James Hull
@jameshullx
Dad. Stock Picker. Patient. Like, RT ≠ endorsement.
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"We've been short [power and infrastructure] for many quarters. I thought we were going to catch up. We are not. Demand is increasing." - MSFT CFO Amy Hood addressing analyst question on overbuilding.
![matthew_sigel's tweet image. "We've been short [power and infrastructure] for many quarters. I thought we were going to catch up. We are not. Demand is increasing."
- MSFT CFO Amy Hood addressing analyst question on overbuilding.](https://pbs.twimg.com/media/G4eH3gBXgAAnt_f.jpg)
BREAKING: Google unveils plan to restart US nuclear plant to power AI infrastructure
I’m looking for a children’s book publisher. Any suggestions or introductions are most welcome 🙏 Tia
Jolts data folks
The value of high test coverage and packages like pytest are immense. I picked up an old project and immediately could jump back in because I built it with TDD.
An excerpt from AutoZone's 1991 annual report (reprinted in the 2018 letter) on the constant calls for the death of the DIY market about.autozone.com/static-files/4…
Maybe OpenAI or another will buy Apple in the future.
iPhone with an LLM wrapper and access to every app is going to be 🐐
iPhone with an LLM wrapper and access to every app is going to be 🐐
After using @diabrowser for a couple of weeks I can confirm, this isn't just another browser, it's a paradigm shift in how we use the Internet. I don't think I can go back to using a traditional browser ever again. Here's a good example of how I use Dia, daily. A 🧵
This is interview with Lu Feng is a great find and actually pretty funny. At one point he quips: under Biden "America again adopted the approach of suppressing China with one hand, and persuading it to commit suicide with the other" (via deindustrialization)
-- New High Capacity piece -- China is already the world's manufacturing superpower and facing accusations of "overcapacity" from the US and EU. Yet renowned scholar Lu Feng argues that China needs even more industrial power, not less. Full piece: high-capacity.com/p/chinese-indu…
Math taught by celebrities made with AI.
These AI celebrity videos are a weirdly effective way to learn new concepts. And insanely viral - this one has 5M views in two days 🤯
Someone at Novo Nordisk failed to pay a $450 maintenance fee, which would have kept its patent on Ozempic in force for another two years... A very expensive mistake!
Reading books is becoming an endangered hobby and it’s up to us to save it.
Wow @kofinas what an episode! I’ve bought Apple in China by @PatrickMcGee_. Great discussion. I’ll probably listen again tonight.
Having negative skin in the game leads to not liking the game.
Wild. This leaked email from Peter Thiel really doesn’t jive with my understanding of his politics that was mostly incepted into my brain by the media.
My Dyson stopped working. The trigger stopped working (a common problem). I took it apart and found the break. How should I reinforce the piece? I’m thinking super glue and piece of small metal.
Does anyone know if the large endowments borrowing to fund capital calls is mixed up in this? Looking at yale and their big secondary sale coming up.
WSJ has interesting numbers on the state of Private Equity in an article today. Thinking through capital dynamics, the industry is in a difficult spot and I'm having trouble imagining how this works out generally positively for investors of existing funds. WSJ chart shows the…
“in bull markets people put a premium on promises and in bear markets they put a discount on reality” - @RealJimChanos
I'm going through my old notes. Found this under "Conviction". “No man, having put his hand to the plow, and looking back, is fit for the kingdom of God.” Luke 9:62
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