Compound248 💰
@compound248 • 68,652 subscribers
"That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
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When Trump said a leading AI CEO was on the edge of federal charges…
Compound248 💰102,676 görüntüleme • 2 gün önce
Apparently, if you ask Sam Altman how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments, he gets very defensive and starts to attack non-existent short sellers. I cannot wait for OpenAI to be a public company.
Compound248 💰4,139,629 görüntüleme • 1 yıl önce
30 minutes after Sam shutdown Brad’s question about, “can you actually afford $1.4 TRILLION of spend,” Sam dropped off the pod. The VERY FIRST thing Brad did w/ Satya after Sam left was return to the topic, defend his question, & reiterate he’s a buyer, not a seller, of OAI. 😂
Compound248 💰1,391,974 görüntüleme • 1 yıl önce
Tremendous clip about Dario’s reaction when he realized he invented a God: 🔥 “I was super freaked out... I said, ‘My God, you just scale this thing up by another factor of a million and it will be better than humans at everything.’ - Upon witnessing GPT-2 responding to scaling laws (more data = better model) in 2019 We also learn Dario and Daniela hold grudges (watch to the end): “We remember…” Upon witnessing GPT-2’s generalizability across domains, where it wasn’t yet great at anything but it was capable at many things: “This is the defining economic and scientific moment of the modern age. This is going to determine the fate of nations…and the future of humanity. “It really scared me. And maybe 10% of the people around me had exactly the same reaction, and it was often the smartest ones.”
Compound248 💰63,767 görüntüleme • 18 gün önce
I gotta give Elon credit, he leaves no man behind in his ride-or-die crew: • Saved his Twitter co-investors by merging them into xAI at a ridiculous valuation • Saved his xAI investors by merging them into SpaceX at ridiculous valuation • Talking about saving his Tesla investors by merging them into SpaceX • Working to save his $SPCX investors by claiming he’ll soon have 100,000 satellites, 20 GW of power and cooling next year(!), a nationwide DTC mobile service, new bigger rockets, and closing in on $1 TRILLION of run-rate revenue in 15 months All that gets you a whopping 6% pop in the stock. lol But if you are on the Elon ride-or-die crew, a chunk of $SPCX lockups come off and you can keep unloading those bags.💰 No man left behind. Props. 🫡
Compound248 💰80,161 görüntüleme • 24 gün önce
Who’s going to tell him? Chamath Palihapitiya claims his AI software dev company, 8090, has been evaluated by “all the big, major” PE firms and their portcos. Precisely ZERO have hired 8090. He says this is because those are “B and C companies” run by “C and D players.” He literally says, “it’s not us, it’s them.” Bold strategy, Cotton.
Compound248 💰1,054,945 görüntüleme • 1 yıl önce
“Hi, my name is Timothy Ferriss, and I’m a Guest Lecturer at Princeton University twice a year…” Before Tim Ferriss was “Tim,” a slightly nervous “Timothy” asked Charlie & Warren in 08 to advise a newly successful 30-yr old, non-investment professional how best to invest. 1/x👇🧵
Compound248 💰2,974,897 görüntüleme • 3 yıl önce
![“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“ The most poignant question of the day came from a child. Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout. “[Charlie and I] never had any doubts about the other. person.“ Listen all the way - Warren ends it epically. ❤️](https://image.24vids.com/tw-1786794618094305449/amplify_video_thumb/1786794409712824320/img/o8nWIIjzg8waIiPI.jpg)
“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“ The most poignant question of the day came from a child. Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout. “[Charlie and I] never had any doubts about the other. person.“ Listen all the way - Warren ends it epically. ❤️
Compound248 💰1,727,982 görüntüleme • 2 yıl önce
Paul Tudor Jones on risk management: “I had this ten thousand dollar account, and I’d run that thing up to a hundred and I’d run it back down to zero.” “The idea of owning something for the long-run was laughable…the volatility profile was off the charts.” -Paul Tudor Jones
Compound248 💰371,190 görüntüleme • 6 ay önce
![“The time has arrived… “…where Greg should become the Chief Executive Officer of [Berkshire Hathaway] at year-end.” 💥 Warren Buffett broke the news at the close of the $BRK annual meeting. He’d only told his family - Greg Abel himself didn’t know! Greg will have all authority, including capital allocation (eg, investing and acquisitions).](https://image.24vids.com/tw-1918731710910349356/amplify_video_thumb/1918731568257843200/img/CfE3VNqmEvfCIQFd.jpg)
“The time has arrived… “…where Greg should become the Chief Executive Officer of [Berkshire Hathaway] at year-end.” 💥 Warren Buffett broke the news at the close of the $BRK annual meeting. He’d only told his family - Greg Abel himself didn’t know! Greg will have all authority, including capital allocation (eg, investing and acquisitions).
Compound248 💰704,306 görüntüleme • 1 yıl önce
![Buffett: “What do you think the end will be?” Munger: “Bad.” In 2005, exactly 20 years ago, Buffett and Munger talked about the consequences of US structural trade deficits. Warren Buffett predicted: “Ownership by the rest of the world, of [the US], would be seen as a form of taxation 20 years from now by the people who reside here.” 👀](https://image.24vids.com/tw-1910692185927807413/amplify_video_thumb/1910691683479539712/img/n5jYVpbW_ubibL2N.jpg)
Buffett: “What do you think the end will be?” Munger: “Bad.” In 2005, exactly 20 years ago, Buffett and Munger talked about the consequences of US structural trade deficits. Warren Buffett predicted: “Ownership by the rest of the world, of [the US], would be seen as a form of taxation 20 years from now by the people who reside here.” 👀
Compound248 💰716,134 görüntüleme • 1 yıl önce
“Your job is to say ‘no.’” - Ajit Jain, $BRK’s insurance chief “It is very difficult to recruit people to sit back and do nothing. “You will get bombarded with deals, day in and day out. Your base case is, ‘just say no.’ “Every now and then, you will come across a deal that will hit you with a 2x4 and it will be screaming money. “That’s when you come to me.” Ajit and Greg note that insurance, investing, and capital allocation all share this trait. Personally, I am not worried that Berkshire will lack wisdom or lose its way - I look forward to seeing what comes next.
Compound248 💰197,260 görüntüleme • 6 ay önce
🔥 Shots fired 🔥 “If it makes a difference to you whether your stocks are down 15%, you need to get a somewhat different investment philosophy… “The world is not going to adapt to you. You are going to have to adapt to the world.” “What has happened in the last 45 days is really nothing…this has not been dramatic… “There’s been three times since we acquired Berkshire that Berkshire has gone down 50%. Nothing was fundamentally wrong with the company at any time.” - Warren Buffett on investment psychology at $BRK AGM 2025
Compound248 💰456,637 görüntüleme • 1 yıl önce