Donatello

If the EU built Claude

On Second Thought, @Casey Neistat calls out what he sees as a double standard when it comes to criticizing Israel: “The idea that a country is simply reduced to what its leadership is doing at any given time—and that’s an excuse to attack the entire country—that’s not a standard we hold any other country to. And much like the United States, you should be able to criticize what a country does and still love it. That’s how I feel about Israel.”

@ChairliftCap I would like to experience that feeling. Or at least be on the Warsh end of it for a bit 😅

When you get to a certain level in a career, money kind of stops being real

Japanese high school teacher Hirotaka Hamasaki draws amazing blackboard art for his students, then erases it to show the beauty of letting go.

It's funny, Houston is this supernova of growth, the rare place in the US that is absorbing millions of domestic and international migrants and making them richer, but if you say anything nice about it, e.g. maybe non-zoning is fine, people have a meltdown.

There's no such thing as traveling in the NBA anymore. Jalen Green took SIX steps in a 1-point game with 25 seconds left... no call 😭

Nvidia DLSS 5 OFF / Nvidia DLSS 5 ON

lmfaaaaaooooooooo

@viggy_krishnan @TMTLongShort Completely agree on this point. It's impossible to ballpark how a situation this dire might play out. There are too many confounding factors to make any predictions viable IMHO

Important variables to consider when reading the Citrini post: 1. UBI all but guaranteed - debate will be on demand side with compute stipend vs universal basic services 2. US govt would aggressively move to ensure compute is US-centric and allows them to shift pain to ROW 3. Very likely robotics will be ramping by then which will soak-up recently fired knowledge workers to help build ramp 4. Credit markets are the bigger risk vs equities because potential for persistent deflation fuck debt calcs 5. Trump admin would deport 25m illegals before allowing knowledge worker migration to lower-end services turning into a deflationary wage spiral 6. Biotech and material science boom almost guaranteed by then driving spec capital and hiring 7. Out of every country on earth the American consumer is the richest, most resilient and most degenerate. If U.S. consumer is hurting the ROW is dead. 8. Datacenters will be bombed and molotov cocktailed long before things get that dire 9. Govt will be the lender of last resort to high FICO knowledge workers who got laid off 10. Cursor for Trades will be a thing and knowledge workers with AR glasses will be able to career shift far more easily than you would think 11. Disruption of incumbent knowledge workers will destroy demand for many of the denser urban pop centers and “fix” housing affordability crises as distributed work becomes a lot more acceptable …. Will also be a major wealth-effect issue into silver tsunami 12. Supply side taxation will become a thing. Tax on compute. Tax on electricity usage. Tax on racks. 13. Labs will not be allowed to “escape” to neutral jurisdictions. Go to Bahamas the U.S. will annex the Bahamas. This is too big to abide by international law. - just off the rip on first read 🫡

Connor Hellebyuck and this dude, the biggest heroes in America right now x.com/FalcoNat38/sta…

Something big is happening. Using the latest Codex model I vibecoded an autonomous commerce agent that will call the factories in Shenzhen, negotiate in fluent Cantonese, and buy everything I need for me. No more going thru middlemen like Amazon & Walmart who charge huge markups.

Vibe coders be like 👨‍💻

@akramsrazor Why would you want to dilute your talent pool, culture, level of focus, etc by adding piles of garbage? If they keep executing, they take them out one by one without buying them

$app Needs some bolder m&a. Adam still talking buybacks at $200bl mkt cap like he was at $30bl was big turn off for me. Roku/ttd/pins are basically there for taking at peanut multiples so maybe make a move.