service / likes
Semafor
“I have no paywall. And I think just really objective stories — I really like what Semafor does, where they tell a story, and then they say where the reporter’s bias might be.”
Public evidence record
Published podcast speaker
Books, apps, and tools
service / likes
“I have no paywall. And I think just really objective stories — I really like what Semafor does, where they tell a story, and then they say where the reporter’s bias might be.”
app / uses
“I use Claude quite a bit, and then I use ChatGPT, mostly for fact-checking, grammar, and how to pronounce words.”
app / uses
“I use Claude quite a bit, and then I use ChatGPT, mostly for fact-checking, grammar, and how to pronounce words.”
Claim ledger
31 transcript-backed records
01 / belief
“I think younger women are more empathetic, and so maybe they’re able to pick up on the nuances of science fiction.”
02 / recommendation
“I use Claude quite a bit, and then I use ChatGPT, mostly for fact-checking, grammar, and how to pronounce words.”
03 / belief
“I think that there are a lot of life lessons in what is being discussed in the poems.”
04 / uncertainty
“Then, if I purchase certain things, if I buy a certain pair of shoes from Nike or go to a restaurant or fly United, I’ll own some of those stocks, too, so I try to build a portfolio that reflects me as a consumer. I don’t know if that’s true or not.”
05 / uncertainty
“Part of the Sequoia memo was like, “We don’t know how some of this application will be applied.”
06 / belief
“People are really freaked by AI. I would say, on average, more people are freaked out than excited.”
07 / uncertainty
“I don’t know. For me — and I feel like it’s probably the same for you — books, I try to read as much as I can, especially print.”
08 / belief
“I think there are a lot of really great resources. You all do a great job with that.”
09 / belief
“I think something like that would be really great, where there’s this foundational place that you can go to get access to this stuff.”
10 / belief
“You see that with Gen X, I think, to a certain extent, just accepting elements of that status quo.”
11 / uncertainty
“Can you believe it? [laughter] I don’t know. I just think you can learn a lot from recent history, as you know, and so I spend a lot of time just reading fictionalizations of it.”
12 / belief
“I hope so too. I think right, now, a lot of people feel pretty bleak, more so than ever.”
13 / belief
“I get approached after events most of the time, and people often just thank me for simplifying economics. I think that’s the main thing.”
14 / uncertainty
“Productivity. I don’t know. Maybe. I haven’t really thought about that. I guess so.”
15 / observation
“I look back, and I loved my professors there. But it’s interesting because when I graduated, I went out to work for Capital Group in Los Angeles, and the only way that I got in was through a blind résumé.”
16 / belief
“I think I’m bad at that. I have a lot of people that I can ask questions. Derek Thompson has been a big support over at The Atlantic; Conor Sen, also, at Bloomberg Opinion.”
17 / uncertainty
“More and more, I’ve tried to just riff, have it be more stream of consciousness. I don’t know if that works.”
18 / belief
“Conor Sen has a theory on this, where he thinks that because millennials and Gen Z can’t afford homes, they’re gambling on crypto and meme stocks, and I think I can see that.”
19 / belief
“I don’t spend as much time on it, but I know that the volatility metrics are pretty useful, and I think that there are interesting things that you can do, like combinations of calls and puts on.”
20 / belief
“I think there’s definitely a young-person audience that I pull from. Every day I get hundreds of comments from people telling me their own personal experience, what they’re going through.”
21 / belief
“I think that’s quite interesting because, with people trying to figure out religion, I think there’s more tendency to have cult-like tendencies.”
22 / evaluation
“An influencer is somebody who’s going to be your “best friend,” somebody that you tune into every aspect of their lives, and they give you access to every aspect of their lives. I think that far supersedes everything that we’ve ever gotten from a celebrity.”
23 / evaluation
“” I think that you see a total disconnect in the market right now between any sense of fundamentals.”
24 / evaluation
“There’s more intentionality, I think, with the platform design, versus TikTok just wants to keep you scrolling and scrolling and scrolling.”
25 / prediction
“I think a lot of people are frustrated with their economic situation, and so they look at TikTok videos, and somebody is telling them that, yes, Blackrock is conspiring against them, and that’s very soothing.”
26 / preference
“In my experience, most sales things, especially something like that, people just want you to listen to them.”
27 / evaluation
“There are studies showing that building more doesn’t reduce the value of a home, but I think you’re fighting an uphill battle with housing because we tell people that this is the ticket to the American dream, and then also just don’t have enough of it because of that.”
28 / preference
“I have no paywall. And I think just really objective stories — I really like what Semafor does, where they tell a story, and then they say where the reporter’s bias might be.”
29 / prediction
“I don’t know if this plan would make a lot of money, but I think there’s a lot of need for foundational resources on media sites, which a lot of them do have access to.”
30 / recommendation
“That was my first foray into internet writing, and it was enjoyable. I wouldn’t recommend it, but I learned a lot about how markets function.”
31 / evaluation
“I think success is an end state here where I don’t know if I’ll ever reach it. For me, it’s more of a process than I’d like.”