sophie @netcapgirl Twitter profile

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sophie

@netcapgirl

1 year

thread of book reviews/summaries:

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@joelcam4

sophie

@netcapgirl

7 months

leonardo dicaprio has announced he’s switching to bing

Sundar Pichai

@sundarpichai

7 months

Happy 25th birthday @Google ! 🎂 Thanks to everyone who uses our products and challenges us to keep innovating and to all Googlers!

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sophie

@netcapgirl

2 years

“why do you need a vertical monitor?”

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sophie

@netcapgirl

2 years

hearing rumors that boys like to just read Wikipedia at night

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sophie

@netcapgirl

2 years

she’s a 10 but Excel thinks she’s October

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sophie

@netcapgirl

9 months

i must study war so my sons can study business so their sons can study art so their sons can write gay vampire fiction

Populism Updates

@PopulismUpdates

10 months

12. Ulysses S. Grant's great-grandson, an author of gay vampire fiction

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sophie

@netcapgirl

2 months

it’s not boring but GPS doesn’t get nearly enough hype for what an insane miracle it is

Dan Siroker

@dsiroker

2 months

What are the best examples of boring technology that work exceptionally well and aren’t overhyped?

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sophie

@netcapgirl

5 months

me to panera’s management team

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sophie

@netcapgirl

10 months

a future central banker fr

gfodor.id

@gfodor

10 months

My son recently learned he can buy stuff with money. I came into my office to find this.

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sophie

@netcapgirl

10 months

“slurp slurp. interlinked. yes yes yes ice cream so good. interlinked. thank you lopez. interlinked. gang gang. interlinked. slay haha. interlinked.”

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sophie

@netcapgirl

8 months

crazy how literally all the best thinkers in history recommend going on walks

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sophie

@netcapgirl

8 months

another day of providing shareholder value

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sophie

@netcapgirl

5 months

Me: I want to buy a graphing calculator Texas Instruments: yep Me: …and a high-speed, high-res analog-to-digital converter TI: yeah nw we got you bro Me: also weird q but do you know where I can find a javelin antitank guided missile? TI: buddy ur not gonna believe this

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sophie

@netcapgirl

4 months

“hey mom so if someone calls and say they kidnapped me & demands ransom, it’s probably going to be a scam. yes they’re going to have a fake picture of me that you can’t possibly distinguish from a real one & probably even a fake version of my id but you can’t fall for it, please”

Justine Moore

@venturetwins

4 months

it’s so over

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sophie

@netcapgirl

18 days

bank of england: let’s use social media to connect with our audience the audience:

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sophie

@netcapgirl

9 months

most laid back german

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sophie

@netcapgirl

10 months

people: “the US has no original culture” the US:

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sophie

@netcapgirl

3 months

me soon

The Verge

@verge

3 months

Microsoft Teams, Word, Excel, and more are coming to Apple’s Vision Pro at launch

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sophie

@netcapgirl

9 months

he works for UPS

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sophie

@netcapgirl

2 years

that video of the girls at the pool will do for product management jobs what top gun did for naval recruiting

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sophie

@netcapgirl

10 months

superconductivity so good slay haha zero resistance at room temperature gang gang yes yes yes so many use cases including ultra efficient energy transmission thank you lopez you’re right we do need to wait & see if these results can be reproduced scientific method so good

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sophie

@netcapgirl

2 years

“it’s far better to buy a bussin company at a sus price than a sus company at a bussin price, fr fr”

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sophie

@netcapgirl

2 months

Sam Altman

@sama

2 months

the hurricane turns faster and faster but it stays perfectly calm in the eye

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sophie

@netcapgirl

1 month

me: did you feel that earthquake? guy on 40mg of adderall & his third coffee: what?

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sophie

@netcapgirl

6 months

net income adjusted ebitda

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sophie

@netcapgirl

2 years

all men secretly believe there’s a non zero chance they might be president someday

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sophie

@netcapgirl

2 months

imagine seeing this and not feeling incredible wonder about the scale of the universe

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sophie

@netcapgirl

2 months

another month of sydney sweeney getting this kind of press and the butt market collapses. just like that

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sophie

@netcapgirl

24 days

imagine how online you have to be to understand this

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sophie

@netcapgirl

6 months

satya nadella learning openai uses google meet

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sophie

@netcapgirl

4 months

oppenheimer: how many sources did you cite for your special relativity paper? einstein: none

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sophie

@netcapgirl

15 days

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sophie

@netcapgirl

6 months

he ate here ngl

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sophie

@netcapgirl

6 months

all the “we can’t build cool stuff anymore” people been real quiet since the sphere dropped

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sophie

@netcapgirl

1 year

private equity firms seeing how few employees you actually need to run tech companies

