Dragonfly Investing @dislocationhunt
Investor | Software Engineer Not financial advice. dragonflyinvesting.substack.com Joined November 2023-
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Since launching SAND 1 week ago, we've welcomed over 200,000 of you to the deserts of Sophie! Thank you for your support scavengers! 🫡
I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.
1/ You can shrink a language model's KV cache by 200×, in a single forward pass, and it still answers correctly. At 256k context that's 36 GiB of cache down to ~360 MiB, with no change to the base model. Here's how we did it 👇
- Royalties: HCRx financing is capped at ~$306M total (175% of $175M drawn) not perpetual 10-15% royalties. - “clear edge”: There was strong patient preference in INSPIRE (98-100% prefer Yutrepia DPI over Tyvaso nebulizer) • There’s large upside potential within the PH-ILD market (~60k addressable patients mostly untreated)
"AI code is crap." The shit your human engineers get up to:
@system_monarch Router + fine tuned SLM
@10_ch_10 Wha is the fwd multiple in slightly optimistic base case?
@atelicinvest I think I disagree, you need to have the literacy to express what you want to happen. Basic concepts of branch commit etc are important and juniors tend not to understand them. Like they don't understand a branch is just a pointer to a commit o they do funny stuff.
@DheerajNam What local machine are you running?
In tonight's upgrades to Transcript Insights - Default: want to filter out specific country / industry / market cap so you never see it again? Set your defaults in /settings page. This filter will apply to your searches and on 'find similar' - Simplified search experience - previous implementation was confusing. - Grouped view - want to see who reported last week, and view insights and summaries by call? Click the top left dropdown and choose "Grouped" - Filter + Search - want to see which US large cap software companies are talking about improving margins using AI tools? Set both filter and search terms. Enjoy!
@atelicinvest Could be effective for impl yeah doesn’t help planning which is the important part. But possibly plan with opus and impl with this can be nice
@atelicinvest I’m tired prob just slopped
@atelicinvest Other than that llms are over parameterized relative to curr datasets and under parametrized af vs reality so not close to discovering all emerging abillities (quants) prob
@atelicinvest Activist tech investor would be the most 🔥 career
Taking a break from being a cranky old man. I'm working on a site that generates snippets from transcripts. Something like this: It's in really early stages. I'm building it mostly for myself because I don't want to browse this gd site. I'd rather just scroll through what real operators are saying on calls, but in bite sized format. 1. DM for beta access - may take couple weeks to respond. 2. DM for feature requests, if any.
$PYPL The takeaway for me after getting wiped today is im better off focusing capital on small to mid caps. easier to fully understand + easier to gain a edge
$PYPL Love today's acquisition rare to find such a cheap stock with such horrid consensus perfectly positioned to take full advantage of one of the biggest future mega trends
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