pliny

4 ms·

1.
by pliny 1mo ago
They had very large put positions on stock that they had very small long stock positions in, I think they were net short in almost everything they held puts on (except the smh etf put which I guess is an attempt to cancel out sector beta)
2.
by pliny 1mo ago
I don't have anything to say about their concentration beyond that if you read their early 13Fs (ex https://13f.info/13f/000204572425000006-situational-awarenes... ) they were in fact "that concentrated"
3.
by pliny 1mo ago
I was answering his point that 400% returns are impossible without leverage, and my argument was that they were in the right stocks at the right time to achieve those kinds of returns without leverage. Since a lot of their portfolio is&#x2F
4.
by pliny 2mo ago
>Returns like that are not asymmetrical and can only be produced with leverage, at least when you're trading paper. Definitely not true, looking at their last 13f (filed in may 2026) their top3 holdings were BE, SNDK and CRWV which
5.
by pliny 4mo ago
The other side could be someone with natural exposure to the question that wants to hedge, for example people traveling to/from the middle east were exposed to the Iran war question(s) and could get insurance against airspace closure t
6.
by pliny 5mo ago
>What was slow? Everything, huge input delay in every interaction, clicking on anything, opening menus, typing, tabbing between windows, everything had 1-2s of delay. >disable variable refresh rate I think I tried this but dont recall
7.
by pliny 5mo ago
I got a new computer a couple weeks ago, with a 5070, and installed ubuntu on it and it was incredibly slow. I looked online and found some claim that 24.04 has some incompatability with nvidia, tried installing a bunch of different driver
8.
by pliny 11mo ago
I asked this (in a less accusatory tone) of an NSO employee once and he said something about how the big tech companies also spy on people and do unethical things.
9.
by pliny 1y ago
There are already cheap, domestic robots for cleaning dishes, cleaning the floor, cleaning clothes, making coffee, heating and cooling food, turning screws, drilling holes and so on. All those robots represent a greater than 90 percent (and
10.
by pliny 1y ago
>All photographs or videos you have seen have been placed there for you to see them The source of most of the videos from both sides is random social media users. Even the videos and info from the IDF I would regard as credible, since th
11.
by pliny 1y ago
The network Assaf got from founding and selling a big cybersecurity company and then being a VP-equivalent at Microsoft for 5 years (immediately before found Wiz) is more relevant than what he had from being an IC in the army 15 before that
12.
by pliny 2y ago
The purpose is to injure enemy combatants
13.
by pliny 2y ago
For public companies you don't need a heuristic, as the balance sheet is included in quarterly earnings reports.
14.
by pliny 2y ago
The price of the share stays the same but there are fewer shares, so the market cap would go down.
15.
by pliny 3y ago
I saw a comment (not in the linked thread) that notes that the system prompt probably includes something along the lines of "You are a helpful AI assistant...", which does feel like a bit of a giveaway in the sense that there are
16.
by pliny 3y ago
The secret challenge exists and it is the phone number / email address / VC account of CFO. If CFO wants to order EMPLOYEE to send money, then EMPLOYEE should only do the action after making an outgoing call to CFO.
17.
by pliny 3y ago
This is a weird objection because if the expensive insulin did not exist (effective price = $inf) it would not apply.
18.
by pliny 3y ago
This law was passed specifically to allow Aryeh Dery to ignore the terms of his plea agreement and serve as a minister. It's not related to the Jewish-Arab demographic balance (which, within the 67 borders, is about 85-15).
19.
by pliny 3y ago
1. There seems to be some suggestion that X 2. ??? 3. In no world can I imagine ¬X
20.
by pliny 3y ago
launch scrubbed
21.
by pliny 3y ago
Double quotes hasn't worked in a long time. It used to be the case that if you search "foo" "bar" it would only return documents that had the words "foo" and "bar". I will frequently search for z
22.
by pliny 4y ago
If you ask ChatGPT to compose a layoff email with a quote from MLK that is the quote it uses (ref https://twitter.com/mattstratton/status/1618018859763798016 )
23.
by pliny 4y ago
I don't understand the article: Posted October 07, 2022 Subtitle: An IT outage hit the airline's check-in and boarding systems \*last month\* First sentence: Aer Lingus is seeking compensation after an outage to its IT
24.
by pliny 4y ago
Given where the markets are today, Twitter is a ~$30B write down for him once the deal closes, so if he could pay $1B to make it go away he would have done so already.
25.
by pliny 4y ago
https://en.wiktionary.org/wiki/jury-rig
26.
by pliny 4y ago
The difference is between something obvious and uninteresting (equity comp goes down when the value of the equity goes down) and something interesting and untrue (tech salaries are crashing). I get that post writer needs a hook in case they
27.
by pliny 4y ago
Why is using a token better than using money, in this case?
28.
by pliny 4y ago
Electric radiators are quite cheap (they retail for less than $100), and homes in the cold parts of europe are typically well insulated, and if you bought a radiator for every person in the eu (0.5B * $100) it would cost .3% of europe'
29.
by pliny 4y ago
when you pass an electrical current through a resistor you get heat. you can read about this concept here: https://en.wikipedia.org/wiki/Heating_element
30.
by pliny 4y ago
If you want to compare grades across semesters you have to either keep the difficulty of the tests constant or adjust the grades to compensate for how difficult the tests were relative to previous semesters. BTW, I don't know if it&#x2

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