Oh my.
Sometimes I muse. A man's man in the streets, an options trader in the sheets. Foul-mouthed. Christian.
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Oh my.
Santoli was clearly not talking to Robinhood users
I've been very tuned in to Dalio and Hatzius for the last 4 years. They are effectively designated drivers for a country and economy drunk on political hysteria.
MTG must be up in arms about this /s
Conceptually, there's a lot of history to kind of show this pattern. California is an example: hollowed out middle class, fewer job prospects outside of a set handful of industries. A recipe for asset price inflation and bubbles.
There is a part of me that will always keep saying that America deserves everything that is happening to it. At some point you just have to let everyone touch the stove.
Under certain circumstances Moran would be right - when they're very low and not on production inputs. But in the clown show of tariffs being 50% or above on industrial inputs...yeah, no.
My painting ORANGE POPPIES
No more lifelines. The welfare queening and lack of self awareness with this class of American society is not worth the effort.
Customer support? I'll get a lot of shit for saying this but I don't envy anyone in that job given how much of a mess Salesforce's product is.
Go Bilal! Rooting for you and the SFPD helping bring sane, sustainable public safety initiatives to the neighborhood! Sincerely, a Tenderloin resident from 20 years ago.
Tapping out just like the transformer-based LLMs when you throw more compute at them.
I still enjoyed reading this FWIW despite the snarky headline that must certainly have been rage bait for this site. We don't always see eye to eye on some things. But I do think focusing on the clarity of your arguments and less of the fights/rage bait is a good path forward.
$AMD going back to being Automated Money Destroyer. Time to lock in some synthetic calls.
Dee - if there was ever a time for Rock 'N Roll to be alive and kicking, with collective middle fingers in the air, it would be now. Keep on keeping on my friend.
I implore Bluesky: when people say stuff about Massie being "the worst person they know making good points", my response is: "Are you living under a rock?!" Just look at all the god-awful people in Congress and government right now. Sure, he ain't AOC, but he's far from the worst person I know.
And better than billionaires who fund super-PACs aimed at wreckless AI adoption
Heck, I think Bluesky has plenty of losers and I still hang out here
Not to mention an impending sense of doom with our AI overlords around the corner setting out to automate absolutely all jobs
Believe me, people of Bluesky. The naming on that special IS snark.
They just couldn't take it.
All this resonates with me. Learning to love learning is a big theme here. I fear cognitive decline and it's temptations, but that's where good parenting comes in. Learning to love life can be hard for a kid these days, but it's vital.
I will forever be sad when he stops. He's someone who reminds me that it's ok to get piss drunk, rock out, have a rollicking good time with your friends, and f*ck. Basically everything that Gen Z stands against 🙃
Everyone craps on Apple for being behind in the AI game. Truth is, with open source models growing at a faster pace via places like Hugging Face, it's never been cheaper for Apple to build their own models without the insane investment of a frontier LLM.
If BTC still existed as Satoshi hoped it would, yes. It would be a currency. But now it is treated as store-of-value capital and it's ownership is concentrating further. Not quite gold yet, but headed there.
Very interesting thread + corresponding post. Stay curious, Bluesky!
I don't use Bluesky as a replacement for Twitter/X. I use it as a replacement for LinkedIn.
Also, highly recommend this approach to math and learning. Po-Shen is a gem.
Nice. Yeah, I've floated the idea of my daughter becoming a plumber. Math (and the joy of it) is an important skill to bring kids up with
Parents of Bsky - I am but a lowly father of two children with hardly any followers but I want to ask you: What are your biggest fears about the future of education and work for your children with things like AI shaking the tree? What are you doing to address those fears? #parentingsky
* Smacks lips looking at electoral map *
Reading this my first response is AMERICA FUCK YEAH.
The mainstreaming of an alternative asset i guess. Anything that gives the admin less of a leash means less focus on deregulation and adoption.
Ignore them and block out the noise. We don't always see eye to eye on things but don't let the relentless shit-posting convince you that this is anything other than divisive social media at its core.
Regulation aside, get ready for a barrage of software. A lot of it sub par, some it excellent, most of it meh. The anxiety of constantly being plugged in cannot be overstated.
I do remember him calling for the Fed to front rate cutting from a "strategic" standpoint in early 2023. I want to say that this take was probably off as well, though if he's leaning into the employment side of the dual mandate, perhaps I sort of get it. But there's no way DJT would stop at Powell.
I respect Mohammed for a lot of reasons, but his take is completely off. We all know that DJT operates from a starting point of maximalism. That is utterly clear wherever you look.
Jokes on her. The administration is chock full of irreligious nihilists who worship at the altar of Curtis Yarvin.
If I ever want to feel more depressed and that the world is on fire, I just open this site. Perhaps I brought that upon myself.
I really appreciated reading this. As someone who worked in this space in my early career (albeit not anymore), I relate very heavily to the sudden change. Stuff feels off.
Bluesky, please.
I want a world in which we can agree on this sh*t again.
