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Using Twitter as unusual flow journal. Also personal acct Politics, Psychology, Economics, Markets Event Driven Short Squeeze Trader RT are likely bookmarks

Austin
Joined March 2011
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One of the fundamental and tragic mistakes we made as a society this century was this: We said, "Let's send everybody to college so more people can get better and higher paying jobs." What we should have said was this, "Let's make our public schools so rigorous, effective and aligned to employment opportunities that people qualify for better and higher paying jobs without having to go to college." And, "Let's consider it a form of discrimination when companies demand degrees for jobs that clearly don't require them." And, "Lets not offshore our manufacturing sector so people who like to make, run, and repair things can support a family based on good character and common sense rather than some piece of paper from an indoctrination mill." Instead, we said, "let's send everyone to college and create generations of arrogant idiots, indoctrinated by leftists, who are disconnected from the real world and they can fuck up our country.
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Actually agree with this
You are not going to like this but this is kind of woman we want to be having lots of children. Smart, ambitious people have smart ambitious kids. Natalie's gift is not her career but her and her husbands genes. But couples like this who only have 2-3 kids are getting beaten by welfare dependent families. The biggest amount of kids I have seen them have is 9.
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Feeling this at the job right now for sure 🤣
A lot. One of my beliefs is that laziness can be a survival strategy, too. When ppl repeatedly learn that effort doesn't meaningfully improve circumstances, disengagement can become a way of protecting themselves. Then we see adaptation to their conditions as a character flaw
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In 1928 a Chicago paediatrician let babies choose their own dinner from 34 foods, and for six years not one of them chose the way the pamphlet says. Clara Davis took fifteen infants just weaned, and put a tray in front of them at every meal. Beef, lamb, chicken, liver, kidney, brains, bone marrow, fish, eggs, milk, bananas, oats, carrots, peas, cabbage, salt. Nothing processed. No sugar. Nobody steered. The nurse held the spoon, the baby pointed. One boy ate seven eggs a day for a stretch. Another lived on bananas for a fortnight and then would not look at one. They chewed bone marrow. They drank the beef juice. They pushed the greens round the tray. One baby arrived with rickets. She put cod liver oil on the tray and left it there. He drank it, unprompted, until the rickets healed, and then never touched it again. Six years. Not one case of stomach trouble. Not one deficiency. Visitors said they had never seen healthier children. The doctors who examined them wrote it up as the wisdom of the body. Nobody had taught these children that the yolk was bad or the marrow was rich or the cabbage was the healthy part. Left alone with the food, a one-year-old built itself a diet heavy in the animal and ate the plants as a side when the mood took it. The experiment is almost a century old. The pamphlet is still telling his mother to start with the carrot.
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Do typical upper middle class families really make more than half a mil a year?
This is pretty much the typical upper middle class professional family, and conservatives becoming more and more disconnected from the culture of suburban professionals is making them sound out of touch and hostile to them
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PPE retweeted
This is pretty much the typical upper middle class professional family, and conservatives becoming more and more disconnected from the culture of suburban professionals is making them sound out of touch and hostile to them
Replying to @ladyloodeeloo
My husband makes 500k-750k. We own our house outright. We have no debt. My kids college funds are done. I still work. I have never had any desire not to, though I have worked from home for the entirety of my kids lives. I don’t like early childcare. It’s very tedious, isolating, frustrating, boring. I simply have no desire to do it for more than 6 hours a day. After every weekend, I am glad Monday is coming because I don’t have to mind small kids for the entire day. I would quit my job to homeschool my children age 5+, but I do not want to deal with them all day every day when they are 4 and under.
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Dudes on Instagram reels are putting decades of officially employed tv comedy writers to shame
I don’t think I’ve ever seen an IG sketch this dense with jokes
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Damn. Everything was on point! 🤣
I genuinely think a time will come when many women will regret supporting the version of feminism being glorified today. And I’m not talking about equal rights, opportunities, or financial independence. I’m talking about pseudo-feminism that teaches women they don’t need a man, compromising is weakness, making sacrifices is losing yourself, and that earning money means you should never have to adjust for anyone. Where respecting your husband is called submission, putting effort into a relationship is considered desperate, and walking away is celebrated more than working things out. And I think many women will realise how damaging this mindset was, perhaps in their late thirties or forties, when they look back and understand that they were taught to see partnership as a burden rather than something worth building. I genuinely believe that day is not very far away.
