Random citizen 👽 @binaryprinciple
Trillionaire philantropist, comprehensive generalist & orthogonal polymath Sarcasmland Joined February 2011-
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Random citizen 👽 retweeted
@DerivativesDon Wage price spiral can’t happen with current credit impulse and labour conditions.
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Random citizen 👽 retweeted
If your smartest friends start saying crazy things - pay attention. A paradigm shift may be underway.
Natural selection at work. Killing themselves because they're brainwashed.
Natural selection at work. Killing themselves because they're brainwashed.
Bold claim: total number of employed americans has peaked, forever- and with it, passive flows into the US stock market..
Bold claim: total number of employed americans has peaked, forever- and with it, passive flows into the US stock market..
The same chart is true for higher education in the US. Administrative bloat & ai capex are the only reasons the economy is still standing. The former is about to take a nosedive as BBB cuts healthcare support and demographics bludgeon education revenues- as AI impact intensifies.
The same chart is true for higher education in the US. Administrative bloat & ai capex are the only reasons the economy is still standing. The former is about to take a nosedive as BBB cuts healthcare support and demographics bludgeon education revenues- as AI impact intensifies.
Random citizen 👽 retweeted
Nice to have friends in high places
This is so obviously a better metric to gauge labor market health than ue%
This is so obviously a better metric to gauge labor market health than ue%
Random citizen 👽 retweeted
OAI at $500b and $GOOG at $2.5trn seems so crazy to me. Think about how long and amt of $ it would take OAI to build Cloud at $50b ARR, TPUs, Waymo 250k rides a week, YT >$50b in revs, leading LLM w Gemini, Deepmind, Search w $200b revs growing 12%. OAI has ChatGPT $13b ARR.
Random citizen 👽 retweeted
Which is a long way of saying, if you’re only worrying about the robustness of Western capital markets now, we’ve got news for you!
God give me the confidence of a man bullposting near a secular spx top, especially in gold terms. @RemindMe_OfThis in 5 years
God give me the confidence of a man bullposting near a secular spx top, especially in gold terms. @RemindMe_OfThis in 5 years
Random citizen 👽 retweeted
Sound on.... 😂😂😂
Get her a rose for some good ol' VILPA
Get her a rose for some good ol' VILPA
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