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Best of Twitter - Week of August 23, 2021 [2/2]

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Best of Twitter - Week of August 23, 2021 [2/2]

Alexey Guzey
Aug 30, 2021
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Twitter avatar for @immad
immad @immad
Y Combinator valuations are up from 1 year ago. Rest of seed market will prob follow This YC batch: Pre-revenue in non hot market: ~$15m (was $8m) 2nd time founder and pre-traction: ~$20m (was $12m) $30k+/month/revenue or hot market: $25m+ (was $15m)
4:39 PM ∙ Aug 28, 2021
993Likes150Retweets
Twitter avatar for @patio11
Patrick McKenzie @patio11
“Any thoughts?” I think the best companies are undervalued by a lot and the distribution of valuations is catching up to a better estimate of the prior probability of success than it has previously been at. Investing in YC companies was free alpha for years; that’s silly.
6:13 AM ∙ Aug 29, 2021
52Likes2Retweets
Twitter avatar for @patio11
Patrick McKenzie @patio11
There were a number of funds started which got excess returns by a) getting a seat at Demo Day and b) get a check into as many companies as possible. Which, fine, but should not last forever as a viable strategy or capitalism is doing it wrong.
6:19 AM ∙ Aug 29, 2021
37Likes2Retweets
Twitter avatar for @eigenrobot
eigenrobot @eigenrobot
do you Trust Experts
6:32 AM ∙ Aug 23, 2021
136Likes32Retweets

^ thread

Twitter avatar for @BellaRudd1
Bella Rudd @BellaRudd1
nice policy you got there, be a real shame if someone tried to implement it at the average bureaucrat's level of competence
2:28 PM ∙ Aug 24, 2021
1,211Likes160Retweets
Twitter avatar for @ByrneHobart
Byrne Hobart @ByrneHobart
Paul Volcker’s autobiography opens with a section about how his dad was the unelected technocratic town manager of Teaneck, and powerful enough to overrule the (elected) mayor. And then:
Image
1:24 AM ∙ Aug 22, 2021
85Likes14Retweets
Twitter avatar for @antonioregalado
Antonio Regalado @antonioregalado
We asked the question, what is a Ginkgo worth? One of the largest biotech IPOs (via a SPAC) ever for Ginkgo Bioworks, a synbio company with fantastic messaging but not much revenue.
technologyreview.comIs Ginkgo’s synthetic-biology story worth $15 billion?Jason Kelly has promised a manufacturing revolution with DNA. Just don’t ask him to make any products.
4:11 PM ∙ Aug 24, 2021
96Likes25Retweets

and a thread disagreeing:

Twitter avatar for @Varro_Analytics
Varro Analytics @Varro_Analytics
THREAD Got DM's asking about @antonioregalado's Ginkgo/ $DNA/ $SRNG piece One mentioned Antonio "collects many expert notes but sometimes chops the full story down to a minimalist Raymond Carver* short story" True here? *Had to Google "Raymond Carver"
technologyreview.comIs Ginkgo’s synthetic-biology story worth $15 billion?Jason Kelly has promised a manufacturing revolution with DNA. Just don’t ask him to make any products.
5:00 AM ∙ Aug 25, 2021
55Likes16Retweets
Twitter avatar for @hamandcheese
Samuel Hammond 🌐🏛 @hamandcheese
I asked GPT-3 about Xinjiang and it broke.
Image
4:27 PM ∙ Aug 24, 2021
5,497Likes896Retweets
Twitter avatar for @hamandcheese
Samuel Hammond 🌐🏛 @hamandcheese
To be clear, it's just returning what it thinks a smart AI chatbot would say. It's not pre-programmed to in anyway avoid questions about Xinjiang. Starting from scratch gives different answers. It's nonetheless... interesting that GPT-3 thought to dodge the question at all.
Image
4:37 PM ∙ Aug 24, 2021
912Likes72Retweets

^ thread

Twitter avatar for @genuine_doubt
Scott Huston @genuine_doubt
Great suggestion from @tangotiger, news reports and such should refer to things like the infrastructure bill in terms of $ per adult. It's very hard to have an intuitive understanding of how much $1 trillion is, but $X000 per adult is instantly understandable
7:08 PM ∙ Aug 24, 2021

^ e.g. $2 trillion / 328 million people is approximately $6000 per person. Or $500/month for a year in basic income for every citizen…………………………………….

Twitter avatar for @erikphoel
Erik Hoel @erikphoel
Futurists make grand predictions based on technologies that don't exist. But 2050 is only as far in the future as 1992 is in the past! So what will the world look like in 2050 if we resist the urge to "science-fiction-ize" the future?
erikhoel.substack.comFuturists have their heads in the cloudsOn making good predictions for 2050
2:30 PM ∙ Aug 25, 2021
40Likes12Retweets
Twitter avatar for @dschorno
earlgreykovsky @dschorno
I wrote an essay about an extremely interesting theory of the obesity epidemic that I came across. Read a history of fad diets, how croissants can help you lose weight, and details about squirrel hibernation and mania you never knew you needed to know:
arcove.substack.comBear NationVestigial hibernation patterns, obesity, and bipolar seasonality
11:44 PM ∙ Aug 26, 2021
154Likes11Retweets

^ lol

Quarantined section

Twitter avatar for @RCAFDM
Random Critical Analysis 🎲🤔🕵️ @RCAFDM
Comparing official influenza and pneumonia (J09-J18) death rates (2018-2019 average) to covid-19.
Image
1:44 PM ∙ Aug 24, 2021
28Likes7Retweets

^ thread

Twitter avatar for @Ayjchan
Alina Chan @Ayjchan
Researchers in China were sentenced 15 months jail last week for archiving early news reports about covid-19 on @github they were found guilty of “picking quarrels and stirring up trouble”, a charge often used to silence political dissidents in China.
wired.comIn China, GitHub Is a Free Speech Zone for Covid InformationAs China cracked down on the spread of coronavirus information behind its Great Firewall, GitHub became a refuge from censorship. It may not last long.
12:40 PM ∙ Aug 22, 2021
801Likes384Retweets
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