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paulpauper

52,038 karma · joined April 18, 2015

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paulpauper··on Statement from Nvidia board of directors
Patrick cheated twice and it amounted to a footnote in his obituary. no one cared.
paulpauper··on Statement from Nvidia board of directors
reputational harm. You think Larry Summer's career will recover?
paulpauper··on Nvidia Board of Directors Is Investigating Jensen Huang
Yeah, 50 years ago this was a big deal; nowadays... meh. There are tons of people who have survived this and even worse. The public has become inured to infidelity, but so have the media and the various industry gatekeepers (it’s not bad enough to get someone blacklisted or made persona non grata). Except Epstein... those involved with him probably won’t recover. So there are lines that cannot be crossed, but cheating is not one of them. Hell, even beloved Patrick Stewart cheated on both of his first two wives, admitted it in his memoir, and no one cared.
paulpauper··on Nvidia Board of Directors Is Investigating Jensen Huang
He survived the whole SEC thing, I think tesla board realized that the stock was already in trouble and him leaving would make a bad situation worse, when they needed to raise money. This was in 2019, before Tesla's huge post-Covid turnround.
paulpauper··on Statement from Nvidia board of directors
Even more amazing he is worth so much despite owning so little of the company . Goes to show just how big NVDA is
paulpauper··on Statement from Nvidia board of directors
I don't think he's at any risk of going broke. At worst he will lose his job and NVDA stock will suffer a brief setback.
paulpauper··on Nvidia Board of Directors Is Investigating Jensen Huang
No one is immune when it comes to a public company. Private is a different matter.
paulpauper··on Statement from Nvidia board of directors
Down 3% on XYZ platform, which is a tokenized proxy for NVDA. Maybe I will be buying the dip. It's close to the long-term $180 support...
paulpauper··on The typo generation is damaging literature
Corectign can be pedanitic. If peopel can udnerstnad what you meant despite typeos, then successfull comjicaito nws achived. LLMs demsontrate this as they cna pasrse texst with heavy typos.

(typos deliebrate to prove point)

paulpauper··on The typo generation is damaging literature
“Fondle took long pull on his beer.”

it's wrong , yes, but otoh it's funnier this way

paulpauper··on Terry Pratchett's Study
This is so fascinating. had no idea he had a 6-screen set up, was a doom fan, and the Alzheimer's page hits hard, as he died of that
paulpauper··on Tell HN: HN Is Wrong
your mistake was submitting the same url with different userid.
paulpauper··on The Gordon Gekko effect: The role of culture in the financial industry (2016) [pdf]
Prison sentences were so short back then, plus parole, that it was arguably worth it. it worked for Boeseky, Milikin and others.
paulpauper··on The AI sell-off compared to well-known stock market crashes
It really is a sell off. that much is obvious. how long it lasts, is the next question. If history is any guide, not much longer. Rebounds tend to be very fast and sudden. See 2020 or 2025 for example.
paulpauper··on The AI sell-off compared to well-known stock market crashes
I think it's a fat tail or jump diffusion process. There is a ton of literature about this over the past 30 years.
paulpauper··on Goodbye from Salon
It's a blogging platform built around an app , which is like a quasi-social network in its own right.
paulpauper··on The AI sell-off compared to well-known stock market crashes
Even the Covid crash, as bad as it was, was over in a month. Stocks rocketed to new highs faster than anyone could have ever anticipated.
paulpauper··on Anthropic IPO buyers see valuation as low as $1.1T
1) SpaceX is trading below its IPO price. If you bought shares at the IPO you’d have lost money, unless you sold on the pop.

"SpaceX (ticker: SPCX) was priced at $135 per share during its initial public offering on the Nasdaq on June 12, 2026."

current price is $134 , give or take a dollar.

paulpauper··on Anthropic IPO buyers see valuation as low as $1.1T
A good rule of thumb is one a tech company attaints a >$1 trillion valuation, it tends to hold in that range; e.g. see Amazon, Appl, Google, Meta, Space-X, Nvidia, etc.

So many people 6-12 months ago predicted Space-X stock would crash and burn, yet the stock is still holding strong around $130 and a valuation over a trillion dollars.

paulpauper··on Anthropic IPO buyers see valuation as low as $1.1T
I'm not convinced that 2026 was peak of the AI hype cycle.

Agree. these valuations will hold. Pundits made the same prediction after Facebook's IPO in 2012 that everything would soon crash. here we are...

paulpauper··on Anthropic IPO buyers see valuation as low as $1.1T
Sigh...people said the same about SpaceX, too. And it has held above $130, its IPO price, for almost 6 months now. Same for Uber. These companies keep defying predictions of crashing or dying.

The market anticipates the unlocking; when the shares become public, buyers swoop in, so the stock decline is much less than expected, if at all. There is no new information here. If everyone is expecting shares to unlock, then it’s priced into the market accordingly.

paulpauper··on Anthropic IPO buyers see valuation as low as $1.1T
Polymarket put a valuation at around $1.7 trillion
paulpauper··on Tesla to wind down Cybertruck production
The article even said it was a rounding error in terms of Tesla’s earnings, and expectations were tepid to begin with, and other brands such as Ford also failed with electric trucks. It is not as big of a deal as people have made it out to be. The cars are Tesla’s main business by far. The Cybertruck was a distraction basically.
paulpauper··on Goodbye from Salon
collecting ad revenue is much cheaper than a full time staff
paulpauper··on Goodbye from Salon
I said "except for only the top." With 50k subscribers, presumably this is in the top tier. Similar to medium, the average person who creates a substack blog has to get all the traffic on their own, substakc does not help .
paulpauper··on Goodbye from Salon
it will exist to collect ad revenue on its huge library or articles
paulpauper··on Pangram Image 1.0
just compress it? lossy should fool detection
paulpauper··on Goodbye from Salon
David brooks was never that heavy on moralizing, imho. He was more of an idealist who saw a vision for society that he conceded could never be realized , but was content with people otherwise acting in accordance with their incentives and preferences.
paulpauper··on Goodbye from Salon
it's just a blogging platform + newsletter service. There was never an expectation ppl would make a living income from it, except for only the top. But it's like this with almost everything in life.
paulpauper··on Goodbye from Salon
People are not even sharing the article link anymore. they just take a screenshot and share that
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