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Joined February 2022
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My hot take is that the United States of America and the New York Times (the paper of record!) are rich enough they should afford polls with less than 2pt error margins in the main battlegrounds.
NYT Siena has 3pt margins...
Small comment on The Commanding Heights
Incredible how good the speech model has become. Sounds like an audiobook
$TSLA is probably a buy, right?
The deal need to happen fast. Or am I wrong?
Lol.
“Why you lost money investing in $SPCX?”
“We didn’t model working capital properly”
Comm’on guys, doesn’t matter at all what SpaceX WC is
For years, have been trying to tell people:
The empire isn’t bad. Anakin is the hero.
The rebels couldn’t form a coherent government after winning. Neither the republic was coherent enough before.
Star Wars is CLEARLY a big criticism of liberalism, that had to be properly written, because of the cultural environment it belongs to.
This OBVIOUSLY isn't what people think it is.
It just means that tech cost base has shifted between labor to capital...
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Still in the first 20% of The Commanding Heights. Too early to have an opinion, but from Cliff Sosin in the ILTB to Will Manidis essay, it's refreshing to hear people that believe in scaling laws to their heart but don't all arrive to the same conclusions.
DIFFUSION GAP
Part of the diffusion gap bros argument is that when most employees at most companies are finally using a lot of AI like the companies that today use a lot of AI, Claude Fable 5 level of intelligence will cost 80% less.
SpaceX moved Grok Bot to Claude
Semi-serious question: Is there a meeting ongoing right now between the Silicon Valley hegemony, hyperscaler execs, Semi mgmt teams, and Dario et al. at $ANT to make sure this October ARR number looks really, really good?
Does everyone agree to kick-in $100MM each (or more) to push another $1B into ARR?
Is Bessent getting updates on daily token spend at Anthropic?
I cannot think of a singular event or data point that was more important for the market since the vote on the bailout in 2008. That's not hyperbole.
How much $ANT needs to grow QoQ to save the AI trade?
Q4’25: +48%
Q1’26: +132%
Q2’26: +144%
Q3’26: +45%
Q4’26: ???
23%45-60%
37%60-80%
29%80-120%
11%120%+
35 votes • Final results