Did Chamath short Credit Suisse?

i certainly don't do clickbait. no links to the original or anything. i thought the content was this observation. i'm trying to use whisper.cpp to get transcripts for the older ones.

From the original Shah Mat!

This is interesting, much like firms that try and extract alpha signal from r/wallstreetbets. There must be a set of second-order metrics that contain alpha, that groups like this are plugged into without realizing it (perhaps)

haven't you ever watched the likes of bloomberg or cnbc? Also, I would expect their figures to have peaked following this episode as the cancellation crew moves in.

4 guys do it and it makes us sick. 4,000 guys do it and we call it HN.

i was skeptical. But these four probably do 100 meetings a week each, many about new deals with new founders. They hear a lot of smart ideas and the best of those are going to leak out when the videos are all about trying to sound smart.

I listen, though (or because?) most of the topics are irrelevant to me. I do find it entertaining, and there is at least some insight being shared. I think you need to know what to listen to and what to ignore; be skeptical of pretty much any rationalization David Sacks makes of his ideological views, question some of Chamath's hypocritical moral grand-standing (how does SPAC grubbiness not stick to him?), ignore Jason's insecurities etc. Fundamentally though, they are four well-connected, intelligent people talking about issues that do matter in an entertaining format.

If you think those rich people are spoiled people you have no idea how more than 50% of people on earth behave as soon as they have just a little bit of money.