Arsene
@alypin62.bsky.social
Low earth orbit satellites . Zigbee founding team. Founder team acq by Google Ventures. Bon vivant interests. GenAI products and consumer insights. Investing (individual stocks)
why homes kept getting bigger (until now ..)
December 15, 2024 at 2:36 PM
why homes kept getting bigger (until now ..)
old: time buys you money (compounding)
new: money buys you time (AI, Genomics and synthetic biology based longevity to come that will disproportionate elongate the rich)
but: purpose becomes the scarce commodity as life elongates
new: money buys you time (AI, Genomics and synthetic biology based longevity to come that will disproportionate elongate the rich)
but: purpose becomes the scarce commodity as life elongates
December 8, 2024 at 5:15 PM
old: time buys you money (compounding)
new: money buys you time (AI, Genomics and synthetic biology based longevity to come that will disproportionate elongate the rich)
but: purpose becomes the scarce commodity as life elongates
new: money buys you time (AI, Genomics and synthetic biology based longevity to come that will disproportionate elongate the rich)
but: purpose becomes the scarce commodity as life elongates
Vertical AI unicorn = every SaaS Unicorn with people replaced with vertical AI agents - www.youtube.com/watch?v=ASAB...
Vertical AI Agents Could Be 10X Bigger Than SaaS
YouTube video by Y Combinator
www.youtube.com
November 26, 2024 at 1:59 PM
Vertical AI unicorn = every SaaS Unicorn with people replaced with vertical AI agents - www.youtube.com/watch?v=ASAB...
I predict that in a few thousand years, humans will be Gomboc shaped to help us maintain equilibrium in all kinds of low grav space situations #humor - en.wikipedia.org/wiki/G%C3%B6...
Gömböc - Wikipedia
en.wikipedia.org
November 25, 2024 at 3:17 AM
I predict that in a few thousand years, humans will be Gomboc shaped to help us maintain equilibrium in all kinds of low grav space situations #humor - en.wikipedia.org/wiki/G%C3%B6...
Change needs one to be less like the Sun, more like the Wind ..
Who has seen the wind?
Neither you nor I
But when the trees bow down their heads
The wind is passing by
Through time and space eternal
We seek what cannot die
Who has seen the wind?
Neither you nor I
But when the trees bow down their heads
The wind is passing by
Through time and space eternal
We seek what cannot die
November 24, 2024 at 4:01 PM
Change needs one to be less like the Sun, more like the Wind ..
Who has seen the wind?
Neither you nor I
But when the trees bow down their heads
The wind is passing by
Through time and space eternal
We seek what cannot die
Who has seen the wind?
Neither you nor I
But when the trees bow down their heads
The wind is passing by
Through time and space eternal
We seek what cannot die
Razors pain you;
Rivers are damp;
Acids stain you;
And drugs cause cramp.
Guns aren't lawful;
Nooses give;
Gas smells awful;
You might as well live
Rivers are damp;
Acids stain you;
And drugs cause cramp.
Guns aren't lawful;
Nooses give;
Gas smells awful;
You might as well live
November 24, 2024 at 3:57 PM
Razors pain you;
Rivers are damp;
Acids stain you;
And drugs cause cramp.
Guns aren't lawful;
Nooses give;
Gas smells awful;
You might as well live
Rivers are damp;
Acids stain you;
And drugs cause cramp.
Guns aren't lawful;
Nooses give;
Gas smells awful;
You might as well live
'Bring your own power' -- the beginning of a trend, good and bad for utilities ..
November 24, 2024 at 2:32 PM
'Bring your own power' -- the beginning of a trend, good and bad for utilities ..
You have no enemies, you say? Alas, my friend, the boast is poor. He who has mingled in the fray of duty that the brave endure, must have made foes. If you have none, small is the work that you have done.
November 24, 2024 at 4:48 AM
You have no enemies, you say? Alas, my friend, the boast is poor. He who has mingled in the fray of duty that the brave endure, must have made foes. If you have none, small is the work that you have done.
Why coal replaced wood in the Industrial Revolution
November 22, 2024 at 1:36 AM
Why coal replaced wood in the Industrial Revolution
Invest then Investigate, counter-intuitive yet true - Druck pointing out the middle ground between mindless trend following and analysis paralysis .. www.youtube.com/watch?v=-5We... #StockMarket
Stan Druckenmiller | Podcast | In Good Company | Norges Bank Investment Management
YouTube video by Norges Bank Investment Management
www.youtube.com
November 21, 2024 at 9:34 PM
Invest then Investigate, counter-intuitive yet true - Druck pointing out the middle ground between mindless trend following and analysis paralysis .. www.youtube.com/watch?v=-5We... #StockMarket
Dubious Optimism .. if the economic incentives and proliferation of micro-invention were indeed key determinants of why the Industrial Revolution happened in the UK, we're not in a bad place I guess 😏
November 21, 2024 at 6:13 PM
Dubious Optimism .. if the economic incentives and proliferation of micro-invention were indeed key determinants of why the Industrial Revolution happened in the UK, we're not in a bad place I guess 😏
CNBC Fast Money final trade recommendations 11/20 pretty tepid. Fade Euro, fade $SMH, long $IBB and $NEM
November 21, 2024 at 1:52 AM
CNBC Fast Money final trade recommendations 11/20 pretty tepid. Fade Euro, fade $SMH, long $IBB and $NEM
Does Fascism lead next to neo-Victorianism, explosion of Socialism or flower power? All have historical precedent but that is my order of likelihood on a steep Zipf
November 20, 2024 at 6:29 PM
Does Fascism lead next to neo-Victorianism, explosion of Socialism or flower power? All have historical precedent but that is my order of likelihood on a steep Zipf
Not often has David Tepper bet 40% of his portfolio on a single theme. December will be a tell
November 20, 2024 at 6:27 PM
Not often has David Tepper bet 40% of his portfolio on a single theme. December will be a tell
AI is the new starving artist
November 20, 2024 at 2:06 PM
AI is the new starving artist
contrarian idea for AGI investing - addiction (e.g. Altria)
November 10, 2024 at 8:06 PM
contrarian idea for AGI investing - addiction (e.g. Altria)