Michał A. Dzieliński

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Michał A. Dzieliński

Michał A. Dzieliński

@MADz_Professor

Assistant professor at @Stockholm_Uni Combining textual analysis with finance since 2009.

Katılım Mart 2020
309 Takip Edilen538 Takipçiler
Matt Walsh
Matt Walsh@MattWalshBlog·
America is the richest, most powerful, and most generous country in the world. We are so superior to everyone else, and so charitable and kind and helpful, that unfortunately many of the lesser countries on the globe have become welfare queens who expect us to coddle, care for, fund, fight for and protect them. We are the parents who have taken good care of our children, but have not forced them to contribute enough, or earn their own keep, and now they are spoiled, ungrateful, and helpless. It’s time to cut the umbilical cord and force the rest of the countries to stand on their own two feet. We can’t do everything for everyone.
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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
@techNmak There's a very big difference between learning programming fundamentals and learning to code. Like learning algebra and learning to use a calculator.
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Tech with Mak
Tech with Mak@techNmak·
"Do not learn to code" is the worst career advice of the decade. People are telling college students to skip Computer Science because AI will just automate it all. Andrew Ng just killed this myth at Stanford with a brilliant analogy. When he tried to generate images with Midjourney, he typed: "make pretty pictures of robots" and got garbage. His collaborator, however, understood Art History. He knew the exact vocabulary of lighting, genre, and palette. He spoke the "language of art," and generated masterpieces. Andrew Ng is seeing the exact same thing happen in software engineering right now. AI didn't replace the need to understand Computer Science. It made Computer Science the required vocabulary to control the AI. If you don't understand how computers actually work, you are just typing "make a pretty app" into Cursor and shipping fragile, unscalable logic. Here is Andrew Ng's exact hiring hierarchy today: Level 1: 10 years of experience, but codes by hand (He won't hire them). Level 2: Fresh college grad, but highly fluent in AI-assisted coding (He hires them over the 10-year veteran). Level 3 (God Tier): Deeply understands CS fundamentals AND uses AI-assisted coding. When humanity went from punch cards to keyboards, coding got easier, and more people coded. We are at that exact inflection point again. AI doesn't replace fundamentals. It multiplies them.
Tech with Mak tweet media
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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
At least they will be doing something vaguely useful...
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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
@BriannaWu In one way your account would make sense to me in that the Iranian regime may have finally met a counterpart dumb enough to give them what they want.
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Brianna Wu
Brianna Wu@BriannaWu·
Dear fellow Democrats, If you believe either Israel or the United States started this war, you have fallen for propaganda. You are exactly like the right-wing anti-vaxers you despise, believing a storyline without checking to see if it’s true. Iran has been BEGGING for a war since 1979. They have attacked Israel relentlessly, gleefully targeting their civilians. They slaughtered our marines. They’re spent every second since 2005 destabilizing the entire Middle East. All this history is out there for you to read. No one wanted this war. But ignoring jihadists doesn’t work. Sometimes you have to go kill the people trying to kill you.
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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
Who knew that embarrassing foreign leaders with stupid jokes in front of cameras might backfire? Who?
Ken Cao-The China Crash Chronicle@KenCao_onChina

Why Iran Is Letting Japan Through Hormuz (It’s Fear, Not Favor) Iran isn’t being nice to Japan by letting its ships pass through the Strait of Hormuz. It’s acting out of fear and calculation. Japan depends on Hormuz for ~70% of its oil imports. If the strait stays blocked, Tokyo has both the motivation and the capability to act. And unlike most countries, Japan isn’t just willing. It’s able. Japan is a major naval power. Unlike continental European countries that prioritize armies and air forces to defend against land-based threats (such as Russia), Japan is an island nation surrounded by sea. Any attack against Japan would have to come via naval forces. Therefore, for Japan, the army is less important, while the navy is critical. Compared to European countries, Japan’s navy is significantly stronger. Although Japan does not officially operate aircraft carriers, it possesses multiple “helicopter destroyers” (quasi-carriers) with strong near-range combat capabilities. Japan also places great importance on minesweepers, as it fears that hostile countries could deploy naval mines around its waters and cut off its external trade. Japan’s minesweeping technology is among the best in the world. If Japan joins U.S. escort missions, the balance in Hormuz shifts instantly. Tehran knows this. So it’s trying to neutralize the most credible potential intervenor before it even moves. In geopolitics, strength shapes behavior and even adversaries make exceptions when the other side can actually back it up.

