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My Substack's stock ideas since inception have been like Shohei Ohtani going 13-for-14 with 3 grand slam homeruns.
It won't last, but it's been fun so far!
Ken Griffin says the best stock pickers are right just 54% of the time. $NVDA
tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
- D1 with a stellar performance. Wow.+Baly, ExodusPoint, Jain, Verition and more
- It's "like Mick Jagger and Keith Richards ditching the Rolling Stones to start a new band. Worse, the other cofounders are also supernovas in the AI firmament"Wired: “Even though Google will take a stake in the new company, it’s a devastating blow to the search giant as it attempts to keep pace in the frantic AI model competition. It’s bad enough that Dean and Ghemawat, who were among the company’s first hires, are leaving—that’s like
- Today is the day Google died. Best-of-breed talent is going to wonder why Jeff Dean left. It's a huge blow to Google's reputation as a place that attracts elite talent.I removed the paywall for my "Google Is a Secular Short" post below, so everyone can read it. It's all about the cultural problems at Google. Jeff Dean leaving is a HUGE red flag. He created nearly everything important at Google from AI to TPUs to search. This is a day for the
