Ash

The industrial-age axiom “time is money” is breaking down. AI compresses cognitive work so dramatically that the bottleneck shifts from labor hours to judgment. If intelligence is becoming both fast and cheap, productive capacity is no longer scarce. The new axiom is “money is intelligence”: capital now buys thinking directly, collapsing the old hire-train-wait cycle. But here’s the catch - if everyone can buy the same AI, intelligence alone becomes table stakes. The real equation is money = intelligence × context × distribution. You can purchase cognitive capacity off the shelf, but you cannot buy a proprietary dataset, twenty million users, or hard-won relationships. That’s where the moat lives.

@fejau_inc nice, using the gateway?

@AxiomStrata interactive brokers api

Vibe coding to monitor the situation rules

@ChrisO_wiki OK Chris... Go back to your research, dreams and fantasies.

1/ Denmark was reportedly preparing for full-scale war with the US over Greenland in January, with military support from France, Germany, and Nordic nations. Elite troops and F-35 jets with live ammunition were sent, and runways were to be blown up to prevent an invasion. ⬇️

@sebastianpaul72 @financialjuice No, no, no! Finish the economy first!

@financialjuice Then finish the war!

Israel's Prime Minister Netanyahu: Iran has no capacity to enrich uranium or make ballistic missiles after 20 days of war.

It takes one to TACO. It takes two to TANGO.

@kepano @PrometheusCHT This is brilliant ❤️

@AxiomStrata @PrometheusCHT it is open source and has been from the start, as is the underlying library I created for it called Defuddle github.com/obsidianmd/obs…

I have been working on Obsidian Reader for a over a year. I didn't want to share it until I felt it was good enough. It's finally there. Consistent formatting for any article. Outline, syntax highlighting, nice footnotes, adjustable typography. Runs locally. Just rules, no AI.

Introducing the new @stitchbygoogle, Google’s vibe design platform that transforms natural language into high-fidelity designs in one seamless flow. 🎨Create with a smarter design agent: Describe a new business concept or app vision and see it take shape on an AI-native canvas. ⚡️ Iterate quickly: Stitch screens together into interactive prototypes and manage your brand with a portable design system. 🎤 Collaborate with voice: Use hands-free voice interactions to update layouts and explore new variations in real-time. Try it now (Age 18+ only. Currently available in English and in countries where Gemini is supported.) → stitch.withgoogle.com

@fejau_inc Yep… There's not taco out of this...

Oh sweet fuck almighty

@cvpayne 🤡

The Iran Conflict will end soon It has been and will be a decisive victory The "Peace Dividend" will be huge for American and the world (oil prices will get back on track), There has been no inflation spike.

@ShafiUOfficial @DeItaone There's a saying in French: "to push open doors". Thank you for your service.

@DeItaone The Strait of Hormuz carries around 20% of the world’s oil, so any long-term instability there affects the entire global economy

🚨 IRAN'S PARLIAMENT SPEAKER QALIBAF STRAIT OF HORMUZ SITUATION WON'T RETURN TO ITS PRE-WAR STATUS -POST ON X

What a time to be alive; AI used to create generational memes is now used to spread FUD in the fog of war!

@Fear_Not_Ever @HedgieMarkets Fed to a dataset for ML for mapping etc.

@AxiomStrata @HedgieMarkets These have live video feeds. Where does all the footage go?

🦔 Walmart is expanding drone delivery to 150 more stores this year through its partnership with Wing, bringing the service to over 40 million Americans. By 2027 they're planning 270 drone delivery locations from Los Angeles to Miami. Wing says their top 25% of customers order three times a week. Most popular items are eggs, ground beef, avocados, limes, and snacks like Takis. The drone drops packages via parachute without landing. My Take The economics question keeps coming up and it's fair. Right now this probably doesn't make sense for a bag of nuts. But the last mile is the most expensive part of delivery, and if you can launch multiple drones from a truck in a central location to cover a radius, you eliminate a lot of windshield time. The drone doesn't need health insurance, doesn't take breaks, and can fly a direct path instead of navigating streets. The more interesting use case is urgent lightweight items. Prescriptions, phone chargers, last-minute ingredients. Wing started in Africa delivering blood and medicine to remote hospitals where the infrastructure didn't exist for ground transport. That worked because the value of speed was high and the alternatives were bad. Suburban America is a different test. The infrastructure exists, people aren't dying without their avocados, so the bar for convenience has to clear the weirdness of a drone dropping a parachute in your yard. Based on the three-orders-a-week stat from repeat customers, it seems like once people try it they keep using it. Whether that scales nationally is the question. Hedgie🤗

@paulg It works if it's unilateral like tarrifs. It doesn't work if it's bilateral. Iran will do everything to cause max damage where it hurts Trump the most : stock markets.

Prediction: When fighting Iran gets too painful because of oil prices or polls or whatever, Trump will claim that the current state of things, whatever it happens to be, was his goal, declare victory, and retreat.

Old pricing trick: Pay $200 for Claude Max. Limits noticeably worse past week. Now they announce 2× off-peak usage for 2 weeks. Seems generous. Reality: Base limits quietly drop → temp 2× makes new lower limit feel normal → promo ends → you're left with permanently reduced baseline. Downgrade hidden by the 2× buffer. AI subs heavily subsidized; compute for heavy users costs >> subscription price. Moves like this = subsidy quietly correcting.

Now living in Europe is a competitive advantage 😎. Double usage until 2pm Every weekday 😇.

@amt_c42 @bilawalsidhu Underrated comment! 🤣

@bilawalsidhu So it’s like Jira for DoW ?😂😂

Probably the most current look at Palantir’s maven smart system software. Here’s the DoW’s Chief AI officer showing how it works:

Operation Epic Fury shall be remembered as Operation Epic Fail.

@Alx3000S @stocktalkweekly Because the floor is lava

@stocktalkweekly No boots on the ground. Just boots on the water .

*U.S. SEC. DEFENSE HEGSETH APPROVES U.S. CENTCOM REQUEST TO DISPATCH 'MARINE EXPEDITIONARY UNIT', TYPICALLY CONSISTING OF 2,500 MARINES, TO THE MIDDLE EAST AS IRAN INTENSIFIES ATTACKS ON STRAIT OF HORMUZ - WALL STREET JOURNAL

@patrick_saner The question is why? What's this Python script doing for you as a "Head Macro Strategy within Group Economic Research and Strategy at Swiss Re" ?

I iterated on a Python script yesterday and continued to refine it. Then made some mistakes which I wanted to undo, and couldn't find the right version history anymore (104 versions in total). Then asked Claude Cowork to surface the right one and it did. Cool!