theslackmethod

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theslackmethod

theslackmethod

@theslackmethod

Katılım Kasım 2014
1.4K Takip Edilen179 Takipçiler
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theslackmethod
theslackmethod@theslackmethod·
The problem with government now is that the people we hired to serve all think they were born to rule.
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NickMowbray
NickMowbray@NMowbray23·
Until we fix this and reduce ministries and departments Gov will continue to waste billions in tax payer money.
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Rational Aussie
Rational Aussie@rationalaussie·
Kind of feels like to me the rubber is about to hit the road. Every trend anyone with a brain has been following for the past decade is about to collide and then swiftly implode the system we live in. The debt based fiat Ponzi scheme, property prices, immigration, unemployment, inflation, political corruption, culture wars, the fertility crisis, techno feudalism, imminent AGI. All roads lead to systemic change. A 1 to 0 to 2 shift, but you have to hit 0 first.
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Shanaka Anslem Perera ⚡
Shanaka Anslem Perera ⚡@shanaka86·
JUST IN: The most irreversible consequence of this war is not happening in Tehran. It is happening in a barn in Iowa. A farmer is standing over a kitchen table looking at two seed catalogues. One is corn. One is soybeans. Corn needs 180 pounds of nitrogen per acre. Nitrogen costs $610 per ton on the CBOT March futures settlement as of yesterday, up 35 percent in a month. Soybeans fix their own nitrogen from the atmosphere through root bacteria called rhizobia. They need nothing from the Strait of Hormuz. The farmer is choosing soybeans. Millions of acres are choosing soybeans. And once the planter rolls into the field, the choice cannot be reversed until next year. USDA projected corn at roughly 94 million acres for 2026, down from 98.8 million. Soybeans at 85 million, up from 81.2 million. Those projections were published February 19, before urea surged past $683 at New Orleans. The actual shift will be larger. USDA Prospective Plantings reports March 31. By then the seeds will be in the ground. This is the transmission channel the world is not watching. A 21-mile strait enforced by provincial commanders with sealed radio orders just rewrote the planting economics of 90 million acres of the most productive farmland on Earth. Not through sanctions. Not through diplomacy. Through the price of a single molecule that corn cannot grow without and soybeans do not need. Now follow the cascade. The Renewable Fuel Standard mandates 15 billion gallons of corn ethanol annually. That consumes roughly 43 percent of the entire US corn crop. The mandate is set by the EPA. It does not flex when corn acres shrink. It is inelastic demand consuming a fixed share of a declining supply. When supply tightens against a fixed mandate, the remaining corn reprices upward. Corn above $5 per bushel compresses every margin downstream. The US cattle herd stands at 86.2 million head, a 75-year low per USDA NASS. Poultry and pork operations face compression from higher corn prices. Feed is the single largest cost in livestock production. When feed reprices, protein reprices. When protein reprices, every grocery shelf in America absorbs the increase. This is the protein cascade. Corn to feed to meat to eggs to dairy to the checkout counter. Each link tightens because the link before it tightened. The originating cause is a urea molecule that cannot transit a strait because a provincial commander’s sealed orders say it cannot. The farmer did not start this war. The farmer cannot end it. The farmer responds to the price on the screen and the biology of the two crops in front of him. Corn needs the molecule. Soybeans do not. At $610 the arithmetic is settled. The planter rolls. The season is locked. Israel just authorised the assassination of every Iranian official on sight. The US has spent $16.5 billion. South Pars is burning. The Fed is holding rates because oil inflation will not break. Gold touched $5,000. Bitcoin is bleeding. China is running exercises near Taiwan. Sri Lanka shut down on Wednesdays. And underneath all of it, a man in a barn is making the decision that determines whether four billion people pay more for food this year. He has never heard of the Mosaic Doctrine. He does not know what a sealed contingency packet is. He knows what nitrogen costs. And he is planting soybeans. Full analysis - open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet media
Shanaka Anslem Perera ⚡@shanaka86

