Happy.

You visited my profile to find an insult for me instead of investing in thought? Congratulations, you can now reply that I have my pronouns in my bio so everyone knows you're a dullwitted bigot incapable of independent ideas.

@windowsdev @pavandavuluri We don't want that thanks.

We’re evolving Windows to give developers a platform to build the next generation of software experiences that empower people and organizations at scale 🚀 Read about the latest updates we’re introducing at #MSIgnite 👉blogs.windows.com/windowsdevelop…

@aravind @satyanadella @grok Learn to read.

@satyanadella @grok summarize this into 5 clear points

I’ve been thinking a lot about what the net benefit of the AI platform wave is. The real question is how to empower every company out there to get more out of this platform shift and build their own AI native capabilities and enterprise value (vs inadvertently just transfer their unique value to the tech sector!!). Bill famously said a platform is when the economic value of everybody that uses it exceeds the value of the company that creates it. That’s the essence of the positive-sum future. Even in our somewhat zero-sum mindset industry, we can create partnerships that create value for all parties involved. Our partnership with OpenAI is a great example. Our investment helped them scale; their research accelerated our own innovation. That’s what healthy platforms and partners do—they catalyze and compound progress. There’s no better proof than what we announced just this week. The world’s first AI superfactory was co-designed with OpenAI and informed by three generations of AI supercomputers we built for frontier model training and inference. It was also a result of working closely with Nvidia and getting better at the full stack optimization from model architecture to micro-architecture of the chip and everything between three companies! We also did the work to bring AMD into the fleet doing inference of GPT models, which enabled them to get up to speed on their own software stack for AI. And now all this infrastructure will scale to support every startup to enterprise doing their own training to inference. You can see the same dynamic in coding. Thanks to AI, the category itself has expanded and may ultimately become one of the largest software categories. I don’t ever recall any analyst ever asking me about how much revenue Visual Studio makes! But now everyone is excited about AI coding tools. This is another aspect of positive sum, when the category itself is redefined and the pie becomes 10x what it was! With GitHub Copilot we compete for our share and with GitHub and Agent HQ we also provide a platform for others. Of course, the real test of this era won’t be when another tech company breaks a valuation record. It will be when the overall economy and society themselves reach new heights. When a pharma company uses AI in silico to bring a new therapy to market in one year instead of twelve. When a manufacturer uses AI to redesign a supply chain overnight. When a teacher personalizes lessons for every student. When a farmer predicts and prevents crop failure. That’s when we’ll know the system is working. Let us move beyond zero-sum thinking and the winner-take-all hype and focus instead on building broad capabilities that harness the power of this technology to achieve local success in each firm, which then leads to broad economic growth and societal benefits. And every firm needs to make sure they have control of their own destiny and sovereignty vs just a press release with a Tech/AI company or worse leak all their value through what may seem like a partnership, except it's extractive in terms of value exchange in the long run. We know that the Internet wave had tremendous positive sum impact in the world, and yet we also had some sectors that got hollowed out like local media. This time around we have the opportunity to ensure broad diffusion of this tech with choice and control that is distributed to ensure positive sum outcomes across the board. At the end of the day, this new technological wave gives us the opportunity to dream bigger and set higher ambitions for what we can collectively achieve. Each of us will need to play our part!

@satyanadella @pavandavuluri There is no net benefit. Zero. Every five years you reinvent Clippy when what we want is Windows 7.

@joshwoodward @NotebookLM @GeminiApp I guarantee you the actual top feature request is turning off this utter shit in every Google app.

Top feature request unlocked! You can now attach a notebook made in @NotebookLM right inside @GeminiApp! Starting on the web, mobile next year. We just snuck this one in!

@joshwoodward An uninstaller.

Imagine it's early 2026, and you're using a Gemini MacOS desktop app. What features *must* be there for you to love it? Anything you really want to see in the desktop app specifically?

@JacintaAllanMP Some of us are a little bit sick of your party supporting genocide. You have kids. Can't you imagine for just a second how shit it would be for them to be shot or bombed with Labor's support?

