Hamada Kaido™

"Many people, myself among them, feel better at the mere sight of a book." Jane Smiley

@BennettSteinCPA @MrFamilyOffice Guess one has to both choose career and spouse very wisely

@MrFamilyOffice In these situations I always wonder if the kids would've chosen different, more fulfilling careers (but just as productive) had they known about the money early and what was expected of them

how to give generational wealth when the heir will blow it

@jagaa_official @nntaleb x.com/gordonherriman…

🚨 1973 was a warning. Today is a multiplier. → Then: oil shock → stagflation → Now: oil shock → everything shock Why? → Products are more energy-intensive → Supply chains are global → Debt levels are far higher That changes the game: Central banks can’t easily hike hard without breaking the system. The real risk: Not just inflation. Stagflation with constraints. And that’s much harder to fix ⚠️

In 1973, the oil embargo lasted 5m & caused a decade of stagflation. The world was not globalized & things were sourced locally. 1) Today the ENERGY CONTENT of products around you is much much higher than 1973. 2) The West has too much DEBT so impossible to fight stagflation.

1990

@parker_chun_ @TaskletAI @grok describe this video

.@TaskletAI Instant Apps are wild 🤯 check out my command center, never need to open another app again. Drop a comment with your task app if you want me to share a template + setup skill

🚨 BREAKING 🚨 Amid reports of Khamenei’s death, Iran unveils its successor: a DeepSeek-powered, YC-backed agentic workflow. Introducing KhamenAI Sources familiar say it’s a $666M seed round, with strategic participation from Qatar and Russia.

Amazing interview share.snipd.com/episode/3734f6…

CULTure

"We measure agent intelligence by benchmark scores. But intelligence isn't just solving novel problems — it's getting faster at familiar ones. That's what learning is." from: x.com/thebasedcapita…

AI is makes software cheaper to build, but not easier to distribute This is the core conflict for years to come

I've plotted the most expensive McDonald's burger and the least expensive MacBook over time. This analysis projects that the most expensive burger will be more expensive than the cheapest laptop as soon as 2081

I originally published this financial history article in January 2023, but its core point about how markets have a habit of treating geopolitical risk as background noise right up until the moment it’s not seems relevant again. citriniresearch.com/p/signals-nois…

@Citrini7 @Falstaf88247008 @AswathDamodaran Yep your first sentence says it all. Even before genAI we had declining attention spans and growing functional illiteracy. I find it a great filter for accounts to ignore though 😃

I don’t think you read the piece. “Ghost GDP” was presented as a term *coined by pundits* to express how the vast majority of people *felt* in an economy where productivity was booming but the composition of GDP shifted. This is already happening - the term “K shaped economy” is also a made up term, but pundits use it nonetheless. The accounting identity tells you that C + I + G + NX = GDP, but doesn’t tell you anything about the distribution of that income or the velocity with which it circulates through the consumer economy. It is a tautology. This isn’t a phenomenon that we pulled out of nowhere. People are already complaining about this, and we have all experienced the disconnect between inflation as it has been experienced by lower-income cohorts relative to the CPI basket.

I have issues with Citrini's AI doomsday scenario, where massive and speedy AI disruption causes economic damage, but it rendered a service by playing through what AI success will mean for the rest of the economy. bit.ly/4rMUhy9

Marco Rubio realizing he’s the new Supreme leader of Iran

@fortelabs @Superhuman It may be good but a tool that works across all your services for business and personal - not just email - would be better. Claude MCP is edging in that direction

The new @Superhuman AI is pretty incredible You can ask it for status updates, summaries of threads, or even to perform tasks like compiling data, all with specific emails cited Your email history probably has more context on you than any other single source of information

@fortelabs @Superhuman And disappoint how copilot can’t deliver the same in outlook

@draecomino @threadreaderapp unroll

Agentic coding saves time per unit of work but consumes more absolute time. It's so fun and empowering that someone who doesn't normally code can easily spend 5h straight on their computer.

@willywoo Constantly amazed at what social media brings out. Disagree and be loud but never disrespect

I’ve made a policy of not blocking people for 4 years, hence toxicity in comments to my posts. This week we opened a live market briefing and made it free to all. Some turn up just to be disrespectful. Here on in, reply guys are insta blocked, go get yourself a life.