested Prompt
Summarize the key points of this conversation in 5 concise bullet points, including the essential context, decisions made, and next steps, so I can continue in a new chat.
Read 10 tweets
Apr 30
Over the past 34 years the average Chinese man became, on average, 3 inches taller than his grandfather.

But entire population can't rewrite its DNA in 35 years.

So what made them grow so fast? The answer might surprise you. Image
A massive Lancet study tracked the height of 19-year-old men across 200 countries from 1985 to 2019.

China's young men grew over 8 centimeters in that window.

The biggest jump on the planet. Meanwhile, India barely moved. Same continent but ver different outcome.

Here's why...
Over that 35 year period, China started adding meat, eggs, and dairy to the average plate.

As GDP rose, animal protein per person rose and heights exploded along with it.

It's one of the coolest natural experiments in modern nutrition science.
Read 11 tweets
Apr 30
April strike stats

6222 Drones,
142 Missiles (including 50 Ballistic missiles),
6691 Bombs, 260371 FPV, 96619 Barrages, 2379 MLRS.
Barrages decreased a little to 3220 a day;
Bombs decreased to 238 bombs;
FPVs decreased 8679 FPVs a day.

Hot, not record breaking. Image
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90 missiles intercepted.
391 locations were hit, 227 more with debris - noticeable increase.
88.7% drone interception - due to spread out aiming.
only 9 ballistic missiles were intercepted, as russians attacked Kharkiv and Dnipro, hence no chance to intercept them yet. Image
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Read 2 tweets
Apr 30
1\#Ucraina Fronte di Huliajipole: fanteria russa sotto i droni ad Ovest di Myrne. Ampliata zona d'infiltrazione russa Image
2\#Ucraina Fronte di Pokrovsk: Ampliata area infiltrazione a Rodynske che è sotto forte pressione russa. Russi che stabilizzano area di Nykanoryvka, mentre ucraini eliminano zona d'infiltrazione tra Vilne e Sharkhove Image
3\#Ucraina Fronte di Kostijantinivka:leggero incremento dell'area d'infiltrazione nella zona sud della città Image
Read 5 tweets
Apr 30
She escaped the Gestapo in 1933. Then she spent 18 years asking one question:

What actually creates tyranny?

Some would say ideology and propaganda. Others would point to a strongman seizing power.

Her answer was something far more ordinary, and far more dangerous. 🧵 Image
In 1933, Hannah Arendt was detained by the Gestapo for researching Nazi antisemitic propaganda. She escaped Germany and spent the next 18 years stateless: no country, no citizenship, no legal protection.

Stripped of membership in any recognized political community, she experienced what she would later call being "superfluous", the terrifying sensation of belonging nowhere and mattering to no one.

That experience became the foundation of The Origins of Totalitarianism (1951). The theorizing was based on what she had experienced first hand.Image
When the book came out, everyone expected a conventional answer.

Scholars expected an anatomy of Nazi ideology. Economists expected a class analysis. Psychologists expected a study of mass hysteria.

Arendt gave them something stranger: totalitarianism doesn't grow primarily from ideology. It grows from loneliness: the experience of having no place in a shared world.Image
Read 9 tweets
May 1
"#AllWordsAreHashtags?"
some peeps KNOW HOW TO #CLICKTHEWORDS ??
IN BOOKS , NEWSPAPERS , MENUS , ETC ??
Read 20 tweets
May 1
1/ Russians are increasingly worried that they face a repeat of one of the greatest traumas of their recent history: the loss of their savings, as last happened in the economic crisis of the 1990s. Russian commentators are aghast at the prospect. ⬇️ Image
2/ Central bank officials and politicians in Russia have recently been floating the possibility that, due to Russia's worsening budget deficit caused by sanctions and the war in Ukraine, the government may confiscate deposits above a certain amount and issue credit notes instead.
3/ 'Troika' is one of many commentators on Telegram who is reacting strongly to this prospect:

"The process of withdrawing 67 trillion rubles in deposits in exchange for toilet paper has begun."
Read 30 tweets
May 1
1/ Long COVID is one of the most complex post-infectious syndromes ever studied.

A new review in Nature Communications Medicine attempts to unify the biology.

Here’s what’s established, what’s emerging, and what’s still speculative. 🧵 Image
2/ The biggest mistake?

Treating Long COVID as a single disease.

The evidence suggests:
→ Multiple overlapping syndromes
→ Different mechanisms in different patients

This explains why studies—and treatments—often conflict. Image
3/ Five major biological pathways are proposed:

• Immune dysregulation
• Viral persistence
• Autonomic dysfunction
• Microvascular injury
• Metabolic dysfunction

These don’t compete—they likely interact. Image
Read 15 tweets
May 1
Ajankohtainen ja mielenkiintoinen artikkeli:

'Vertaisarviointijärjestelmä on rikki – näin se korjataan'

Käännettyjä nostoja ja muuta - 🧵
2/

Alkuperäinen artikkeli:

brownstone.org/articles/peer-…
3/

".. Akateemisissa piireissä näyttää vallitsevan yhä laajempi yksimielisyys siitä, että vertaisarviointijärjestelmä – joka aikoinaan oli akateemisen tutkimuksen selkäranka – on romahtanut. Mutta onko tilannetta mahdotonta korjata? - Ehkä. .."
Read 35 tweets
May 1
Chinese Dhurandhar (Thread)

7th August 2008, Beijing (China)

Congress Party of India signed a secret MoU with Chinese Communist party
From Congress side, Rahul Gandhi and from CCP side Xi Jinping signed this document

What was in that document

No body knows till now

1-17 Image
2010, Niyamgiri Hills, Odisha

China produces over 50% of global aluminum
Aluminum is critical component for Defense equipment and Power equipment

Indian company Vendanta was building aluminum refinery at that location. This single project could have made India Image
self dependent in aluminum production and reduce our dependency on China

Huge protest happened by NGOs and environment activist
Rahul Gandhi reached on site to do environment activism
Environment Minister Jairam Ramesh cancelled NOC of this project

Project cancelled
China won, India lost
Read 17 tweets
May 1
In today’s Vatnik Soup, we introduce Hasan Piker, a Turkish-American streamer and millionaire. He’s best known for his champagne socialism, rabid criticism of the US and Israel, support for the Soviet Union and for Chinese and Russian invasions, and for mistreating his dog.

1/20 Hasan Piker in Havana, Cuba
Born in 1991, Piker grew up in a privileged and well-connected environment. His father held senior roles at big corporations and his uncle, Cenk Uygur, is the founder of The Young Turks media network. He graduated cum laude from Rutgers, a top-tier university in New Jersey.

2/20 Image
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His main activity and primary source of income consists of hours-long livestreams on Twitch where he comments on news and yells at videos. He also keeps his dog in place the whole time with a shock collar.

3/20

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Read 20 tweets