“Gross dollar retention” is the most important number in tech companies. youtu.be/rPaWW0IDurI?...
Matt Luo ClarityText.com chat space platform
Matt Luo ClarityText.com chat space platform
@matthewluo.com
Founder, ClarityText.com, an online platform designed for businesses to chat publicly. See my work at matthewluo.com/projects
30 followers15 following756 posts
France stopping Microsoft teams after realizing US political forces could cut shut off their email. youtube.com/shorts/FBqL5...
Pretty cool that you can effectively delete your money. It's not obvious that my own charitable donation can actually provide a greater benefit to society than the effortless action of deleting my own money. Paying public debt is similar to deleting money: www.pay.gov/public/form/....
"According to Treasury data, roughly $67.3 million has been donated since late 1996, resulting in cutting about 20 minutes of the growing debt. The largest contribution amount was made Feb. 28, 2019 for $2.8 million." www.king5.com/article/news....
Convex (realtime database) and WorkOS (user authentication service) is an emerging combination! discord.com/channels/101...
JP Morgan offers a greater discount on mortgage rates (based on wealth holdings) than Wells Fargo does right now. www.claritytext.com/share/space/...
Explains why FDEs need a huge contract of work by Palantir. 29:00 youtu.be/aETqFYCrIoA?...
Norway sovereign wealth pension fund. 27:30 20% highly managed. 80% mostly index. youtu.be/zyvuM3J9QqQ?...
Zoominfo ceo discusses the white space (total servicable data set) of company data. Has 20,000. Thinks could get 700,000. youtu.be/c3bUu2kJfGs?...
Forward deployed engineer is a role to prepare for entrepreneurship youtu.be/Uqr2U24uxOs?...
For RL Environments, The agentic search value is searching documents, Wikipedia pages. 33:00 youtu.be/SJc1y5z5wwM?...
Here is the URL to that message in the #wealth channel. www.claritytext.com/space/ks7faf...
OpenAI crawls 1,500 pages for every one visitor sent back. With Anthropic, the ratio stretches to 40,000 to one. monetizationworks.com/articles/the...
Since Nov 2022 (which is about when ChatGPT was launched) AI stocks have contributed about 78% of the S&P 500's return. - from a16z, David George on AI Demand, Supply, and What Comes Next Feb 9, 2026 www.claritytext.com/share/space/...
How Nvidia uses Dassault Systems to plan chip factories. 23:00 youtu.be/OtevzCuhEzQ?...
“People are still using Google?” OpenClaw creator Peter Steinberger 15:00 youtu.be/4uzGDAoNOZc?...
Slack is actually a good dashboard for your agents 3:09:32 youtu.be/EV7WhVT270Q?...
Jon Gray calls the shooting of his Blackstone colleague a random act of violence. It’s random at the micro level, in that the shooter was probably looking for a different floor. But football indirectly generates lots of violence, and it keeps earning more money. 16:10 youtu.be/dPjQe_n2JKI?...
We have yet to see the societal impact of a cohort of experts at a much earlier age. Like getting to the frontier of known knowledge at 16 years old. 29:00 youtu.be/st6uE-dlunY?...
Here's my ClarityText professional profile, which is public (anyone can click that link and view it), and optimized for SEO. www.claritytext.com/u/matt-luo-9...
Slack isn’t designed for a community, and one implication of that is that someone has to join as a member to see any message. g.co/gemini/share...
youtu.be/9MiSQGHYk0k?... Charlie munger on using leverage to buy Alibaba stock. He also borrowed money to buy BYD for the Daily Journal. Warren would use leverage every year at Buffett partnership, for merger arbitrage and such.
1:09:00 Resource for understanding companies. Look at talks at industry conferences, or between people within an industry. Not an investor or media conference. NZS capital youtu.be/mKlUwJQT7Pk?...
ClarityText update: We are working on unfurling the link to your professional profile. Here's an example of the current link unfurl in Bluesky: www.claritytext.com/u/peter-diyo...
0.5 percent of people generated About half of App Store billing. From the epic versus Apple lawsuit. 25:58 youtu.be/dQR8zsRGJ94?...
Around 2008-2009 Andrew Ng’s students were working on deep learning, and realized they could use Nvidia GPUs for neural networks. 27:31 youtu.be/75RyknkIKkw?...
Jensen Huang says there’s 90% (profit?) margins in OpenEvidence. youtu.be/k-xtmISBCNE?...
Broadcom still has a lot of potential to get more famous. Here's the past five years Google Trends data comparing against the term "Nvidia." trends.google.com/trends/explo...
Sam ovens founder of Skool replaced his personal website with a redirection to his Skool profile. Community can take a lot of the function that a website provides. youtu.be/eSOx5JfjXUY?...
John Carmack has literally never felt burnout. He has always had the flexibility to work on lots of interesting things. Timestamped URL: youtu.be/I845O57ZSy4?...
Something that stands out to me in Notion's business history is that it didn't achieve product market fit until it released its Database primitive. My own career background is in custom app building using a platform (Appian). I want to create this in ClarityText www.claritytext.com/share/space/...
youtu.be/rjSesMsQTxk?... 1:08:32 Regarding career success, Did a lot of work that was unpaid.
Audience for long form coding tutorials decreasing. youtu.be/WCGTQBCE3FA?...
Let’s see if link unfurling works in Bluesky for a domain that redirects to another domain: Convexchef.com
Oldie but goldie for understanding the university finance and business model. The UVA Magazine Fall 2015 issue.The feature article in that edition is titled "Funding Academic Excellence" (at the University of Virginia). digital.uvamagazine.org/articles/funding-academic-excellence
Daily stoic started as an email newsletter. 14:00 youtu.be/_RKsK9ymuAw?...
Here in this chat channel, I talk about the state of the stock market: www.claritytext.com/share/channe...
The strongest influence on the rate of the 30 year fixed rate mortgage is the 10 year treasury yield. grok.com/share/bGVnYW...
Estimate of Skool valuation at $800 MM. 10:02 youtu.be/un-lNiPjTQY?...
Here, I chat about the stock market. I work to find case studies that are educational. www.claritytext.com/space/ks70wm...
Amazon is the USPS's biggest customer at over $6 billion in annual revenue. www.washingtonpost.com/business/202...