Shorts

topic on 4 shows · 6 statements across 6 episodes

My First Million Capital Allocators All-In TBPN

6 statements about Shorts, every show

TBPN Insight
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…”
Shaan Puri Mar 15, 2025 ▶ 1:16 Shaan Puri talks about Podcasting, Elevating Talent, the Power of Social Media.
ALL-IN Opinion
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…”
Chamath Palihapitiya Apr 26, 2024 ▶ 1:21:30 Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
CAPITAL ALLOCATORS Assertion Not checkable as stated
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.”
Porter Collins Jul 3, 2023 ▶ 27:22 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
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…”
Rob Citrone Jul 11, 2022 ▶ 17:51 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
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…”
Samir Chaudry Jun 14, 2022 ▶ 55:11 Asking Colin & Samir How To Make $1,000,000 On YouTube
Lewinsohn: Diameter views short positions as profit centers, not hedges
“And so our portfolio, we don't really think about shorts as hedges. We think about them as ways to make money in companies that no longer make money the way they used to.”
Jonathan Lewinsohn Aug 5, 2021 ▶ 56:51 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

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