The first TW was built by the whole world. The second TW was mostly built by China. China 0.25TW built in just the last year.
Meanwhile Trump admin is canceling almost finished energy buildouts by Ørsted + gutting solar. We need all the energy we can get.
The first TW was built by the whole world. The second TW was mostly built by China. China 0.25TW built in just the last year.
Meanwhile Trump admin is canceling almost finished energy buildouts by Ørsted + gutting solar. We need all the energy we can get.
Codex CLI is much better than I'd expect. Gemini CLI is much worse than I'd expect. Wild how both of them are essentially replicas of Claude Code, which is itself mirrored after Aider. Aider has really caused billions of dollars of enterprise value despite being free.
sometimes I go home really late and there's a subway car with just two women in it. I run to the next subway car.
low trust society requires being racist / sexist / assuming the worst based on physical traits as a starting point for safety and security.
sometimes I go home really late and there's a subway car with just two women in it. I run to the next subway car.
low trust society requires being racist / sexist / assuming the worst based on physical traits as a starting point for safety and security.
Ørsted in Denmark, along with Copenhagen Infrastructure Partners. Working late, but no OpSec. I can zoom in on your projections bro. You probably need to assume a higher IRR hurdle.
I can feel my net worth being down 20% in real terms over the past 6 months as I travel. I spent a lot of time working hard to earn what I had, and it’s going away.
I feel really bad for the middle class and the mass affluent.
Well.. why not just put a police officer there and ticket anyone adding their “art” €300? This has no place in a city known for its aesthetic. https://t.co/f503dEceMR
China essentially views Russia and NK (and Pakistan, who was also there) as vassal states. Trump knows.
Or… maybe the high school AP lit class symbolism/metaphor doesn’t apply, and Trump just had a massive crash-out. I can’t tell. I didn’t take AP Lit. I took AP CompSci.
China essentially views Russia and NK (and Pakistan, who was also there) as vassal states. Trump knows.
Or… maybe the high school AP lit class symbolism/metaphor doesn’t apply, and Trump just had a massive crash-out. I can’t tell. I didn’t take AP Lit. I took AP CompSci.
$FIG this single slide as part of their presentation (with no other context), is funny. Figma employees have waited a long, long time to exit.
Likely outcome: Figma Make hurts margins too much for 6 months. Followed by enshittification + pricing upcharge to be sustainable.
IMO…
$ISRG WARN NOTICE: 331 employees on Oct 27th.
It says: "We will also transition our four days a week, ten-hours each day to five days a week, eight-hours each day".
This is a company tightening its belt in desperation. It's looking like a bad time for now due to tariffs.
Now, time to find the girl. The sales associate says buying the ring before finding the girl is “a trend.”
Pic: sales associate had to take off her ring to try them on for me
The tariff shit in the US is so complex that Chaumet doesn’t ship… so had to go to France!
Now, time to find the girl. The sales associate says buying the ring before finding the girl is “a trend.”
Pic: sales associate had to take off her ring to try them on for me
The tariff shit in the US is so complex that Chaumet doesn’t ship… so had to go to France! https://t.co/anYErSWcED
625 Followers 128 Following👋 i write about my work in financial markets, global liquidity, DeFi, agentic AI & law •🧵read my threads → https://t.co/LAm2Wdtbhj • 📧 [email protected]
10K Followers 1K FollowingValue investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected]
23K Followers 708 FollowingLooking for investments to sleepwell (public+private). Music, Consumer, Tech and Luxury. Independent artist & engineer. Opinions my own,disclaimers on Substack.
43K Followers 147 FollowingChief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
9K Followers 296 FollowingNot a trader, I swear. Just obsessed with capturing lowest cost basis on falling knives, which entails lots of buying and selling. NOT INVESTMENT ADVICE.
121K Followers 1K FollowingNothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
2K Followers 80 FollowingFormer equity derivatives quant at SIG and @BainCapital, data analyst at Solum Partners, chess master, Python/R coder, https://t.co/kb3qqyFMiO…
7K Followers 2K FollowingI DISLIKE THE STOCK.... ALL of them; short seller, mostly; "uses colorful language and metaphors to convey market observations and trading advice"
704 Followers 569 Following🇹🇭🇹🇼🇬🇧 Traveling vol trader love derivatives, anti-aging medicine, immunotherapy 🍄s, functional fitness, former GM server first main tank warrior FTH
14K Followers 4K FollowingHedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*
17K Followers 544 FollowingEquities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
2K Followers 820 FollowingSenior Partner & Global Head of Policy Research at @SignumGlobal. Fmr Deputy Head of Research & Director, Global Macro @EurasiaGroup
19K Followers 4K FollowingVeteran | M.D. fmr @usuhealthsci;
shorts, governance, human rights, fruit & native plants, matters of the heart;
not investment advice
she/her
1.1M Followers 2K FollowingFlaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI