10 ms·

My intuition tells me I am right about this one.

• bigyabai 1mo ago
  Your intuition has been telling you this same thing for years, now: https://news.ycombinator.com/item?id=45530497 https://news.ycombinator.com/item?id=45530497 https://news.ycombinator.com/item?id=44203174 https://news.ycombinator.com/item?id=44203174 https://news.ycombinator.com/item?id=41093016 https://news.ycombinator.com/item?id=41093016 If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.
• tanseydavid 1mo ago
  Another standing reminder: LONG position: potential losses (FIXED), potential gains (INFINITE) SHORT position: potential losses (INFINITE), potential gains (FIXED)
• toomuchtodo 1mo ago
  Grab a coffee with Leopold Aschenbrenner, ask how their experience with intuition went. You must be right, on time, and with sufficient capital behind you to win.
  • lesuorac 1mo ago
    Arguable he had all 3. He was right about the market going up for AI, he was right about the years, and he had double-digit billions behind him. It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.
    • toomuchtodo 1mo ago
      He was too early.