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Cashmere

Cashmere

@Ineedcashmere

Macro, GeoPol

Katılım Ocak 2024
701 Takip Edilen52 Takipçiler
Jai
Jai@jai_deshpande·
@RHouseResearch But you’re talking about him. The fact that he’s getting your attention means he’s doing something right.
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Cashmere
Cashmere@Ineedcashmere·
@mean_field_zane Increasingly feels like a waste of my money — all of them, Claude and Gemini as well. They’ve only been useful for nuance-free tasks that I’m too lazy to do myself, or for work I don’t have the time to do manually.
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tylermcclellan
tylermcclellan@tylermacro10·
Just hike rates to 6% and see how confident all these AI guys are in their permanent underclass shilling & no I don’t think your neo-cloud is a transformational company
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Cashmere
Cashmere@Ineedcashmere·
@DeepDishEnjoyer Mf going on some Vyvanse after that, she’ll straighten up.
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Ed Bradford
Ed Bradford@Fullcarry·
Nasty UST Whoop-Ass
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Cashmere
Cashmere@Ineedcashmere·
@RKelanic Scaffolding is drone defense ? 🤣🤣
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Rosemary Kelanic
Rosemary Kelanic@RKelanic·
This is just the beginning. Over time, we’ll see more adaptation to drone warfare both in the Persian Gulf and in the shipping industry, such as cages or other structures around bridges. It’s too bad the lessons of drone warfare weren’t preventively applied before the Iran War. Of course, the Iran War never should have happened in the first place. But now that the proliferation of precision capabilities have been demonstrated by Iran in this war, countries everywhere — including in the Gulf, including the U.S. — will need to adapt. Something like an update of what this paper by Gholz, @BH_Friedman and Gjoza recommended — except perhaps “Defensive Defense: Drone Edition” tandfonline.com/doi/full/10.10…
Clash Report@clashreport

The UAE is now building anti-drone defenses around oil storage facilities. Not cheap netting, but systems capable of stopping heavy UAVs.

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Cashmere
Cashmere@Ineedcashmere·
@sama You still raped your sister.
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Sam Altman
Sam Altman@sama·
we still get looksmaxxed on frontend a little but we IQmog hard now
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T.T
T.T@tutperson12·
@mean_field_zane He was still giving paid speeches (and potentially coming across as compromised by corporate interests as Fed board member) in Bumfuck, Kansas while being worth that much. He's willing to take the risk to his reputation for some money. It takes that kind of mentality. Most can't
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Cashmere
Cashmere@Ineedcashmere·
@DeepDishEnjoyer Bro bro just low-key it we don’t have anything to worry about
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Peter Carpenter
Peter Carpenter@1PeterCarpenter·
@DeepDishEnjoyer Why would a ceasefire be a TACO? You’re implying he shouldn’t back off of negotiations make significant progress ahead of his deadline. Stupid post
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
>8% of Saudi oil output on fire "what if trump tacos and there's a ceasefire"
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Cashmere
Cashmere@Ineedcashmere·
@TankerTrackers Why tf would it be the later, mfs will make up fairy tale scenarios
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KKGB
KKGB@INArteCarloDoss·
wow… easy…
KKGB tweet media
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
checks out
peepeepoopoo tweet media
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
in honor of gasoline prices about to roof let's look at cars today
peepeepoopoo tweet media
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Dario Perkins
Dario Perkins@darioperkins·
The way out of this mess, according to our geopolitics guy: The TACO was trailed by yesterday's talk about leaving others to free up the strait. Trump's latest burp today hardens this somewhat when, in answer to his own claim that Iran had requested a ceasefire, he said that he would agree if Iran unblocked the strait. But here, in fact, we have the "solution": Iran's president said that Iran would agree to stop the war in exchange for guarantees of no further attacks. US reples, "first you free the strait" (NB the item in Trump's talking points this afternoon about possibly resuming strikes on remaining targets down the road.). The way through the middle here seems pretty clear: (I) fighting stops, or at least winds down; (II) Iran bargains with various global counterparties over terms for safe passage through the strait under the threat of renewed US/Israel strikes at any time - a threat which is supposed to incentivize Iran to strike deals. A delicate dance that could drag on amid not only persistently high prices for all those things that come out of the Gulf, but also even shortages. But certainly far better for the economy and markets than if Trump had gone for one or other of the military options.
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