@TMTLongShort You’ll need to attack the memetic layer so that Gen Z doesn’t buy overpriced homes, art, college degrees, country clubs, etc that boomers value so highly
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Duncan Simmons
144 posts
Duncan Simmons
@d51mmons
investor in disruptive innovation, curious mind, father, husband, cyclist
Denver, CO Katılım Nisan 2009
859 Takip Edilen246 Takipçiler
The ultimate AI trade will be finding a way to do a run-around on Boomer controlled assets.
Find a why to enable AI researchers to work remote so they don’t have to buy boomer owned housing when the labs IPO.
Find a way to enable startups to offer AI-driven healthcare offshore without having to deal with the doctor cartel or FDA.
Find a way to enable the public to invest in AI startups at scale while not getting rug pulled so there is no incentive to buy the SPX at inflated multiples.
Find a way to lift-and-shift corporations and communities so states can’t jam you with taxes when pensions go broke or boomers decide they no longer want to pay property tax.
Find a way to leverage AI to eliminate the value of lawyers and consulting firms owned by boomer partners.
Jihad on boomers.
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@KeenanPeachy I re-watched 21 Jump Street with my 15yo son recently (another Lord/Miller film). It is still hilarious and we loved it.
Afterwards I was just sad that they don’t/can’t make movies like that anymore.
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I read Project Hail Mary first.
Then I went to see it alone.
Then I took my daughters.
Now the daughters are making me take my husband and son.
The last time I saw a movie in the theater three times was.... well, it's been a long time.
The secret of the movie is that it's a genuine comedy, with genuine laughs, that don't involve fart jokes or fat people taking prat falls. Just character driven little moments.
Three Gen X white guys wrote and directed this movie. You're going to miss them when they're gone!
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@bscholl We need a Tesla version of the RS6 with backwards facing rear seats like my parents’ old Volvo.
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I would totally go for one of these. But please make it more like the Y style than Cybertruck.
CT looks like a dystopian future to me; I was hoping it’d grow on me but it just hasn’t.
Lamar MK@LamarMK
A 7 seater Cyber SUV would break the internet. Three full rows. Real legroom. Real headroom. No compromises. Every family SUV on the market makes you choose. Space or safety. Tech or comfort. Tesla wouldn't make you pick. Built on the Cybertruck platform, this would be the safest family vehicle on the road. Tesla would have to build an entire new factory just to keep up with demand. Would you trade in your car for this?
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@Cernovich This is why Jesus taught us to pray persistently Luke 18
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It feels like magic. Once you wake up today and focus on ___, you will find it or it will find you. This is why negative people stay unlucky. They summon this energy every moment of the life. Hence why they say, “guard your thoughts.”
BowTiedBull.eth - Read Pinned or NGMI@BowTiedBull
Carl Jung was right about synchronicity If you believe in coincidences you’re typically veering off the correct path for success Will be many hints, museums also give you the answer but most low consciousness
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@ContrarianCurse Even if this $2t asset class is down 50%, it is like a medium bad week for Mag7. Why is this such a concern? Seems like a rounding error.
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Flows into privates
Demand for assets go up
Multiples go up (or SOFR spreads / cap rates go down)
Marks go up
Marks attract more flows into privates due to volatility adjusted attractiveness
Liquidity not an issue as new capital comes in
Funds perform well!
Continuation vehicles, willing secondaries, etc.
Flows go the other way…… well.. opposite for all of this
I do actually think the AMs provide a valuable service of access and discernment to a regulatory advantaged asset class but this might be the first time in a decade where boards see the losses headlines, the gates, etc and finally there is actually a real downside to owning these assets - which honestly there hasn’t been since the Yale model took hold. Allocations freeze / get reduced, flows go negative and you create a very tough backdrop for a while
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This is going to occur at a more frequent rate as anti-AI in all forms is seen as the winning dem strategy. Talking points will include how AI serves billionaires and big-tech is for Trump. The difference is the delta in GDP growth is going to be incredibly stark.
Citizens won’t riot over Waymo’s… they will when municipal budgets start dropping and there aren’t jobs to be found because all the vibrant companies have relocated.
Sawyer Merritt@SawyerMerritt
NEWS: New York Governor Kathy Hochul has pulled a proposal that would have allowed for commercial robotaxi services outside New York City. The proposal, which Hochul had included in her budget proposal last month, would have allowed autonomous-vehicle companies such as Waymo to apply for permission to pilot their services without human operators in the vehicle. “Based on conversations with stakeholders, including in the legislature, it was clear that the support was not there to advance this proposal,” said Sean Butler, a Hochul spokesperson. Waymo said in a statement to Bloomberg that it was “disappointed” by the governor’s decision. “We’re committed to bringing our service to New York and will work with the state legislature to advance this issue.” bloomberg.com/news/articles/…
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@ContrarianCurse This is better for HBO, worse for Netflix. They’re selling cultural currency vs slop. Hence what we’ve seen.
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Where something like Seedance becomes a problem is for middling slop the barriers are zero
You end up with a massively bloating center of the distribution - maybe YouTube gets even more competitive (barriers were already low)
But for someone like Netflix it probably sinks production costs. The sub is meant to be a turn on and have in the background for 85% of the content anyways
They for the Ryan Murphy, Shonda Rhimes, Pixar’s of the world, the value of the work on a relative basis actually goes parabolic because true edge case level taste is still confined to a few rare talents. 0.001% cannot and will not ever be replicated by AI
This will be a positive for Netflix. Cheaper core slop offering drops in price, more dough to buy sports and special content
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Duncan Simmons retweetledi
The missing piece was InferenceMAX™, which gives us rigorous, real-world throughput data. Using DeepSeek R1 FP8 runs on H200s, we can now translate cost per GPU-hour into cost per million tokens, about $0.53 per million tokens.
Finally, once we couple that compute cost with real application metrics (average tokens per user, token price, and active user counts) we can close the loop from silicon economics all the way to application-layer profitability. In this example, we land at roughly 34% gross margin at the app level. This framework lets us, for the first time, connect token demand forecasts to megawatt requirements. As models evolve and inference efficiency improves, these relationships will keep shifting - but this stack gives us a repeatable way to translate demand into hardware, power, and ultimately, answer the question on economics.(4/4)
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@richardcraib A sense of agency instead of the vagaries of the stock market?
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one of the craziest truths is you can start a restaurant or an ice cream shop or whatever and then work so hard it’s beyond belief how hard you worked and how much you sacrificed and then you double check your earnings 30 years later and you’ve made
1/3rd the s&p return… what was the point of your sacrifice? your efforts? you missing the school play? you wanted to help your community you say you want cheap ice cream for everyone and that was your sacrifice and that was how you gave back. okay so now what?
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Whoever figures out how to bundle all these into one cable that plugs into your TV is going to be a billionaire
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@MelodicMiner71 @RonDeSantis By unlocking tons of supply artificially held off the market by older homeowners who pay dramatically lower property taxes, you would see much lower prices.
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@d51mmons @RonDeSantis Ah, the boomers need to downsize take.. good one. How about we make prices realistic?
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The low housing turnover is not only due to rates — buyers also don’t want to pay Covid-era prices.
The Kobeissi Letter@KobeissiLetter
The US housing market is frozen: Only 28 out of every 1,000 homes, or 2.8%, changed hands in the first 9 months of 2025, the least in at least 30 years. The turnover rate has declined -38% since the 2021 peak, when 44 out of every 1,000 homes were sold. By comparison, the rate stood at 40 per 1,000, or 44% higher, in 2019 before the 2020 pandemic. The market is frozen due to a rate lock-in effect, where over 70% of homeowners hold mortgages with rates below 5%. These owners refuse to sell into a 6%+ rate environment, while elevated home prices and borrowing costs have pushed potential buyers to the sidelines. The housing market has stalled.
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I choose to believe that the Christian God is real, that the ontological argument proves it, but that I have so far only been smart/humble/open/perceptive enough to understand it for a total of 3 minutes
wanye@xwanyex
As I have previously mentioned, I was for about 3 minutes in a Denny’s 20 years ago totally convinced that the ontological argument was completely correct in a way I hadn’t previously understood, but then I lost it.
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We’re going to have intelligence on demand, self-sovereign decentralized finance AND flying cars.
JetsonAero@jetson_aero
🚨 Final Week at Current Pricing! 🚨 Been dreaming of flying your own personal eVTOL after watching this video? Now’s your moment. Last chance to order the Jetson ONE at $128,000 — next Monday, the price goes up to $148,000. Secure yours now and take flight into the future → #orderForm" target="_blank" rel="nofollow noopener">jetson.com/order#orderForm
#JetsonONE #eVTOL #PersonalFlight #FutureIsNow #LastChance #Insta360 English
@TMTLongShort This isn’t exactly new is it? David Faber went there in 2022.
cnbc.com/video/2022/06/…
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Now would be a good time to familiarize yourself with the soon to be liberally democratic bastion that is Guyana 😉
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@runliftrunlift You’re talking about training to get faster. Some of us just like to run because it makes us feel good and have a good day. Not the same!
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I think the best general training, especially for new runners, is pretty simple.
A lot of long and slow on your easy days and a bit of short and fast on your hard days.
It’s not comfortable to train this way. The slow is going to feel too slow, you might need to walk some. But that’s how you build solid endurance.
To build speed, you need to expose yourself to high velocities. Sprinting, one mile pace. Hard efforts with long rest periods in between. Also some 3k-5k pace with less rest.
They work synergistically. The endurance supports your recovery for the hard efforts. The adaptations from the hard efforts improves your easy pace.
Some tempo running is ok, but tempo comes at the cost of building more endurance and speed.
Training is making decisions. Choose what helps you improve at running, not what your ego wants.
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“marathon running—even in moderate conditions—places an enormous stress on key organ systems.
Every single organ stress marker spiked significantly after the marathon. Kidney stress markers rose sharply—88% of runners exceeded the clinical threshold for acute kidney injury risk, and 96% showed a creatinine rise of at least 0.30 mg/dL, levels that would raise red flags in a medical setting.”
physiologicallyspeaking.com/p/what-running…
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Off to Chicago for Strategic Coach! Expecting God to use some incredible leaders to speak fresh energy and encouragement into my life and calling. Back tomorrow—let’s go!
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