John Brynjolfsson

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John Brynjolfsson

John Brynjolfsson

@Brynjo

CIO Armored Wolf Family Holdings, Inflation, Deflation, Commodities, and Minutia. Bryn-Yolf’s-Son (Armored Wolf’s Son)

Orange County, CA Katılım Haziran 2009
4.1K Takip Edilen2.7K Takipçiler
John Brynjolfsson
@RichardGrenell Joyce White Vance's "beat" is legal analysis and commentary, particularly at the intersection of federal criminal justice, civil rights, the rule of law, and politics...this is right up her ally.
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Richard Grenell
Richard Grenell@RichardGrenell·
This is typical of Joyce - she’s never been able to distinguish between fake and real information.
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John Brynjolfsson
The Fourth Estate exists to maintain a skeptical and critical perspective—posing challenging questions and holding all individuals, regardless of status or influence, accountable. A recurring problem arises not from its hostility, but from its necessity of access. Its cheapest currency, unfortunately, is favorable coverage...
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@jason
@jason@Jason·
NYT shaken by my advice to founders to never talk to their journalists. The truth is, no one trusts the media, and it's their own fault. Too many anonymous sources, too many hit pieces and far too much bias. The NYT isn't taken seriously, except by the far left -- and they're even losing them of late! For leaders wondering whether to go direct, understand that the average NYT story gets 100-400k views. A breakout might do a couple of million. In other words, the average NYT story is irrelevant when compared to the number of followers and listeners a founder can reach directly.
@jason tweet media
NYTimes Communications@NYTimesPR

Jason, business leaders from your industry and others speak to The New York Times, as they have for years, because our reporters produce insightful, fair reporting that illuminates audiences everywhere. We're not publicists and we're not promoting anyone's pitch deck.

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John Brynjolfsson
@LizThomasStrat Good post. Makes perfect sense for longer dated TIPS. Inside of 2 years, certainly inside 7 months, next 3-4 inflation prints, daycounts for inflation and coupon accruals, bid/ask spreads etc can distort optics hugely. And as you said, liquidity premiums. Neat stuff.
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Liz Thomas
Liz Thomas@LizThomasStrat·
That’s exactly what's been happening. The yield on 10/15/26 TIPS is down 121 bps (blue) over the last month, while nominal Tsy yields are *up* 14 bps (yellow). The plunge in real yields artificially inflates the breakeven calculation to that scary 5.2% number.
Liz Thomas tweet media
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Liz Thomas
Liz Thomas@LizThomasStrat·
📝 The basics: Breakevens = Nominal Treasury yield minus the TIPS (inflation-protected) yield. Swaps = A direct derivative bet on the y/y CPI print. Because breakevens are calculated from bond prices, massive demand for TIPS can severely distort the math.
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John Brynjolfsson
@mcuban It'd probably be seen as "pumping" to say "we're so disruptive there's a risk we'll cause a rewrite of tax codes, antitrust policies, and property rights, just to give a basic living to those we displace." Even if it's true!
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Mark Cuban
Mark Cuban@mcuban·
I can’t wait to read the Risks section of your IPO Prospectus and future SEC filings Risks: within the next 4 years we expect to completely recreate all processes and procedures in each organization to optimize the replacement of humans with humanoids and AI. In doing so, we face not only competitive and customer risks, but our future is dependent on our ability to acquire or synthesize intellectual property with which to train Grok and any current or future models that we will use to run our companies We also face tax risks. In the event our prediction that work will be optional is actualized , we expect local, state and federal governments to institute new and unpredictable taxes including a robot utilization tax, a token utilization tax and who the fuck knows what else. This could completely change the economics of our industry and impact our ability to be profitable and offer shareholder returns Trading of our Stock. In an AI driven stock market it is feasible the market infrastructure of the incumbent platform we have chosen , NASDAQ, may not be able to implement AI effectively, impacting whether or not our stock can be traded. As a back up plan we have chosen tokenization on the new Grok blockchain that Grok created, and will go live at the point it is needed. Disclosures. This prospectus was created in a human, AI partnership with 87 percent of the words presented in the prospectus generated by Grok The future of SEC disclosures is going to be insane. Contractual protections are going to be insane. The future is now. Our legal system is yesterday.
Elon Musk@elonmusk

