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The world is going to keep getting better because people are going to keep making it better.
Techno-Industrial Deep Dives:
Weekly Dose of Optimism
video by @runwayml
FDA approves rectal cancer therapy
The Nuclear Company announces 6.6GW campus
Ben Lamm & Palmer Luckey's war dogs
Tsao's lab finds signs of consciousness in time
Electric Plant Co decodes plant language
Marathon does ~alchemy
+ 7 Extra Doses
What a week for the optimists.
Read All the Good News That's Fit to Print in this week's Weekly Dose from @notboringco, brought to you by @reductoai with videos by @runwayml, ft:
@coherenceneuro @TheNuclearCo @BenLamm @PalmerLuckey @doristsao @electricplantco @MarathonFusion
notboring.co/p/weekly-dose-o…
maybe it's just fall, but in a shockingly high % of my meetings recently we realize we're both wearing @onequince
today's sweater fit
I know I can be overoptimistic at times, but I really think the State of California is going to do magnificent things with Zuck's $10B wealth tax payment.
Patient Zero: @Alex_Danco preaching The Magic Mountain on April 4, 2025
One of the things you forget about fall is that it’s really nice to have a couple extra jacket pockets.
Amazon.Con
Earth's Biggest Bookstore"? Pshaw. Cheaper, faster, and more convenient? Pshaw again.
By Stephen Glass and Jonathan Chait
January 1997
Packy McCormick retweeted
Everyone who has tried to industrialize homebuilding has gone bankrupt doing it, and Aleks Gampel thinks he knows exactly why.
00:00 Intro
01:34 Mass producing the factories that build houses
09:12 The factory that creates factories
11:13 Why nobody on site has to think
15:15 Developers don’t care if it’s better
20:19 Quitting his job after one conversation
22:34 What WeWork got right
25:36 How to burn $2 billion on housing
34:11 Nobody cares how your Ferrari looks
35:41 Fundraising is a mourning event
38:37 Asking AI what his company should have cost to build
43:55 Designing your house online to completion in 30 days
Best Ideas
hbs.edu/ris/Publication%20Fi…
We find that the stocks in which active mutual fund or hedge fund managers display the most conviction towards ex-ante, their “Best ideas,” outperform the market, as well as the other stocks in those managers’ portfolios, by approximately 2.8 to 4.5 percent per year, depending on the benchmark employed. The vast majority of the other stocks managers hold do not exhibit significant outperformance. Thus, the organization of the money management industry appears to make it optimal for managers to introduce stocks into their portfolio that are not outperformers. We argue that investors would benefit if managers held more concentrated portfolios.
