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Drift Operator

@driftoperator

Building mental models for AI, biotech, and markets.

 United States of America
Joined December 2024
  • Tweets3.5K
  • Following254
  • Followers173
Replying to @zerohedge
Hell yeah
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100/102 comments are VC people monotonically in three camps: a) not true if you take the longer term b) not me, my VC outperforms it all c) not true, your data is wrong
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Replying to @EU_Commission
You can tell this is the guy that when he retires, most knowledge will go with him
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853
$QQQ approaching correction and $VXN happily around 29.
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Replying to @kirankling
How dare you
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Replying to @xuezhao
You can if people don't know math in the first place. STEM was a meme.
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Replying to @ChrisRMcGuire
@ChrisRMcGuire
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Replying to @maxdubler
Thirsty Scholar in Manchester. Now closed
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Replying to @OddStats
@OddStats the % of closing price for $SPY vs SMA200 is at 8.12%. Does flying close to the Sun end up like Icarus or more like Startship rockets going higher and higher?
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This is fine
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Charlie Bilello (@charliebilello) profile pictureCharlie Bilello
@charliebilelloJul 14
The most absurd number in CPI? According to the US Government, the cost of health insurance has declined 31% over the last 4 years...
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Readers added context they thought people might want to know
The CPI health insurance index measures changes in insurers' retained earnings (administrative costs and profits after claims), not total premiums paid by consumers. bls.gov/cpi/factsheets… bls.gov/opub/mlr/2024/…
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Marketing legend Mark Ritson showed that March 3rd 2031 would be the day when we all become Elvis Impersonators
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Sam Rodriques (@SGRodriques) profile pictureSam Rodriques
@SGRodriquesJul 12
The steamboat singularity. In 1850 it was realized that there was an empirical scaling law governing the horsepower of steam engines, and thus the speed of steamboats. By the year 2026, steamboats would achieve top speeds of 26,000mph. New York to London in 9 minutes. diffuse.one/p/h1-001
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Replying to @theojaffee
Who doesn’t like 996
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Replying to @KobeissiLetter
Almost finished. What happened around the end of 1929?
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Replying to @NewsLambert
To all the NYC-is-dead-after-Covid gang, I salute you.
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Replying to @FedorovMykhailo
@eagledynamics be like
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Replying to @unusual_whales
2/3s of it. Lacks depth around the 1929 events and jumps ahead too fast from there. Good read
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11,995
When I go back to my hotel room and lights are off
Joe Weisenthal (@TheStalwart) profile pictureJoe Weisenthal
@TheStalwartJun 16
I don't have expensive tastes or any particular desire for luxury. But I've done a lot of travel this year, and I've concluded there are three things I want a hotel room to have: - Blackout curtains - Power outlets next to the bed - One button to turn off all the lights.
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