@JosephLaMagna Unclear to me that the one year suspension will hold and what’s the ability to/real value of coming back mid year?
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John Ezekowitz
20.9K posts
John Ezekowitz
@JohnEzekowitz
Formerly analytics consultant for @suns. Now working for Big Spreadsheet. Advisor to https://t.co/AHCGnsIXsB Chief Data Officer: The Shotgun Start
Cambridge, MA Katılım Aralık 2009
818 Takip Edilen2.9K Takipçiler
If you're a LIV golfer concerned about your future and interested in playing on the PGA Tour, you have to be considering not teeing it up next week, right? Get the one-year suspension clock started
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@emollick Maybe I just had it running too fast, but GPT 5.5 had some
Very futuristic looking buildings in the 1800 and 1900s
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Remember o3 was only a year and a week ago!
Also, only GPT-5.5 seemed to take the "evolution" piece seriously and change the setting rather than just replacing buildings with newer ones.
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I had a range of models "build me a procedurally generated 3D simulation showing the evolution of a harbor town from 3000 BCE to 3000 AD" in one prompt.
You can play the full gallery here: hg-20f7d1a3ce.netlify.app
Or read my write up about GPT-5.5 here: oneusefulthing.org/p/sign-of-the-…
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@BrendanPorath You can’t have JMO without also being okay with JDB. Golf being the only game where AARP members can occasionally compete with the youths is a fun distinction and I would argue we shouldn’t get too upset at the occasional senior citizen invite.
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good one tonight after a great first day of the Masters
The Shotgun Start@TheShotgunStart
.@AndyTFE and @BrendanPorath unpack Thursday in Augusta, covering Rory, Deputy Sam, Scottie, Bryson, Rahm, and so, so much more. Come for the storylines people are talking about, but stay for the ones that they aren’t… Out now in feeds: podcasts.apple.com/us/podcast/the…
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@TheZvi After extensive testing, I can confirm that current frontier models fail my personal benchmark - figuring out the logic of NCAA Tournament survivor pools. I am not convinced that will remain the case in subsequent years.
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@SliceTransverse The amazing thing is if I asked you to do it in real terms as an analyst, might take another hour. I assume it is seamless in your tool?
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@kieranwgoodwin Take a look at the history of the FS Energy and Power fund…
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If a Retail Investment Product Hall of Shame existed,
$FSK would be a first ballot member.
Babe Ruth credentials:
* started as non-traded BDC in '09 scalping investors for 7-10% intial sale charge
* compounding at whopping 1.50% since coming public in '14
* GP "earning" $2.5bn of fees since '14
* trading 52% of NAV and GP will not commit to using realization to buying back stock since it would reduce their fees
PLEASE REMEMBER PERMANENT CAPITAL DOES NOT EXIST!!
THE MANAGER IS HIRED BY THE BOARD EACH YEAR
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@JosephLaMagna Take I am workshopping: Hideki is what we thought Colin Morikawa was back in the day - good enough ballstriker that when he spikes with the putter (or more recently, driver), he wins.
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This has been a super fluky round from Hideki Matsuyama
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Arsenal continuing to show the truth of this post today:
x.com/MC_of_A/status…
Michael Caley@MC_of_A
I wrote about the Set Piece Revolution in the Premier League, why I think it's still just getting started, and my worries that it will require significant reforms to roll back
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@FrankieFF_ I’m sure you’ve read this excellent piece of long form journalism but just in case: rollingstone.com/culture/cultur…
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At this time, going intentionally for a larger than ideal range, my initial forecast for the NYC metro is 5-12 inches.
Lower bound (~5”): if snow onset is slightly delayed, snow band is slightly less intense than expected, and the changeover to sleet happens by late Sunday afternoon
Upper bound (~12”): if snow onset is faster than modeled, several hours of 1-2”+/hour snow rates occur, and the changeover to sleet is delayed until past 0z Monday when precip rates taper off
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[Thursday, 1/22 Update]
Today’s forecast update is in text as I don’t have enough time to draw a preliminary snow map.
*what’s changed:* models continued trending towards a slower upper level trough, eventually becoming slightly more meridionally oriented, which prolongs the duration of warm air advection in the Northeast before forcing becomes predominantly upper level & cold air advection driven.
This leads to the coastal low developing closer to the coast with sleet expanding farther north into the NYC metro & southern New England late Sunday.
Tomer Burg@burgwx
[Wednesday, 1/21 Update] As discussed earlier today, models have significantly adjusted towards a more north system with much higher impact north of I-80 in the Ohio Valley & Northeast. Let’s dive a bit deeper into the latest forecast:
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@dsonoiki This is what Spotify and other music streaming services are.
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@tangentstyle @viggy_krishnan And we had a stroller and two roller bags. Utter disaster.
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@viggy_krishnan @tangentstyle Getting from rental car return to terminal 3 is one of the worst US airport experiences but the terminals are great
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@johnarnold Judge Lopez also has a debtor-friendly approach and the bigger issue is non-random assignments of cases to those two judges. Lawyers would find a nexus to file in SDTX because in Delaware or NYC you couldn’t be assured of a debtor-friendly judge.
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So many oil companies failed in Houston in late 2010s that bankruptcy courts here became highly experienced and adept. Houston companies like Enron and Dynegy filed in NY in the 2000s. Now, complicated bankruptcies like First Brands file in Houston even with minimal tie to city.
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@buccocapital We partly did - it’s called shale gas and renewables.
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The AI Revolution is limited by power
Imagine a world where we used the ZIRP era to build massive power generation capacity
Instead we funded Enterprise SaaS
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@Sam_Vecenie I have to admit I was seduced by Keegan. Thought he would bring a fresh, clear-eyed approach and instead it seems to be a different version of slapdash gut instinct.
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The process here has clearly been flawed and horrendous from the USA side and they're gonna have to reckon with that starting Monday.
But with how Rahm, Fitz, Fleetwood and Rory are playing and how Rose is putting, I don't think any answer to these ?s changes the result.
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I have caught up fully on Ryder Cup. The course set up is a pure catastrophe and stupidity by Team USA. But honestly, think so much of this is just Europe dominance. Bryson/Scottie were -9 through 16 and didn't even get the final two holes because of Rose's putter. (1/2)
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@RajaKorman Not unlike shale wells. But at least with shale in theory you could hedge the output in the first two years when you get 40-50% of lifetime production
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Great story with 1 big takeaway IMO. What characterizes AI investment is exceptionally high capex (like railways or grid) but with one big component— semiconductors—obsoleting/depreciating exceptionally fast (unlike RR or grid).
Chip Transit Gloria Mundi
wsj.com/tech/ai/ai-bub…
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@louisamira @Polymarket Wonder how the Lovable team is feeling
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$1 on @Polymarket this is the “Create an app” feature.
I’m guessing you’ll need to pay for usage as you go.
If only there was a dramatically cleaner, simpler way to add that to transactions everywhere!
Sam Altman@sama
Over the next few weeks, we are launching some new compute-intensive offerings. Because of the associated costs, some features will initially only be available to Pro subscribers, and some new products will have additional fees. Our intention remains to drive the cost of intelligence down as aggressively as we can and make our services widely available, and we are confident we will get there over time. But we also want to learn what's possible when we throw a lot of compute, at today's model costs, at interesting new ideas.
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