PrimeRadiant

@Teknium @thsottiaux yeah, 5.6 is great and all but codex has been laggy as hell the last few days…

@thsottiaux Many users are getting overload responses from codex endpoint. It's starting to cause issues for users. Can you wait a bit please

Embarrassment of riches. But looks like we might hit 9M soon. Should we reset the ChatGPT Work and Codex usage again or give it some space?

@MatthewBerman samesies - solution: - reject unnecessary monday meetings - take a walk - schedule a long business lunch - spend some time with family or friends at the same time spend sunday on deep work when you can

often times on Mondays, I have zero attention span. there's something about not working full time over the weekend that tells my brain to slow down and it takes me most of Monday to get back "up to speed" anyone else have this? how do I fix it?

adverse selection. the $200-tier plans are to attract "reasonable" professionals - and they subsidise those that blast tokens like there is no tomorrow. now imagine the adverse selection if you added another tier, at $1k per month - you'll attract the token-guzzlers and subsidise yourself into oblivion.

Anthropic seems to be in a small business model issue. All their issues would be solved with a Fable-tier of Claude Max, where they apportion whatever many tokens they think it’s profitable. It’s interesting neither of the top 5 labs is willing to take the pill and make the $1,000/mo plan. For some reason, they don’t. I don’t know why.

absolute bull

guess time to short ‘em

@iamgingertrash this has been underway since the early 2000s in Europe.

Aging societies will move from flow-based economies to capital appreciation based economies The old will stop producing labor, and humanoids are at least a decade away Japan is the first And will kick start a tidal wave in the demand for tokenization of assets 2027

@kaizen_cap amen can’t believe am long a boomer stock like meta but here I am

If $META figures out AI, stock clearly not priced for it, and multiple higher. If it doesn’t, its DC footprint can be monetized, and EPS higher. Best torque out of the large caps. Seems assymetric here

someone should add a vape to this, dopaminemaxxing

did this guy get ayahuasca oneshotted? old man yells at sky...

@andreintg Kaleidoscope from first principles

Someone made a synth/speaker/toy that generates procedural worlds with unique sounds. The genius idea: there's a tiny screen inside that lets you peek at the generated worlds from a monocle lens. It sounds awesome too: murmur.living

@MesoAnglic I just spent some time reading your linked posts - I am struggling to connect the dots. What exactly are you arguing?

I think reading 21st century history has made me insane because I can't stop attaching things to the commodity supercycle of 2004-2014. Every, *every* major issue, debate, fucking whatever, traces back to that.

“WhY iS CiTadeL NoT doInG iT?” lmao yeah no you’d be shocked how little edge some of these mysterious unnamed funds have if someone has a genuine edge, although limited and undermonetised, are trade houses - and even in their case their reputation runs well ahead of reality this defeatism permeating fintwit is just exactly what keeps the thin edge alive for entrenched players - which mostly is, don’t be a retard (risk management) and actually do some semi-serious due dil (tho even that isn’t a GIVEN)

me ahead of US open

@tleilax___ byproducts solve the eqn for smelters (for now). i’ve found yangshan prem / phys import arb to be a much better short term indicator

@TrustInFutures the TCs are telling the story

I second this view with one caveat : Copper concentrate <> Copper cathodes <> Copper products The tightness so far has been in concentrate.

we good fellas 👍

@MartinShkreli @StanphylCap staphyllococcus capital

the world's worst stock picker continues. fund -31.8% since 2011 inception, -12% in June 2026, -25% YTD. this has to be the end right? he was long lulu lol, long VOW, short semis and quotes garymarcus in his monthly letter 😅😂😂🤣 @StanphylCap

@beffjezos kek

User: Hey can you look at this code for me real quick? Claude: "Sorry I'm DisFabled." User: Wtf Claude:

trading crude has been painful as a fundamental guy at heart - feel your pain. that being said - the market was trading like absolute dogshit throughout. if every single govt out there (bar iran and a few beneficiaries) wants to see crude trading lower, i decided to take a humble step back and let the "big guys" hash it out. caught up a few days ago with one of the leading academics on oil (academic, not an analyst!), it remains mind boggling what we are seeing out there. crude should be north of $140, if not even higher. yet here we are. if there is a takeaway - when fundamentals diverge so far and so persistently from price action, then either your analysis is wrong or there are forces at play you can't fully account (so, again, your analysis is wrong!).

Can't believe half of 2026 is already in the rearview mirror. Time for the month end and H1 review. As my followers already know, I took a massive punch to the jaw in my crude book from mid May to mid June, puking back a huge chunk of my YTD P/L. The year started out absolute money with monster gains in precious metals and copper. I even built a massive long crude position during a sleepless night in Tel Aviv right before the Iran war kicked off. From there, I rode the prompt futures rollover train. It was pure alpha through the April, May, and June Brent expiries, but the July contract broke me. I tried to pivot out to the long dateds and structured options, but the sheer velocity of the crude selloff blew right past my max MDD. I had to rip the band aid off, cut the positions, and hand back roughly 70% of my cumulative H1 oil profits. My macro framework on crude is still a total mess of conflicting signals: First, can China really keep up this charade forever? Yeah, I get the consensus take that they have massive buffers and are just burning down excess inventory. But their energy security bottleneck remains a glaring geopolitical Achilles' heel. Extrapolating inventory baselines from years ago is a broken thesis—the reality is that China’s baseline crude appetite has structurally expanded. Second, if you do the napkin math, global aggregate inventories are sitting below pre-war levels despite the historic SPR dumps. This whole episode just proved how massive the SPR weapon is, which means they’ll have to reload the clip eventually. So what happens to the tape when that structural bid hits the market? Third, why on earth is Beijing running a playbook that deepens their own domestic deflationary pain just to bail out the American consumer? I’m starting to think this isn't an economic trade at all—it smells like a structural play to lock down state control over the domestic refining complex, or a full-blown dress rehearsal for a Taiwan contingency. Fourth, getting your frozen funds back and dodging sanctions is a sweet deal. For Tehran, securing that without giving up an inch on their proxies or missile tech is a technical win. But Iran had the leverage to push Trump to the absolute brink and force a blowout midterm defeat, teaching the world a permanent lesson about trying to invade them. Why leave all that leverage on the floor? I have a million other questions, but ending the final month of the half deep in the red tells me everything I need to know—I completely lost my feel for the oil tape. The only discipline that matters here is checking my ego, admitting I'm out of sync, and staying flat crude. Since mid June, I aggressively loaded into a short EURUSD book, which helped patch up some of the bleeding from the crude disaster. The thesis was clean: the Eurozone's macro fundamentals are completely hollowed out, meaning ECB tightening would just trigger growth panics rather than the textbook rate hike currency bump, chocking out the Euro. Luckily the FOMC accelerated the flush ahead of schedule, and I hit the bid to lock in profits. There might be more downside left in the tank, but I closed out the entire book last week bc I felt the market had priced in an overly aggressive Fed path that was stretching reality. Right now, I’ve layered into some precious metals longs and used Monday’s flush to buy Nikkei futures. I’m not calling the absolute bottom in gold, and I know the immediate tape is facing downside pressure. But all this panic about the new Fed Chair Warsh being a rabid hawk feels like a narrative that’s going to run out of gas. The market has just run way too far ahead of the data. I understand the structural case for curve flattening, but even if the US economy keeps printing hot, inflation data is highly likely to blow up this hawkish path. Right now, the 'Transitory' playbook still looks like the higher-probability trade. So, while I don't know where the absolute floor for gold is, trying to time it perfectly is a loser's game. With absolute doom-posting flooding the space and the weak hands getting completely rinsed out, this looks like a prime window to accumulate long exposure on the cheap. The structural long-term trend is ironclad. I’m looking to layer into this setup slowly, keeping a worst-case flush down to 3,500 on my radar. If this plays out right, it could turn into a massive print. The Nikkei is a purely tactical, fast-money trade. The KOSPI is delivering absolute garbage vol right now—a total untradable tape. Japan has a fundamental story with solid momentum, and I’m going to keep riding the index until JPY vol wakes up and breaks the setup. Long-term, I’m still looking to camp out in individual Japanese equity names. Honestly the current board feels pretty barren, which sucks. The real alpha right now should be in stock-picking and sector rotation, but my equity book is strictly locked down for long-term investing. H1 started with a bang and ended with a whimper, but we reset and look for cleaner execution in H2. Good luck out there to the whole desk, and enjoy the Fourth of July weekend!

@tleilax___ just waiting on some yc startup coming out with a new device called "truthsayer"

You do not measure the intelligence applications ...