Teflon Bust

@Polymarket So why are you resolving your market YES @polymarket?

JUST IN: The only world record broken at the Enhanced Games will reportedly not be recognized by official authorities.

@Polymarket Why are you resolving Ceasefire markets before hearing from the US or Iran? They are the ultimate decider on whether the ceasefire continues or not....

It’s a little awkward over on @polymarket when neither the US or Iran have stated that the ceasefire is over….

@atteonthephone And they should decide by the rules. The order book should say 0+, but the answer is “Yes holder should read the entire rules. This is quite common on Kalshi where the market name is misleading.

@TeflonBust Written, yes. This is a classic "letter of the rules" vs "spirit of the rules" situation.

Today in Polymarket fuckups - There is a dispute in the Enhanced Games market. The "YES" side is arguing that the number of world records broken at the Enhanced Games "equals or exceeds" zero. The "NO" side is arguing: "come on, bro". Both arguments have their merit.

@rigatohni You didn’t even ask my thesis 😂

Does anyone have that one friend who DMs you every so often “go heavy on this market”… you ask for his thesis and you’re like “this dude has NO idea wtf he’s talking about”… but he just keeps being right?? Markets even where they have no edge but you have a major edge. I tailed him once, lost a shit ton. Stopped tailing him… and he’s still printing.

@camliekr I’m assuming this isn’t serious. 😂

“would you consider a white person chinese if they were born and raised in china” literally yes. what is this argument

Narrator: This new deal appears to be worse than the existing deal Trump pulled out of.

Iran never won a war, but never lost a negotiation!

@MarioNawfal The Gulf States are still way better off with a toll and the Strait open. They would be making a lot more than pre-war.

UNLESS NETANYAHU FKS IT UP, WE HAVE A DEAL! Biggest winners: Iran, Hezbollah Biggest losers: Israel, the U.S. TBA: The Gulf (Depends what the toll system will look like in the Strait of Hormuz) Note: Trump deserves credit for accepting the deal. He's facing significant pressure to continue the war. As I'ver said many times: Trump made a mistake getting into this war, but deserves credit if he walks away and does not get dragged back in. Also if Trump doesn't take the deal on the table now and decides to strike, then it is clear I was wrong and Netanyahu is calling the shots, not Trump

@KuleRonaldMbing Narrator: Uganda has now confirmed 3 new cases, for 5 total during the current outbreak.

Ugandans we love our country. The West tried all they could to portray the ebola image on us but we fought back. The ministry of health confirmed that we have no ebola case in the country. But surprisingly, the same ministry has requested for Ugx 90 billions to fight a non existent disease, what a fuckin country Uganda is! What did we do to God to deserve such greedy crooks masquerading as leaders? @NinyeTabz @MinofHealthUG @JaneRuth_Aceng @DianaAtwine @UgandaMediaCent @KagutaMuseveni @IGGUganda @AntiGraft_SH Cc: God

@KinCONN One of the US Passengers who wasn’t allowed to leave quarantine said that they had only been tested once, which I assume means when they arrived in the US. Just seems a bit strange, like “if they are in quarantine, there is no real need to test, report, and risk scaring people.”

Yes, absolutely no news. The individual had high levels of contact with a positive patient as a medic for a couple of days. He became symptomatic and tested negative. Yet, he was evacuated 5K miles to a specialist unit in London. So far, all confirmed positives have been in passengers or crew who were aboard the M.V. Hondius. This man was not on the ship. Would love to hear how he’s doing, wether he is improving, whether he is still in the specialized unit, and whether he is still testing negative.

@KinCONN I was just wondering about the person with symptoms they took to London. Nothing for 3+ days.

They should delay the Starship launch until after the IPO because they all go boom.

Wild. $tsla $tslaq $spcx

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

Trying to Make Ebola Great Again?

@KinCONN MEGA types?

People set fire to an Ebola treatment center in a town at the heart of the outbreak in eastern Congo on Thursday after being stopped from retrieving the body of a local man, as fear and anger grow over a health crisis that doctors are struggling to contain. #ebola