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sophie

@netcapgirl

2 months

going back in time to try to explain how crazy it is that we have a guy who makes electric cars and rocket ships and brain computer interfaces yet a bunch of people hate him because they dont like his politics or whatever & having them show me a cave drawing of the astronaut meme

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sophie

@netcapgirl

7 months

deck looks great, just a few comments

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sophie

@netcapgirl

4 months

can’t wait for this

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sophie

@netcapgirl

9 months

textbooks with threatening auras

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sophie

@netcapgirl

1 year

(guy who was all in crypto/web3 last year) I’ve been experimenting w ChatGPT & my mind is blown 🤯 It’s going to change EVERYTHING & could very well be the technology that replaces Google (something that people thought would NEVER happen!) Here are my 2,783 takeaways: 🧵 👇

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sophie

@netcapgirl

7 months

deleted all dating apps. decided to try to meet someone the old-fashioned way: throwing extravagant parties at my long island mansion w the hope that the love of my life shows up

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sophie

@netcapgirl

8 months

this is what operating leverage looks like

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sophie

@netcapgirl

3 months

t cook, my boy. what’s happening. yeah so idk if you saw this zuck video he posted comparing the quest to the vision pro. look long story short, they’re saying he’s mogging you. that uh, uh, he’s a chad founder mogging a soy operator. i’m thinking up ways we can respond to this

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sophie

@netcapgirl

26 days

“nah bro fr i LIVE in aws-us-east-1”

John Pompliano

@JohnPompliano

27 days

Amazon building a data center right behind homes in Virginia. If you’re going to buy a home next to an empty lot, make sure to do thorough due diligence.

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sophie

@netcapgirl

11 months

gifted kids grow up on some “i’m gonna discover the secrets of the universe, find the meaning of life & be the one to finally understand consciousness” type shit and then end up doing power points at mckinsey

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sophie

@netcapgirl

6 months

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sophie

@netcapgirl

2 months

tiktok? the kesha song?

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sophie

@netcapgirl

3 months

pulling up to the nvidia earnings call when you own 2 shares of the company

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sophie

@netcapgirl

10 months

too barbie for my oppenheimer friends, too oppenheimer for my barbie friends

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sophie

@netcapgirl

11 months

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sophie

@netcapgirl

1 year

we must retvrn to an era of naming companies like “American Computing Corporation” or “US Semiconductor” the days of cute & silly startup names are over. no longer is it sufficient to just drop a vowel from a word and call it a day, we must build serious companies w serious names

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sophie

@netcapgirl

2 years

any distance is walking distance if ur not a coward

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sophie

@netcapgirl

1 year

it might be over for financial analysts

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sophie

@netcapgirl

9 months

the kids are alright

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sophie

@netcapgirl

2 months

breaking: gpus are literally the new oil

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sophie

@netcapgirl

11 months

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sophie

@netcapgirl

4 months

not many people know this but you can go pretty far if you’re kinda mid at both excel & python

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sophie

@netcapgirl

10 months

equity analysts credit analysts

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sophie

@netcapgirl

1 year

Had a job offer at an AI startup 3 years ago, would’ve been their 10th employee. CEO called me & begged me to take the job, even doubled the stock offer. They’re raising their latest round at a $10B valuation & I missed a birthday party tonight so I could update a cash flow model

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sophie

@netcapgirl

9 months

when you spent the last few months learning linear algebra to get up to speed w AI & now you have to learn condensed matter physics

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sophie

@netcapgirl

2 months

i asked a google engineer what it would take to build an llm capable of generating this image, i’ll never forget their answer “we can’t, we don’t know how to do it”

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sophie

@netcapgirl

10 months

pulling up to the earnings call when you own 2 shares of the company

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sophie

@netcapgirl

2 years

“you gotta have the stomach for it, gotta be buying when there’s blood on the streets” -my 12yo cousin who signed up for Robinhood last year

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sophie

@netcapgirl

9 months

being optimistic reading the about how tech financial can raise the statements of standard of living tech companies

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sophie

@netcapgirl

6 months

from “i make excel demo videos” to “i run the company that will build the machine god” in 30 years

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sophie

@netcapgirl

10 months

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sophie

@netcapgirl

1 year

“Yeah so it’s this bank called Silicon Valley Bank, they’re mainly focused on VC backed companies . It’s looking like there’s an asset/liability mismatch because their deposit base has been rapidly shrinking. It’s actually just like this movie Margin Call”

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sophie

@netcapgirl

10 months

semiconductors watching them make a superconductor

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@netcapgirl

3 months

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sophie

@netcapgirl

2 months

when you ask a value investor why they’re underperforming

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sophie

@netcapgirl

1 year

the coolest part about modern finance is how everyone’s retirement is dependent on apple continually growing earnings

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@netcapgirl

7 months

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@netcapgirl

11 months

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sophie

@netcapgirl

6 months

that’s my gen z analyst. my youth specialist. look at him, notice anything about him? the haircut? he speaks a version of english so influenced by internet slang that it’s incomprehensible to past generations. he could tell bussin from sus at age 8. so yeah i’m sure it’s “facts”

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sophie

@netcapgirl

8 days

i remember when someone asked me how i became interested in semiconductors and i was like “oh i had an amazing AP chem teacher who was super passionate about it & taught us about them like they were magic” and they were like “what does chemistry have to do with semiconductors?”

