Phil Andrews

3.2K posts

Phil Andrews banner
Phil Andrews

Phil Andrews

@phlndrws

guy behind @maxinomics

California Katılım Ocak 2014
273 Takip Edilen1.7K Takipçiler
Jay
Jay@MinisterFat·
@Kalshi International space station costs $150b to build and $4B a year to operate. This money is not enough for a single mission never mind building a base!
English
4
3
56
8.3K
Kalshi
Kalshi@Kalshi·
JUST IN: NASA announces $20 billion plan to build permanent moon base
English
746
550
6.8K
3.2M
Mujtaba
Mujtaba@TheMeridianZero·
This assumes a 'clean' blockade that doesn't exist in modern warfare. Even if Iran 'allows' China/India tankers, the Strait becomes a kinetic 'Gray Zone' where insurance premiums alone act as a de facto blockade. Furthermore, the Saudi East-West pipeline is a static target. In a full-scale Hormuz escalation, those pumping stations are the first nodes to be neutralized by drone swarms. You can't redirect 7mb/d through a pipeline that’s under constant terminal threat. Geography isn't just about routes; it’s about the vulnerability of the infrastructure.
Mujtaba tweet media
English
5
4
28
6.1K
zerohedge
zerohedge@zerohedge·
If Iran allows China and India oil through the Strait, that's more than half of normal oil traffic already (7mmb/d). Throw in the Saudi East-West pipeline for redirection (another 7mb/d) and the blockade suddenly shrinks a lot
zerohedge tweet media
English
151
409
2.3K
416.2K
Joe Weisenthal
Joe Weisenthal@TheStalwart·
Yeah this is really annoying. Seems like there should be a way, perhaps with stablecoins, for an agent to just find and pay for the necessary API without having to go to a website and do all the clicks to get a developer account.
Jared Friedman@snowmaker

Even the best developer tools mostly still don't let you sign up for an account via API. This is a big miss in the claude code age because it means that claude can't sign up on its own. Putting all your account management functions in your API should be tablestakes now.

English
18
6
83
32.5K
SemiAnalysis
SemiAnalysis@SemiAnalysis_·
Nowadays, these boules weigh hundreds of pounds and are grown with mind-boggling precision. They are the purest substance ever manufactured by humans. All thanks to a moment of absentmindedness by a Pole in a German lab over a century ago. Moral of the story – don’t be afraid to make mistakes or be occasionally careless, you might just discover something spectacular. (8/8)
SemiAnalysis tweet media
English
2
0
31
4.6K
SemiAnalysis
SemiAnalysis@SemiAnalysis_·
Everybody knows Alexander Fleming's accidental discovery of penicillin. A forgotten petri dish, a surprising mold contamination, and suddenly – life-saving modern medicine. Well, the semiconductor industry actually has its own Alexander Fleming and "penicillin moment", and it happened while a brief mix-up occurred between an inkwell and a molten crucible. Meet Jan Czochralski. (1/8)🧵
SemiAnalysis tweet media
English
2
18
129
16.5K
Phil Andrews
Phil Andrews@phlndrws·
Never seen a city with more construction than Miami. Boom or eventual bubble?
English
1
0
3
495
Phil Andrews
Phil Andrews@phlndrws·
sure sex is great but have you tried do not disturb
Phil Andrews tweet media
English
0
0
6
639
Phil Andrews
Phil Andrews@phlndrws·
My gut says there will be an earnest effort to make this happen. At a minimum we will have a national discussion about it because the effects of this appeal to every facet of political ideology The big argument would happen around governance. If the US government fund becomes a big shareholder they get shareholder voting rights, some people would love that at least an equal amount would hate it
Maxinomics@maxinomics

The US government is about to start giving every American child $1,000. Deposited into accounts that are legally required to buy stocks, specifically low-index funds. This is the ultimate on-ramp to start having Social Security money buy the S&P 500. Right now when you pay money into Social Security, that money gets put in a fund, and that fund, by law, can only buy US bonds. It’s basically a captive loan that keeps government borrowing costs low. Social Security is the single biggest lender to the US government at $2.7tril. Moving that money to stocks is by no means a foregone conclusion. It would require a massive rewrite of the Social Security Act and a plan for how the Treasury replaces its favorite lender. If the biggest buyer of US debt stops showing up to the auction because it's busy buying the index, naturally the government would either have to shrink its spending or borrow more (likely at a higher rate). Diverting funding away from the government is likely the biggest hurdle. Congress, with the power of the purse, will not like having its purse constrained. So yes, there are big hurdles. But for the first time, the infrastructure for a Social Security overhaul is actually on the table.

