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Arda

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Sector Tech
Content Type Commentary
Website Twitter
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Arda
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Replying to @Media & Money

@nextmediaxyz Yeah but don't think anything will pass Congress in time for my prediction to be right

Media & Money
@ArdaCapital I think the TikTok ban can pick up some more traction especially when the election starts to heat up

June 12, 2023, 9:35 p.m.

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Arda
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WSJ: Netflix Plans First Live-Streamed Sports Event With Celebrity Golf Tournament 3 out of 6. Won't push my luck.

Arda
On our way to 2 out of 5. Will add a new one: Netflix will experiment with live sports this year.

June 12, 2023, 9:30 p.m.

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Arda
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Is this the right way to think about the price delta between GPT-4 and PaLM? In-line with examples I've seen but surprised by the delta.

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June 10, 2023, 11:54 p.m.

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Arda
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Love this quote: "Most people are trying to learn the rules of the game instead of figuring out which game they're playing"

The Logan Bartlett Show
Ep 66 w/ Daniel Ek @eldsjal: - making millions but feeling rudderless - constraints as a benefit - the "sleeping outside of record label offices" myth - free speech and Apple App Store's anti-competitive behavior Spotify: YouTube:

June 2, 2023, 9:03 p.m.

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Arda
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Retweeted post by @Ian Gutterman
Ian Gutterman
I see a lot of people reacting to State Farm’s decision to stop writing new home insurance in California. But there seems to be a lot of confusion about their motives. The last thing State Farm wants to do is give up business. Here’s why State Farm felt they had to act. 1/12

June 2, 2023, 4:11 p.m.

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Arda
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Retweeted post by @ZenCap
ZenCap
Underrated comment. PM's job is to choose factors. Analyst's job is to help PM express these factors with stocks. Time is well spent figuring out when stocks / themes are being too +ve or -ve discounted. $ is made via factor bets when this discounting swings the other way

June 2, 2023, 12:30 a.m.

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Arda
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What year is it?

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June 1, 2023, 1:52 p.m.

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Arda
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The great convergence* of collaboration tools continues. * powered by AI

Notion
Introducing the new Notion Projects 🎯
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May 31, 2023, 6:25 p.m.

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Arda
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Fun game by @TuckerCodes - Wordle for Stocks.

May 30, 2023, 6:38 p.m.

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Arda
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Retweeted post by @Dave Yuan
Dave Yuan
An “AI-powered CRM'' is still going to be competing for the same deal as ye olde CRM provider. Founders should be prepared for a new host of competitors that will drive up their CAC. They should be prepared for clients to insert newly important “AI capabilities” in RFPs.

May 30, 2023, 5:38 p.m.

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Arda
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Pretty humorous moment during one of the recent Microsoft presentations. When prompted for a transparent image, the model provided images with checkers in the background. "So it learned that transparent background means checkers" *audience laughter*

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May 28, 2023, 7:19 p.m.

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Arda
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Max home of Game of Thrones, Succession...and Otter Dynasty? "The royal Otter clans of Singapore battle for territory and survival"

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May 28, 2023, 4:52 p.m.

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