Frank Edge

2.7K posts

Frank Edge banner
Frank Edge

Frank Edge

@FrankEdge13

Edging reason. Never release.

Appalachia Beigetreten Ocak 2025
330 Folgt136 Follower
Frank Edge
Frank Edge@FrankEdge13·
@DonMiami3 Is this potentially front running shortages?
English
1
0
0
19
Frank Edge
Frank Edge@FrankEdge13·
@DonMiami3 I will adjust every thesis going forward if the Iran situation doesn’t result in commodity shortages later this year. Will tap out and just buy Elon meme stocks for the rest of my life.
English
0
0
5
116
Frank Edge
Frank Edge@FrankEdge13·
Social Security will be insolvent and hitting mandatory benefit cuts in a few years. It is demographically baked in as payers and recipients trend toward 1:1. I get why people are indignant about “paying in for years.” But SS is a transfer system and not a trust. You’re paying for people receiving benefits while working. That’s the actual deal. If you’re under 55 - you will see a greatly reduced benefit, likely much higher retirement age and/or an entirely different system.
English
0
0
4
257
NEETzsche
NEETzsche@NEETzscheIDDQD·
Boomers keep coming out and insisting that their handouts aren't handouts if they "paid into" the program. They're very insistent about this turn of phrase for some reason.
DiscipleWarrior@dsconsole

@NEETzscheIDDQD Hey buddy, social security is not a hand out! We paid into it our whole lives and the govt. made a contract with the people to give us our money when we retire! That is my money and deserve every penny I receive!

English
24
59
1.3K
19.7K
Frank Edge
Frank Edge@FrankEdge13·
@zeeemedia The most ham-handed and idiotic narrative since the CDC pushed the notion that you don’t have an immune response from a natural infection.
English
0
0
0
10
Bo French
Bo French@bofrench·
From top to bottom, the democrat ticket hates oil and gas.
Bo French tweet mediaBo French tweet media
English
59
223
1.1K
50.5K
Frank Edge
Frank Edge@FrankEdge13·
@StealthQE4 Nah. All fake. I think markets get jerked around until it is politically untenable.
English
0
0
0
5
Frank Edge
Frank Edge@FrankEdge13·
@kenzietuff Followed. Goes along perfectly with Japanese dachshund twitter. Highly recommend.
English
1
0
2
109
Mack
Mack@kenzietuff·
We adopted two dachshunds within a year of each other and 10/10 would recommend. Wonderful family dogs, too. If newlyweds can’t handle the “stress” of puppies that’s a problem. Though perhaps we simply have exceptional dogs ✨
Mack tweet media
Millicenticent@millysayseh

Newlyweds and first-time expectant parents: you do NOT want a kitten. You do NOT need a puppy. You should NOT adopt that retired draft horse, that adorkable little lizard, or that trio of guinea pigs. Trust me. You can do it later. You're going to *really wish you did this laaaaater.*

English
21
4
403
7.6K
Frank Edge
Frank Edge@FrankEdge13·
@MattisRedacted Probably going to wreck the economy… just not how they promised.
English
0
0
1
527
Frank Edge
Frank Edge@FrankEdge13·
@ShaykhSulaiman No one cares about this Iran stuff anymore. It’s IPO season baby!
English
0
0
2
91
Sulaiman Ahmed
Sulaiman Ahmed@ShaykhSulaiman·
BREAKING: IRANIAN MEDIA SAYS A US AIRCRAFT WAS DESTROYED NEAR BUSHEHR
English
65
505
4.2K
150.4K
Frank Edge
Frank Edge@FrankEdge13·
@norveclifinance LLM’s were destined to become commodity software. But we gotta forget about that until all the VC and PE guys get their bag with these IPO’s coming up. They are the real winners. Then we can discuss reality openly.
English
0
0
2
666
Norveçli
Norveçli@norveclifinance·
This looks like the beginning of the end for OpenAI and Anthropic. The Chinese AI wave did not just cut prices. It destroyed the entire funding logic behind the American AI bubble. If developers can move from thousands of dollars per month to a few dollars per week with 80% of the same output, how are these companies going to justify hundreds of billions in future capex? They won’t. I believe OpenAI and Anthropic are heading straight into a funding crisis. Chinese AI just popped the American AI bubble. $MSFT $GOOGL $AMZN $META $NVDA $AMD $AVGO $TSM $ASML $ARM $MU $SMCI #AI #AIBubble #OpenAI #Anthropic #DeepSeek #ChinaAI #Semiconductors #DataCenters #GPU #HBM #StockMarket #Investing
Xiaoyin Qu@quxiaoyin

I Went From $3,000/Month on Claude to $5/Week on DeepSeek And honestly? 80% of my work is identical. For the past two months, I was burning $3-5K monthly on Claude Code. Every idea from design to development to testing - full end-to-end automation, even simulating users to test my products and provide feedback. Extremely token-intensive. But Claude's caching sucked, making it insanely expensive. Then I discovered DeepSeek V4. The numbers: • Claude: $5 input, $25 output per million tokens • DeepSeek: $0.28 input, <$1 output (with their current discount) • DeepSeek cached: $0.0002 - literally less than a penny The caching optimization is game-changing. Once DeepSeek has seen content, it basically stops charging tokens. My result: $5/week vs $1,000/week for the same workload. What works exactly the same: • UX modifications • Product development • Competitor research • Content writing • Code reviews Where Claude still wins: • Complex architectural decisions • Extremely nuanced problems But here's the thing - Claude has been getting dumber recently. It often says "done!" when it's clearly not done. Then apologizes but still doesn't finish the work. My current stack: • DeepSeek V4 Flash/Pro for 80% of daily work • Codex 5.5 for the hardest problems (more reliable execution) • Claude Code occasionally (because I already paid for it 🤷‍♂️) DeepSeek is also 3x faster than Claude. For tasks like "compare these repos" or "read this long document," DeepSeek finishes instantly while Claude takes 3+ minutes. Fun fact: I heard DeepSeek's speed comes from both optimization and gradually switching to Chinese chips (Huawei). If that's true, we might see even better performance later this year. Everyone's betting on Anthropic's rising valuation in secondary markets. But when 80% of daily dev work can be done faster, better, and cheaper by open-source models... Is Anthropic guaranteed to be the final winner? I think it's too early to call.

English
121
331
1.8K
283.9K
Frank Edge
Frank Edge@FrankEdge13·
@zerohedge The Iran War story is the fakest and gayest story I’ve ever tried to follow. Even the Covid weirdos locked in on a narrative for a week or two.
English
0
0
2
227
zerohedge
zerohedge@zerohedge·
*TRUMP: NOBODY IS GOING TO CONTROL HORMUZ, US WILL WATCH OVER IT *TRUMP: OMAN WILL BEHAVE OR WE'LL HAVE TO BLOW THEM UP *TRUMP: WE'LL WATCH OVER STRAIT OF HORMUZ
English
165
243
2.4K
242.9K
Frank Edge
Frank Edge@FrankEdge13·
@Gavel_on_X Much of the narrative will shift after IPO season and all the PE and VC guys get their bag. Who knows what they’ll be saying next.
English
0
0
1
21
Gavel
Gavel@Gavel_on_X·
Sam Altman: “I thought AI would hit white collar jobs much harder by now.” What do you think?
English
202
12
731
230K
Frank Edge
Frank Edge@FrankEdge13·
@KobeissiLetter Doesn’t seem likely, yet. Iran’s entire game plan is to string this along for a few more months. They gain leverage as inventories drop.
English
0
0
0
3
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal. INITIAL DETAILS OF THE DEAL, PER IRAN: 1. US Military forces will withdraw from the vicinity of Iran 2. The US Navy will lift its blockade of the Strait of Hormuz 3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month 4. Iranian state media says military vessels are not included in this draft agreement 5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman 6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution US oil prices extend losses to drop below $89/barrel.
English
772
1.8K
9.3K
1.8M
unusual_whales
unusual_whales@unusual_whales·
Peter Thiel has said he lets his two young children use screens for only an hour and a half per week, per FORTUNE
English
323
286
4.8K
537.7K
Frank Edge
Frank Edge@FrankEdge13·
@dehlers2 Technically you were paying for someone else using those social programs. That’s why the programs will be insolvent soon. It’s baked in our demographic issues.
Frank Edge tweet media
English
0
0
0
38
FL MAGA Squid
FL MAGA Squid@dehlers2·
These anti boomers are pissing me off now. They've been at it all day. I paid for my home. Period. I will either sell, or will it to my children. Period. I paid into Social Security for over 50 years. That is my money. Period. I paid into Medicare for over 50 years. My money. Period. I paid into investments, and savings. My money. Period. You want to reach your greedy hands on what I earned and paid into? Fuck you!
English
1.5K
481
4.2K
224.6K
Aaron Siri
Aaron Siri@AaronSiriSG·
The @realDonaldTrump admin just filed a brief in the U.S. Supreme Court betraying religious liberty by arguing it is perfectly fine for employers to have policies that allow medical but not religious exemptions to vaccination requirements. supremecourt.gov/DocketPDF/24/2…
English
1K
2.8K
7.6K
2.2M
Sulaiman Ahmed
Sulaiman Ahmed@ShaykhSulaiman·
BREAKING: IRAN-U.S DEAL AGREED ACCORDING TO AL JAZEERA
English
345
518
4.2K
669.8K
Frank Edge
Frank Edge@FrankEdge13·
@merlinscapital He can’t do anything because Vance technically doesn’t work for Trump. However, distance from Trump wouldn’t be a bad thing if he has political aspirations in the future.
English
0
0
2
1.1K
Merlin Capital 🧙‍♂️
Merlin Capital 🧙‍♂️@merlinscapital·
LEAK: TRUMP LOOKING FOR WAYS TO FORCE VANCE RESIGNATION VANCE SUPPOSEDLY CAUGHT LEAKING INFO ONLY HE WOULD’VE KNOWN
English
395
935
11.4K
1.2M