mdubya

@MikemanCommeth @Acyn If the data center drilled a deep well they likely went lower than the wells around them. Once they go lower and start pulling water it's going to suck all the water out of the wells above them in their vicinity.

This is pretty dishonest framing. The drinking water was disturbed by the construction project for private well within 1,000 feet of the property. This is bad, the project should have been monitored and the effects on the water table should have been ameliorated. However, the sediment in the water is not "for Georgia", and it has nothing to do with it being a data center. It could have just as easily been a shopping mall or a housing development.

AOC: This is what drinking water in Georgia looks like after Meta began data center construction in the community.

Just using Claude CLI to build them and run them at the moment. Each agent has their own claude install. Tried to firewall them off well in case I screwed up big. This was my first try at something like this and so far so good. They catch things I glance over. I run them every four hours.

@mdubya_13 Dont fully trust autonomous agents to do debugging and devops decisions yet so Im still doing this deterministically, just direct bot error logging, which I can then paste to my claude code cli window and debug myself. But your suggestion sounds interesting. What agent u using?

Was working on so many vibecoded projects at the same time through multiple different VPS so it was hard to track what was breaking at times So I added full error logging to telegram and created a DevOps group with a bot that reports to each respective project channel, easy

@BryanWinsAgain @BNONews @Kalshi The Supreme Court case for districting has concluded.

@BNONews @Kalshi What changes recently that helped Republicans? Their odds didn’t increase in any individual senate races.

With less than 6 months until the midterms, Republicans are likely to keep control of the U.S. Senate, according to @Kalshi.

@WazzCrypto The I'm going to sell stage

>Mortgage your house to buy bitcoin > Never Sell your Bitcoin > Sell a kidney but keep the bitcoin > Buy more Bitcoin than you sell What stage of the ponzi are we in?

As someone who can vibecode, ship infrastructure that runs real money, with the skills that come from running multi million dollar retail businesses for well over a decade, I feel like I'm in a unique spot to build and lead this kind of a small team. The future is bright!

Oh the things I could do with a Velo Premium subscription...

Peter Diamandis giving the career advice nobody wants to hear but everyone needs. "The career of the future is not getting a job. I think the only career of the future is entrepreneurship." Most jobs will be automated. The ones that survive will look unrecognizable. The only hedge is building something yourself. FT @RaoulGMI @RealVision @PeterDiamandis @SalimIsmail

