
Mark Valorian
15.7K posts

Mark Valorian
@markvalorian
trader & marketer | AI, behavioral economics, financial markets, marketing, and political philosophy. technical trading concepts: @suedetrades





It is fine to bring the best videos on the internet to X. One of X's core values is cultural commentary. However, we cannot tolerate big accounts intentionally using their larger following to hijack impressions hours after another user posts something. Having said that, we will aim to reward original content creators and livestreamers more in the coming weeks.



Ken Griffin spotted spitting game while Tom Brady stands right in front of him at Palm Tree Club yesterday They’re fully in their Miami eras







@turtlelambvase @norvid_studies @lu_sichu @max_spero_ i had the same intuition as norvid's op and my sense is random text would bias towards human because pangram is calibrating for *specific* basins of ai post-training text where human is the default / low false positives. some evidence






If the *only* impact of LLMs professionally was causing people to "think out loud" in a way which was routinely captured by computer systems and then could be operated on by computer systems, that would *by itself* be one of the most consequential changes in practice in 100 years

“We will have a crash, I just can't tell you when, and I can't tell you how deep. But I can assure you, unfortunately, I wish I wasn't saying this, we will have a crash,” says Andrew Ross Sorkin, financial journalist and author of “1929.”





I see these neighborhoods being built in Texas and I’m trying to figure out who in their right mind would buy a mansion with zero lot lines. Like, you could do a handshake through your kitchen window. Insane! Please make it make sense.








The AI bubble math doesn't add up. Anthropic spends $3 to make $1 and that’s before you include any and all other costs like staff or electricity. Microsoft dumped $300B in capex, made ~$18B in AI revenue. OpenAI and Anthropic alone make up 43-54% of Microsoft, Google, Amazon and Oracle's entire revenue backlogs. Enterprises are burning through annual AI budgets in 4 months with zero measurable ROI. This is the most expensive science experiment in history, funded by your SaaS subscriptions.



