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- Value Over Scale
Hey everyone,
Welcome to Stocks To Space, where I curate the best ideas, tools and resources I’ve found each week as I explore my curiosities.
If you find something thought-provoking, forward it to a friend.
IDEAS
Value Over Scale
Source: Alex Hormozi, LinkedIn
h/t to Alex Hormozi for today’s idea:
People worry too much about if it’s scalable and not enough about whether it’s valuable.
INSIGHTS
1 Article
Source: Joe Raedle, gettyimages.com
Internal emails from OpenAI's early days reveal that co-founders Ilya Sutskever and Greg Brockman harboured serious concerns about Elon Musk potentially gaining absolute control over AGI, fearing the creation of an ‘AGI dictatorship.’
Despite Musk's claims that he doesn't want control of the AGI, tensions over leadership and control ultimately contributed to his departure from OpenAI.
Luca’s take: It’s incredibly important that we constantly challenge our preconceived notions. This is the key insight for me in this story. I’m a self-proclaimed member of the ‘Don’t Bet Against Elon’ club—but what is the dark side of this? Yes, everything Elon’s taken control of in the past has turned to gold. But how can we be so certain this will continue into the future? Especially when it comes to something as existential to humanity as AGI.
1 Post
For the first time in 22 years, the 10-year Treasury yield has exceeded the S&P 500's earnings yield.
The S&P 500 equity risk premium has also fallen to -0.44%, well below its long-term average.
Over the last 5 years, the difference in yield has fallen by 5 percentage points… x.com/i/web/status/1…
— The Kobeissi Letter (@KobeissiLetter)
4:40 PM • Nov 17, 2024
1 Video
THOUGHTS
Quote I’m Pondering
“Whose life do I admire that is secretly miserable?”
— Morgan Housel
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— Luca
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