@RobertMSterling Number 3 is perfect at number 3 for number 3 is for the 30's

KPMG is laying off 10% of their audit partners. You might have missed the news amidst today’s announcement that Meta is also laying off 10% of their employees. I’ll be blunt: If you work in front of a computer, your job isn’t safe. It doesn’t matter how senior you are (KPMG’s partners literally own the company). Nor does it matter how good you are at your job (Meta’s engineers are among the best of the best in the tech industry). Your job is at risk, and it’s incumbent on you—and no one but yourself—to plan for what you do in your career to proactively manage that risk. Four reasons why this is happening: 1. Competition: AI is reducing barriers to entry across every industries, from professional services (such as the audit and advisory services provided by the likes of KPMG) to software and everything in between. Reduced barriers to entry mean increased competition, which means lower pricing power, margin compression, and pressure to reduce costs—especially fixed costs such as labor, which is the number one expense for most white-collar businesses. 2. Need to Invest: As incumbents face increased competition from new entrants to their market and from substitute products (e.g., vibe-coded homebrew SaaS replacing expensive vertical SaaS products that previously enjoyed virtual monopolies within their respective target markets), they are forced to make sizable investments in technology to remain competitive. In the case of professional services companies, this means large investments in proprietary software (all of the Big Four firms are investing billions in new technology right now); for big tech companies, this means tens of billions of dollars going into data centers and physical infrastructure. Essentially, capex and opex are in the middle of a zero-sum battle in corporate budgets. As companies face the need to invest more in capex and R&D—and as capital markets become increasingly averse to providing them additional liquidity to fund it, out of concerns that the ROIC on said capex will not be accretive to earnings—opex is cannibalized to fund capex. And, again, the primary lever CFOs in white-collar companies have to instantly reduce opex is layoffs. 3. Automation: These competitive pressures are compounded by AI rapidly automating work faster than incremental revenue is able to be generated. In other words, workers are being made redundant faster than companies are able to come up with the new business that might otherwise save those jobs. Some in the tech industry (people far smarter than me, I will add) conjecture that, on a net basis, AI will create more jobs than it will destroy, due to an AI-facilitated period of hypergrowth and a corresponding boom in corporate earnings. But with every company I advise, across the worlds of startups, SMBs, and large industrial companies, I’m simply not seeing that yet, and I don’t know anyone who is. 4. It might feel like ancient history at this point, but many companies are still dealing with the excesses of the Covid-era labor market. Money was loose, talent was in short supply, and software companies, financial services firms, and professional services companies hired too many people too fast, with standards that were too low. They’ve made significantly progress in right-sizing their workforces over the past couple years (return-to-office mandates, for example, have essentially created “soft layoffs” at many large companies), but much work still remains. If you’re picturing your career and your company as you read these words, I can’t emphasize it enough: Plan ahead. Build a network of people outside your company who would want to work with you if your current job were made redundant. Think about businesses you might want to start (it’s a lot easier to keep your job if no one but your customers can terminate you). Set money aside. Be proactive, not reactive. Be a predator, not the prey. Because these trends are inexorable, they’re unstoppable, and, chances are, they’re coming for all of us. Start planning. And start planning now.

Worth the read

@CalebSol Trade in your twenties to struggle in your forties. DCA in your twenties to retire in your forties.

Choose your hard:

@GarrettBullish 50 years of Peace? Brother the first decade of this century was nothing but war. I don't think the people of Ukraine would feel like there's been peace either.

A 45,000-ton "Lightning Carrier" with 14 stealth fighters is 48 hours from the Persian Gulf. 82nd Airborne on standby. 50,000 troops assembling, the largest US amphibious buildup since Vietnam. A month ago, none of this was imaginable. Stretch the timeline to 50 years, every step has a traceable origin. Read↓ open.substack.com/pub/garrettres…

Waking up this morning and seeing a lot of people thinking the Iranian government tells the truth. I regret to inform you that neither side is telling the truth. The fog of war...

@kasperloock Gm

GM say it back

I'm still bullish Extended and you should be too. Use code MDUBYA to get cheaper fees!

@vvsmoe @AlgodTrading He could have got an FTX employee to turn on his withdrawals from the tweet you mention and that was enough. No crime on his part, just the FTX employee giving him permission to withdraw.

@AlgodTrading How did you unlock your funds the same day then? And why did you tweet you used a Bahamas KYC back then?

Drunk ama, lesgo

@AlgodTrading Until they decide they do not want to pay our taxes. Would be a Boston tea party event

Transition period is important, it wont replace overnight and we need to somehow tax the robots/systems that replaced the humans If we do this well we will live in a utopia, excited to be able to experience this

Really can’t see how AI wont take our jobs, this isn’t the same as industrial revolution, you can argue industrial revolution already allowed to decrease work weeks to 5 days and 8hrs/day We are creating a higher form of intelligence, pair that with robotics and i can’t see a compelling argument why humans are needed in most sectors

@mst1287 It is insufferable lately

stfu

@zoomzoom319 @llC_Troyll @KatattackTruth @0hour1 This line of reasoning is the first step to controlling speech. When are people going to wake up?

@llC_Troyll @KatattackTruth @0hour1 Freedom of speech doesn't equate to freedom of consequence 🤣

Do you really think we cant find you. 🤣😂😅

come join spaces on Thursday to talk all things Extended with head of growth @lttlanna & expert advisorrrr @kasperloock hit me up with any questions you have twitter.com/i/spaces/1yNGa…