Michael H
67 posts
Everyone in the world has to take a private vote by pressing a red or blue button. If more than 50% of people press the blue button, everyone survives. If less than 50% of people press the blue button, only people who pressed the red button survive. Which button would you press?
1/ I continue to be shocked that @Kalshi and @Polymarket are being valued at ~$20B. Both these companies are essentially 0's unless they are acquired. They are poorly built and have no moat. They also have competitors entering the space who will likely displace them.
soooooo how are we feeling about those quant jobs everyone?
SCOOP: Gavin Newsom funded a left-wing NGO that specializes in bringing in undocumented migrants "living with HIV." The group's executive director claims that his "queer," "trans," and "nonbinary" clients—one in five of whom is infected—almost all gain asylum in the US.
The complexity of doing taxes is making me crash out right now. I crash out every year, but I'm crashing out this year too.
🚨HAPPENING NOW: Justice Department announces indictment against Southern Poverty Law Center ("SPLC"). Our indictment alleges SPLC secretly funneled MORE THAN $3 MILLION in funds to members of white supremacist and extremist groups.
I know there are a lot of people shorting $MSTR or simply hating on Saylor from the sidelines. They should reevaluate their positions. I think it's hard for $MSTR to outperform $BTC meaningfully in the long term. But that doesn't mean Saylor is going to fail.
Happy Tax Day, New York. We’re taxing the rich.
I have enormous respect for Semianalysis, but people in this ecosystem consistently fail to appreciate that the energy bottleneck isn’t physics per se but 1. policy and 2. social license to operate
Honestly I think he might do it
I think Trump has to follow through if the Iranians don't make a deal or else he loses the ability to negotiate going forward. But I don't think he would destroy ALL of Iran's power plants. That would allow for continued negotiations with more urgency.
