Peter K

@RihardJarc Pay META to sell my data. I will pass on that one.

Did people really expect $META wouldn't charge a subscription for AI products and use their +3B distribution network? $SNAP makes $5B in ad revenue and $1B in direct subs revenue (growing 87% YoY). $META can add a few $10B to its bottom line just by providing solid-value subscriptions. Distribution is the ultimate AI bottleneck and moat, as we have AI models and services available in every app and platform.

10 måneder siden 👀

Citibiked from downtown Manhattan to LGA in <45 min for <$6. For comparison, an uber would’ve been 47 min and $70+. Could not recommend more if you’ve only got a carry-on

@Will_McKelvey Is there a bike rack at the airport ?

@AndreasSteno Why be in Macro when you can be in Micron

Got Micron?

@RosenvoldGeo Taiwan next

This is also the most important thing geopolitically. The Strait of Hormuz has always been a ghost or a spectre of ME geopolitics. Everyone assumed it had the potential to wreck the global economy. Now we know that it does - but also that we can survive 3-5 months without it. And we know how to mitigate it. In a few years time the ghost of Hormuz will be irrelevant.

Just learned about the concept of a “telescope ranch” in Texas. People pay to have their $10,000+ telescope rigs set up in the middle of TX to avoid light pollution. Every night the roof rolls back off the warehouses. Then you can remote in to your telescope and use it from anywhere in the world.

@mitchellh True - BUT the biggest mistakes made in software deployment are still human made - one example CrowdStrike 2024.

I strongly believe there are entire companies right now under heavy AI psychosis and its impossible to have rational conversations about it with them. I can't name any specific people because they include personal friends I deeply respect, but I worry about how this plays out. I lived through the great MTBF vs MTTR (mean-time-between-failure vs. mean-time-to-recovery) reckoning of infrastructure during the transition to cloud and cloud automation. All those arguments are rearing their ugly heads again but now its... the whole software development industry (maybe the whole world, really). It's frightening, because the psychosis folks operate under an almost absolute "MTTR is all you need" mentality: "its fine to ship bugs because the agents will fix them so quickly and at a scale humans can't do!" We learned in infrastructure that MTTR is great but you can't yeet resilient systems entirely. The main issue is I don't even know how to bring this up to people I know personally, because bringing this topic up leads to immediately dismissals like "no no, it has full test coverage" or "bug reports are going down" or something, which just don't paint the whole picture. We already learned this lesson once in infrastructure: you can automate yourself into a very resilient catastrophe machine. Systems can appear healthy by local metrics while globally becoming incomprehensible. Bug reports can go down while latent risk explodes. Test coverage can rise while semantic understanding falls. Changes happens so fast that nobody notices the underlying architecture decaying. I worry.

@Bank_of_NFTs Yes - but it will take a bit of time for new products to be on the market. So one could also wait. 6% yield is nice way to be compensated to wait though.

Would you buy here? $PFE

Gold is around $150,000/kg

@ARKInvest Debasement

Share other answers in the replies.

What's the biggest catalyst for crypto over the next 12 months?

@larstvede Does it not concern you that it is a cyclical sector ? It is not clear to me where we are in the cycle.

Around 2.5% of global ETF volume is currently commodity funds. May rise to above 10 % over the next decade.

@larsloekke du peger på Troles Lund som kongelig undersøger han leverer en borgerlig regering - hvad havde du regnet med ?!?!?

@LinkofSunshine Who wants an extra item on the budget ?

Why the fuck is the LIRR a federal railroad

@AndreasSteno Ohh we are doing both

Are any of you wankers actually making any money, or are you just moaning on here?

@wabuffo Back buying airlines - will they ever learn

So I'm guessing "Sell 100.00%" means the liquidation of Todd's stocks?

@CFC_Junior_ @garyseconomics Taxing the rich will not make the poor less poor. You could tax the rich and then handover the money to the poor in the form of checks - but will that last ? My point is the taxation is only half of the solution the other half is how the money is spend and it matters a lot.

I just have no idea why anyone would be against this. The extremely rich cannot even spend up to half of their money even if they wanted to. They just use it to accumulate even more wealth. UK and US has gotten MUCH richer since the 80s but your average person hasn’t felt it at all.

We have a choice: either tax the very rich more or have widespread extreme poverty

@garyseconomics You can't tax your way to higher income and productivity

@Jwf1776 @MPelletierCIO More like 12%

@MPelletierCIO 1/3 of the population is now on some type of glp1.

Yet another stock telling you that Main Street is struggling.