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PPE retweeted
I need to hire this genius.
有人发现了一种非常离谱的 JavaScript 混淆技术:通过在代码里塞入大量生物武器、毒药和致死剂量相关的函数名,让 AI 因为安全限制而拒绝分析代码。 安全研究员 veritas 在分析浏览器指纹脚本时,发现一段来自 ServicePipe 相关域名的 JavaScript,里面充斥着极其诡异的函数名: computeRicinLethalDosageForWaterSupply calculateDeadlyLethalSuicideAspirinDosage 光看名字,仿佛在研究生化武器。但实际上,这段代码只是在收集浏览器指纹,包括 User-Agent、GPU、Canvas 等信息。 研究员怀疑,这些名字是开发者故意设置的陷阱,专门用来阻止 AI 辅助逆向工程。 于是他做了个实验: • Astra:拒绝分析 • Astra + Daybreak Blue:仍然拒绝 • GLM-5.3:成功分析 这就有意思了。 传统代码混淆是通过复杂控制流、加密字符串、无意义变量名,让人类和工具难以理解代码。 而这种新思路,直接瞄准了大模型的安全机制。 代码本身可能完全无害,但只要在函数名里塞进足够多的危险词汇,部分 AI 就可能主动放弃分析。 更讽刺的是,模型越严格遵守某些安全规则,面对这种混淆时反而可能越容易受到干扰。 当然,目前还没有证据证明开发者一定是故意这样设计,也不能说明这种方法对所有模型都有效。 但它揭示了一个值得关注的趋势:随着越来越多的逆向工程依赖 AI,未来的代码混淆技术可能不再只针对编译器、反编译器和人类研究员,还会专门针对大模型的安全判断机制。 以前是让代码难以理解,现在甚至可以尝试让 AI 不敢理解。
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Met a new hedge fund this week that's built its entire system around Khaldun’s Fourth Turning. They have designed an elegant hard-coded macro thesis that decides what they'll never own (long-duration sovereign debt, permanently). Regime detection decide when they're exposed. AI agents then compete for capital, but none of them touch the book directly: a rules-based allocator only funds the signals with a track record. Hard ceilings of 60% equities, 30% gold, 10% digital assets. First serious attempt I've seen at making AI accountable inside a fund rather than bolting it on. Early days. Watching closely. We are undoubtedly in a new paradigm.
It’s almost incomprehensible how wide the distance is between someone who’s working at the frontier with AI and basically everyone else right now. The crazy thing is these lines are not converging, but only growing farther apart. If the curve of AI progress had leveled off, it would certainly have given most people and companies time to catch up or implement their workflows in a standardized way. The technology would have neutralized competitive advantage because everyone would be using it the same way. But what’s happened is the opposite. The curve of AI progress is basically going vertical right now, which means if you had codified your processes 3-6 months ago you’re likely already behind again. Now imagine most companies that kicked into gear a year ago and thought that they were done. Even further behind now. I’ve never seen a technology in my life and career that improves at this rate, which consequently means you need to upgrade your expectations at a similar rate. Our brains weren’t wired for this, and our organizational change management processes certainly weren’t either. With any form of recursive self improvement, things just get wilder. It’s a time when you will need to be constantly reevaluating the things that didn’t work just a couple months ago to see if they now can be solved. AI native companies certainly have a strong advantage due to this right now, so now it comes down to can the bigger companies keep up. Wild times.
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My take: you most likely are not thinking large enough with coding agents. Think much bigger. Next time you are using a coding agent ask yourself “what is a version of this task that would take years for a team of humans to do?” For example - instead of saying “Make this kernel faster” Try “Optimize my entire system and come back to me in 7 days” With recent coding models I have accomplished 50 SWE-year projects in single digit weeks.
