MacroHorizon

@corr64 @ubi_works Capitalism has pulled more people out of poverty and into prosperity more than any other thing in human history.

@MacroHorizon @ubi_works Yeah your ideology is really producing abundance for so many now isn't it.

UBI from sovereign wealth funds, like Alaska's dividend, is elegant and practical. If AI does the work, the public should get dividends.

@StreetFightsHQ This guy is complaining about charitable donors donating so we can give TO much water to African kids according to this guy. Mental gymnastics out here.

MrBeast confronted Ray after he called “Team Water” a scam but he said it again straight to his face 👀

@DearS_o_n Taxes

Name a huge scam that has been normalised?

@zuess05 Start a company. Know what you are optimizing for. First principles, long term goals.

Serious question. For the last 10 years, society told everyone "just learn to code" to escape the middle class. Now Claude writes the code. What exactly is the career advice for an 18-year-old right now?

You are missing robo-taxi, (FSD is real, try driving a tesla), Optimus (try using Grok and looking into modern robotics advancements) and missing a possible SpaceX merger. Also the fact that renewables long-term will beat fossil fuels, and Tesla will create the first cars that are ASSETS not liabilities.

$TSLA is trading at 324x earnings right now. Not 30x like $AAPL. Not 20x like $GOOGL. 324x. And for that premium you get: Missed deliveries, 50,000 unsold cars. Europe down 49%. Revenue shrinking. Down 22% YTD while the market hits all time highs. You’re not investing. You’re donating. What am I missing?

Underwriting hundreds of single-family rentals per year in Florida, I can confirm this 100%. In South Florida especially, price-to-rent ratios are so distorted that many properties generate zero or negative cash flow after taxes, insurance, maintenance, management, and vacancies. You're not buying income-producing assets anymore — you're making a pure speculation bet on endless appreciation. When 4-5% gross yields turn into 0-2% (or less) net after all expenses, Treasuries and bonds start looking very attractive by comparison. The market is telling us something loud and clear: residential real estate in many coastal markets is no longer a cash-flow business. It's a hopeium business.

Graham Stephan reveals why he is SELLING ALL OF HIS REAL ESTATE "My properties in Los Angeles do not make a lot of money" "Most people have this idea of these multimillion dollar plots of land by the beach that just collect massive checks every month, but in reality, the truth couldn't be further from that" "Once you account for property taxes, insurance, repairs, maintenance, property management expenses, city registration fees, & other miscellaneous costs, my total cash flow works out to be 4-5% ... that's it ... for the time, risk and headaches it is just not worth it..." "You know what else pays 4-5%? Risk free treasuries, Municipal Bonds, Savings accounts, Money Market funds, and with those I'm not subject to endless restrictions, phone calls, emails, and constant negotiations"

@duncanreyburn No True Scotsman!

No decent philosopher believes ‘machine consciousness’ is (or ever will be) a thing.

@zachorsomthin @Polymarket The disinformation these people perpetuate is honestly ridiculous. Makes you wonder who is pushing this ANTI-AI narrative.

Exactly what I thought, they are using years old models that are known to be miles worse than the models we are using today. Don't be fooled by this outdated bs. The models were: Gemini (2.0, Google; version available December 2024 DeepSeek (V3, High-Flyer; version available December 2024) Meta AI (Llama 3.3, Meta; version available December 2024) ChatGPT (3.5, OpenAI; version available November 2022) Grok (2, xAI; version available August 2024)

JUST IN: Study reveals AI gives misleading medical advice about 50% of the time, with at least 20% being "highly problematic"

@Zetaisrising @xoaanya The other robots...? Robots will also mine the copper. Full self driving and autonomous vehicles already exist, so I presume robots will drive the robots....

@MacroHorizon @xoaanya And who is going to maintain your wires? And who was born to craft copper components? And who was born to drive them there?

Everyone says AI will replace most jobs. But if there are no jobs, there’s no income. No income means no spending. So how does the economy even function? What am I missing?

Milei’s reforms are proving more durable than most expected — and the reason is straightforward. The U.S. Treasury and IMF have thrown significant weight behind him. Scott Bessent (Treasury Secretary) just publicly praised the program for lifting millions out of poverty and rebuilding reserves. This isn’t just rhetoric. When major external players like the U.S. and IMF signal strong support, it creates powerful concentrated interests inside Argentina that now have a stake in the reforms succeeding: exporters, farmers, energy producers, foreign investors, and even parts of the domestic business community that benefit from stabilization and reserve accumulation. These groups are highly motivated to defend the changes because their gains are visible and direct. The opposition (unions, Peronist bureaucracy, subsidy-dependent sectors) is loud but increasingly fragmented and losing resources. Result: the reforms have deeper institutional anchors than the usual “one man against the system” narrative suggests. Argentina still has a long way to go — decades of damage don’t vanish overnight — but the momentum has shifted. Sound money, fiscal surplus, and deregulation are starting to compound. Serious investors should be paying close attention. When a country this misgoverned begins moving in the right direction with external backing and growing domestic buy-in, the upside can be asymmetric. The Milei experiment isn’t just surviving. It’s starting to develop real staying power.

