Shorts
topic on 4 shows · 6 statements across 6 episodes
My First Million
Capital Allocators
All-In
TBPN
6 statements about Shorts, every show
Podcasts are merely feedstock for short-form social media clips
“The Andrew tape might've been the first, but you guys are the second to say, Hey, I'm going to create a podcast. And it doesn't, the podcast is nothing. The podcast is just feedstock for the shorts, for the clips. And that, that is a core, core insight that yo…”
Chamath: TikTok without its algorithm is no better than Shorts or Reels
“In the absence of that algorithm, which I think is just incredible, as somebody who was a voracious user of that app until I deleted it, I don't think the product is much of anything. It's probably no better or no worse than shorts or reels or some of these ot…”
Collins: Few Hedge Funds Have Made Money on Shorts Over Past 15 Years
“Part of the problem with hedge fund business as of the last 1015 years has been the short side because not many people have made money on the shorts.”
Effective Short Selling Requires Asymmetric Skew and Strict Sizing
“One is you got to be incredibly careful because there's unlimited loss in shorts. You don't want to ever have any of the shorts too large, but you also want to have shorts that the skew is so much in your favor. Like if you're long, you lose 10 or 15. If you'r…”
YouTube Shorts Function Best as Accelerants for Long-Form Video Libraries
“You're building a library of content that, you know, our Mr. Beast interview, for example, you mentioned it, it's pushing eleven million views right now, but in the first month it did a million views. So, you know, you look at now it'll, it'll be a year in Sep…”