Limited investor in the Warriors, no day-to-day operational responsibility.
Joined March 2013
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Dr Ruja's genius was to recognise that established MLM sellers with huge downlines were the perfect vehicle to market her fake coin - a plan the FBI says she privately referred to as "the bitch of Wall Street, meets MLM". This was the secret of OneCoin's success.
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¯\_(ツ)_/¯ retweeted
vibe coding really demystified the concept of the “idea guy.” if the bottleneck was being able to ship and prototype ideas, there should be a proliferation of new cool ideas, suggesting there’s still lots of alpha in knowing what to build
There's a new kind of coding I call "vibe coding", where you fully give in to the vibes, embrace exponentials, and forget that the code even exists. It's possible because the LLMs (e.g. Cursor Composer w Sonnet) are getting too good. Also I just talk to Composer with SuperWhisper so I barely even touch the keyboard. I ask for the dumbest things like "decrease the padding on the sidebar by half" because I'm too lazy to find it. I "Accept All" always, I don't read the diffs anymore. When I get error messages I just copy paste them in with no comment, usually that fixes it. The code grows beyond my usual comprehension, I'd have to really read through it for a while. Sometimes the LLMs can't fix a bug so I just work around it or ask for random changes until it goes away. It's not too bad for throwaway weekend projects, but still quite amusing. I'm building a project or webapp, but it's not really coding - I just see stuff, say stuff, run stuff, and copy paste stuff, and it mostly works.
lol
RE: Nvidia. Over the last few days, I decided not to speculate over Jensen's future and to let the facts emerge before commenting.
Many people have cited my book as saying Nvidia would be completely lost without Jensen Huang.
My views have evolved in the several years since I wrote those passages.
I now believe there is a strong internal candidate with the technical expertise, experience, customer relationships and respect of employees needed to lead Nvidia effectively into its next chapter.
I will say more in due time.
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AI is not a winner-take-all market; you can tell because a bunch of people are pulling back on AI spending by going to open-source models that are 'good enough' for the thing they are doing.
Maybe Ant think they can just give super ai some money and it will beat Wallmart?
Interesting remarks Anthropic made in a meeting with the sell side:
- Anthropic has the stability and the better talent that open source lacks.
- The AI market is winner take all. As long as we execute properly, we will take all of it.
- The contract with SpaceX will not be extended beyond the middle of next year.
- Developing Opus 5.5 cost more than $10 billion.
Readers added context they thought people might want to know
The remarks are unverified second-hand notes from a Barclays analyst call on Anthropic meetings, not official statements. Poster corrected $10B cost to full Claude 5.5 family; filings show SpaceX deals extend to 2029 but terminable after early 2027 on 90 days notice.
x.com/jukan05/status…
fourweekmba.com/ai-anthropics-…
sec.gov/Archives/edgar…
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Some kind of Scandinavian-Ukraine alliance is much more durable and likely to continue to exist than the EU itself. If you are Scandinavians, you get a robust army, a bunch of land you can expel African migrants.
🇩🇰 Look at the incredibly warm welcome Zelensky received in the Danish parliament
The leaders of all 12 political parties in the country gave the Ukrainian president a standing ovation.
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since she will be desperate for fiscal transfers herself within the first year of her presidency, press F to doubt shell do much to rock the boat.
But maybe she will go full Trump and cause the collapse of the entire far right project in France.
They wanted to end the EU; they got it. This is what the end of the EU looks like, with begger countries like Hungary and Bulgaria crying
🚨 Drama: Robert Fico, Andrej Babiš, Péter Magyar and Rumen Radev have all hit back at Friedrich Merz's push to make the EU budget conditional on fresh support for Ukraine.
Fico calls its a "textbook case of blackmail".
euronews.com/2026/11/10/eu-b…
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Putin's only real redeeming feature, like Trumps, is that his dick riders keep building him an optimal outcome and he is structurally incapable of taking it so he makes his dick riders look like morons.
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Putin spenet 20 years atomizing Russian society to such an extent that they dont even have the energy to hate each other.
Chechnya ended Yeltsin and the total casualties there were 1-2 months at current rates. But no one gives a fuck
I decided to look this up. The russians are losing more soldiers every day than the bloodiest day of losses the U.S. Army took in Vietnam.
On January 31st, 1968, the U.S. Army lost 246 KIA in a single day. These losses, as well as other thousands of other U.S. KIA during the fighting, had severe political ramifications in the United States and strengthened the anti-war movement.
The russians are taking peak Tet Offensive-level losses daily (usually more) and everyone is just acting like it’s normal.
The broader issues are that your Russian pay masters decided they want to rule Europe. A merry reunion to you and prigozhin
Whatever one thinks of the ideas being mooted on European security, it's hard to imagine a durable end to the war that does not address broader regional issues. That's not a "Kremlin talking point." It's reality. 1/5
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intellectual atrophy and complete disconnection to anyone who isnt a primary voter is bad for the politicians themselves - it make them weak and incapable
It's genuinely insane that the modern Democratic Party, with its horrific structural disadvantage in the US Senate, just won a larger Senate majority than the GOP has had since *1929*
At a certain point, one simply must concede that 1 of 2 is better at winning than the other.
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guy who barley won in NYC moving like hes FDR is very funny.
Scoop: Zohran Mamdani has been meeting privately with union leaders, urgently talking up the need for a labor-aligned or leftist candidate to run for president, people familiar with the talks tell me.
He's arguing that progressives can't afford to squander their midterm momentum.
Behind closed doors, Mamdani has also said he's uncertain whether AOC will launch a White House run, the sources said.
axios.com/2026/11/08/scoop-m…
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