Blocking the Christmas windows won’t change a thing in the Middle East, but it will let down a bunch of kids in Melbourne. Who does that help? We are all a bit sick of this stuff.

@claudedwalker Don't let it go to your head, but one of the main reasons I'm still here. If there were another venue for us to stay in touch and have a laugh, I'd be very interested. Even if it's just threads or bluesky or something.

@claudedwalker @ignore89039500 They could have afforded a professional for the other messy stuff in the first place.

@AdamCSharp I suspect the German prefix _schweine-_ may be a Bowdlerism for the phonetically similar _scheiß-_

A German way of saying something costs an arm and a leg is schweineteuer, or “pig expensive” But in Norwegian something that is NOT expensive is grisebillig, or “pig cheap”

A Dutch way of saying “we’re on it” or “we’ll take care of that for you” is we zullen dat varkentje wel even wassen. It means “we will certainly get that piglet washed” * read on for more porcine phrases from around the world (a big pig thread)...

@MGrahMcIntosh but we weren't. please don't forget that.

Go Panthers! It felt like all of Penrith was out for our team this morning. 🐾🏆

@realDonaldTrump @yhdistyminen #stop

@yhdistyminen THANK YOU for liking my post! I’ll send you IMPORTANT ELECTION UPDATES for North Carolina. Make sure you are ready to VOTE FOR DONALD J. TRUMP by November 5th. Reply #stop to opt-out.

@JulianHillMP nobody is celebrating it. some of us also dislike using it to justify genocide.

No one should celebrate October 7 as many Australians mourn loved ones killed then and since. The largest loss of Jewish life since World War II. And an intolerable number of civilian deaths in Gaza, the West bank and now Lebanon. Despite what Peter Dutton and the Greens political party say or do, the vast majority of Australians do not want foreign conflicts to create violence here or rip our society apart. #auspol abc.net.au/listen/program…

@dannolan this is what happens when they teach Betteridge's law at uni

cannot wait to learn about 'america'

@cyberrage @purplepingers *tenant-funded retirees

@purplepingers You could grandfather and cap it which was suggested and ignored by ALP in 2018. There are genuine self funded retirees who rely on the structures it promoted

Grandfathering negative gearing instead of abolishing it completely is an attempt to keep landlords with 352 investment properties happy. Just acknowledge the disaster it is and get rid of it instead of trying to figure out how to appease your wealthiest voters

@TMFScottP The bigger problem is political: whichever party attempts it will get hammered and I worry Albanese doesn't have the capital to risk it. And of course, pollies and their donors are disproportionately resi investors. And owner-occupiers don't want to see prices fall much either.

@TMFScottP Special-casing a particular asset class feels a bit inelegant to my gut. But on the other hand, housing *is* a special case, and clearly the status quo is hurting people other than the investors, so that's ok.

I've had some people ask how indexation would apply to CGT if it replaced the 50% CGT discount. Good question. It's the system we used to have *before* the discount, so we know it works. Here's a simplified example in a short thread: 1/n #auspol #ausbiz

@TMFScottP Is the idea that, like cap losses, we can only reduce our investment tax to zero but not deduct them from earned income? With a carry-forward to future investment income? 2/2

@TMFScottP Another question: how do you imagine "scrapping negative gearing" working? It's reasonable to deduct our investment expenses, and hard to break those down on a per-Investment basis. 1/2

@jason_king72 @TMFScottP In all but unusual times it would take quite a few years for inflation to compound up to 50%, but eventually of course you're right, and for those of us investing for retirement it would definitely be plausible if we pick the right investments in the first place.

@HappySinger @TMFScottP What's not widely appreciated is that the CPI method could easily give you a better outcome than the blunt 50% discount. It all depends (obviously) on the size of the gain and the inflation rate.

@TMFScottP Sounds pretty reasonable then.

@TMFScottP I like paying half-price tax though?? 😉 I wonder if it will disincentivise long-term investing. And also whether I should care. The more people NOT behaving sensibly in the market, the more opportunities for us. And also whether 12 months is really long-term.

@HappySinger I think so. Fairer, more appropriate, a time-based slope to the line, rather than all or nothing beyond Day 365.