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if you are not long commodities or hoarding up coffee, beans, and rice, what are you even doing
Josh Linville@JLinvilleFert
Fertilizer prices suck right now. That's it. That's the tweet.
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Madeleine (Build more bike lanes)
1.1K posts
Madeleine (Build more bike lanes)
@gonewiththegale
I do business stuff. Veteran lurker, newbie poster. Previously @awscloud and @jpmorgan
Seattle / Paris Katılım Eylül 2018
337 Takip Edilen37 Takipçiler
Need this but with Robespierre
Grace@gracecamille_
surprised my sweet genius revolutionary-obsessed bf with George Washington at his birthday party last night
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Madeleine (Build more bike lanes) retweetledi
JPMorgan, Morgan Stanley, and other banks are drowning from the hundreds of billions in data center debt they have taken down for AI builds from Oracle and CoreWeave. Now it's time to move the risk.
The size of the risk: out of scale to anything we've ever thought about.
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@zorofkr I mean she worked at Cluely so she learned from the best
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Ladies, I say this with love as an older Asian woman, please get some self-respect. You don’t need to do this 😂
Katie Chen@dear_kxtie
Tomorrow 5/2 12PM @ SF running the biggest ABG / ABB maxxing event 💕
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@MikeIsaac Comments on WSJ’s articles about the economy / housing market / cars is where I go to get ragebaited by boomers.
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how restrictive do you think the wsj comment mods are these days
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@LarryKellogg @BlakeKellii @jenbegakis Unfortunately women, especially in America, are raised to dream of a fairy tale wedding so it takes a lot of unlearning to give that childhood dream up.
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@BlakeKellii @gonewiththegale @jenbegakis I think couples should just elope.
Marry in haste, repent at leisure.
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Because the bride’s family pays.. and if they can’t afford it, ofc that marriage is cooked
White Baby Factory@WhiteBabyFac
Couples who spend less than $1,000 on their wedding have the lowest divorce rates.
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Madeleine (Build more bike lanes) retweetledi
Unpopular opinion: stroopwafels are too sweet. It’s like eating sticky sugar.
mads.@knittedmugs
breakfast of champions
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@JulienTechInvst These stocks live in a macroeconomic context. The gdp (lower than expected) and inflation (higher than expected) numbers came out
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J’ai jamais vu un marché autant schizophrène… On a des annonces de CapEx records, mais ceux qui en profitent ne montent même pas… Pareil, la croissance est phénoménale mais Meta et Microsoft se font dézinguer. Incompréhensible
Français
My hypothesis is that users have to perform multiple searches to get quality results. Revenue goes up in the short term but user experience worsens.
Anecdotally speaking, Google search is so bad that I have to use ChatGPT even though I prefer to support businesses that rely on Google’s web index.
Boring_Business@BoringBiz_
How is Google search still growing 19% year over year with nearly monopoly like market share in the category? Legitimately might be the greatest business ever created in the history of capitalism
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@jeremie0117 Not doubting the information but this is a terrible chart to read. Should have been a bar chart or sth.
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Everyone’s panicking, surprised we haven’t had an overly eager tweet from Oracle
Ed Ludlow@EdLudlow
Coreweave out with a statement on OAI. We sent headlines to @TheTerminal earlier "OpenAI is a terrific partner, but not our only one. Our business is supported by a diverse and expanding set of customers like Meta Platforms, Anthropic, Microsoft, Google, IBM, Perplexity AI, Jane Street, and many others. As more companies build and deploy AI, demand for compute continues to grow. We continue to see demand exceed supply across the AI ecosystem, particularly as inference scales." - CoreWeave Spokesperson
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I totally relate. Years ago, I used to work with data warehouse and we were on redshift which I think was even worse (and before that Oracle, quelle horror). Idk how much AI helps given how messy data can be. The only way out might be to move company or lead a company wide migration I fear.
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@gonewiththegale I'd love to, and I wish we started on Databricks, but migrating is a lot of work and not a good use of my time. I've migrated some chunks of the pipeline to Clickhouse, but I can't really expend time on a full migration.
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I tend to not post about this because the audience is niche and nobody really cares but I've held an unreasonable seething rage toward Snowflake (data warehouse tool). Awful company. The engineers are probably fine but the management culture seems bad and stymying of the product.
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@laurenbalik @pmarca @ESYudkowsky @nntaleb Didn’t follow them anyway but thanks for the reminder lol.
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If 100 people block @pmarca on X, AI gets nicer.
If 100 people block Yudkowsky @ESYudkowsky, AI gets safer.
I promise that this works. ❤️
I have the largest head, and I hold the God Emperor card.
@nntaleb
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@tolstoybb Which plan? The doomer plan?
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UAE leaving OPEC is the first time I've started to Trust the Plan.
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Minor subplot but in Seattle Melinda Gates and Mackenzie Bezos funded a bike trail together. More of this please.
Qagggy!@Qagggy
The ladies who dumped their toxic billionaire husbands have built a nice trail on the waterfront.
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@makemoneymoney6 @RealJimChanos Oracle stock movement will be fascinating to watch this week
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@RealJimChanos Probably not going to be a good day for the space. Although this reads very openAI specific. Losing market share, slowing growth while long compute they’d need to grow into to justify
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Ray Dalio been waiting for the bubble to pop like
GIF
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi
Ray Dalio says a wealth tax may spark a bubble pop @seekingalpha
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