Sums up the day pretty well.
x.com/eliant_capital…
Eliant Capital@eliant_capital
“Sir, bonds are blowing out, send out a tweet to de-escalate”
English
DizzyDwarf
99 posts
DizzyDwarf
@DizzyDwarfX
Macro | Stocks | Bitcoin, not crypto
Katılım Nisan 2018
688 Takip Edilen135 Takipçiler
English
DizzyDwarf retweetledi
Powell arriving for todays FOMC after the hot PPI data.
zerohedge@zerohedge
PPI comes red hot: PPI 0.7% MoM, Exp. 0.3% PPI Core 0.5% MoM, Exp. 0.3% PPI 3.4% YoY, Exp. 3.0% PPI Core 3.9% YoY, Exp. 3.7%
English
@JimCrypto9 3ο τιμημα (ή καλυτερα το δυστοπικο σεναριο): εξαρτηση του κοσμου απο UBI = ελεγχος
Οσο για το αν μενει λειτουργικος ο κοσμος θεωρω οτι αυτο ισως οφειλεται στη συνηθεια της δουλειας. Αν βαλουμε μια φρεσκια γενια να λειτουργει με UBI (επιδοματικα) τα δεδομενα θα βγουν διαφορετικα.
Ελληνικά
Εξαιρετική παρατήρηση και χαίρομαι που τη θέτεις. Έχεις απόλυτο δίκιο, για τον Altman και τον Musk, το UBI είναι η ασφάλεια ζωής του μοντέλου τους. Αν το AI προκαλέσει μαζική ανεργία χωρίς δίχτυ προστασίας, το σύστημα θα καταρρεύσει και μαζί του και οι εταιρείες τους.
Το "there is no free lunch" ισχύει στο 100%. Το κόστος του UBI θα είναι τεράστιο και θα είναι η μεγαλύτερη πολιτική μάχη του αιώνα. Στο βίντεο εστιάζω στα δεδομένα των Vivalt και Bartik όχι για να ωραιοποιήσω την κατάσταση, αλλά για να δούμε αν ο άνθρωπος μπορεί όντως να παραμείνει λειτουργικός όταν το "lunch" παύει να είναι το μοναδικό του κίνητρο. Ποιο πιστεύεις ότι θα είναι το πραγματικό τίμημα;
Ελληνικά
Το μεγαλύτερο ρίσκο σήμερα δεν είναι η έλλειψη χρημάτων, αλλά η αδυναμία να μάθεις κάτι νέο γρήγορα. Το UBI (Βασικό Εισόδημα) λειτουργεί ως "Safety Net" για την επανεκκίνηση της καριέρας σου.
Ολόκληρο το επεισόδιο 👇
youtu.be/1NKH5fBup6E?is…
YouTube
Ελληνικά
@JimCrypto9 Σωστα! Ενα τιμημα που εχει ηδη πληρωθει στο AI ειναι τα προσωπικα data.
2ο τιμημα οτι η εξαρτηση/προσβαση στο AI μπορει να διαμορφωσει εναν μελλοντικο κοσμο πιο αβουλο/τεμπελη, οπως γραφω εδω x.com/DizzyDwarfX/st…
3ο τιμημα σε επομενο comment😅-->
DizzyDwarf@DizzyDwarfX
People are getting comfortable at writing using AI, but on top of that, they also speak in front of an audience/cam with AI generated scripts (it's pretty obvious). Fast forward a few years (or a generation) and people might lose the ability to think/write/speak for themselves.
Ελληνικά
DizzyDwarf retweetledi
I wanted to make a meme about Iran but then I realized this applies to almost anything.
English
Probably just a temporary overreaction. Time will tell. x.com/DeItaone/statu…
*Walter Bloomberg@DeItaone
EURO ZONE MONEY MARKETS NOW FULLY PRICE IN ECB RATE HIKE BY JULY
English
People are getting comfortable at writing using AI, but on top of that, they also speak in front of an audience/cam with AI generated scripts (it's pretty obvious).
Fast forward a few years (or a generation) and people might lose the ability to think/write/speak for themselves.
English
DizzyDwarf retweetledi
“Tell them the war will last 4 days.”
“Now tell them 5 weeks.”
“Good, now say at least until September.”
“Great, now say it’s very complete.”
“Now tell them it’s also just beginning.”
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DizzyDwarf retweetledi
BREAKING: The world is now experiencing its largest oil supply shock in history, losing nearly 20 million barrels of oil supply per day.
Top oil supply shocks:
1. Hormuz Closure (NOW): -20 million b/d
2. Iranian Revolution (1978): -5.5 million b/d
3. Yom Kippur War (1973): -4.5 million b/d
4. Iraq-Kuwait War (1990): -4.3 million b/d
5. Iran-Iraq War (1980): -4.0 million b/d
6. Russia-Ukraine War (2022): -2.0 million b/d
The current supply shock is roughly the same size as the top 2-6 COMBINED.
English
DizzyDwarf retweetledi
"It's not a forever war, it's a series of small wars that we fight in perpetuity."
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DizzyDwarf retweetledi
BREAKING: European Central Bank Governor says they should be prepared to "move quickly" on interest rates, per WSJ.
Just minutes after European natural gas prices surge +50%, the ECB is in crisis mode.
English
DizzyDwarf retweetledi
“International law”
Clem 🌿@SirClmnt
I can’t believe people are still talking about “international law” as if it’s a real thing 😭
English
DizzyDwarf retweetledi
No hurry. Monday is fine.
Ursula von der Leyen@vonderleyen
Following the ongoing situation in Iran, I am convening a special Security College on Monday. For regional security and stability, it is of the utmost importance that there is no further escalation through Iran’s unjustified attacks on partners in the region.
English
DizzyDwarf retweetledi
The Strait of Hormuz situation:
Reuters is now reporting that Iran is notifying vessels that it is CLOSING the Strait of Hormuz.
If officially closed, 20+ MILLION barrels of oil PER DAY will be impacted, or 20% of global supply.
What's next? Let us explain.
(a thread)
English
DizzyDwarf retweetledi
AMAZON, GOOGLE, META, MICROSOFT, XAI, ORACLE AND OPENAI WILL SIGN AGREEMENT TO BUILD THEIR OWN ELECTRICITY SUPPLY FOR AI DATA CENTERS - FOX NEWS
English
DizzyDwarf retweetledi
BREAKING: US Defense Secretary Pete Hegseth has threatened to cut Anthropic from the Pentagon's supply chain unless it agrees to its technology being used in "all lawful military applications."
This includes:
1. Hegseth demanding an answer from Anthropic by Friday
2. US threats to invoke the Defense Production Act over Anthropic
3. A meeting between Hegseth and Anthropic's CEO today
4. Anthropic expressing concerns about its models being used for lethal missions
Anthropic is back under pressure.
English