Mag7

One of my favorite recent genre of content these days is annual reflection from AI researchers. Dan Wang isn’t an AI researcher, but I think his fantastic annual letters was inspiration among many. I will admit that through his letters, Wang has singlehandedly elicited from me a sense of

Last month, Gavin Baker in ILtB podcast mentioned the following: “I think there's been a big misunderstanding of maybe in the public equity investing community, or the broader more generalist community, based on the scaling laws of pre-training, there really should have been no progress in '24

Peter Lee, Head of Microsoft Research, once quipped a joke about Moore’s law: “There’s a law about Moore’s law…the number of people predicting the death of Moore’s law doubles every two years.” As a reminder, Moore’s law is not a law of physics or

I was in my Freshman year in college when I first watched this Khan Academy video “Is short selling bad?” To this day, it remains a key foundation for my belief that short sellers are a net positive force in capital markets. Despite such belief, I myself never shorted any