John Mihaljevic ✓

@mihaljevic · Zurich, Switzerland · joined 22 Aug 2011

Author of The Manual of Ideas. Editor of https://t.co/aINdkfcd3y. Host of the Latticework summit, Ideaweek, and Zurich Project. Chairman of MOI Global @manualofideas.

14 991Followers

2 868Following

6 010Posts total

307.9KViews on collected posts

Son gönderiler

John Mihaljevic ✓@mihaljevic23 Sep

A useful research habit: keep a record of ideas rejected after serious work, including what would change the decision. Sal Del Giudice explains why that record matters. Join Latticework free for weekly reading picks and our 89-page welcome book. https://t.co/BHxNMsvFvO 1K views · 9 likes · 1 reposts · 0 replies Open on X →

John Mihaljevic ✓@mihaljevic22 Sep

Tinybuild has been on fire this year, with more exciting releases to come. H2 2026 should show major progress, with 2027 showing the full effect of a great pipeline. 2.9K views · 18 likes · 0 reposts · 1 replies Open on X →

John Mihaljevic ✓@mihaljevic21 Sep

Great point. 2.8K views · 7 likes · 0 reposts · 0 replies Open on X →

John Mihaljevic ✓@mihaljevic19 Sep

Sign up free, get our Top 10 all-time pieces of investment wisdom. 3.3K views · 7 likes · 0 reposts · 0 replies Open on X →

John Mihaljevic ✓@mihaljevic13 Jun

Full replay at https://t.co/C3Lk7zp2Sw 6K views · 39 likes · 7 reposts · 0 replies Open on X →

John Mihaljevic ✓@mihaljevic13 Jun

Lots of disagreement in the comments. Such is the nature of markets, particularly when it comes to contrarian views (almost by definition?). No doubt that AI is transformative. Also no doubt that starting valuations matter. Requires ability to hold two thoughts at the same time. 6.6K views · 21 likes · 2 reposts · 2 replies Open on X →

John Mihaljevic ✓@mihaljevic13 Jun

@mihaljevic @ChrisBloomstran Chris lied by implying the ROIC on datacenters is low. The ROIC of datacenters which is 100%+ right now. They are charging 100-240% annual rent vs the upfront cost. And he implied they are underutilized. They are at capacity given rental rates keep r 1.2K views · 19 likes · 1 reposts · 1 replies Open on X →

John Mihaljevic ✓@mihaljevic13 Jun

The clearest 11 minutes I have heard on why the AI capex boom may not pay off. @ChrisBloomstran at the Zurich Project on the depreciation wall, ~$650B of off-balance-sheet SPV debt, and the circular financing between Nvidia, OpenAI, and the hyperscalers. https://t.co/KNZC9RpxVB

10:50

284.1K views · 1.3K likes · 221 reposts · 62 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 4 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme2 877bu hesap92410K–100K için medyan

Erişim, %19.19%bu hesap3.62%10K–100K için medyan

Etkileşim, %0.47%bu hesap1.52%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	2 877	924	3.11×
Erişim (görüntülenme ÷ takipçi)	19.19%	3.62%	5.30×
Etkileşim oranı	0.47%	1.52%	0.31×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

284.1K13 Jun

1.2K

6.6K

3.3K19 Sep

2.8K21 Sep

2.9K22 Sep

1K23 Sep

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.55%13 Jun

1.76%

0.38%

0.76%

0.21%19 Sep

0.25%21 Sep

0.69%22 Sep

0.99%23 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes32.6%1 386 in total

Reposts5.5%232 in total

Replies1.6%66 in total

Quotes0.5%22 in total

Bookmarks59.9%2 550 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Son gönderiler

Aynı büyüklükteki hesaplara karşı

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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