Classical liberalism is more American than American pie. If it goes, the baby goes out with the bath water.
The amount of messenger shooting that happens on this website puts Reddit to shame.
Hell no I'm not changing your mind
This reminds me of banks shifting Level 2 assets to the Level 3 column in 2008.
Ok. Part of this is done. Now just waiting on the earnings call. Let's just say I'm usually not happy about trades I do these days (there's a lot of buying and holding on short horizons), but this is one exception. #Finsky
Synthetic calls today. I'm admittedly nervous, and insurance it is.
There's a time to listen to David Shor and Matt Yglesias, and there's a time to listen to the whole slew of others who have skin in this game. The Dems need to learn this.
This is the security dilemma of the game. They think their voices are harmless and soothing to themselves, but it just annoys the rest of us.
Synthetic calls on $NVDA at 180.
Taking a page out of JPow's book.
Take a look at gold and silver
Eh, I'm not cool TBH. But I'm also not on Twitter 😀
Don't let the frequentists win.
The export Tax on NVIDIA is one of the most socialist things I've seen. If they weren't annoyed it would be f*ckin hilarious
Parting unsolicited advice before I take a break: There needs to be a path from anger to clarity here for a lot of you (and myself included). Otherwise it's not gonna be good for all of us long term. I'll echo the oracle: be nice to each other. The world will be better for it.
It's cauterized by tech leadership's anthropomorphization of AI (when it's just a very, very good pattern matcher). For so long these autists have basically been telling their employees that we're building something that is going to make you all irrelevant. What did they think would happen.
Hence my reason for taking a much needed break from this site. The post-election anger on this website is rabid, and it needs to be morphed into clarity first. Thanks for fighting the good fight, friend. You're one of my first follows here, and a great one at that.
Klein's comment on GPT-5 being a "dud" isn't because it flat out sucks. It's quite great as far as an LLM is concerned. The dud part is really from it being oversold as AGI.
Au contraire, I do think there's an element of tech hype, but you're right about it mostly being revenue hype. For example - the dying down of AGI talk, and it really finding most of it's uses in coding applications vs. an omni-tech it has been touted as
Peace out folks. Will be back at some point, perhaps when the Fintwit refugees are back from summer. Right now all I'll say is take a break and go outside for a bit. Grab a beer with a friend, it'll do you all good.
The dumbest motherfucker on VC Twitter, and that's saying something.
The more time I spend on here, the more this view resonates. There's just too much noise, and often too much selection bias in what views to promote. I'm perfectly happy straddling up for a couple of months, and admitting I just don't know how things will play out in equities moving forward.
LOL, "businessman". More like "bailout welfare queen"
I'm all for making discriminative models a thing again. Autoregressive LLMs are not going to be the end all of everything
Same energy, my friend
Great read, thank you for sharing!
Conor gets it. Bluesky, sometimes you folks really need to touch grass.
I love me some Cato every now and then. Beats the heck out of the comments section in Reason magazine, and at least they're staying principled.
I wonder how much options volume growth is crowding out liquidity in underlying. No way to prove this, but you would think that institutional buyers would pick things up
Uncertainty does that to a MF
Cool, I'm gonna vote in favor of it now.
Advertising on FB and IG - the gift that keeps giving!
The administration in power could just start arresting them with impunity a la Turkey, that ought to make their lives interesting.
Reading Robert Sapolsky today I see
No wonder I feel old on this site.
I've been waiting for this moment since April 5.
They tried to match the Newsmax color palette close enough so if you're a moron, you don't know what you're watching and just start nodding in agreement.
I'm stealing "coked up lax bros" for future usage k thx bye 🤣
Hawley leading investigation into fucked up Chatbot policies
Welcome! Images in DMs would be nice.
The dumbest of dumb indexes, made specifically for the Robinhood day-trader.
No college part is a big oof. But that said, if there's anyone who hasn't even remotely benefited from Trump's economic policies, that's the cohort. The liberal coastal dwellers are gonna write off 40k on SALT deductions each while they pay for it.
This gives me strong touching grass vibes.
He's fucking Melania
I have never been arrested in my life. I'm thinking that pretty soon, I'm going to have moral obligation to go and get myself arrested.
I have no qualms about him dropping the soap. He's scraping the bottom of the barrel of humankind.
They use ChatGPT most of the time
“People see the United States as a dangerous predator on world markets, one that you want to have less and less to do with in the years ahead because Americans can’t be trusted.”
It's pieces like this that make my subscription to Foreign Policy Magazine worth every penny.
Somebody on LinkedIn said what we're all thinking.
Tariffs. Regressive form of taxation to soak up the middle class 😉
Make Orden screw in screws to iPhones 12 hours a day for $2 an hour
Environmentally better to consume as well. And healthier than cow
Errr...as much as I love leopards eating faces, soybeans are combine harvested, not hand harvested. So while tariffs would explain this phenomenon, my gut tells me the ICE part was added for dramatic effect, and isn't actually a direct contributor.
Donald Trump is for "they/them" 👇