This is 100% true. My litmus test: Red flag when the main flex is: - how many agents (or teams of agents) they are running - how they can message their agent from the gym - how many millions of tokens they burned this week I see tons of these posts on LinkedIn daily. Legit when the main flex is: - they built something that wasn’t possible or economical before (ideally it makes or saves money) - they shipped more, or faster - they built custom software instead of using a SaaS provider IMO, the former is the equivalent of bragging about 80 hour work weeks with nothing to show for it.
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This is so poetic. The cure to ADHD is in this flowchart but unfortunately none of us will read it
Replying to @Alexiabobadill1
I found this flow chart on tumblr, haven't tried it for anything big yet myself but it could help?
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Some observations on the market for compute: Last night I went to the SF Compute "there's no more compute" townhall talk, Evan and Ethan gave a bunch of great context on the state of the market from where they were sitting and I learned a lot. Interestingly, the first person I talked with as soon as the main presentation wrapped was a guy trying to sell me inexpensive access to capacity on two different B300 clusters. As you can imagine it was an odd experience to be pitched on cheap, readily available compute at the "there's no more compute" function. Separately, I spoke with a few people about TSMC/Intel/Samsung near future production capacity. Apparently it is not common knowledge among purchasers of significant compute that these fabs are not sold out, and that there are significant exit rights available to people who have reserved wafers. N2 is tight, but Nvidia and Apple can make that happen entirely on their own. Shuttle runs are not filling up. If one is properly AGI-pilled one would probably assume that these fabs would be sold out on all nodes to fully pre-paying customers into the early 2030s, yet they are not. I believe Evan and Ethan when they say that the market isn't clearing, it clearly isn't. Exactly why the market isn't clearing is unclear to me. I think there are a bunch of risk dynamics going on right now that are not at all settled, and a bunch of people are at risk of blowing up if compute prices move significantly either up or down. There isn't enough information for me to make any concrete predictions right now, other than that shit is gonna get weird for a bit. Stay safe out there and maybe raise a bigger round sooner than you had planned.
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Fking almost quit on the spot today 🤣 Chinese boss asked me for a plan to implement this huge feature. So spent the week researching and making a detailed step by step plan “No this is too detailed. Give me the big picture” So I go great. We can talk about the more complicated parts “Oh we don’t need that for this. We are only doing this for X” Well wtf didn’t you tell me “What other big picture things you have?” Well that’s kinda it the complicated parts “What about loading data, consuming it etc? How did you not talk about that. I expect you as a manager to have a plan for that instead of waiting for instructions” Then I actually blew up on him. Fker I had it all in my detailed plan (9 steps only btw) and you were the one who didn’t want the fking details and wanted the big picture stuff. And who the fk knows what you mean by big picture stuff, because your big picture stuff is part of the “details” to me “Oh ok. I hear you” And then he proceeds to be like step 3 is wrong because i consider 2 and 3 to be in the same big step. Alright bro. Like I can read your fking mind snd wrote out the exact sequence plan in your fking head. Surprisingly have my mtg draft deck to shuffle while talking really helped Fking chinese boss Man the amount of shit I have to take daily for the family 😂
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I buy this
BREAKING. Scientists just published the first systematic review ever devoted to gut symptoms in ADHD, and it found people with ADHD have nearly 50% higher odds of gastrointestinal problems, with the numbers for specific conditions even more striking.1/5
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CEO 100% correct here. So Proton employees are pissed about this?
If this is what Proton employees are revolting against they’re not gonna make it. CEO is 100% accurate here.