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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
@mdubowitz On that note, where does the US military currently stand on committing war crimes? I don't mean law on the books, I mean actual stance of military leadership as expressed through whatever channels that may be known to you.
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Mark Dubowitz
Mark Dubowitz@mdubowitz·
The regime still hasn’t internalized that President Trump will out-escalate them if he thinks escalation is required to force de-escalation. He is not a conventional Western politician, and Tehran repeatedly miscalculates because it keeps assuming he is.
The White House@WhiteHouse

🚨 “If Iran doesn’t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST…” - President DONALD J. TRUMP

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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
@grok, where does the US military currently stand on committing war crimes? I don't mean law on the books, I mean actual stance of military leadership as expressed through whatever channels that may be known to you.
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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
Seems like someone is getting tips directly from uncle Vlad.
Michał A. Dzieliński tweet media
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Todd Saunders
Todd Saunders@toddsaunders·
We all knew this was coming… but today I heard about it actually happening. A seed stage company backed by a well known VC openly admitted (in a board deck) that their strategy is to get access to a large incumbent’s software from a customer, clone the entire thing using Claude Code, and offer it at 90% less. Not “build something better.” Just copy it and offer it for less. The VC endorsed this as the GTM strategy. And even wrote back in writing that it was a good idea. Using a customer’s licensed access to reverse engineer a product and clone it is ethically bankrupt. I don’t know how else to put it. It likely violates terms of service. It may violate trade secret law as well (but I’m certainly not a lawyer). And a reputable VC putting this in writing in a board deck is genuinely insane. But it’s going to happen anyway. Everywhere… all the time. I don’t know where this ends, but we all knew this was coming and now it’s here.
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Rohan Paul
Rohan Paul@rohanpaul_ai·
Citadel Securities published this graph showing a strange phenomenon. Job postings for software engineers are actually seeing a massive spike. Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer. When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before. --- Chart from citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/
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US Oil & Gas Association
Optics on this are amazing. US to China: "So you're having trouble getting 20% of your crude through the Gulf because your SugarBaby is threatening to shoot at them?" China: "You could kind of say that." US: "I have some friends who can help. Meet the United States Navy." China: "Thank you." US: "No problem. Lets talk about Taiwan."
Javier Blas@JavierBlas

BREAKING: President Trump says US government will backstop war insurance for all shipping in the Persian Gulf. In addition, he says the U.S. Navy will provide naval escort to tankers in the Strait of Hormuz. But note the “… as soon as possible…” which isn’t very reassuring

