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The Review: The festive fixtures - A thread

Hi everyone, welcome to the latest edition of “The Review” where I look at the blanks, doubles and the new fixture rescheduling in detail:

#FPL #FPLCommunity @OfficialFPL

(Data taken from @FFScout and @FFH_HQ with consent)

 Before I start, I'd like to make a small request. I post about FPL on my Instagram too, so if you have an Instagram account, follow up here!

https://t.co/1tZ92vBXIT
Q: How do we tackle the next three GWs?

Given the unfortunate and untimely postponements of last GW, a lot of FPL managers were left deflated. For luck to have the final say was always going to be infuriating – given the amount of planning that goes into...
... each GW, particularly the amount of work being put into all kinds of strategies by FPL managers of late. Just a slight point I’d like to make here, your frustration is only natural but it’s worth noting that a lot of gains are still to be made in the season so try and keep...
... your heads up as we head into the most crucial stage of the season. Last evening, the Premier League announced that Burnley v Man United will be played in GW 18, meaning that Man United and Burnley no longer have any blank coming up. Bruno Fernandes is highly owned, so...
... his owners directly get an additional player available in GW 18. Whether that is enough for you as a FPL manager to avoid the Free Hit chip depends on your team, but in my opinion, 7-8 quality players heading into GW18 should be good enough reason to avoid the Free Hit...
...The other news that came out was that Aston Villa v Man City will now be played in GW 19, meaning that like Burnley and Man United, both these teams not only have a fixture in GW 18 but also have a double GW in GW 19. This is of particular importance to...
... Martinez, Grealish, Watkins, De Bruyne and City defence’s owners who suddenly find themselves with the ideal core of players heading into GW 18 and 19. I would not be selling any of these players at this stage. What stands out for me here is that Man City have great...
... fixtures either side of the double now, and have the standout fixtures in the GW itself too (che BHA CRY+AVL wba SHU bur). Triple Man City is an absolute must to navigate this run of fixtures in my opinion. Someone like a De Bruyne is probably the go-to captain...
... heading into the double GW 19 and potentially an outside shout for triple captaincy too. Investing in Man United players could be worthwhile too, given that they have have low ownerships (differentials alert!) and equally good fixtures either side of the...
... double too (AVL bur liv/ful SHU ars SOT). This new COVID outbreak also raises slight doubts in my mind for the GW 19 Bench Boost strategy, as during these uncertain times, you never know which games might get called off...
... The Premier League has set a dangerous precedent cancelling fixtures hours before the games, hence we may not know if any GW19 fixtures are to be cancelled prior to the deadline.
Q: Who is the best captaincy shout this week and why?

I think the Spurs v Leeds fixture is the one to target here. I see Bruno Fernandes is the most popular choice in most social media polls, but I find the Man United v Villa game extremely hard to call. I think Bruno...
... should be safe to get some returns, but I don’t think Villa will get obliterated. Man United’s attack has been in form, accumulating the most chances created and big chances created in the past six GWs but they will now come up against an extremely resilient Villa side...
... who limited Chelsea to just the one big chance in midweek and have been 3rd best for big chances conceded all season. I can see Jose being pragmatic and picking Leeds off on the counter which should suit Harry Kane and Son Heung Min, in particular. This could be a...
... very similar game to the Southampton vs Spurs game earlier in the season where Spurs get dominated but end up making merry on the counter. Despite two clean sheets in their last two games, Leeds are still ranked worst for big chances conceded and expected goals conceded...
... in the past six GWs. Spurs, meanwhile, are also the bookies favorites to score 2.5+ goals this week. Regarding Mo Salah, I think like any other week he should be a safe choice for captaincy but I don’t think his ceiling is as big this week either. Southampton are ranked...
... second best for shots conceded at home this season, so they will make it tough for Liverpool.
Q: Is Robertson a better FPL asset than Trent Alexander Arnold this season?

