https://x.com/porterstansb/status/1978961653917212734
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the insane, incredible thing about all this is we could have simply bargained for china to take taiwan and ended up with african rare earth rights and a stable, peaceful europe with russia and north korea stuffed into a fucking box in the attic.
but somehow, the great dealmaker convinced china to just say fuck it and tank the dollar and divest itself of our banking system and its still going to get taiwan because we will have our hands full sending our best and brightest to defend israels access to syrian fresh water.
https://x.com/Yuchenj_UW/status/1979231174787846341
@sonatine
Would you be willing to listen to the “All In” podcast for us and report? No reason all of us should suffer. I am curious what Elon Tusk’s boyhood pals, autists, oligarchs, donors, grifters and Trump staff members are spinning.
If Chamath talks about his penis again take note of the timestamp.
TIA
i have listened to one podcast in my entire life and it was cumtown. i listened to a few clips from red scare because its cumtown adjacent.
im willing to discuss terms but honestly if i told you what id charge to debase myself by listening to an episode of all in, youd assume i making a cruel joke.
dont you dare bring the goat irons into this place
also really realllyyyyyyyyyyyy forcing us to watch margin call like immediately after that usc loss cman my brother is somewhere on set going oh dang we lost and just moving on NOT ME
his faint texas accent drowning in brit high brow breeding somehow makes it sound sophisticated.
https://x.com/kakashiii111/status/1979947586758074555
its all absolutely fascinating to me because the obvious assertion when looking at this sort of basic supply/demand math is that a massive crash is coming. but the basic feral urge to exploit every system in the name of capitalism has created an environment where ponzimath keeps everything going up.
and sometimes i find myself wondering how it works, how all of this has just completely decoupled from the central tenets of the financial auction. then i remember that a pint of pork fried rice is $12 and i realize exactly who is paying for it all.
so.
EV credits go dry:
rivian sales pancake.
porche says its giving up on EVs entirely and going back to gas engines.
elon starts shilling robot armies.
.....
and if youve been keeping up on the china thread, not only are robots very... very fucking hard to do, but china has a 10 year head start and virtually cornered the market on components, training tools, models, everything even vaguely related to robotics.
theres a thesis there if you squint.
openai is entering its facebook era.
you will be served ads based on its 'personalization' of your account contents.
if you disable it, no more personalization.
whats fascinating is, i dont know anyone who still pays for access. everyone moved to agentic shit a long time ago.
so ... [ checks notes ] .... the entire united states economy is currently 7 companies passing a trillion imaginary dollars back and forth to each other over and over?
APPLE IN TALKS WITH MUSK’S SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES, STARTING WITH IPHONE 18 PRO NEXT YEAR
thats... actually really cool?
With debt to GDP 120% … energy costs that exceed more than 3% of GDP is very problematic.
lmfao unc is cooked
if anyones curious how the market is doing once you sort out the AI stocks...;
https://pbs.twimg.com/media/G4mVDCFX...png&name=large
if youre wondering whose buying all those cybertrucks....
......lads, its literally spacex.
https://x.com/SawyerMerritt/status/1984344898242498942
https://nof1.ai/
btw i built a backtester using both qwen and deepseek to trade /NQ and the results were promising, at least with qwen, but took an uncomfortable amount of time. like theres no point in it entering a position where it intends to take profit at 10 points if it takes 20 seconds from the signal to make a decision.
but ive been thinking of updating to a blackwell 6000 pro gpu if i can find one on sale on black friday, and that plus a bit of prompt tuning would probably bring me into range for actual trades.