The Secret to Becoming an Expert

Hey everyone,

Welcome back to Stocks To Space, where I curate the best ideas, tools and resources I’ve found each week as I explore my curiosities.

One of my goals for Stocks To Space in 2025 is personalising your experience.

I’d love to know what themes interest you most. What topics fascinate you and make you want to explore them further each week?

Is it:

• AI?

• Finance?

• Tech startups?

• Personal growth?

This is the last week I’ll be running this poll, so let me know in the feedback form at the bottom of this email.

And as always, if you find something thought-provoking in this week’s edition, forward it to a friend.

IDEAS
The Secret to Becoming an Expert

Andrej Karpathy, one of the brightest AI minds in the world, just released a 3-hour, 31-minute, and 23-second YouTube masterclass on LLMs.

For free. For the entire world to consume. At a level that distils the most complicated topics on AI to a pitch that any layman can understand.

While it's remarkable that a founding member of OpenAI would provide a resource like this to the world, I want to address a deeper, more important idea.

The hard truth is that less than 1% of people will fully extract this resource's value. Absorb the information, interrogate it over long periods, sit with it, and revisit it to let the concepts grow roots.

That’s just too hard of a task for a population that is always moving to the next hot thing.

There’s always a new book to read, a new podcast to listen to, and a new course to take.

But sometimes, it’s better to choose the 3-5 best resources and fully absorb them instead of constantly moving to the new thing.

My challenge to you (and myself) is to watch the entire video if it interests you. Then do it again next week. And the week after that.

This is the real challenge in acquiring knowledge and becoming an expert.

But it’s where the real value lies.

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INSIGHTS
1 Chart

Big Tech shrugs off DeepSeek Surprise

Maybe DeepSeek wasn’t as much of a surprise as we thought.

At least for some of us...

This week’s chart shows that the Big tech stocks have continued to climb on the AI momentum baked into the market despite concerns around DeepSeek and China’s AI progress.

Maybe this is because of the revelation that it actually took $1.6 billion to train DeepSeek-R1 as opposed to the $6 million that was being floated, per a report from Semianalysis.

Either way, Big Tech doesn’t show any sign of stopping if their investments pay off, with forecasts for AI capex reaching all-time highs:

Amazon is set to spend 20% more on AI capex than in 2024 ($83B!), mainly building out AI for AWS, saying this is a “once-in-a-lifetime opportunity.”

I kind of agree with them.

I just wish I had that amount of capital for my own AI initiatives.

1 Post

1 Video

THOUGHTS
Quote I’m Pondering

How appropriate for this week’s idea:

“When accessing all information is common, paying attention to important information is rare.”

— James Clear

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Thanks for reading,

— Luca

P.S. GPT wrapper > GPT…