Mostly financial shitposting. But space and politics are also cool. Heckling the Pentagon until they officially create a Drone Force.
Joined October 2010
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Alex Kramar retweeted
Nice bounce in semis/growth land. Many are now approaching their declining MAs. Whether they get Mutombo-ed or rip through and start basing remains to be seen.
We're in earnings season, so expect binary outcomes and plenty of volatility in both directions.
Staying nimble!
Alex Kramar retweeted
One in 46 Taiwanese babies is born to a TSMC employee. The Taiwanese gene pool is being sexually selected for semiconductor proficiency.
re-reading gideon lewis-kraus’s feature story “sand castles” on @NewYorker.
so many great details. the AI supply chain becomes a breathing, moving, growing beast, something so visceral and material.
one detail i can’t stop thinking is: one in forty-six babies in taiwan is born to a tsmc employee (?!?!)
next year’s goal: convince a magazine or foundation to fund my tsmc tradwife story.
link: Computer Chips Are the Most Magnificent Things Humanity Has Ever Made newyorker.com/magazine/2026/…
Alex Kramar retweeted
Remember when everyone thought Autism rates were skyrocketing in Minnesota because the autism program jumped from $600k to over $400 million in claims in just over 7 years, but it was just Somalis scamming the government.
How tf did that story disappear so quickly..!? Lmao
Alex Kramar retweeted
+ "you know what i'd really like?"
- "tell me"
+ "a website"
- "...we can do a website"
+ "a real website, not some claude generated neon slop, a real website"
- "i'll make you a very good traditional handmade website, one that is built with dozens of snippets from stackoverflow"
Alex Kramar retweeted
《群星》里还有一个事件，我印象比上次那个还深。
有颗星球外面罩着一层能量屏障，像个大罩子，飞船进不去，探测器也扫不进去。
等屏障终于打开，考古队下去一看：城市一点没坏，可一个人都没有，连具尸体都找不到。
人去哪儿了？打仗？瘟疫？可真要是这样，总该留下点什么。
考古队一层层往下挖，挖了好久，还是没找到人。
一直挖到最深处，在一个房间里，他们找到一个罐子。
罐子里装着一整个银河。
人就在里面。这个文明的母星被困住了，出不去，他们干脆造了一个银河，整个文明搬了进去。
挖到它的时候，我已经快把整个银河系探索完了，以为地图就这么大。结果游戏又给了我一个。
现实里我们是真出不去。没有超光速，就算去隔壁的仙女座星系，也至少得飞两百多万年。
所以我老想，宇宙别的角落里，会不会也有这样的罐子？
《群星》里有个不起眼的小随机事件，我一直记得。细节记不太准了，大意是这样：
两个古老帝国打了很多年仗，后来算明白了一笔账：培养一个士兵要十八到二十年，造机器人的话，工厂一天就能下线几百个。
于是它们定了个协议：找一颗荒凉星球当战场，双方只派机器人上去打。谁输了，就把自己的星球割让出去。城市不毁，一个活人都不死，比的纯粹是谁的工厂更能造。
很久以后，你的科研船降落在这颗星球上，只看到满地的机器人残骸。
高考后我看王老菊的视频入了坑，那会儿刚意识到宇宙有多大，觉得这游戏什么都能干：种田、打仗、跟外星人打交道。但最让我上头的，还是探索时冒出来的这些小故事，很多都能看到科幻电影的影子。
现在回头看，这个故事好像也没那么科幻了。无人机早就上了战场，以后的仗，会不会真的变成两边工厂之间的比赛？
Alex Kramar retweeted
I submitted my buyout resignation to Microsoft today.
They rejected it.
Not because I’m so valuable.
But because I don’t work at Microsoft.
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
Alex Kramar retweeted
Every bit of real data we have shows that women are much more consensus based and dislike debate. The yes, dear meme exists for a reason
But what you might do to placate your wife or gf is ruinous for an institution like a university that is dedicated to objective truth
Remember, you don't want to consult Sun Tzu for this. You want to rewatch all of Heath Ledger's Joker scenes.
BREAKING: Yemen’s Houthis have reportedly struck Saudi Arabia’s largest oil refinery at Ras Tanura with a ballistic missile, triggering a fire at one of the Kingdom’s most critical oil export hubs, per Bloomberg.
Ras Tanura is the cornerstone of Saudi oil exports, housing a refinery with a 550,000 barrel-per-day capacity and a terminal that handled over 5 million barrels daily before the war. With Yanbu on the Red Sea already hit, Saudi Arabia’s two main export arteries are now under fire.
It comes as Riyadh reportedly offered Yemen’s Houthis $1 billion through Iran to halt attacks on the Kingdom, but the Houthis struck the kingdom's most vital terminal anyway.