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Michał A. Dzieliński
Michał A. Dzieliński@MADz_Professor·
@Average_NY_Guy You have military bases in all those places because you want the Arab states to be unable to take care of themselves. Because if they were, they would also take care of Israel.
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AP
AP@Average_NY_Guy·
We have a military base in Qatar to defend Qatar. We have a military base in Bahrain to defend Bahrain. We have a military base in Kuwait to defend Kuwait. We have a military base in the UAE to defend the UAE. We have a military base in Saudi Arabia to defend Saudi Arabia. We have a military base in Jordan to defend Jordan. You know where we do not have a military base? In Israel. Because they can take care of themselves. So if we thought Israel attacking Iran would result in Iran attacking our assets, why not leave the Middle East? We can't because it would leave the Arabs exposed. Well, we cannot claim that leaving would have exposed Arab countries and then also argue that our presence is about Israel. U.S. troops are in the region primarily for Arab states, not Israel. We know this because Israel was going to attack with or without us. I’m tired of our troops dying for Arab governments.
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Cynical Publius
Cynical Publius@CynicalPublius·
@mdrew4nh It's not been defeated perpetually. But now we know how to defeat it. Try to keep up.
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Cynical Publius
Cynical Publius@CynicalPublius·
RE: Defeating Terrorism X today is aflame with some really insightful analyses of the significance of the strikes on Iran. Two major themes have emerged: First, all it ever took to defeat terrorism was the will to do it. Second, the USA and Israel as a team are unbeatable militarily and in terms of creating and using actionable intelligence. So, to put it another way, the terror that has engulfed the Middle East, Central Asia and other parts of the world for the past 50+ years could have been exterminated in its infancy if only the West had possessed the will to see past Neville Chamberlain-style diplomacy and determined instead to rip out the terror leaders and their capabilities root and stem. Add in a willingness to work with Israel rather than vilify it, and we might have already been living in Trump’s Golden Age for decades. All it took to defeat terrorism was the iron will to destroy it. Our terror opponents are anything but stupid. They have known all along that keeping Israel and the West alienated was key to their success, and they knew that the post-WWII order of the UN and the idea that all problems can be solved with sufficient diplomacy and concessions was an essential tool of their terror campaign. Yasser Arafat never wanted peace. He wanted an illusory desire for peace as diplomatic cover to drive Israel into the sea and yield terror across the globe. So in the modern era, consider these impediments to achieving what the USA and Israel have achieved overnight: 1. The philosophies of the post WWII, "New World Order": endless diplomacy, endless concessions to terror, and an unwillingness to take kinetic action. 2. Leftwing antisemites who empower the terrorists (Ilhan Omar, Rashida Talib, etc.) 3. Groypers who seek to drive a wedge in the Trump movement and its effective anti-terror policies (Candace, Tucker, Fuentes, etc.) Nothing significant happens in the public informations square without money changing hands. Let me repeat that: nothing significant happens in the public informations square without money changing hands. Now comes the big question: WHO IS PAYING FOR #1, #2 AND #3?????
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Matt Morse
Matt Morse@MattMorseTV·
Something that EVERYONE seems to be overlooking: The Trump Administration’s clearly stated objective is to hand-off operational control of the Middle East to our regional allies. To be clear: what’s happening with Iran right now is Trump’s EXIT STRATEGY. Spread out amongst all of our U.S. military installations in the Middle East, we’ve maintained a constant on-the-ground presence of ~45,000 men, costing us somewhere around $5 billion per year. Trump wants this to come to an end. However, in order for this regional hand-off and subsequent U.S. withdrawal to take place, the Iranian regime (and its capacity to project military power, destabilize the region, and interfere with economic activity) needs to come to an end. Step 1: Cripple the Iranian regime. Step 2: Hand-off operational control of the Middle East to our regional allies. Step 3: Withdraw from the region - the ‘final chapter’ of the Bush/Obama-era ‘War on Terror.’ The reality is, for the first time in over two decades we have a President who’s actually taking steps towards concluding the never-ending Middle Eastern quagmire. America First.
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Katie Miller
Katie Miller@KatieMiller·
In times of split second decision making by our nation’s top leaders — it’s clear which AI our military should be using. Truth-seeking is @grok’s best feature.
Katie Miller tweet media
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Greg Koenig
Greg Koenig@gak_pdx·
What makes the Trump Strategy unique is that he is the first President to ever acknowledge that our $1 Trillion annual DoW budget essentially gives the US an easy button for complex foreign affairs with basically every country on the planet not named Russia or China. You don't need to do the Georgetown SFS claptrap where you "own" the country after you invade - that is the part that gets you mired in 2 decades of endless war. No; you start making practical demands of your adversary to stop screwing around and being a threat. You use the time to collect intel and build assets in the region. When the psychopaths who run these countries fail to take all of the lavish off-ramps you provide? You simply have the Pentagon take America's bent paperclip (the B2 Spirit) and jam it into the Hard Reset hole on the back of the country you are having a problem with. Decapitate the leadership structure, liquidate any capital assets that pose a threat, and (here is the hard part) you walk away, ready to talk with whoever emerges after the Joker splits a cue stick in half and holds tryouts. Whoever emerges really does not matter to US strategic (or even local regional) interests at that point; the country they inherited has no possibility of projecting the power or being a regional threat after the DoW destroys all the military assets.
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John Ʌ Konrad V
John Ʌ Konrad V@johnkonrad·
You don’t understand. I’ve watched a ton of congressional defense hearings. In EVERY. SINGLE. ONE. the Admirals and Generals say “we are only strong because of our allies.” At first I believed it. Then I started attending defense conferences overseas. I watched U.S. GOFOs get treated like royalty. Five-star hotels. Wined and dined. Told how great they are for “being such great allies.” The pattern became obvious. Europeans spend lavishly on ego-boosting, awards dinners, and fine wine… and in exchange, every GOFO goes home and tells Congress how indispensable our allies are. And our “allies” save a fortune on defense. Then a buddy got a job at European Command and confirmed everything—except it wasn’t just GOFOs. There are entire departments of people working in “intelligence” who are basically travel agents for generals and members of Congress. Then I started digging into the UN. Guess what? They hold a massive number of “security” conferences too—except most of theirs are in straight-up resort towns. Then I got inside a few think tanks. You want to see posh surroundings and excellent wine and food? Buddy up with them. I started posting about all this a few years ago and got MASSIVE pushback—which I knew meant I was on the right track. But I still wasn’t 100% sure. Most of it was grift, but maybe some parts were essential… until Midnight Hammer. Then Maduro. Now this. My European friends were totally blindsided by all of it. And guess what? We performed better without these great “allies.” Why? Going all the way back to Korea, one thing has remained true: Europeans don’t fully trust us—and they like having a little power over us. So they are absolute sticklers for Rules of Engagement. They wine and dine our JAGs. They hold endless conferences about “the rule of law” to reinforce the “importance of ROEs.” And ROEs are what kills our military. Nobody is suggesting soldiers should do anything immoral. Nobody is saying there shouldn’t be consequences for atrocities. What I am saying is that having a battalion of JAGs and a dozen allied nations—each with their own ROEs—breathing down every commander’s neck is why we lose wars. That includes Vietnam, where most “allies” refused to fight but every one of them put serious diplomatic pressure on DC to tighten ROEs. All of this “allies are our strength” dogma gets reinforced at these conferences, at war colleges, by European-influenced media, and through think tanks. The reason we’re suddenly so effective is because @PeteHegseth has cut all this out. Our allies are flying blind. They can’t throw up a million legal objections because they don’t know the details behind these missions any sooner than we do. Just look at Starmer’s body language. He’s clueless. And it’s not just our allies that no longer get to micromanage everything but media and UN diplomats and think tanks and bureaucrats and more. Now if we could just cut Congress off from this “allies are great” grift, we could probably start passing legislation too. P.S. I see no signs of Hegseth or DoW weakening our allies or alliances. They genuinely seem to want Europe to be stronger. They just aren’t asking permission anymore or giving allies veto power over everything like before.
Politics UK@PolitlcsUK

🚨 PICTURED: Keir Starmer on the phone with French President Macron and German Chancellor Merz to discuss the situation in Iran

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