Clifford Sosin

“If you understand businesses you understand common stocks. If you really know how business works you are an investment manager.” - Warren Buffett 2024

I asked Gemini to re-write this as if Warren Buffett had written it, with a more patriotic and inspiring tone: "An American Miracle Every so often, on a morning like any other, it’s worth pausing to reflect on a quiet miracle. It’s a miracle built not by one person, but by…

The Wealth of Everyday I wake up each morning on a Costco memory-foam mattress. Nothing fancy, nothing exclusive—just the same mid-tier slab that comes with free two-day shipping to anyone with an address and a debit card. At 6 a.m. my thermostat clicks to 70 °F, a luxury now…

I Once Thought Europeans Lived as Well as Americans. Not Anymore. “I was shocked recently to learn that more Europeans die of heat death—largely due to lack of air-conditioning—than Americans die from gunshot wounds.” thefp.com/p/i-once-thoug…

SF creates technology for the entire world, and the only way to keep the $ in the hands of the workers and make it awesome for everyone is to build housing. Landlord NIMBYs like Aaron Peskin will hide behind "hate tech people" but we can't let them They're going to blame tech…

I've known 2 kids who drowned so I retweet this annually: Drowning doesn’t look like drowning: slate.com/articles/healt… via @slate

Yankees knew what pitch was coming during their huge comeback against the Mariners, a breakdown

Amazing podcast by my brother and longtime thought partner @tysosin. He’s taking a very thoughtful approach to the VC business and I’m excited for him. overcast.fm/+ABCkx1LiaVY

Can an AI model predict perfectly and still have a terrible world model? What would that even mean? Our new ICML paper formalizes these questions One result tells the story: A transformer trained on 10M solar systems nails planetary orbits. But it botches gravitational laws 🧵

The only thing which was better in the past was that I was younger.

Carvana only needs to move 39% higher until @AlderLaneEggs has to buy me a new Ford Mustang and cook breakfast for @CliffordSosin and me. Let's see if Cohodes is a man of his word.

Which makes it interesting to wonder what % of the work force or “work” done is repetitive? I would guess it’s around 80/20 in a not good way. Innovating will no longer be a choice in an AI world, it will be a requirement. Short term painful, long term beautiful for humanity 🤞

Here is my simple framework for understanding what LLMs can do. Ask: “Has a question/ task (or something very similar) been done/ answered 10x or more by someone/ anyone in the past?” If yes, an llm can do it (provided it has the data). If no it’s still a human’s job.

marginalrevolution.com/marginalrevolu… “AI really means amplifiedintelligence, not agentic intelligence. The smarter you are, the smarter the AI is. Better writers are better prompters.”

🧵1/7 New study: How do adolescent cognitive ability and education predict adult mental disorders? 🧠📚➜🧑‍⚕️ Using Norwegian register data (N = 272,351 men) with GP diagnoses and military assessed cognitive abilities. 👇

Sen. Ryan Fazio, a rising Greenwich Republican, might run for governor ctinsider.com/politics/artic…

Over the next three years, New England residents are going to suffer more blackouts and pay very expensive electric bills. They must either leave the region or elect better politicians.

CT residents who work in New York could save thousands of dollars with new tax credit, officials say ift.tt/N6VypUt

END/With the right reforms that we've proposed, we can cut electric bills by nearly $700 for the average customer. We can ensure reliability of the electric grid in New England and forgo rolling blackouts. And we can create economic opportunity and affordability for all. This is…

10/Democrats have voted down our proposal repeatedly. However, the public is behind many of those planks. They now rank Utility rates as the top issue in CT and over 70% of residents favor moving public benefits costs out of the bills. They understand that costs threaten the…

9/There is a better way. I co-authored the Consumers First Act (SB647), supported by all Republicans, that would cut rates in the short run and long run and improve reliability for decades. Here are the six planks: