Jon Gordon (@jongordon) header
Jon Gordon (@jongordon) profile picture

You can't borrow conviction

New York, USA
Joined May 2017
Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)Photo by Jon Gordon (@jongordon)
A Black Huang
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I tried to make the case last Wednesday for $120 for $NVDA due to the election loss by January Puts. i told @AuclairsDad $100P where he correctly pointed out I would miss the entire move and the correct strike is $150. Then the espionage news came out we are going to 100. @Don7Spy
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You know when this happens, it’s pretty damn bad
$NVDA - NVIDIA HIRES TOP WALL STREET LAW FIRM TO INVESTIGATE JENSEN HUANG Nvidia has hired Wachtell Lipton to investigate CEO Jensen Huang's admitted affair with a Chinese executive accused of espionage, according to The New York Times. The investigation will be led by Joon H. Kim, a former acting US attorney who helped investigate former New York Governor Andrew Cuomo. Nvidia's board says it has no reason to believe company secrets or national security were compromised, but will examine all available evidence. Huang has pledged full cooperation. The investigation puts Nvidia's co-founder and CEO under unprecedented board scrutiny.
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When the market is crashing or there’s a sell off, it is quite literally the worst time to sell! The time to have sold is before the move not during. I’d bet $GS is front running those order flows.
We raised $1M from YC & Afore to leave Goldman Sachs & build an agent that trades for you. The top 1% gets a “money guy.” Today we’re introducing Volaren so you can have one too. Volaren is designed to plug into your brokerage accounts and explain why your portfolio moved, suggest what to do next, and trade it for you. • Web, app, or text message • Copy trade top investors/politicians • Deep financial analysis • Agents that reason like humans to trade your best ideas Try it now: volaren.com Investing involves risk, and past performance does not guarantee future results. For informational purposes only, not a recommendation or investment advice. Other fees may apply, please review Volaren’s website and disclosures in full.
Readers added context they thought people might want to know
The announcement frames the founders as leaving jobs at Goldman Sachs after raising funds, but their prior post states the Goldman roles were summer internships before they incorporated; Volaren is in early beta on a waitlist with mostly simulated features. x.com/akshat_mittal_… volaren.ai ycombinator.com/companies/vola… athletics.uchicago.edu/sports/mens-te…
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Elections have consequences, before it was $2.0T to up to $1.4T.
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The hardest part of making a perpetual motion machine is hiding the battery 🔋
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Happy Diwali
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Condoning murder, to a sold out show at MSG by Dave Chappelle who didn’t even say that about Bill Cosby and he raped women. DC became a persona non grata
Dave Chappelle at Madison Square Garden Last Night: "Ever since that guy Charlie Kirk got murdered... I feel better." nitter.gq/postviralrepost/status…
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I know for sure that @OpenAI is safe and this will never happen to Sam Altman
The thing Jensen Huang saw before leaking Nvidia files to the CCP
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Finally the VCs are saying it
Chamath Palihapitiya admits his blind spot on America's broken two-tier economy PALIHAPITIYA: "I got it totally totally totally wrong. I got it totally wong." "I'll go through all the ways in which I got it wrong, but I just want to first acknowledge what my blind spot is. Like most people's blind spots, but I can just speak for myself, it is through the lens of my own lived experience and very narrowly what is in my best interests. And I think what we had was a move away from the culture wars that was very much in my best interest, but I think it was in everybody else's best interests as well. I don't think that was on the ballot. But what I don't think I understood clearly enough, and I think that this election has made extremely clear, is that since COVID, we have moved past political ideology. And I want to say this again: I do not think Democrats or Republicans matter. That is my real takeaway after this election. There is a central block of people that vote the prescient issues of our time." "It was a gargantuan win for Biden, then it was a gargantuan win for Trump, and then it was a gargantuan win for the Democrats in these midterms. What are these people voting for? I think what they are shouting now—they were trying to signal and now they are shouting—is a broad-based belief that the economy has completely decoupled from reality and is broken. The economic reality in America is broken." "There is a small percentage of people, the four of us on this pod and all of our friends, who are the asset owners of America. And we have benefited in every weather condition. When rates were zero, we benefited because we were able to build our businesses with very cheap capital. When rates were high, we benefited because we had pricing power. And in every condition in between, whether there were tariffs, whether there were not tariffs, whether there were subsidies, whether there were not subsidies, we've all managed to continue to accumulate and grow assets, but we are few and far between." "And then there's everybody else who are wage earners, and the structural capacity of the American economy to support and grow wage earners is broken. It's clear. Why do I say that? I do not think, and I disagree with Freeberg, I don't think this has anything to do with socialism. I don't think the far left won particularly more than they were expected. I don't think the far right won particularly more than was expected. This is a complete and total repudiation about the state of the economy. The economy is broken. I have a few charts to support my point of view. Number one, if this was ideological and if ideology mattered, money in politics would have had a more direct impact on the election."
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Jon Gordon retweeted
A voice model just got small enough to run inside a browser tab. It's called Woof, from Underdog. One voice is 31.7 MB. Two voices are 40.6 MB. No server. Once it's loaded, you can go offline and it keeps talking. I set my browser offline and recorded it. What makes it interesting is the hard text. Phone numbers, dates, prices and codes are where small voice models fall apart. Woof runs everything through a text normalizer first. Underdog's own numbers on 500 hard sentences: - Two-voice Woof: 1.42% of words wrong - Fish Audio Drama 3: 1.89% wrong, and a 41.5 GB download - One-voice Woof: 2.06% wrong So it's about 1,000x smaller, with similar accuracy on their test. Link: underdog.ai/woof
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Jon Gordon retweeted
For Republicans, losing Texas was like finding out your girlfriend is dating a lesbian. You knew she was unhappy, but you didn't think she’d go that far.
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Jon Gordon retweeted
🇪🇬 8 years in prison for a pyramid video? This dude is Van Gogh-level committed to his art. See you in about a decade… keep the batteries charged! Writer: Jamie
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Found @PrimeSecAi their Zeus in their cyber truck today
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Jon Gordon retweeted
Most think vibecoding at scale is slop. Here’s a counterexample. Today we release a 16M-line formalization of the entire Stacks Project, critical infra underlying modern math, with optimized code quality and its highly interconnected structure preserved. A mathematical city 🌆
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Senator AES commencement speech. Hope he can be power good, things spoken were hyperbole. However, I’ve found people tell you who they are and you don’t need guess
This quoted post is unavailable.
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Some dude in California running a 3-person company got voters to give him $4.2 billion by authoring a ballot measure, which passed
Something feels a bit iffy about California prop 38. Doing a popular vote proposed by a 3 person non-profit that gives said non profit $4.2B from the public! I hope Gary is great and knows how to spend $4.2B well because it’s done.
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