Overhead Supply

@awealthofcs @mark_dow Routine is taking over dollar (stablecoins) You do live in metaverse (twitter, podcasts, YouTube). No one said that. DOGE wasn’t allowed to reduce spending.

Some tech predictions this decade: Crypto is going to take over the dollar Everyone is going to live in the metaverse NFTs are going to replace art DOGE is going to save the govt trillions I think it's perfectly fair (for now) to be skeptical about tech's AI forecasts

@AltstreetBet So we get flat correction instead of the 2021 zig zag?

Everyone thinks btc would exhibit same fractal behavior as 2021 bear market . Read law of alternation in Elliot waves , thank me later .

@MrinankSharma PUSSY. You are weak.

Today is my last day at Anthropic. I resigned. Here is the letter I shared with my colleagues, explaining my decision.

@0xdoug the software works perfectly with the hardware. digital and analog worlds combined.

I understand the thesis that software stocks are cooked (not necessarily agree, but understand). What I don’t get is how the market can simultaneously price NVDA as the world’s most valuable company. Nvidia owns no fabs or physical infra. Their only edge is designing chips and the software on top of those chips. If Sonnet 5 is going to vibe code a better database than Snowflake, then why wouldn’t Opus 6 be able to replicate the IP cores and PHYS IP and Cuda software and make a better GPU than Nvidia?

@DonAlt @AviFelman Bros. BTC doing nothing more than an ABC flat correction after a 5 wave move. Yall trying to find meaning where there is none.

@AviFelman Agreed It's negative until Trump leaves and then it'll swing back once he's gone Long-term nothing has changed, it might just suck for a while

There's a thesis out there that Bitcoin has become "co-opted" by the Trump administration and therefore BTC is now distasteful to a wide set of investors. While temporarily true, this will not last. Trump will leave office, and Bitcoin will be set free. Attention spans are short, this is not a forever situation. Don't make the mistake of thinking it is. Bitcoin will outlast this administration, and the next.

@BrandonDendas @AnthropicAI @claudeai yup getting the same

@AnthropicAI @claudeai Anyone else experiencing Claude Cowork failures? Worked perfectly for 5 days. Last 72 hours: nothing but errors. "VM connection timeout after 60 seconds" "ERR_QUIC_PROTOCOL_ERROR" Tested on 2 different Macs, 2 different networks (including phone hotspot). Not a network issue on my end. Support bot keeps telling me to check my router settings. 🙃 Anyone else seeing this?

@DiscountedTr your post is sufficiently retarded to know that you haven't read the books and don't understand the concepts.

> preaches "skin in the game" and antifragility while living large off book royalties and occasional trading wins > wannabe philosopher > drops made-up words like "ergodicity," "Lindy effect," "via negativa" to sound profound > positions as a deadlifting + fitness guru, tweets about fasting, walking, barbell routines to build "antifragile" body > still a fatass > gym pics look impressive til you realize it’s just a couple 25lb plates on the bar > blasts pseudointellectuals in long rants, yet he’s the ultimate pseudo-intellectual: just uses big words so people think he’s smart > incredibly thin skin - blocks critics and dissenters on X within minutes

@jasminewsun @mark_dow History books homie. Is Jasmine Sun just a simple dum dum that got made by watching Bush or Obama? No, you’re more than that. Stop treating everyone else like a retard

if you’re 21 now, Trump has been president or running for president since you were 10. this obviously had gargantuan consequences for Gen Z's views on democracy, virtue, success & basically everything else Trump shaped a whole generation's personal character, and we still don't talk about it enough

@ErikVoorhees @compliantvc also obvious that none of these people use LLMs. it doesn't create magic out of thin air. It can help someone be better by 20% on everything. Compound returns.

@compliantvc Nothing says American dynamism like compliance

Just had tea with a group of European VCs They all agreed: AI is dead. The "technology" isn't transformative and no AI companies have invented anything unique or interesting All the investors I met with are done with AI and ready to move on to the next thing I asked what the emerging trend is They all answered in perfect unison: Compliance. That's right. GDPR, SOC 2, and ISO 27001 Compliance are growing faster than any other portion of the economy Compliance is the new AI.