Ross Basri

Eventbrite $EB looks to me like it’s trading for net cash on balance sheet. It’s not a great company but worth 0? Anyone know what’s going on here?

Any good narratives for why we’re seeing many tech stocks lower following the softer inflation report? Looks to me mostly positioning driven as many sub sectors that have underperformed lately like enterprise saas are holding up well today.

Empanada empanada!

How is it possible that the government is simultaneously a spendthrift and we have infrastructure failing around us…

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Does capitalism make sense in a post-scarcity world?

a #GPTs that includes all of Stan Druckenmiller's interview transcripts as knowledge context and access to a real time financial data API like Tiingo through function calling. Who's building this??

Super sneaky move by @OpenAI that you have to update your model to gpt-4-1106-preview to get the reduced pricing 😂

Like everyone else in tech, I've been doing some thinking about AI. While this first treatment kinda scratches the surface, it's a good start in getting out some high conviction, non-consensus takes I've developed in the last several months. 1/2

Read until the end and you might get a trade idea or two.

RT @dsiroker: My favorite parts of The Techno-Optimist Manifesto by @pmarca: We believe a market sets wages as a function of the marginal productivity of the worker. Therefore technology – which raises productivity – drives wages up, not down. This is perhaps the most counterintuitive idea in all of economics, but it’s true, and we have 300 years of history that prove it. We believe in Milton Friedman’s observation that human wants and needs are infinite. We believe technological change, far from reducing the need for human work, increases it, by broadening the scope of what humans can productively do. We believe that since human wants and needs are infinite, economic demand is infinite, and job growth can continue forever. We believe Artificial Intelligence is our alchemy, our Philosopher’s Stone – we are literally making sand think. We believe Artificial Intelligence is best thought of as a universal problem solver. And we have a lot of problems to solve. We believe in Augmented Intelligence just as much as we believe in Artificial Intelligence. Intelligent machines augment intelligent humans, driving a geometric expansion of what humans can do. We believe in the words of David Deutsch: “We have a duty to be optimistic. Because the future is open, not predetermined and therefore cannot just be accepted: we are all responsible for what it holds. Thus it is our duty to fight for a better world.”

What are the best inflation linked stablecoin designs out there right now? #Crypto #DeFi

Despite the loss, Alcaraz looking shredded these days. Like the sleeveless look a la Nadal.

Djokovic / Alcaraz may turn out to be one of the greatest rivalries in tennis (maybe sports). Imagine: for the next 2-3 years, the best of all time meets his supposed successor in a majority of the grand slam finals, with each of them winning their fair share in tight matches.

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Making picks and shovels only works when there’s many more miners than tools

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RT @uptopdeals_: Happy #NationalInternDay to all of our wonderful interns at @uptop_xyz and everyone enjoying their intern summer!! (It's me, I'm our intern)