(read below)
Robertson v Trent (over the 20/21 season):

Mins per shot inside the box: 240 vs 1142
Mins per big chance: 720 vs 1142
Mins per chance created: 50 vs 50
Mins per big chance created: 205 vs 381
Mins per touch in the final third: 2.47 vs 2.55
Mins per penalty area touch: 30 vs 54
The numbers above are self-explanatory. Robertson is out-stating Trent in almost all the key underlying numbers. The quality of his chance creation means that he tends to do better for bonus as well. Further, it’s significant to note that Robertson...
... is almost twice as involved in the opposition penalty area as compared to Trent. I think the sample size is large enough to safely say that Robertson is a superior asset this season.
Q: Is Trent Alexander Arnold a worse FPL asset than he was last season?

(read below)
Trent 19/20 vs 20/21:

Mins per shot inside the box: 212 vs 1142
Mins per big chance: 1588 vs 1142
Mins per chance created: 36.5 vs 50
Mins per big chance created: 176 vs 381
Mins per touch in the final third: 2.52 vs 2.55
Mins per penalty area touch: 58 vs 54
The numbers above suggest that it’s important that we see Trent in a different light this term. He’s still a good asset to own in isolation on a standalone basis but when you compare his numbers to his previous ones, it’s noticeable that he hasn’t reached the same heights...
... this time – particularly when you notice the decline in the creativity department. Not only is Trent creating fewer chances this season but the quality of chances created has dropped significantly too.
Q: Who should be the budget midfielder of choice, Raphinha or Soucek?

(read below)
Raphinha vs Soucek (last 8 GWs):

Mins per shot inside the box: 38 vs 65
Mins per big chance: 686 vs 240
Mins per chance created: 40 vs 720
Mins per big chance created: 343 vs 720
Mins per penalty area touch: 17 vs 27
Leeds xG 15.1 v West Ham xG 9.2
Both Raphinha and Soucek would be my budget midfielders of choice heading into the double GW. Picking one is extremely tricky given that both are of a similar price and that both Leeds and West Ham have good fixtures in the DGW...
... Raphinha tends to do better for underlying numbers overall, but Soucek gets chances of higher quality and is being encouraged by Moyes to get more involved in the opposition’s penalty area, so I’d imagine his numbers will only improve...
... If I had to pick one, I would pick Raphinha because Leeds are a more attacking side, but it’s super close.
Q: Che Adams, sell or keep? Does he fare better with or without Danny Ings?

Adams (with Ings 20/21) vs Adams (without Ings 20/21)

Mins per shots inside the box: 55.28 vs 90
Mins per big chance: 124.4 vs 360
Mins per big chance created: 199 vs 180
Southampton (when Ings and Adams play) vs Southampton (with Adams only)

Shots inside the box per game: 7 vs 5
Big chances per game: 1.67 vs 0.75
Chances created per game: 7.83 vs 6.5

By looking at the above comparisons, it can be seen Adams and both Southampton as a whole...
... tend to do far better in terms of underlying numbers when Danny Ings is playing. Now that Danny Ings is fit and there to support him, it is worth keeping Adams heading into his double GW (LIV - lei + ARS AVL mun).
Q: Is Anwar El Ghazi the go-to Aston Villa midfielder of choice now?

Firstly, I’d like to look at how the addition of El Ghazi has affected Villa in terms of their goal threat:
Aston Villa (GW 2-12) vs Aston Villa (GW 13-16)

Shots inside the box per game: 10 vs 13.25
Big chances per game: 2.8 vs 3.25
Chances created per game: 12 vs 15.5
By looking at the stats, it can be seen that El Ghazi has given Villa a different dynamic. Villa’s attacking numbers were impressive enough as it is but have since further improved with El Ghazi’s addition to the team. Now I compare him to Jack Grealish:
Grealish (last four GWs) vs Grealish (GW 2-12) vs El Ghazi (Last four GWs)

Mins per shot inside the box: 45 vs 39 vs 28.9
Mins per big chance: 360 vs 180 vs 69.4
Mins per big chance created: 120 vs 129 vs 347
By looking at the underlying stats it can be seen that El Ghazi has been providing a better goal threat than Grealish, who has seen a slight decline in his goal threat numbers versus his season averages and seems to have taken up a more creative role which is due to him...
... dropping into midfield and acting as a playmaker. With El Ghazi on penalty and direct set piece duties and approximately being a couple of million cheaper than Grealish, he would be the Villa midfielder...
... I would pick if I were picking one right now considering they have a double GW coming up. (mun TOT EVE + mci bur sou)
Q: In this section I look at the defensive assets of Leeds:

