teva
1K posts
The right wing hippy is a much more logical archetype than the left wing hippy. Nature itself is inherently right wing (i.e. hierarchical). All left wing politics are utopian (i.e. opposed to nature); leftism is defined by the violent imposition of man-made constructions like “equality” onto a wild, unequal, raw reality; the flattening of the Cosmos. The only natural analogue to left-wing values is heat death, the theoretical end of the universe, where all structures (i.e. differences, inequalities, borders) are dissolved into a state of maximal equality (i.e. nothingness), and which all living things resist by the very act of being alive. If you love living things and desire a natural way of being, you have to be right wing
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Love him or hate him you gotta admit there's no one out there like him
Kaitlan Collins@kaitlancollins
Asked why he didn't coordinate with allies before going to war with Iran, Trump says, "We didn't tell anyone about it. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor, OK?"
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In some cases it’s even worse.
I’ve passed on Anthropic SPVs twice now, think there are better trades out there.
AI labs have very little moat. Customers’ switching costs are essentially zero (this will be even more true once agents are the primary consumers of tokens), and models depreciate incredibly quickly, with open source models just months behind in capabilities.
And while labs could certainly have a moat in access to compute itself, my read is that it is far from the only bottleneck on pace of progress.
AI lab IPOs are broadly expected this year at 700B-1T valuations, but we are entering turbulent market conditions, to say the least. It’s very possible that these IPOs are delayed, and that valuations stall in the interim, despite continued strong revenue growth.
Anthropic was an insanely good deal 1.5 years ago at <$20B if you had access, but the RR is far worse now. We’ll have plenty of liquid 2x+’s in public markets in the next few quarters anyway.
B@itswithinme_
Crazy fee stacking going on in Anthropic secondaries I’ve heard through the pipe At $380b valuation L2 SPV - 15/0 Broker - 7% Upstream L1 SPV - 5% So for $1m investment, you’re only getting $750,975 net capital into underlying exposure $249,025 / $1m = 24.9% fees So you to recover original exposure you need 33.2% gross appreciation to break even Wild
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My "magnum opus" on magnesium is now available to read for free on my blog
When converted into pdf form this one is a whopping 30+ pages long exploring every facet of what makes magnesium the cornerstone of life, read it below:
Why Magnesium?
multiflora-herbs.com/blogs/news/why…
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This is every argument. "We didn't wipe out the most powerful military in the region with minimal casulties in just two weeks while ALSO ensuring not a single ship avoided transiting a hot war zone for even five seconds so NO PLAN"
Andrew Day@AKDay89
"Of course the White House planned for Iran closing the Strait of Hormuz! Don't listen to the lying media!" Okay... Then what's the plan? Why haven't they implemented it? Why are they moving ~3k Marines to the region after the fact and asking China, UK, etc. to bail us out?
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It's been wild watching otherwise intelligent people falling for the most obvious bait/psyops Iran War headlines over the last week.
Do you really believe the US Military didn't consider that Iran might close the Strait (their most obvious piece of leverage), before spending tens of billions of dollars on a military operation?
Militaries operate under constraints, uncertainty, and tradeoffs. The people in charge, who are privy to lots of information the rest of us are not, decided that this operation had positive expectancy. Time will tell whether they were right.
This is apparently contrarian, but I will go out on a limb and say that on a multi-year timeframe, American interests will likely have net-benefited from this war 🫡
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@AviFelman I would guess the US/IL already know roughly where they are, and can't/won't attack them for whatever reason.
This $10m bounty is likely meant to sow distrust and paranoia within the remaining regime elites
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This is pretty unserious. The correlation between human cognitive ability and propensity to commit crime is so straightforwardly contingent on human social factors and clearly doesn’t generalize to advanced AI. Akin to claiming that as humanoid robots get smarter we should expect them to start wearing prescription glasses
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion
One reason I'm not so scared of autonomous superintelligence. When you're really smart, you usually realize that being evil is dumb.
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@RealKyleBrooks High dose astragalus preserves/improves kidney function in CKD. Not sure about PKD but worth a shot anyway
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Health chads need you to tap in on this
Got chronic kidney dis-ease currently and am on dialysis. I know there’s a way to get my kidneys cleared so I can hop off and don’t need to continue dialysis and don’t need to get a transplant. Give best kidney detoxing methods please
Shit’s real now
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teva retweetledi
54k $BTC
the decline should be faster and rallies smaller from this point on
x.com/kurdishtic/sta…
deo@kurdishtic
63k $BTC the decline should be faster and rallies smaller from this point on
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@sizov_andre @abcampbell Interesting, thanks!
All-in-all do you think extended disruptions in the Strait would be enough to meaningfully affect wheat yields this year?
Part of what attracts me to this trade is that the downside seems quite limited. Still trying to assess potential upside
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@nevuteva @abcampbell You are right about nitrogen
Also S.Arabia is one of top phosphates producers
There are stockpiles though
Esp in Russia
But they will be pricey for those who haven’t locked the price
(Farmers / distributors typically buy them months ahead of the spring campaign)
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@nevuteva You are tempting me (I am already in but small-ish)
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The idea is that ~25% of nitrogen fertilizer flows through the strait of hormuz, there are virtually no stockpiles of it, and that the March-April window is when nitrogen fertilizer is most important for winter wheat
It's not as clean/direct of a trade as Russia/Ukraine war but still solidly downstream of the current happenings
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@nevuteva Ukraine makes (a lot of) wheat
Iran does not
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