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Jeremy retweeted
There's a 1/5 chance that 4/5 markets go with the minority, but a 5/5 someone makes this exact tweet whenever that happens
Exactly.
In a world where you have the richest man in the world giving you half a billion dollars and you track polling from the time he started deploying capital to now, it's almost directly correlated. I don't know if you could find a more inept group of people than GOP consultants.
It really is fascinating, especially as someone who has worked on multiple campaigns now, where I've witnessed consultants being not just a net negative but actually a massive anchor to the candidate's chances to win.
It is both true that, in the very near term, if you have a massive shock to middle management and white-collar work, people will be afraid. It is also true that if AI has a massive deflationary effect (which it will, because every technological advancement inevitably is deflationary), and you have a society that now makes it possible to raise children on a single-provider household, and the jobs that are affected are by and large the ones that add real negative value to society.
In some sense, just think about what Elon did at Twitter, but at a scale of the whole tech industry. Now what you have is true geographical freedom, massive ability for family formation, massive access to abundance, and a boon for high-agency people.
*Gov and Boomer legacy institutions freaking the hell out about the PHP vulnerability and AI swarms hacking them*
**Have their admin password set as admin123 and no two-factor identification set up for any of their email accounts. Their CEO barely knows how to log into his email address**
Agreed.
@USWREMichael this would be amazing
See horrors beyond your comprehension but you also will see wonders beyond your comprehension
Jeremy retweeted
This illegal alien is @60Minutes poster child for what it claims are wrongful deportations. I pulled his file. His claimed reason for fearing Mali was that he is “gay,” just in case you’re wondering how bad the immigration fraud problem is.
“It feels really empty without him,” says 16-year-old Corey Diawara, whose father was deported in July.
His father had lived in the U.S. for 25 years and had no criminal record. Moussa Diawara says he was deported without being able to speak to his lawyer or a judge. He was eventually sent to Mali, a country a U.S. immigration judge ruled he could not be deported to.
In a statement, the Department of Homeland Security told 60 Minutes that Ghana had provided the U.S. with “diplomatic assurances for his safety.” DHS also questioned the credibility of Diawara’s arguments for fearing persecution in Mali. cbsn.ws/4etdVdW
Jeremy retweeted
Alexander Hamilton fought anti-automation and pro-import arguments in the 1700s that hardly differ from the modern day.
AI has all the capability and zero diffusion.
Give it 12 to 24 months. Once the fusion hits, the world will look transformed
When you are wrong just triple down the money will keep coming. Clown world
In 1999 @ESYudkowsky weighed in on Y2K bug, predicting “major catastrophe” (also: the singularity by 2025!) diyhpl.us/~bryan/irc/extropi…
Couple this with Ai doom as boomer infrastructure gets hacked not looking good.
BUT they will print guarillions in 27 and 28 so that's ok.
Not up for an Ackman-sized tweet, but this is what I'm seeing:
- Early voting is swinging massively towards Ds
- Ds are not friendly to AI and data centers
- Trump loses midterms, he is going to obliterate Iran
- Oil goes to $200, a genuine energy crisis
- Reserves depleted to get it down
- Credit spreads ripping higher
- The usual concerns about private credit/insurers
If stocks were ever to drop, it will probably happen in the next few weeks
No just your boomer dogshit website and infrastructure ran by an under paid "IT" person who has been with the company for 20 years just to set up company laptops and Microsoft accounts.
Jeremy retweeted
Once again I am telling you that LLMs are running the standard-issue Gartner hype cycle.
Apollo chief economist Torsten Slok just published a gloomy report on AI.
imo, other signals I’m watching don’t really support these.
> Slok says mainstream firms don’t need the latest model and won’t pay for it, and with no bottom-line gain they now treat token spending as a cost center that weighs on margins.
> He says, total factor productivity growth sits near 0%, and Slok expects AI’s macro effect to stay very limited while agentic AI and token spending remain confined to a small slice of firms.
> Argues cheaper, commoditized models may not close the gap, because per him, business value depends on judgment, accountability, trust and unwritten rules that AI doesn’t understand.
Jeremy retweeted
AI is shrinking the need for middle management
I am seeing it with my own eyes. I’m hearing it from others. And you can see it in the layoff numbers
If you’re in middle management, go figure out how to be closer to the work. And get more technical. Fast