@pmarca Working will be optional in the future

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John Brynjolfsson
@elonmusk Top 5: Isaac Newton (1643) Aristotle (384BCE) Louis Pasteur (1822) Norman Borlaug (1914) Charles Darwin (1809) Honorable Mentions: Albert Einstein (1879) Johannes Gutenberg (1400) Fritz Haber (1868) Leonardo da Vinci (1452) Additional: Elon Musk (1971)
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John Brynjolfsson
Wrong. Only Alarmists talk about the largest heat sink in terms of zettajoules. Knowing they'd be laughed off X if they more intuitively quoted seven decades of "climate change" as 0.01°C. Measured over the Seven Seas, from surface to 10,000 meters deep (note: seven decades ago, oceans were called "The Seven Seas.")
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Roger Coppock
Roger Coppock@CoppockRog62072·
Have you noticed that: - the scientists in the global warming debate present more data and the latest data, while - the fossil fuel industry shills cherry pick their data, use old data, or use freehand sketches not backed by data at all?
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wherryj
wherryj@TVMADoc·
@martianbistro @GigaBeers The scaling of the jet compared to the people makes it more in line with an Antonov An-225 Mriya, not a fighter jet...
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Myrna 𝕏
Myrna 𝕏@GigaBeers·
This is the shit China is posting. Maybe Tucker can have a talk with them. “Proof that Iran shot down a US F-18 fighter jet.”
Myrna 𝕏 tweet media
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John Brynjolfsson
@RogerPielkeJr As a skeptic, I say if we took base case forecasts as certain, there'd be no alarmists. Their only argument for costly net zero is uncertainty. It's like nuclear physicists before the first Los Alamos detonation. Would the atmosphere spontaneously combust? We hoped not.
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The Honest Broker
The Honest Broker@RogerPielkeJr·
🔥🔥🔥“Uncertainty is not a dirty word — in climate science or anywhere else. Indeed, it is better understood as a kind of epistemic bravery: an assertion that while scientists and policymakers can’t predict the future, a scientifically informed, democratic public is capable of navigating it”
Alex Trembath@atrembath

Planetary Boundaries. 2C. 350ppm. RCP8.5. The 97% consensus. #ExxonKnew. Single-event attribution. GWP20. Activist public relations have come to define climate science. It’s time for a correction. My latest for @asteriskmgzn. asteriskmag.com/issues/13/merc…

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The Honest Broker
The Honest Broker@RogerPielkeJr·
I'll be also speaking at the Conference on World Affairs in Boulder CO in Tues Apr 14 After initially being assigned to a panel with the fellow below, he threw a fit and refused to appear, so now we each have our separate panels Gotta preserve those epistemic bubbles! 🤓
The Honest Broker tweet media
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John Brynjolfsson
No. We see increased thermal fluctuations upward & downward, a rise & fall in extreme weather events, variations in precipitation levels, increases & decreases, prolonged periods of drought & reduced drought. Observable trend in hurricane activity, both an increase & decrease, and in powerful cyclones. Got it? 🤣
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Scott
Scott@ScottONaYacht·
@ChrisMartzWX Is there nothing Climate Change can't do?
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Chris Martz
Chris Martz@ChrisMartzWX·
You have very strong opinions here but not very strong evidence to back it up. [Man-made] climate change is, by strict definition, an artifact of global warming. So, if global warming causes both more extreme heat AND extreme cold events, why then did the IPCC (essentially a synthesis of the published literature) say in 2001 that global warming would cause FEWER (not more) cold extremes? 🗨️ “𝐴𝑛 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑒 𝑖𝑛 𝑚𝑒𝑎𝑛 𝑡𝑒𝑚𝑝𝑒𝑟𝑎𝑡𝑢𝑟𝑒𝑠 𝑙𝑒𝑎𝑑𝑠 𝑡𝑜 𝑚𝑜𝑟𝑒 𝑓𝑟𝑒𝑞𝑢𝑒𝑛𝑡 𝑒𝑥𝑡𝑟𝑒𝑚𝑒 ℎ𝑖𝑔ℎ 𝑡𝑒𝑚𝑝𝑒𝑟𝑎𝑡𝑢𝑟𝑒𝑠 𝑎𝑛𝑑 𝑙𝑒𝑠𝑠 𝑓𝑟𝑒𝑞𝑢𝑒𝑛𝑡 𝑒𝑥𝑡𝑟𝑒𝑚𝑒 𝑙𝑜𝑤 𝑡𝑒𝑚𝑝𝑒𝑟𝑎𝑡𝑢𝑟𝑒𝑠.” 🔗#Page=40" target="_blank" rel="nofollow noopener">ipcc.ch/site/assets/up… And, if global warming causes more cold weather, why then have the number of cold waves decreased, which is the scientific “consensus” established in the 2021 IPCC AR6 WG1 report? 🔗#Page=40" target="_blank" rel="nofollow noopener">ipcc.ch/site/assets/up… Care to explain to me why reality doesn't match your fairytale of doom?
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🏳️‍🌈Greyson🏳️‍🌈@GreysonW98

