Viewing profile — carlossouza

This should be a recurrent question posted every month

I'm just stating facts: - Amazon's CEO knew what he was doing and the possible consequences - Anthropic must raise cash, and there are only 2 ways: an IPO or follow-ons - If the IP…

Of course, Amazon wanted this to happen. They own 20% of Anthropic. Anthropic bleeds cash. They have to raise capital. There are only 2 ways: an IPO or follow-ons from existing inv…

Good for Anthropic? Can you think of any case in history where the US government suspended product sales due to national security concerns and that was ultimately beneficial for th…

“Show me the incentives and I will show you the outcomes.” Charlie Munger

What's easy for some might be truly hard for others.

The data used is Sharadar Core US Equities Bundle: https://data.nasdaq.com/databases/SFA It's a great survivorship-bias-free dataset. Regarding tools, I use Python. I wrote the bac…

Twitter/X and Substack are some options. Reddit doesn't work, indeed. I just read your posts... good stuff, congrats! I'll follow your journey. If you want to check some algorithms…

The world is much larger than the bubble we live in.