Ludakit

I cannot even begin to tell you how improbable all this felt an hour and a half ago.

@ReubenR80027912 What concerns me the most is if the AI bubble popping hasn’t happened yet, and then it does just as the market is trying to rebound. It’d be one thing if it was happening in parallel to the war, but I don’t think it is. Just feels very unstable in a number of ways.

@Ludakit Fair but talking tech/AI not Trump (or at least not entirely) If tech bubble popped absent the war and the market dropped 30% vs 15% (currently only ~8%) he’d get blamed too

Obvi NOT some 4D chess but net effect is the AI bubble pop was averted by 8-15% of the air let out of S&P Feels like one of those lucky things Trump falls into all the time (in spite of himself); if a correction was coming, somehow now it’s Iran’s fault & more easily corrected

@ReubenR80027912 No one outside of supporters of this war (of which there aren’t many) are going to blame Iran. It will be Trump’s war, Trump’s recession, and Trump’s defeat in the midterms. Had this been inevitable, then maybe folks rally around the flag, but it wasn’t and they won’t.

Rather than the circular $ scam of Oracle paying Anthropic paying NVIDIA paying Oracle etc being exposed, the “dream of AI” gets to live on without the market fully collapsing Everyone wants it to be true so w/ a scapegoat of Iran…the market promise lives on 🤷‍♂️

@saylordocs What in the AI Slop Content Posting is this?

@RinainDC They always remind us of what really matters to them.

It’s often easy to lose sight of what’s truly important in life. This morning, 1 of my little ones reminded me how I “used to” decorate their lunches…I was quickly reminded I’m never too busy to restart a tradition that brings happiness to the most valuable humans in my world.

Personally, I think the truth of what’s about to happen is somewhere in between Lagarde’s warning signal and Wall Street’s apathy. Either way, I think that 2026 isn’t going to be nearly the economic win predicted and that, ultimately, is the beginning of a short recession.

Susie Wiles to some underling soon

“How many times does Donald Trump need to celebrate the death of a veteran, POW, or Purple Heart recipient for you to denounce it?” MAGA:

Career day upcoming for the “I hate what he says but love what he does” crowd.

I usually just shake my head and laugh when conspiracy theorists say we’re living in a simulation. And then…

@LauraLoomer @stephenasmith This is still the plan, by the way.

@stephenasmith Robert Mueller terrorized President Trump and his family. It’s totally healthy to be happy when your enemies die. Especially when you outlive them! I stand with President Trump.

See……this is the B.S. I’m talking about. This is a disgusting thing coming from our Commander In Chief — especially about a VETERAN and PURPLE HEART recipient. #DamnShameful!

Mike White’s halftime speech.

Every NCAA tourney has a dude that looks like this and he always carries his team to astounding performances. We were cooked well before we even took the court.

Mills is under investigation by the House Ethics Committee over allegations that he - among other things - “engaged in misconduct with respect to allegations of sexual misconduct and/or dating violence.” admin-ethics.house.gov/press-releases…

If anyone has any last-minute bracket challenges I can join, let me know.

@balajis Remind us again of who you voted for? Some of us saw this coming and figured a bad economic plan from the left would be better than a global calamity from the right.

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

This is the most Lincoln Riley 💩 I’ve seen since he carpet bombed his brisket.

*Taps sign*

@HumanOpinion @LincolnSquareHQ @ACLU @MotherJones @thelauracoates @USAttyBharara @axios @davidaxelrod @YourAnonCentral @ThePoliticalHQ @RedLineNewsUSA @libsoftiktok @RepStefanik @CNN @LincolnSquareHQ why are y’all retweeting this craziness? There is no evidence this is even happening, much less the alternate conspiracy of what Maduro is getting in exchange. I had more respect for y’all than this.

What?? Here’s the set-up. What are they giving Maduro in exchange for this testimony- under duress & coercion? @ACLU @MotherJones @thelauracoates @USAttyBharara @axios @davidaxelrod @YourAnonCentral @ThePoliticalHQ @RedLineNewsUSA @LincolnSquareHQ @libsoftiktok @RepStefanik @CNN

Ok Bateman. I see you.