David Timis

"Be content with what you have; rejoice in the way things are. When you realize there is nothing lacking, the whole world belongs to you." - Lao Tzu

@theMadridZone Grow a pair, will you, @aarbeloa17?

🗣️ Alvaro Arbeloa: “It is up to the National Team coach to decide who is called up. We all know the quality the Spanish Real Madrid players have, and we have to trust the manager to come up with the best plan. There are a lot of considerations, like the style of play, and that will also be something he will base his decision on.”

@Trollkickoff The message I wish all @realmadrid coaches to come will take to heart before taking the job: "At small clubs, players follow the coach. At Real Madrid, the coach must make champions follow each other."

🚨 Marcelo on how Carlo Ancelotti handled the biggest dressing rooms in football: “Before Carlo came to Real Madrid CF, he had already managed legends at AC Milan players like Paolo Maldini, Andrea Pirlo, and Clarence Seedorf. Because of that, when he arrived in Madrid, nothing surprised him. Big names, big personalities, big pressure... he had already lived it. I remember one week when the dressing room was tense. Players like Cristiano Ronaldo, Sergio Ramos, and other leaders all had strong opinions, and after a difficult result, you could feel the pressure everywhere. Everyone expected Carlo to come in angry or start shouting. Instead, he walked in, sat down quietly, smiled, and said, ‘I survived Milan... you think this scares me?’ The whole room started laughing. Then his face changed, and he added, ‘At small clubs, players follow the coach. At Real Madrid, the coach must make champions follow each other.’ After that, nobody spoke. The message was clear. That was Carlo... calm on the outside, but always knowing exactly how to control the biggest dressing room in football.”

My new research piece: what the politics of jobless prosperity might look like in an AGI world, why the real political backlash to AI hasn’t started yet, and how the labs should prepare. 1. The backlash to AI isn’t here yet. There is anxiety among American voters, but there is no populist backlash yet, because the job losses haven’t started yet—and we don’t even know if they ever will. AI is not in the top 20 issues Americans say they care most about, and the AI policy issue with the most energy right now, data center opposition, reflects not just AI but also NIMBYism, as @mattyglesias has pointed out. 2. Real backlash will happen if and when unemployment climbs by two percentage points, because that’s where data shows we tend to see meaningful electoral effects of unemployment. At that point, if we do not have a good inventory of smart policy ideas ready, we could be overwhelmed with bad ones. 3. The labs should focus more on measurement, and less on dreaming up New Deals. There is tremendous uncertainty about what kind of job displacement there’s going to be. Instead of attempting to write a new social contract from the top down before Americans are even asking for one, the labs should be helping us all get more intel on whether, when, and how job displacement is occurring—building from the helpful data sharing they’ve already started piloting. This will put society in a better position to design policies that make sense for everyone. In doing the research for this piece, I came to two broader realizations. First, there is way more uncertainty than I appreciated about how the economics of AGI might play out, and there is stronger evidence than I appreciated that job losses from AI have not meaningfully started yet. And second, if AGI plays out the way the labs are predicting, the politics will be very hard to forecast, because it will be the politics of “jobless prosperity,” with jobs falling while the economy grows. We have very little experience with this happening at this kind of scale, and it will break our typical models of politics. For both of these reasons, we should all be really humble in making pronouncements about the politics of AGI. I hope my piece will be read in this light, as an attempt to reason about something that is super important but also super hard to forecast accurately. You can check out a lot more in the piece here: freesystems.substack.com/p/the-politics…

Speaking about the impact of #AI on work, workers, and society on @RRInternational

T-minus 7 days until $NVDA reports. The numbers are going ~10% higher. I'm expecting shares to have a muted response because investors will likely still be worried about next year. genemunster.com/nvidia-preview…

@Rmadonyfc_ He plays like he has 💩 for 🧠

Fran Garcia Bad first touch One leg Can’t defend Can’t attack Short Foolish bastard

@kev712004 Time for retirement

Real Madrid fans, Your honest opinion about this guy

@UTDTrey Getting K.O.ed

What is this brother even good at ?

@Biggnewton Getting yellow cards

What’s this guy good at?

@Hutman_RM #MbappeOut

Almost 30 years No Ballon d’or No UCL title Get this guy out of my club, pathetic player.

@theMadridZone @OndaCero_es @KMbappe is a diva queen

🚨 BREAKING: Kylian Mbappé was informed yesterday that he would be BENCHED in El Clasico. 5 minutes later, he said he suffers from discomfort and left the training session. Everyone was surprised. @OndaCero_es

@WolfRMFC A disgrace. I wish them all gone!

It was foolish to think these Real Madrid players had some pride left to at least fight for the badge today but nah they decided to be even more pathetic. What an embarrassment.

@YashRMFC A bunch of losers @realmadrid you suck!

The players don’t even want to play, they all look disinterested. Imagine telling my 2010 self that Real Madrid wouldn’t even show hunger for an El Clásico.

@RkFutbol No push for a comeback, this @realmadrid team has no pride, no honor, no attitude...a disgrace

Real Madrid will push for a comeback and Barcelona will put another goal in and then they will steamroll over Real Madrid.

@TouchlineX @KMbappe jinxing @realmadrid even from home 😁

🚨📲 𝗡𝗘𝗪: Kylian Mbappé on IG, supporting Real Madrid from home: "Hala Madrid!"

@the_marcoliboy Idiot

Kylian Mbappe posting Real Madrid losing by 2 goals, he is never beating the allegations

@RkFutbol I would force them to do so

At full-time when Barca players and the fans are celebrating the title, I want every Real Madrid player to stay on the pitch and watch every bit of it.

5 year revenue growth estimates: Broadcom +358% Micron +357% AMD +343% Nvidia +247% ARM +233% SK Hynix +222% Marvell +197% TSMC +143% Lam +126% Analog Dev +101% Samsung +99% KLA +90% Texas Ins +78% Intel +69% Applied Mat +66% ASML +64% NXP +59% Qualcomm +35% (avg analyst est)

@InTheAssembly Wonder how he managed to miss $MU 🤔

Leopold Aschenbrenner will disclose his new trades in exactly ONE WEEK. Here are his past trades: SNDK: Entered the bulk of his position in Q4 2025 at roughly $230 per share, now ~$1494. Up ~550% on his position. BE: Entered at ~$86.89 (end of 2024), now ~$253. Up ~190% on his position. INTC: Entered call options in Q1 2025 at ~$19 per share, now ~$117+. Up ~510% on his position. LITE: Entered around $40 in 2024-2025, now ~$885+. Up ~2000% on his position. COHR: Entered around $60, now ~$318. Up ~425% on his position. At only 25 years old, he has outperformed Warren Buffett, Michael Burry, and every tier 1 investor. When he discloses his new trades, we will share them here. Turn on notifications so you don’t miss the alert, this is VERY important. If you don’t follow us, you might regret it.

"If you only wished to be happy, this could be easily accomplished; but we wish to be happier than other people, and this is always difficult, for we believe others to be happier than they are." - Montesquieu