@ChrisMartzWX Climate change is extreme whether not just warm temperatures you idiot so this would still be connected to climate change

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DonKeiller
DonKeiller@KeillerDon·
You are a lawyer, not a scientist, so I’ll forgive your ignorance. This happened about 11,700 years ago. 10C in 10years. For context the global warming your obsessed with is about 1C in 100 years.
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Mike Hudema@MikeHudema

We are causing #globalwarming 100 times faster than past natural changes We are taking Earth’s 🌎 climate beyond natural limits, with CO2 & temps levels not seen for 3 million years. No time to wait. #ActOnClimate #climate #energy

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John Brynjolfsson
@TheStalwart Grok: Here is the **top 5 countries** ranked by strength of "saving face" emphasis in their cultures: 1. China 2. Japan 3. South Korea 4. Taiwan 5. Thailand
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Good time to remind followers not based in the US that in American culture there is a high premium placed on basically “saving face” which may be something useful to think about if you’re trying to figure out how this ends.
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John Brynjolfsson
@CoppockRog62072 I would not wager $10, much less a trillion dollars, the geopolitical fate of places like Germany and third world nations, on estimates of temperatures of "world ocean surface temperatures" measured to 0.1⁰C in 1999, much less 1950 or 1850! But you do you.
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Elder B.F. Naked
Elder B.F. Naked@JMoore1123·
@SaraEisen @JeffSonnenfeld May be worthless by the end of the year. Watching him, I’d say the odds are at least a coin toss that we have a President Vance by New Year’s.
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Sara Eisen
Sara Eisen@SaraEisen·
No matter what you think of him, understanding President Trump and how he operates, negotiates and views the world - is among the most critical factors for investors and business executives right now. @JeffSonnenfeld, with his expertise in leadership, has a new must-read book on how the President thinks
Sara Eisen tweet media
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Stephen McIntyre
Stephen McIntyre@ClimateAudit·
@21WIRE do you know what is being hit in these videos? Are planes being destroyed? What is net result?
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Patrick Henningsen
Patrick Henningsen@21WIRE·
ISRAEL: Looks like all chosen flights are canceled at Ben Gurion Airport. Currently getting hammered by Iranian missiles. For the second straight week, Trump still insists Iran’s military is “totally defeated”…
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John Brynjolfsson
John Brynjolfsson@Brynjo·
@MarioNawfal I don't buy what Waltz is selling here. Lifting sanctions to lower global crude prices is at best short sighted. Dana Bash is right, it feeds the beast. Perhaps some deeper jujitsu involved in lifting sanctions...
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸 CNN asks why the U.S. is letting Iran sell oil that could fund the war against America. Waltz says it's "temporary" and designed to stop Iran's strategy of driving energy prices sky high. It's a tough position either way. Block the oil and prices keep climbing toward recession territory. Release it and Iran profits from the same war being waged against it. Source: @michaelgwaltz
Mario Nawfal@MarioNawfal

🚨🇮🇷 Another round of explosions west of Tehran early this morning.

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John Brynjolfsson
John Brynjolfsson@Brynjo·
"WSJ: Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers." Hit & Run Over, to be exact. KiDDING! That was low-hanging fruit. Actually, AI will lift billions out of poverty into the middle class. Lower cost & better food, healthcare & education.
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John Brynjolfsson
John Brynjolfsson@Brynjo·
@SaraEisen Your patience and articulate commentary nail the "View ". America faced a challenging choice between two horrible choices. While Iranian dissidents celebrate, obviously U.S. IS jeopardized by a hostile, terrorist regime controlling the material and cultural resources of Iran.
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John Brynjolfsson
John Brynjolfsson@Brynjo·
Did you know, the boiling frog parable is not about complacent frogs? They're not. The takeaway is truth gradually gets distorted by agenda-driven repetition. The story is a self-referential warning that intellectual complacency allows truth to boil away in our cultural pot.
John Brynjolfsson tweet media
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