Brian Roemmele

@BrianRoemmele

9 days

How to make a CPU.

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sophie

@netcapgirl

1 year

now i get it

sophie

@netcapgirl

2 years

how do u lose money trading bonds? like just hold it to maturity lol

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sophie

@netcapgirl

4 months

i watched true detective season 1 for the first time this week with the hype of people saying it was possibly “the single best season of television ever made” and somehow it exceeded expectations

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sophie

@netcapgirl

6 months

wow it even took jesus three days

Alex Heath

@alexeheath

6 months

Breaking with @reckless : Sam Altman is in talks with the OpenAI board to return as CEO

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sophie

@netcapgirl

2 years

Day in the Life of a Hedge Fund Analyst Few live to tell the tale. "Was it like Billions?" "Describe ur investment process?" "What did u learn?" I get these questions all the time, but for a while I was afraid of answering publicly. No more! Hedge fund story time. 👇 🧵/

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sophie

@netcapgirl

2 years

imagine they open source the twitter algo & its like 200 lines of janky python

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sophie

@netcapgirl

9 months

me when i’m making pasta

Elon Musk

@elonmusk

9 months

Everything done will pay respect to the past and present of Italy

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@netcapgirl

1 year

no way lol

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sophie

@netcapgirl

3 months

worth a shot

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sophie

@netcapgirl

8 months

people coming home from work & doing math for a couple of hours, not so much anymore

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sophie

@netcapgirl

12 days

zuck, my boy. what’s happening. idk if you saw the response to the capex guide but long story short, it’s not great. they’re saying uh, uh, there’s no cost discipline & the ROI from AI is unknown. have you seen the pic of you w the mustache? yeah i’m thinking that’s our strategy

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sophie

@netcapgirl

9 months

“is it over einstein?” oppenheimer asked, still having trouble facing the fact that he had inevitably altered the course of history forever “oh no, my dear oppenheimer” einstein replied, taking a long drag from his pipe “in fact, if my math is correct, we’ve never been so back”

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sophie

@netcapgirl

2 years

im sorry but if i was the founder of a $300B+ company that i owned 13% of & controlled completely through a dual class stock structure id also be trying to take a massive bet on a unique vision of the future vs engaging in a (probably) futile arms race w a chinese spyware company

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sophie

@netcapgirl

6 months

3am finishing the deck pitching the client

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sophie

@netcapgirl

2 years

all men secretly believe they might be the next michael burry

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sophie

@netcapgirl

1 year

Ken Griffin said earlier today that if china were to invade Taiwan & the US lost access to their semiconductor resources, the US is likely looking at a 5-10% hit to GDP & “an immediate great depression” he also said the US is at risk of a “fragmented tech stack” as China looks to

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sophie

@netcapgirl

2 years

“i’m going to learn about investing” journey phase 1: intelligent investor > ben graham & warren buffet, value investing, some peter lynch stuff, maybe even some greenblatt & klarman if you’re adventurous “ok i’ll buy good companies at fair prices, what else is out there?”

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sophie

@netcapgirl

3 months

the bridgit mendler story is really inspiring - disney channel star actress - successful singer & songwriter - phd from mit - jd from harvard law school - started a satellite company funded by top vcs it just goes to show that maybe some people are better at everything than you

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sophie

@netcapgirl

2 months

saying this every morning like the pledge of allegiance

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sophie

@netcapgirl

11 months

there hasn’t been a big equation in awhile

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sophie

@netcapgirl

3 months

of course that’s your contention. you’re a tech generalist & you’re trying to get up to speed on semiconductors. you just got done reading an overview about the industry. chip war probably. you’re going to be talking about the risks of concentrating semi manufacturing in taiwan

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sophie

@netcapgirl

4 months

phd students watching their friends make money

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sophie

@netcapgirl

10 months

yeah that’s totally how it works

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sophie

@netcapgirl

4 months

the one 10x engineer at an early stage start up

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sophie

@netcapgirl

2 months

when you bottom tick a baconator at wendy’s

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sophie

@netcapgirl

6 months

BeanForecaster

@BeanForecaster

6 months

When a college educated man of coastal elite gentry enters his mid twenties, he must make a decision as to which coat he will enrobe in during the fall and winter months for the rest of his years.

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sophie

@netcapgirl

8 months

if a girl hasn’t hit you w a “how often do you think about the roman empire?” text in the last couple weeks, i’ve got some bad news…

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