Right now, in barns and equipment sheds across the American Midwest, farmers are making the most consequential decision of this war. Not generals. Not senators. Farmers. At $683 per ton urea, corn economics have collapsed. Nitrogen is the single largest input cost for corn production. At pre-war prices a farmer could justify 180 pounds per acre and expect a margin. At $683 the math breaks. Soybeans fix their own nitrogen from the atmosphere through root bacteria. They do not need the molecule trapped behind the Strait of Hormuz. The seed decision is being made this week across roughly 90 million acres of American cropland. Once the planter rolls into the field, the choice is irreversible. Corn seed in the ground stays corn. Soy seed stays soy. The acreage allocation locks in. USDA Prospective Plantings reports March 31. That report will tell the world how American agriculture responded to the Hormuz blockade. But the decisions it captures are being made now, in conversations between farmers and agronomists and seed dealers who are looking at nitrogen prices and making the rational economic choice: plant the crop that does not need the input you cannot afford. Every acre that shifts from corn to soybeans tightens the corn balance sheet for the rest of the year. Corn feeds livestock. Corn feeds ethanol. The Renewable Fuel Standard mandates 15 billion gallons of corn ethanol annually, consuming roughly 43 percent of the US corn crop regardless of price. That demand is inelastic. If acres shift and production falls while the mandate holds, corn prices spike. Feed costs spike. The protein cascade reverses. The US cattle herd sits at 86.2 million head, a 75-year low. Poultry and pork margins that were benefiting from cheap feed compress when corn crosses $5 per bushel. This is how a naval blockade 7,000 miles from Iowa reaches the American grocery shelf. Not through oil. Not through shipping. Through nitrogen. The farmer cannot afford the molecule. The molecule cannot transit the strait. The farmer plants soy instead. The corn supply tightens. The ethanol mandate consumes its fixed share. The remaining corn reprices. The feed reprices. The meat reprices. The grocery bill reprices. The decision is not political. It is arithmetic performed on a kitchen table by a person who needs to plant in three weeks and cannot wait for a ceasefire, an escort convoy, or an insurance normalisation that the Red Sea precedent says takes years. The deepest penetrator in the American arsenal cannot reach a sealed Iranian doctrinal packet. But the fertiliser price it failed to resolve is reaching every planting decision on 90 million acres of the most productive farmland on Earth. The war’s most irreversible consequence is not happening in a bunker. It is happening in a barn. And by the time USDA publishes the data on March 31, the seeds will already be in the ground. Full analysis in the link. open.substack.com/pub/shanakaans…

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theslackmethod
theslackmethod@theslackmethod·
@OfficialS2G And a battery that runs out every lap?!?! Way to sell evs to petrolheads guys. 🤦‍♂️
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Sid@OfficialS2G·
Can someone explain why F1 has gone down this battery/EV route? We already have Formula E for that. Why not just let F1 be about the best and most powerful combustion engines?
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
What if AI doesn’t need to show an immediate ROI but instead is the plausible deniability companies use to RIF 50% of the workforce they already knew did nothing??
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Dyme
Dyme@CryptoParadyme·
I pulled a crockpot recipe off Claude for some chicken. I have been calling it a Claudepot all night laughing to myself. I am experiencing AI psychosis.
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theslackmethod
theslackmethod@theslackmethod·
@BrianRoemmele Did anyone ever sponsor you one of those amazing book digitizing machines that flips the pages and everything?
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Brian Roemmele
Brian Roemmele@BrianRoemmele·
I know of 100s of private archives that have never been digitalized and never been online. I spent decades tracking them down for AI training. It is the most valuable data in the world and AI companies could care less about it or waste time using the wrong folks. Here is one:
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theslackmethod
theslackmethod@theslackmethod·
It only gets crazier from here
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theslackmethod
theslackmethod@theslackmethod·
@connan_james It's unbelievable that there's an election this year and not one of the parties looks fit to lead us into this future. They're all still arguing last century's debates.
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Pedro Domingos
Pedro Domingos@pmddomingos·
Finally, after 80 years, we can program in natural language and the computer revolution can begin.
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healthbot
healthbot@thehealthb0t·
The closer you get to nature The further you are from idiots
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The Figen
The Figen@TheFigen_·
What name would you call him?
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theslackmethod
theslackmethod@theslackmethod·
@SonofOmahu Free speech is a weapon of war. Against totalitarian governments.
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🍓🍓🍓
🍓🍓🍓@iruletheworldmo·
“the most surprising thing is the lack of public recognition of how close we are to the end of the exponential.” dario’s predictions have been uncannily accurate so far, and i agree. it’s 'absolutely wild that people are still focused on hot-button political issues' while we’re about to spawn a “country of geniuses in a data center” -- (lord dario). at what point do people finally see this coming?
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Balaji
Balaji@balajis·
The singularities are here, plural. So many different curves are going to the moon or the ground at the same time, across tech, culture, commodities, and politics. The solar singularity is just one of them:
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