“This quarter our automotive gross margins hit a record... it was the best in company history by a wide margin. The team has seen major improvements to our margins because Tesla Bots are now building the cars. We’ve got thousands of Optimus units deep in the production lines at Fremont, Texas, and Shanghai. They’re doing high-precision, repetitive, and increasingly complex tasks - and they’re doing them better and cheaper than we ever could with just human labor. Optimus doesn't sleep. It doesn't get bored. They don’t call in sick. They execute with consistency. Scrap rates are down sharply. Cycle times are improving week over week. It's really happening right now. I think this is the beginning of the exponential phase. With AI training and fleet learning, every improvement propagates instantly across the entire bot fleet. This is like having a manufacturing workforce that gets smarter every single day. This changes the economics of everything. Lower costs. Higher quality. More affordable Teslas for customers. And it’s only going to get better - much better - as we scale Optimus production aggressively. Huge thanks to the incredible Optimus and manufacturing teams. What you’re doing is going to be looked back on as one of the most important shifts in industrial history. This was an incredible quarter." - Elon Musk (in a future Tesla earnings call)

@RTSG_Main If you study that long you might end up turning into a capitalist....

There are two things Communists can ALWAYS be doing: 1. Reading 2. Studying There is no excuse for comrades to say they “have nothing to do.” You should ALWAYS be reading and studying.

@Polymarket I'd be excited to try one of these.

JUST IN: Tesla Cybercab testing is reportedly underway in Florida after two vehicles were spotted in Naples.

Even if you don't believe truly in the economics of the Tesla car, or the FSD (even though FSD works and Model Y is best selling car globally) The economics on the semi-trucks vs diesel are unbelievable. As solar power, nuclear power, and energy becomes more abundant overtime, the margins will be so much better, that logistics companies will be forced to convert to electric.

@Kekius_Sage Optimus

What will be the “oh shit” moment for people who still think AI is just hype?

@VladTheInflator What....?

Every American should start at 18 years old with $0 balance. If your net cost to society exceeds $50,000 in your lifetime, you get booted to a fucking third world country and lose citizenship (outside of disability).

@RTSG_Main Solve the economic calculation problem. If you can't do that, your mind controlled by the CCP.

If you aren’t a Communist in 2026, then congratulations, you are being mind controlled by the CIA.

The romantic story that "workers burned down factories and dragged out owners to win the minimum wage and 5-day week" is leftist folklore. and built on a foundation of racism. The federal minimum wage in the U.S. was explicitly designed in part to price Black workers out of the labor market and protect white union jobs. Southern Democrats and progressive labor leaders openly said so at the time. For example, during the 1938 Fair Labor Standards Act debates, supporters argued that a high minimum wage would prevent "cheap colored labor" from undercutting white workers in the South. It was never primarily about "basic rights" — it was a cartel tool to raise the cost of low-skilled labor and reduce competition. Every country that has introduced or raised minimum wages has seen the same pattern: reduced employment opportunities for the least skilled, especially minorities and young people. The "revolt" narrative ignores that these laws often hurt the very workers they claimed to help. Voluntary contracts and rising productivity (driven by capital investment and innovation) are what actually raised living standards and shortened workweeks over time — not burning factories or government mandates. The minimum wage wasn't a gift from heroic workers to themselves. It was a protectionist measure dressed up as compassion.

Literally the only reason we even have things like minimum wage, a 5-day workweek and workers rights is because during the industrial revolution workers revolted, burned down factories and dragged out business owners demanding basic rights/fair pay—something CEOs have forgotten.

“This technology will be bigger than nuclear, electricity, and aviation… therefore we should regulate it exactly like the sectors we’ve already strangled with bureaucracy.” Brilliant. - Nuclear: 20-year build times and regulatory death. - Aviation: Boeing drowning in a half-trillion-dollar backlog it can’t clear. - Electricity: chronic shortages thanks to permitting hell and mandates. Yes, clearly the answer to a potentially civilization-scale technology is… more of the same red tape that already broke those industries. If AI is truly that important, the worst possible move is handing it over to the same regulatory apparatus that turned abundance into scarcity everywhere it touches.

Khanna: They’re saying this technology is going to be bigger than nuclear, bigger than electricity, bigger than aviation. Last I checked, we have an FAA for aviation, nuclear energy is regulated, and electricity is regulated.  So you’re telling me on one hand that this is going to be bigger, and then you’re saying you don’t want any regulation. I mean, it makes no sense.