The A.I. Bubble Doesn’t Exist, The Bears Are Wrong!
Time and time again I have turned on a major financial news network, listened to a financial podcast, or seen a post on X indicating that we’re in an A.I. bubble. The rapid surge in A.I. related investments and some stock…
Heavy onshore swell fetch beginning to inundate the lower lying area on the east coast here in #Basco. Could see quite a significant storm surge event in the coming hours as Super #Typhoon continues to edge closer 🌀
#RAGASA#Philippines@JordanHallWX
If intelligence is the log of compute… it starts with a lot of compute! And that’s why we’re scaling our GPU fleet faster than anyone else.
Just last year, we added over 2 gigawatts of new capacity – roughly the output of 2 nuclear power plants.
And today we’re going further,…
Welcome to consequence culture versus obama and Bidens cancel culture
Maybe past administrations (yours) should not have bullied social media companies to cancel conservatives bc that's why we are here to begin with or maybe you shd not have made up a story of russia collusion…
Welcome to consequence culture versus obama and Bidens cancel culture
Maybe past administrations (yours) should not have bullied social media companies to cancel conservatives bc that's why we are here to begin with or maybe you shd not have made up a story of russia collusion…
The EU’s warning is a wake-up call: corruption isn’t just a domestic issue—it’s a trade risk. Losing GSP+ privileges would hurt Philippine exporters and jobs, especially in sectors like agriculture and garments. The actionable path forward is clear: the government must fast-track…
A while ago, probably in 2017, I appeared on Tucker Carlson's Fox show to talk about God knows what. Afterwards a name I barely knew sent me a DM on twitter and told me I did a great job. It was Charlie Kirk, and that moment of kindness began a friendship that lasted until today.…
PH Bull is dead! Risks 5,500-5,800 anew.
Foreign outflows –US$74m (Aug), YTD –US$697mn*
Why the fall?
Weak FDI’s, muted earnings growth, rising US tariffs and growing uncertainty.
A technical downtrend since 2018
Watch this space.
Going back to what I started today’s thread with, remember that Deficit Spending is not a problem isolated to the US.
In the world of Global Yields and Currencies, RELATIVE changes in trajectory matter.
It is my belief that the Trump 2.0 Tradecraft/Reverse Marshall Plan…
Going back to what I started today’s thread with, remember that Deficit Spending is not a problem isolated to the US.
In the world of Global Yields and Currencies, RELATIVE changes in trajectory matter.
It is my belief that the Trump 2.0 Tradecraft/Reverse Marshall Plan…
Every time the peso nears 60, panic follows.
But look closer: the dollar dominates trade, finance, and reserves.
The Philippines doesn’t just trade in pesos—it earns, borrows, and pays in dollars. The exchange rate is global arithmetic, not local drama.
businessmirror.com.ph/2025/08/28/pes…
In era of pretraining, what mattered was internet text. You'd primarily want a large, diverse, high quality collection of internet documents to learn from.
In era of supervised finetuning, it was conversations. Contract workers are hired to create answers for questions, a bit…
In era of pretraining, what mattered was internet text. You'd primarily want a large, diverse, high quality collection of internet documents to learn from.
In era of supervised finetuning, it was conversations. Contract workers are hired to create answers for questions, a bit…
Add this to the list of developments once thought highly unlikely just a few years ago:
As the chart below shows, the spread between French and Italian government bonds has narrowed sharply, to just 5 basis points — this as markets focus increasingly on France’s politically…
It’s been a few weeks since we brought GPT-5 to Microsoft 365 Copilot, and it’s quickly become part of my everyday workflow, adding a new layer of intelligence spanning all my apps.
Here are 5 prompts that show what’s now possible:
Congratulations to @SpaceX on its Starship test. Flight 10's success paves the way for the Starship Human Landing System that will bring American astronauts back to the Moon on Artemis III.
This is a great day for @NASA and our commercial space partners.
China doesn't have an independent central bank, yet they suffer from deflation. In the U.S. our 'independent' central bank led to a 25% increase in the price level in just a few years.
CB independence can be good, but it is neither necessary nor sufficient for price stability.
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