Dallas vs Alioski (over the season):

Mins per shot inside the box: 238.5 vs 151.5
Mins per big chance: 477 vs 454.5
Mins per big chance created: 715.5 vs 303
Mins per touch in the final third: 4.44 vs 3.63
In my analysis above I have ignored Ayling as he has been playing centre back of late so carries little to negligible threat. Dallas is the more secure asset in terms of his starting place, but I’d assume that Alioski would also keep his starting position, at least...
... for the short term given his stellar performances of late. When both him and Dallas play, he is the superior asset as the numbers above highlight. I now look at Leeds’ recent defensive performances:
Leeds (GW 1-14) vs Leeds (GW 15-16)

Big chances conceded per game: 3.21 vs 1.5
Shots inside the box conceded per game: 11.5 vs 6

The stats from the last two GWs show improvement for Leeds in the defensive department compared to their season averages. Investing in a...
... Leeds defensive asset could be worthwhile since Leeds play twice during DGW 19, but be aware of the lack of fixture in the blank GW. (tot - BHA + SOU new lei).
Q: Should faith be kept in Dominic Calvert Lewin?

FPL managers are growing increasingly frustrated by the lack of big returns from the Everton talisman, who has been averaging ∼3.83 points in his previous six matches. I now look at his numbers during this spell:
Calvert Lewin (GW 10-15)
Shots inside the box: 13 (Forward Rank: 5th)
Big chances: 6 (Forward Rank: 1st)
xG: 3.22 (Forward Rank: 3rd)

Despite the loss of Richarlison and James Rodriguez to injury, it can be seen that Calvert Lewin is still posting good numbers averaging...
... a big chance per game. With Richarlison back to help him against West Ham and favorable fixtures to follow (WHU wol avl LEI NEW), it might be worthwhile keeping faith in the forward.
Q: What has been the impact of Sam Allardyce West Brom’s defence?

Here I compare West Brom’s numbers under Bilic to their numbers under Allardyce, which I have further bifurcated...
...when I compare his first game in-charge against an inform Villa with the next two fixtures against Liverpool and Leeds:

WBA (GW 1-13) vs WBA (GW 14) vs WBA (GW 15-16)

Shots conceded inside the box per game: 10.7 vs 11 vs 8
Big chances conceded per game: 2.7 vs 3 vs 2
By looking at the underlying stats, it can be seen that West Brom have improved defensively over the past two GWs despite the fact that they conceded five times to a Leeds side who were ruthlessly clinical. This might be early signs of a bigger improvement incoming...
... It’s too early to invest in their defence as yet but Sam Johnstone owners can hope for better returns should their numbers continue to improve with mixed fixtures and a double GW to follow (ARS - wol + whu MCI FUL).
Credit to my friend @SFK7 for helping me in my work!

If you are looking to follow my work, follow me at:

Twitter: https://t.co/oBvQzf7Dor

Instagram: https://t.co/1tZ92vBXIT

YouTube: https://t.co/mDw5fLXaAG

I await your feedback. Wishing you all a very happy new year!

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The Review: GW 21 - A thread

Hi everyone, welcome to the latest edition of “The Review” where I reflect on the happenings of GW 21 with a look ahead to GW 22:

#FPL #FPLCommunity @OfficialFPL

(Data taken from @FFScout and @FFH_HQ with consent)

I’d like to share that the Fantasy5 had another winner and have now paid out £20k within 5 days! It’s free to enter, a lot of fun and potentially very rewarding. All you have to do is to pick 5 players who you think will beat their predicted

At this point, I’d also like to mention that I post about FPL on my Instagram too, so if you have an Instagram account, follow up here!

Q: In this section, I analyze the impact of Harry Kane’s loss on Spurs attack.

I know the sample size is small but what’s worth noting is that Spurs have created just ∼0.48 xG in the 130 minutes of football played since Harry Kane has been injured. The eye test seems...

... to back this up – Spurs look lethargic and out of ideas and hence it is no surprise that they haven’t created a single big chance since Kane’s injury. Son was playing more centrally and was Spurs’ most advanced player on the field v Brighton...
FINANCE
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The Review: GW 20 - A thread

Hi everyone, welcome to the latest edition of “The Review” where I look at the GW gone by and Kane replacements with an eye on the upcoming GW21:

#FPL #FPLCommunity @OfficialFPL

(Data taken from @FFScout and @FFH_HQ with consent)

Before I start, I'd like to introduce to you this game Fantasy5
that I play each GW. It's free to enter and all you have to do is pick 5 players to beat their Fantasy points target. It's very exciting and you have a chance to win £10k! Link

At this point, I’d also like to mention that I post about FPL on my Instagram too, so if you have an Instagram account, follow up here!

Q: In this section, I talk about Manchester City.

I first run a comparison between Man City’s midfielders from GW 13-20:

(read below)

Gündoğan V Foden v Bernardo v Sterling

Mins per chance created: 46 v 26 v 57 v 51
Mins per shots in the box: 38 v 32 v 81 v 41
Mins per big chance: 92 v 208 v 285 v 124
Mins per expected involvement: 149 v 179 v 278 v 122
GAMING
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AbuBakar Siddiq
AbuBakar Siddiq
@BigManBakar
The Review: GW 11 - A thread

Hi everyone, welcome to “The Review” where I look back on the key numbers of GW 11 with a look ahead to GW 12:

#FPL #FPLCommunity @OfficialFPL

(Data taken from @FFScout and @FFH_HQ with consent)

1) Which Tottenham Hotspur assets are worth holding?

Another solid performance on both ends of the pitch saw Spurs earn bragging rights over Arsenal in the north London derby. Despite having tough fixtures Heung Min Son and Harry Kane have still been among the goals for Spurs...

... therefore it may be worth to have another look at how the duo have been performing and who would seem to be the better option to invest in:

Son (GW 1-8) vs Son (GW 9-11)

Mins per shot inside the box: 49.4 vs 267
Mins per big chance: 71.3 vs 267
Mins per big chance created: 214 vs 267
Avg. FPL points per game: 9.25 vs 8.67

Kane (GW 1-8) vs Kane (GW 9-11)

Mins per shot inside the box: 28.6 vs 270
Mins per big chance: 79.3 vs 90
Mins per big chance created: 89.3 vs 270
Avg. FPL points per game: 10 vs 6
SOCCER
AbuBakar Siddiq
AbuBakar Siddiq
@BigManBakar
The Review: GW 23 - A thread

Hi everyone, welcome to the latest edition of “The Review” where me and @urboihamza look ahead to the upcoming double GWs and chip strategies in detail:

#FPL #FPLCommunity @OfficialFPL

(Data taken from @FFScout and @FFH_HQ with consent)

Before I start, an update on the Fantasy5: There have been no winners for two consecutive GWs now, so I feel the organizers have been more sympathetic in setting targets yet again this week. This might be your best chance to win £10k! Link below:

At this point, I’d also like to mention that I post about FPL on my Instagram too, so if you have an Instagram account, do follow up here:

I’d like to dedicate this Review of mine to my dear friend Dylan who is an avid FPL player and a regular reader of my pieces. He is battling a brutal illness so my thoughts are with him and his family during these tough times – stay strong lil bro and good luck!

Q: What is the optimum strategy for FPL managers wildcarding sometime soon who do not have their Free Hit in hand?

I’d like to credit to @BenCrellin for his outstanding work helping to shed more clarity on the double GWs coming up. Southampton winning against Wolves...
SCIENCE
AbuBakar Siddiq
AbuBakar Siddiq
@BigManBakar
The Review: GW 19 - A thread

Hi everyone, welcome to the latest edition of “The Review” where I look at the double GW gone by, De Bruyne and Vardy replacements in detail:

#FPL #FPLCommunity @OfficialFPL

(Data taken from @FFScout and @FFH_HQ with consent)

Before I start, I'd like to introduce you to this game called Fantasy5. It’s free to enter, with a £10k weekly prize. All you have to do is to pick 5 players that you think will beat their Fantasy points target. I find it to be a lot of fun! Link

At this point, I’d also like to mention that I post about FPL on my Instagram too, so if you have an Instagram account, follow up here!

Q: Is Son the obvious De Bruyne replacement? Is it worth doubling up on Spurs attack and if not, who to choose if picking one?

I think we’re at that point where avoiding Heung Min Son despite having the option to get him for De Bruyne if you don’t own him already has to be...

... classified as overthinking. I say that because Son over the past three GWs is top for xG and big chances in the league which is incredible given that Son featured only thrice during that period while some other players played four times. Son is averaging two big chances...
FINANCE

More from Finance

1 Main Capital
1 Main Capital
@1MainCapital
GS Tactical Fund Flows 2021 - some interesting tidbits:

We are set up to see a massive wave of inflows [in 2021]. The “January Effect” will be exceptionally strong this year. Investors are looking to buy the dips, but they remain shallow as there is competition for dip alpha.

Global stocks are now worth equal to 116% of Global GDP, the highest level since 2007.

AAIIBEAR Index “Da Bears” just logged a reading of sub 22.00, the lowest reading since January 2nd. The Bulls logged their longest euphoria reading since January 2018. Euphoria is high.

The month of January see’s a 37% of yearly inflows as a result of 401k and asset allocation rebalancing. Can see financial advisors recommending a portfolio shift back into equities given the current defensive allocation.

Over the last 25 yrs, 25bps of AUM of new money comes into the market each January. This is a big number on $20 Trillion worth of fund assets. This would be about +$50B worth of buy demand, and 2021 could see at least double this year.

The Nasdaq hit its 55th record close of the year on Monday and has gained almost 44% this year. There may be some FOMO.

This flow of funds shift will get exacerbated this year given the heavy positioning in money markets and bonds, aka TINA, or lack of alternatives.
FINANCE
Roger C. Schonfeld
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Wiley buys Hindawi -- a $298 million acquisition for GBP 25 million in annual APC revenues -- in bid to expand open-access platforms @pbasken

I'm really fascinated by several things about this acquisition. 1. One could posit that APC business models in structural decline as they are replaced by transformative agreements. Will Hindawi titles be folded into Wiley TA's or offered as a separate "pure publish" model?

2. Seems that there is little concern about geopolitical risk: "Wiley…saw value in Hindawi’s strong position in Asia, the world’s largest and fastest growing academic publishing market…“Hindawi’s significant footprint in in China is a major benefit from that perspective”"

3. It seems some in the academic community continue to be "alarmed" when, after taking advantage of private capital to fund commercial start-ups for open access services (bepress; SSRN; now Hindawi), that capital looks to sell in search of returns. As if this is a surprise!

4. Most interesting will be to see how this expansion of Wiley's OA portfolio and platforms/workflows/services can connect with its important businesses in support of society publishing.
FINANCE
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Trung Phan \U0001f1e8\U0001f1e6
Trung Phan 🇨🇦...
@TrungTPhan
Our intuitions often leads us astray. A good reminder: study counterintuitive math and economic results.

Here are 9 of them 🧵

The Birthday Paradox

In a room of 23 people, there's a >50% chance that 2 people share the same birthday.

This type of probabilistic thinking does *not* come naturally to many people.


The Coastline Paradox

Fractal geometry is also confounding:

The coastline of a landmass does not have a well-defined measurement. As the unit of measurement gets smaller (eg. from KMs to cm), the length increases without limit.


Winner's Curse

In an auction, the winning bid will usually exceed the intrinsic worth of an item leading to a significant overpay (and negative net profit for the winner).


Braess's Paradox

Removing an extra road can make everyone's commute time faster.

Why? The existence of a "fast" road leads to congestion because everyone uses it. If you remove the shortcut, traffic flows better.
FINANCE , COUNTERINTUITIVE
Dinesh Sairam
Dinesh Sairam
@Dinesh_Sairam
1/ There are a ton of books about Financial & Fundamental Analysis, Scuttlebutt and Technical Analysis. But there aren't many books 'taking risk'.

Among the few that exist, 'Zurich Axioms', written in 1985, is the best. Here are my key takeaways from the book.


2/ A bit about Max Gunther's (The Author) background. He was an Anglo-American journalist and writer, who wrote 26 Books.

His father, Franz Heinrich, was the New York Head of Schweizerischer Bankverein, which later merged into the famous Union Bank of Switzerland (UBS).

3/ The 'Zurich Axioms' were a set of unwritten rules followed by a informal group of Swiss Bankers and Traders who used to socialize around Wall Street after World War II. Mr. Heinrich was one of the founding members.

Max Gunter formalied these 'Axioms' by writing about them.

4/ There are 12 'Major Axioms' and 16 'Minor Axioms' (Corollary to the Major Axioms) in the book.

But remember, this is MY key takeaways from the book and not an exact summary. So you might find quotes, phrases and links inserted here and there by me (Not from the Author).

5/ Axiom #1: In order to earn returns, you must take risk. Risk will make you worry.

Risk-taking and worrying go hand-in-hand. If you're not worried about an investment, you're not taking risk.

Spend half your energy towards earning an income and the rest towards speculation.
BOOKS , FINANCE
Ramon Recuero
Ramon Recuero
@ramonrecuero
1/11) Introducing https://t.co/dDuU0rsw1Y.

We are building a new #DeFi asset management protocol.

Ccommunity owned and community managed funds.

DeFi meets Wall Street Bets.

It's time to decentralize and democratize investment

https://t.co/exErPi5VRn

TLDR 👇

2/11)

The investment landscape has changed forever.

We are finally at zero interest rates. End of the road.

Traditional asset classes like bonds or equities don't have risk/adjusted positive outlooks anymore.

Inflation looms 💸💸

What can we do about it?

3/11

As @RaoulGMI says, only one asset class has outperformed this increase in the money supply.

#Bitcoin, and crypto assets are just getting started.

Asset Management TAM is > $100T while DeFi is just $40B and all crypto is ~$1T.

Huge opportunity ahead 🚀🚀


4/11

We want to give everyone access to this one-in-a-lifetime opportunity.

Accreditation rules, access to secret deals and local jurisdiction have kept the best opportunities private.

@balajis said many times that Web 3.0 is going to turn the world into investors. We agree.

5/11
We need to give everyone a chance to participate.

Robinhood has made everyone aware of the risk of centralized platforms.

If you are not paying to use a platform, you are the product.

Thanks to #Ethereum and #DeFi, we can offer asset management that is trustless and open.
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IMPORTANCE, ADVANTAGES AND CHARACTERISTICS OF BHAGWAT PURAN

It was Ved Vyas who edited the eighteen thousand shlokas of Bhagwat. This book destroys all your sins. It has twelve parts which are like kalpvraksh.

In the first skandh, the importance of Vedvyas


and characters of Pandavas are described by the dialogues between Suutji and Shaunakji. Then there is the story of Parikshit.
Next there is a Brahm Narad dialogue describing the avtaar of Bhagwan. Then the characteristics of Puraan are mentioned.

It also discusses the evolution of universe.( https://t.co/2aK1AZSC79 )

Next is the portrayal of Vidur and his dialogue with Maitreyji. Then there is a mention of Creation of universe by Brahma and the preachings of Sankhya by Kapil Muni.


In the next section we find the portrayal of Sati, Dhruv, Pruthu, and the story of ancient King, Bahirshi.
In the next section we find the character of King Priyavrat and his sons, different types of loks in this universe, and description of Narak. ( https://t.co/gmDTkLktKS )


In the sixth part we find the portrayal of Ajaamil ( https://t.co/LdVSSNspa2 ), Daksh and the birth of Marudgans( https://t.co/tecNidVckj )

In the seventh section we find the story of Prahlad and the description of Varnashram dharma. This section is based on karma vaasna.
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(THREAD) The Whitaker scandal is deepening, as it becomes clear that Sessions' Russia recusal was a coordinated sham and his firing an act of obstruction—and that his replacement is a White House plant inside the Mueller probe. I hope you'll retweet and read on for more details.


1/ From 2014-17 Whitaker worked for World Patent Marketing—which during his tenure defrauded consumers out of $26 million and was successfully prosecuted by the feds. His involvement in the scam confirmed he had loose morals and that the feds would never want to employ him again.

2/ Despite the seeming impossibility of a man with Whitaker's background getting a job at Justice ever again—he'd been found to have used his former title as a US attorney to fraudulently threaten consumers with valid complaints with criminal penalties—Whitaker found an opening.

3/ Within 60 days of parachuting out of World Patent Marketing as it was being fined $26 million by the feds, Whitaker was working for CNN and telling a fellow attorney panelist that his purpose in working for CNN was to get noticed by one man—Donald Trump—and thereby get a job.

4/ Whitaker spent his time at CNN making ludicrous statements about the Mueller probe: there was no obstruction or collusion, he said; Mueller had no authority to look into any aspect of Trump's finances or to subpoena him, he said. All the while, he hoped Trump was watching him.
POLITICS
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1/ Someone emailed me asking how to break into VC, so I wanted to answer on Twitter where others could see and contribute to the conversation.

2/ “Being a VC” can mean a lot of different things, so it’s worth asking:

What actual activities do you want to do?

- Deep market analysis?
- Be in the flow of information and people?
- Make deals?
- Work closely w/ founders over time (e.g take board seats?)
- Manage capital?

3/ It’s worth specifying what type of VC you might like to become — as there are different archetypes. E.g.

- Benchmark (Lead series A/B - couple investments a year)
- First Round (Lead seed rounds, partner w/ a few companies a year)
- SV Angel (Make lots of seed investments)

4/ Continued:

Expa - Incubate companies

YC / Village Global - Build a platform to help entrepreneurs at scale

Do you want to join a firm or start one? There’s a lot to consider.

Different paths will require different skillsets & sets of experiences.

5/ Since the person who wrote the email is a young person trying to break into VC by joining a firm (and who doesn’t want to start a company), I’ll tailor this tweet storm to that goal. There’s some overlap.
STARTUPS
\u0915\u094c\u0938\u0932\u094d\u092f\u093e \u0938\u0941\u092a\u094d\u0930\u091c\u093e
कौसल्या सुप्रजा...
@KausalyaSupraja
Thread about Shashanka and alleged persecution of the Buddhists. The purpose of this thread is to defy their claims while tackling a few other issues.

(Very long thread but useful) 1/n

Shashanka was a Shaivite king of Gauda with his capital being Karnasuvarna.
He is often accused to be a persecutor of Buddhists by the certain historians prejudiced folks to form a picture that Hindu kings were also against other religions just like the muslim kings. 2/n

Much of Shashanka's life after 619 CE is not very much known to us. Historians primarily cite from a few sources like 1) Banabhatta's Harshacharita and 2) Hsuan Tsung's Si Yu Ki(SYK), both being 7th century texts and 3/n

3) Manjushri Mula Kalpa(MMK), an 8th century text sometimes also dated as a 12th century text. 4/n

The method of accusing Shashanka as a Buddhist hater is established by saying that Shashanka desecrated Buddha's sacred marks, destroyed the Bodhi Tree in Gaya and replaced the Buddha statue w Shiva after which he died as he incurred a mortal flesh-rotting disease 5/n
RELIGION
Abigail See
Abigail See
@abigail_e_see
Can we control the output of neural generation systems?
Can we build a better chatbot using this control?
And what makes a good conversation anyway?

Check out the blog post for our NAACL paper:

https://t.co/UAAUxSeA0L

#AI #NLProc #DeepLearning #ConversationalAI @facebookai

This post got a little delayed since the paper's publication, but the intervening time has given me an opportunity to reflect.

So this post has some extra thoughts regarding more recent NLG developments - e.g., pretrained models like GPT(2), and the suitability of beam search.
ALL