SolDad
6.3K posts

SolDad
@SolDadSci
I’m funnier in real life I promise
Katılım Ağustos 2021
2.3K Takip Edilen3.2K Takipçiler
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@Merridew__ like LMT is down since the war started but still up 22% YTD. and they’re gonna need to make a lot more missiles ASAP
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@Merridew__ in my book it’s a bunch of defense names (US, japan, and s korea), intel, and gold
…and USO calls and short puts
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@sullyj3 @ciphergoth it’s gotten more expensive because the service has improved. more content, more original content (aka investment in production)
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@ciphergoth prices are supposed to go down over time as tech improves and competition increases!
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@deepfates @KeyTryer …and every act of communication, every experience, subtly changes the structure of those semantic networks
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@deepfates @KeyTryer human communication is just unembedding internal symbolic representations into the environment, and other humans embedding them into their own representational space
whether communication ‘succeeds’ depends on having similar-enough semantic networks (read: QK and OV matrices)
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@TexasOncologist @Merridew__ yeah it’s the only explanation that makes sense. trump and hegseth both absolutely stupid enough to believe iran would be the same as venezuala, despite 100% of actual military/middle east experts being able to tell you that no, iran would not be the same. at all
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@Merridew__ I completely buy that he thought it was going to be just like Venezuela and that they accidentally killed the more moderate parties he wanted to make a deal with
It makes absolute perfect, ridiculous sense
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@Merridew__ @TMTLongShort he’s also got an iq of, like, 105. at best. which does make him the smart one in the admin, but like cmon man
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The reason I consistently post my mental gymnastics around this admin instead of just going back to what actually pays the bills (tech investing) and acceding that the admin is retarded is that I deeply believe if there is a single individual in a group that is high-IQ and opinionated (Bessent) it doesn’t matter how bombastic Trump is every high-level policy meeting will have Bessent piping up on why an idea is retarded.
That effectively sets a floor on how retarded the strategy can be. Dumb people can still recognize when someone is smarter than them.
If Bessent left the admin I’d just mea culpa and give up decoupling. Until then I look at this as similar to when there is a midwit boomer PM and a savant analyst. The PM will still make a lot of mistakes but the thesis behind each position will be highly complex because simple dumb ideas don’t survive first contact with someone high IQ.
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@TMTLongShort Jesus Christ scott fucking bessent is supposed to be the SMART one?
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@DanielleFong the dem victory just needs to be too big to rig
there’s only so much they can do
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@liquiditygoblin @gradientpull @boyuan_chen surprised you didn’t see it. that last sentence was a dead giveaway
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@Merridew__ i’m up 787 bps, although to be fair 300 of those were just today
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look, we tried to tell you. we tried really hard
Jack@depression2019
Guys did we accidentally elect a complete retard
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@USWREMichael @POTUS @SecWar did you guys picked the timing of that conflict AND the timing of your fight with anthropic
it’s nobodies fault but your own that you chose to do those two things on literally the same day
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There are dozens of factual errors in the 42 page judgment rushed out in 48 hours DURING A TIME OF CONFLICT that seeks to upend the @POTUS role as Commander in Chief and disrupt @SecWar full ability to conduct military operations with the partners it chooses. A disgrace.
Will Chamberlain@willchamberlain
This may be the most outlandish and absurd order I’ve seen from a judge this year and thats saying something
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rofl. no shit, really? i had no idea, man
*Walter Bloomberg@DeItaone
RUBIO: HORMUZ COULD BE OPENED TOMORROW IF IRAN ALLOWED IT
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SolDad retweetledi

We are now on day 26 of Keith's four day war.
Iran has 'nothing left', which is why there is still no traffic through the Straight of Hormuz.
The US is continually asking for a cease fire, which the Iranians are rejecting, a sure sign the US is winning and in control.

Keith Rabois@rabois
@jfberke @mattyglesias it is over. stop your BS. already proved that they have nothing left.
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