definite optimist | @senra_systems prev: @blumbergcapital, @ftpartners
sf ➡️ la
Joined August 2015
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Claude is officially superior to humans at financial modeling
It just cranked out a full merger model with 4 cases in about 5 minutes with a bit of feedback
Can't imagine how different banking is now
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Every meme in tech is a thielism
> You can just do things = definite optimism
> Invest in the team = Thiel's law
> Build what customers want = competition is for losers
> High agency = Secrets are real
> Contrarian = contrarian and right
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Brb, heading to the manufacturing rodeo
🤖 Made with AI
BREAKING: The U.S. Army is preparing to stress-test America’s manufacturing capacity and supply chains. In early 2027, Army facilities and private manufacturers will compete in the first-ever “Manufacturing Rodeo,” designed to expose bottlenecks in America’s defense industrial base.
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Peter Thiel's 4 lessons from the dot-com bubble:
"1. Make incremental advances.
2. Stay lean and flexible.
3. Improve on the competition.
4. Focus on product."
But then he says screw all that, the opposite is more correct:
"1. It is better to risk boldness than triviality.
2. A bad plan is better than no plan.
3. Competitive markets destroy profits.
4. Sales matters just as much as product."
This is mostly driven by opportunity cost
Delta Slim explains it best in the hit movie Sinners
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We're bringing film back to San Francisco.
Since we strengthened our Scene in San Francisco film incentive in February, film and TV production in the city have surged.
We permitted 309 productions, which:
- Increased spending by 85% to $32.3 million
- Employed more than 3,600 local crew members
- Generated 5,630 SAG-AFTRA bookings for actors
- Accounted for 4,303 hotel room nights
Over the past year, I’ve had the opportunity to visit productions filming across our city and meet the talented crews behind them—many of which would not be here without the legislation we signed. Film creates jobs, generates revenue that powers services residents rely on, and shows off our city to the world.
Let's go, San Francisco!
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Solid read.
There are three trends converging:
> The US has built its military prowess on a small number of large and capable systems (e.g. we have 11 aircraft carriers)
> The future of warfare is centered around a large number of small, inexpensive, and intelligent systems (e.g. autonomous missiles and drones)
> China's supply base is building toward this future
The conclusion is straightforward:
The US supply base needs to reorient itself from producing large platforms to producing small, nimble, and intelligent systems
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Greg retweeted
If reindustrialization were a book, we'd still be at the first sentence on the first page.
Get after it.