English
0
0
3
639
Phil Andrews
Phil Andrews@phlndrws·
Adobe should expose an API that lets agents use all the tools in Photoshop. Charge extra for it, ride the AI wind instead of fight it
English
0
0
6
2.3K
Phil Andrews
Phil Andrews@phlndrws·
Doing my best not to get sucked into the moltbook thing. Just a quick look at the underlying agents called clawdbots--these things are a security nightmare They basically have full admin privileges to your computer, can't imagine a situation where I would install one
English
0
0
6
449
Phil Andrews
Phil Andrews@phlndrws·
Organized crime globally is a multi-trillion dollar annual business. In other words, trillions of dollars must be laundered to be truly useful Not an expert in this but my understanding is that if you have dirty money the cost you pay to launder it through a third party is 30-50%. You give $1mil, you get $500k back. Which means there’s at least a trillion worth of incentive to setup laundering fronts Always follow the money
English
0
1
4
405
Rambo Van Halen
Rambo Van Halen@RamboVanHalen·
I've written about this before, but I often wonder how much of our "economy" is fake. Back in the day in Los Angeles there was a prevalence of "Cell Phone Accessory" stores. Sometimes several per block. We'd film on these dumpy commercial streets, and be working in front of these shops for days. But we wouldn't see a single customer enter or exit. The off duty cops we hired for traffic control explained that it's all money laundering. Same with the bodegas, the vape shops, and most of the restaurants. In Los Angeles, and many other cities, there are miles and miles of streets full of businesses with no customers. And yes, most of them are owned by immigrants. Another story, this time from San Francisco... A new asian hotdog place opened in my neighborhood. It looked cute from the outside. Thought it might have good food (sometimes these places do). So I went in and ordered a hotdog.... The cute asian girl disappeared into the kitchen. Doesn't come out for a long time. After 15 minutes I walk to the counter and ask "how's it going in there?" but I got no answer. So I peeked into the "kitchen". And to my surprise there was no kitchen--it was just an empty room. No fridge, no stove, no food. And there was no cute asian girl. She'd left. She had my money so I stuck around to see what the fuck was going on. A few minutes later she returned with a hotdog. I have no idea where she got it from. (I asked but she pretended not to understand English👍) So this raises some questions, because in San Francisco the health department "grade" must be placed in the window of the restaurant. And the fake hotdog place had a legit 99% rating (probably because they had no food on the premises). So somebody from the city of San Francisco inspected, and passed, a fake restaurant. The inspectors were probably on the take. At best, they looked the other way. These "shops" take up a lot of retail space--it's a lot of real estate. And retail space--especially in San Francisco and Los Angeles--is expensive, mainly because the cheap space is taken up with fake businesses. In the past I've looked into opening retail businesses. The biggest expense is rent. And it's so expensive that I abandoned the business ideas after running the numbers. So how much of the commercial real estate market is propped up by these sham businesses? And how many honest entrepreneurial Americans could be running their own small businesses but aren't doing so because the rent is too damn high? Once you start looking for fake businesses you can't stop seeing them. So the next time you're driving around your city, look at the dumpy commercial strips, and the dirty "store" windows. Then look at the crappy strip malls with peeling paint, cracked signs, and empty potholed parking lots. Then ask yourself, "How much of this is fake?"
English
705
3.2K
16K
752.8K
Phil Andrews
Phil Andrews@phlndrws·
you don't want to try this you don't want to install it. you don't want to figure out how to talk to it you don't want to find out if it will work for your thing. trying this thing is just more work this feels like an earthquake you say, this AI thing is very not nice. that shaking, rumbling, everything blurry but you know someone else will figure it out ugh! they're gonna be so much better than me. more work for them, less work for me. they get better, I fall behind forced to use this thing you'd rather not, you didn't ask for this. I like how I do things! you shout, stop this ride I wanna get off! what's that you say? faster, faster, faster? Dec 1: new thing Dec 13: huge new thing Jan 12: omg huge shiny new thing ---- fine ill try it
Claude@claudeai

Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code.

English
0
0
3
599
SqueezeMetrics
SqueezeMetrics@SqueezeMetrics·
The best strategy in the past decade has been to buy whatever excites manchildren: Weed, blockchain, GameStop, electric cars, monkey JPEGs, uranium, graphics cards, sparkly metals. If it's shiny, sci-fi nerdy, or belongs in mom's basement, it's a buy. What'll it be in 2026?
English
271
116
4.2K
325.4K
Giga Based Dad
Giga Based Dad@GigaBasedDad·
Dressing better makes a difference
English
95
31
919
898.1K
Phil Andrews
Phil Andrews@phlndrws·
@b48issues Gemini has gotten better though id have to ask it some touchy questions to know for sure
English
0
0
1
85
Aaron Frederickson
Aaron Frederickson@b48issues·
@phlndrws Interesting. When I was looking to upgrade to a paid version I tested ChatGPT, Grok and a few others and ended up going with ChapGPT, which worked best at the time. Having used it for some time now I am annoyed with the high level of validation and how overly agreeable it is.
English
1
0
0
47
Phil Andrews
Phil Andrews@phlndrws·
How I rank the models: 1. Grok 2. Gemini 3. ChatGPT Grok is the most likely to say you're wrong and stand it's ground. Gemini can create surprisingly good charts, not always but sometimes. ChatGPT is a distant third.
English
2
0
18
642