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Sheel Mohnot
@pitdesi
I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
3.6K Following    211.6K Followers
Got $408 from Muse finding owed money from 15 years ago and filling out a form for me
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Affluent families buy schooling two ways: 1) buy an expensive house in a district with great public schools 2) live elsewhere, pay private-school tuition For folks I grew up with, #1# felt like a better deal… every good public school in the area ultimately had a lot of Asians
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Anthropic is spending $750k to raise our property and sales taxes and give more money to our poorly run transit systems. $500k for higher property taxes $250k for a 1% SF sales tax hike Love public transit but hate how poorly ours is run, I don’t think money solves it.
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People in the comments acting like this is impossible to find. @pitdesi was 37 and generally met all of the other criteria when I met him. I’m able to say that because there is no minimum height listed. If there was…
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A big problem with California is it tries to solve the worlds problems instead of focusing on the major problems at home
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My brother wrote out a list of who he was looking for, X worked its magic and he’s getting married in a couple of months :)
Everyone else was in a couple so it was especially fun for us (who haven’t been on dating apps in years) I recommend this group activity. I also very much recommend my brother who is 34, lives in SF, and is looking for a future wife. More info here:
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Effective altruist now seems synonymous with AI doomer, but it wasn’t always that way. My own experience & why I think a lot of it is bullshit AI doomerism now: I was an active member - went to multiple of their global summits and still mostly donate to causes that they recommend. I love a bargain, and EA was about evidence-based ways to reduce global poverty & suffering. You donate to deworming, vaccines, malaria nets - they save lives and it's quantifiable. Don't donate to a university, give money to save lives today. But then it shifted to being more about about tail risks, mainly AI. I first saw it in 2015 at the global summit on Google's campus - the most high-profile person talking about it there was @elonmusk. He read Nick Bostrom's book Superintelligence and donated $10M to the Future of Life Institute to study existential risks from AI, and made a convincing argument to the EA crowd about AI risk. A lot of folks were donating to such causes at the time - Peter Thiel was the top donor to the Machine Intelligence Research Institute, a similar research institute to manage existential risk. The conversations became super weird to me but they were "justified" with math- global poverty is a rounding error compared to the lives that can be destroyed by AI... The math is: if humanity lasts another 50M years, & current trends hold, the total number of humans who will ever live is 3 quadrillion. The number of future humans who will never exist if humans go extinct is so great that reducing the risk of extinction by 0.00000000000000001% can be expected to save 100 billion more lives than, preventing the genocide of 1 billion people. With this math, any tail risk extinction level event trumps anything actually happening in the world today. One problem with this argument, of course, is that you can defend anything with an X risk that would wipe out the planet, but we actually have no idea if the destruction percentage is anywhere near accurate. We have no idea if the odds of AI doom are 0.00000000000000001% or 0.00000000000000000000000000000000001% but the argument always had some random precision that made no sense. It's like the folks who tell you they'll have a $10B business if they get 1% of the market. The other big problem is that they also DID NOT have a discount rate. They live in a ZIRP world for real lives. They thought that people who might exist in the future should be counted equally to people who do exist today, which I took major issue with. These X-risk obsessives kind of took over & I realized that the thing I'd signed up for - quantitative measurement of effectiveness - isn't actually possible because it's all in measurement and outcomes, and there are a bunch of random unprecise beliefs thrown in. FWIW - I don't know enough to have a strong view on whether AI can take over and make humans extinct. I do think that slowing down AI research at OAI is not the solution.
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.@Kantrowitz and @pitdesi break down why OpenAI and Anthropic's $100B ARR still hasn't shown up as a productivity boost:
Old enough to remember when we criticized China, Pakistan, Venezuela and Belarus for retaliating against news organizations whose coverage their leaders didn’t like. We are a banana republic
BREAKING: President Trump says he is banning CNN, MSNOW and Politico from the White House over their coverage.
If Berkshire had declined 99% today on this news, Buffett would still have outperformed the S&P 500 since 1965. My favorite statistic in all of investing via @ChrisBloomstran
Legend. $1,000 invested when Warren Buffett took over Berkshire in 1965 would be worth ~$61M today, vs $462k if you put it in the S&P 500 Berkshire returned an annualized 19.7% vs 10.5% for the S&P
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Monk is our favorite vendor - top tier software and service
You will NOT believe what this is in response to
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Carney’s approval rating hitting 70% seemed insanely high, but I guess it’s only in contrast to recent US presidents. Trump and Biden peaked in the 40s and 50s, but presidents before them routinely got near or above 70%
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Mark Carney’s approval hit 70%, the highest level, surpassing Chrétien’s 66%. So freaking awesome.
My first thought after viewing this video: Clothing was basically the same price back then
The San Francisco ESPRIT Store in the 1990s.
Legend. $1,000 invested when Warren Buffett took over Berkshire in 1965 would be worth ~$61M today, vs $462k if you put it in the S&P 500 Berkshire returned an annualized 19.7% vs 10.5% for the S&P
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OpenAI making moves to own the professional work surface, lots of announcements just in the last week: Financial services: overlaps with Rogo and Hebbia Law: Harvey and Legora Medicine: OpenEvidence Increasingly both supplier and competitor to these companies
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Hot topics on AI, recorded in Boston during #UNBOUND#: → Are OpenAI & Anthropic actually worth $2 trillion? → Will AI take all our jobs, or is it already? → Aura Rankings: who has the most AI aura right now? Episode coming soon. @Kantrowitz @pitdesi
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Could be an incredible decade ahead for lawyers
The best way to pace the frontier is to hold the labs fully liable for the behavior of their models.
Here's the first episode of my new show with @pitdesi. We talk about the gap between's AI's hype and it's economic impact, the end of days narrative, consumer AI agents, and dads using ChatGPT to plan the best vacations: w/ @HubSpot
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Agents are all the talk rn so I'm VERY excited that we are co-hosting a fireside on building agents next week in NYC. Ft two amazing founders: @jgreze (CEO of @TownAI) + @GeorgeKurdin (CEO of @usemonk) Town (the AI assistant that learns you) is reportedly raising at $1B (we at @btv_vc use the product + love it!) + Monk's agents manage billions in accounts receivable Very diff approaches, both crushing Request an invite below + shoutout to @coastpayments for co-hosting w/ us!
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