anooj

@EconomPic "...have you used those losses yet?"

Ackman successfully raised $5B which investors immediately value at $4.25B He’s back baby!

@varma_ashwin97 @nikillinit Why wouldn't a provider take a job in a rural area for the first 1-2 years and then move to their desired location?

@nikillinit The rural penalty is insane. Can make 1.5-2x salary if you are okay working in a rural area. Rural programs struggle to match.

sorta interesting to peruse the different specialty subreddits - basically all the new grads (esp generalists) are worried about finding jobs but it’s because almost all of them want to work in cities

Putting outdated coding books in the Little Free Library should be considered illegal dumping, and carry a sentence of 100 hours community service.

“Those who keep learning will keep rising in life.” — Charlie Munger

YouTube is so saturated with low value AI education content that even the ranking algorithm is confused about what's actually useful.

@8teAPi Even if there's only a <1% probability of this narrative playing out...the societal impact would be highly destabilizing and the winners/losers will be decided before institutional intervention would be possible.

I strongly dislike the permanent underclass narrative. There only less than 100 million paying subscribers to all AI firms combined. So effectively only approx 1% of the global population so far.

@ferventfinance @EconomPic The irony is that if we did just build (housing) maybe *everyone* would feel a bit more rich?

@EconomPic Bro - we don't introspect here - we just build.

My buddy is a business unit CFO for a F500. Makes $600-800k+ per year depending on how stock/option grants fall, biz results, and stock price. Spends $300k. He is in the red all year, until RSUs/grants vest or cash bonus hits. He feels like they live paycheck to paycheck, probably similar to these people responding to a survey - but it is very far from actual reality.

This AI era feels so enthralling and simultaneously quite annoying... ...because everyone seems to be playing zero sum games based on economic and physical constraints. Which makes it difficult to have a robust ecosystem that's mutually beneficial.

Even "growth mindset" can't compete with scaling laws.

@nikillinit What camera and editing software did you use?

I'm practicing being on video but I also don't have an editor so whatever I'm just posting all three takes - tell me which one felt the most natural

last week in tech was based.

@photomatt @levelsio I would argue that it’s largely tied to the cost of labor/materials. Hurdle rates are higher as costs go up. Operational costs are also higher. Hard to quantify, though I would wager that much of the labor in these “modern” areas are indentured servitude.

@levelsio It’s not the age of the hotel it’s the last remodel. Some 100+ yr old hotels are amazing.

One thing I consistently experience when I fly to the Middle East or Asia is that many of the hotels we stay at are brand new Especially Qatar, Dubai, Thailand, Vietnam, China, Korea etc. Then you return to Europe or even US and they're much older and many broken down I always wanted to see if that was just my gut or actually true, so I made this chart on Hotelist: #hotel-age" target="_blank" rel="nofollow noopener">hotelist.com/stats#hotel-age The median hotel build year in Middle East is 2013 and in Europe 1993! So on average (well median) hotels in Europe are 20 years older! Compared to Asia, hotels in Europe are 16 years older! One interesting part is how consistent Oceania (mostly Australia probably) has been building hotels, no peaks, just continuous building Another interesting point is Latin America's boom until the 2010s and then now a crash of not many new builds And seeing Europe peak in 2000s with new hotels and then declining too One travel hack I do is when possible booking new hotels, almost always the experience is better, everything works and breaks less P.S. the last bar for the 2020s is extrapolated, and because hotels built are not always immediately opened, they might get added in the future so there's no actual drop in builds (I think that's the case of Oceania probably)

@nkohari @hkarthik For what kind of token/s throughput are you getting for Fireworks compared to Claude/Codex? I feel like inference flight-time has definitely been getting longer for Claude/Codex as they rationalize (and throttle) compute capacity.

@hkarthik OpenCode

Anthropic hasn't grown their compute capacity fast enough to meet demand so now they're forced to experiment with pricing on Claude Code. Hobbyists are going to start moving to Codex and alternatives in droves.

@davidlee @ManusAI What do they do better than Claude Cowork? How would it materially contribute to the $META earnings in the next year?

For normies, @ManusAI is still the best. If and when it closes, Meta is going to rip

I asked Codex and Claude to write a simple game of Pacman for my kid. So many weird bugs. When I looked at the code...it chose to use React by default 😯 I asked it to write in vanilla HTML, CSS, JS and it worked flawlessly.

A worthy read this morning – open.substack.com/pub/alexhorovi…

@ItsWillHenry @borna_perak ...must be drowning their sorrows, because no one in devtools sales makes quota.

@borna_perak potato ptatoa

Weekends are very fun in sf. Also this is the bar where all the sales people chill.

@nkohari @leevalueroach This has to be satire — I would wager that any of the companies making manufactured rubber products in the US are competitive with international markets unless they have government contracts for critical infrastructure.

@leevalueroach I'm originally from Akron and I'm trying to figure out what company you're talking about, lol

People ask me why I do not own Nvidia. I tell them I own something better. I own a 102-year-old company in Akron, Ohio that manufactures the rubber gaskets used in the secondary cooling loops of regional water treatment facilities. They have paid a dividend every quarter since the Hoover administration. The CEO is 78 years old and has never been on a podcast. He has never said the word “synergy.” He answers the phone himself. The stock is down 31% this year for no reason. I am buying it with both hands and I will be buried with the share certificates.

@mcuban I wonder how much of the prior auth stuff could be automated with AI keeping the existing channels (PSTN, Fax, Email, etc) that payors use?

Let’s not change how hospitals and doctors work with the insurance companies. The current system works for doctors and patients. Perfectly. If the insurance companies cared about outcomes and efficiencies they wouldn’t do dumb shit like this. Why won’t hospitals and practices fight back in any way at all ? Not even mean tweets lol

@teasri Lemongrass?