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Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

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The most dangerous thing that could happen to Uber is if one of the AV companies actually decided that they wanted to be a ride-sharing company, that they wanted to own the consumer relationship and own the driver relationship. Because then you'd have a competitor with a superior technology and they decided to go vertical.

noahpinion.blog

Roundup #83: I told you so!

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The number of apps with significant usage is actually going down in the age of AI, even as people are releasing floods of new apps into the world. The deeper story here may be that demand for many of the things that generative AI produces might be a lot more inelastic than we thought. The things we really want a lot more of may not actually be the things that generative AI is yet equipped to provide.

themarginalian.org

Ursula K. Le Guin on the Meaning of Life

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What we are, who we are, and where we are going, I do not know, nor do I believe anybody who says he knows, except, possibly, Beethoven, in the last movement of the last symphony. All I know is that we are here, and that we are aware of the fact, and that it behooves us to be aware — to pay heed. For we are not objects.

TED

How to Google Your Symptoms Without Freaking Out | John Whyte | TED

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Information isn't knowledge. Remember the phrase TMI? Do people still say that? Too much information. Typically, we would say it about what? We'd say it about someone's giving you too much personal information. Makes you feel awkward. Maybe a little anxious. Well, TMI also is around health. Too much information, when you're searching for your symptoms, actually can create anxiety, can actually be dangerous.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

@underscoredpodcasts

The biggest risk for Uber is that we actually don't lean into AV enough, that we're not aggressive enough in terms of our partnerships, that we're not aggressive enough in terms of building product. Because I think AV is going to happen, and I want Uber to be the biggest beneficiary of AV, not the biggest victim of AV.

Hidden Brain

Unleashing Your Creativity

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Most people think about creativity as something that just strikes you — like a bolt of lightning. But research suggests that creativity is less about sudden inspiration and more about the associations your brain makes between concepts. The more unusual and distant those associations, the more creative the idea.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

@underscoredpodcasts

The most important signal that I look for is: are the best people in the world trying to work for us? And are we retaining the best people in the world? Because if we are, we're going to be okay. If we aren't, we have a problem.

Hidden Brain

Unleashing Your Creativity

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Most people think about creativity as a gift — something you either have or you don't. But research suggests that creativity is less like a trait and more like a muscle: it can atrophy if you don't use it, and it can grow stronger with practice.

The Prof G Pod

Scott Galloway: Stop Demonizing Billionaires and Start Taxing them | Office Hours

@underscoredpodcasts

AI's capex boom is the second largest share of use GDP in history. bigger than the railroads, second only to the I think the Louisiana purchase, and there's the build out of the electrical grid, the highway system, uh the Apollo program, although that wasn't very big, and then the internet and sort of the telco infrastructure.

readtheprofile.com

The Profile: The Murdoch seceding from his family & the billionaire who fell from grace

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But I often remind myself that the topics that make people uncomfortable are usually the ones that matter the most. So instead of backing away, I did the only thing I know how to do — I tried to understand. I saw the mask drop, and for a brief moment, the polished answers disappeared, and I got to see the real person underneath.

Diet TBPN

Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN

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You don't need to get to AGI super intelligence god you can just have a really powerful tool that creates a new problem

Invest Like the Best with Patrick O'Shaughnessy

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

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I think the most important lesson I've learned is that the ability to change your mind is probably one of the most important traits an investor can have. People confuse consistency and stubbornness, and they also are worried about how they look if they change their views.

Decoder with Nilay Patel

Elon Musk is steamrolling Wall Street to become a trillionaire

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Its biggest-ever size, of course, at nearly $2 trillion dollars. But also because all kinds of rules that keep our markets fair are being bent, if not outright broken, along the way.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

@underscoredpodcasts

The history of Uber is really the history of navigating chaos. And I think what we've learned is that the chaos is actually a feature, not a bug. Because the chaos is what creates the opportunity for a company like Uber to come in and bring order to a market that didn't have it.