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Weekoverzicht 2026-02

Zaterdag 10 januari 2026

Het seizoen van de 'Annual Letters' is aangebroken. Deze week zien we een scherp contrast: de onverbiddelijke kwaliteitsfocus van Terry Smith tegenover een pijnlijke maar eerlijke mea culpa van Value & Opportunity. Ondertussen herinneren wiskundige Terence Tao en de filosofie van Li Lu ons eraan dat ware competentie – of het nu in AI of beleggen is – pas getest wordt als de wind tegenzit.

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Finding Compounders
Finding Compounders @f_compounders

Li Lu has held a single company’s stock for over 22 years. During this period, the stock has dropped more than 50% up to 6 times! “Only then is your circle of competence truly tested”

Haider
Haider @slow_developer

Mathematician Terence Tao: Training and running LLMs isn't mathematically difficult; any math undergrad could understand the basics. The mystery is that we have no theory to predict why models excel at certain tasks and fail at others.

Dwarkesh Patel
Dwarkesh Patel @dwarkesh_sp

New episode w @AdamMarblestone on what the brain's secret sauce is: how do we learn so much from so little? Also, the answer to Ilya’s question: how does the genome encode desires for high level concepts that are only seen during lifetime?

Netflix Sports
Netflix Sports @netflixsports

"The academy is ready." Throwback to this Pep Guardiola dressing room speech to the Manchester City players after a 2-0 loss to Southampton in the Carabao Cup in 2023. They went on to win the treble that season. Arguably the best coach of all-time for a reason.

KHALID
KHALID @h0h0v

Euler’s famous formula that connects exponentials, trigonometry, and imaginary numbers.