Sharkstang
2.4K posts

Sharkstang
@Sharkstang
Building: SoCap socialfi, data platform for grocery, Amazon gray market mapping, and growing children







You can not hike your way out of a supply side shock led CPI jump. The recency bias is understandable after 2022. But in 2022 we had a crucial difference. We had a positive demand side shock alongside the supply side shock. Real rate policies were very negative, nominal rates





"It’s roughly 150 Starship launches to get them to a gigawatt in space." So, each launch adds 6.66 MW of compute or 44 kW/ton (if mass to LEO is 150 tons for each Starship launch)

















Smartest person I ever worked with was Macedonian woman. Rock star. Made JPM a ton of money. Was my jr at another bank. 2nd smartest was Mexican dude that graduated from Harvard and then citadel.


Stephen Miller: "If you subtract immigration out of test scores, all of the sudden our test scores skyrocket"