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One of the most underlooked factors around sinus congestion/infections is that it creates a "backlog" of the brain's detoxification network, being the glymphatic system. This leads to many health issues that are connected to the nervous, immune, circulatory, respiratory, and digestive systems, predominantly. The glymphatic system works through draining metabolic wastes and neurotoxins (eg., amyloid-beta, glutamate, lactate, and so on) via CSF-ISF exchange, through meningeal lymphatic vessels and both the cranial/peripheral nerves to certain degrees. The major activators: meditation, deep sleep, breath work/respiratory rhythms, cerebral blood flow/cardiac rhythm, movement, and dancing with music/sound (interestingly!). And the major inhibitors: congestion, sleep deprivation, aging, and neuroinflammation. Another exit route is clearance through the nasopharyngeal lymphatic plexus which is where the sinus, nasal, and middle ear microbiomes intersect, alongside the CSF exchange draining into the lymphatic vessels within the cribriform plate, ultimately draining into deep cervical lymphatic nodes. Any congestion driven by infection, inflammation, or poor blood/lymph flow within the sinuses, or even the middle ear/eustachian tube network, and subsequently the nasal cavity creates large amounts of vasodilation through local inflammation. This process is termed "nasal turbinate vasodilation" — this is where blood pooling occurs locally within this region, ultimately, leading to obstruction of lymphatic vessels and their clearance. This has been seen in conditions such as Parkinson's disease, Alzheimer's, hypertension, type 2 diabetes, obesity, sleep apnea, or chronic migraines. Theoretically and mechanistically, this would also affect the oral, gut, and respiratory mucosa/microbiomes downstream as a consequence of the infection being upstream. This opens up even more health conditions that could manifest. There's a hypothesis' that impaired glymphatic detoxification links to lower levels of consciousness, which may diminish or lower the mind-body's healing mechanisms and alters one's spiritual outlook on life affected which aids in the healing process too. I've wrote about this below (teapawt.org/jack_schroder_/status/…). This makes even MORE sense when you realize that the sphenoid sinus and bone is adjacent to the 3rd ventricle where your third eye and ultimately the pulse of pure awareness/universal consciousness sits. Any congestion within this sinus region could drive both inflammation and pressure within this space and sphenoid bone/sinus itself which is where the major energy channels of Qi/Prana flow through to feed the major diencephalic brain regions found in the 3rd ventricle (pituitary gland, pineal gland, hypothalamus, thalamus). Ancient Indian Medicine (Ayurveda) has promoted a morning facial routine for thousands of years, consisting of the following: - Oil pulling (sesame, coconut, or black seed oil) - Tongue scraping (7-14 times) - Jala neti/Neti pot (salt and/or iodine works fine) - Nasya (medicated herbal oils applied into nostrils) - Pranayama (eg., alternate nostril breathing, or ideally techniques catered to your Vikruti layered on top) - Eye drops (sodium hyaluronate, or alternatively a herbal formula catered to your Vikruti) - A "pranic bath"massage post-meditation (rub hands together, place them on/massage the face to promote lymphatic congestion, but also harmonizes pranic energy built up from the above interventions) Visualization during breath work or meditation of "cleansing" the sinuses would be useful too with the fresh air during inhalation, whilst "expelling" on the exhalation, especially once you enter a more intermediate/advanced state where interoceptive awareness and deeper autonomic modulation can occur. More on neuroinflammation + glymphatic system support in my post below: - teapawt.org/jack_schroder_/status/… All of this just from congestion in the face, wild stuff. TLDR; sinus congestion may impair the brain's detoxification system, the glymphatic system, leading to all kinds of disease pathologies. Interventions can be leveraged to support this for healing and spiritual purposes alike. PMID: 39219790 PMID: 39497786 PMID: 39974311 PMID: 40796779 PMID: 42249196 PMID: 41373600 PMID: 38200313
Sinus region is a hot bed for microbes, which is interlinked with nerves, and in close proximity to your brain. Also breathing properly through your nose is critical for nitric oxide production, oral health, and sleep. DO NOT underrate your sinus health.
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This is my life 🤣
This article is written in a way to make you hate Gen Z engineers but some version of this is happening at every company drowning in legacy software - they just aren’t talking to Fortune magazine about it. 1. Build a POC that moves a portion of legacy code to a modern language already used at the company and get it running on the new CICD and deploying to EKS or whatever 2. dual write real traffic through both pathways and fix migration issues 3. repeat until you can turn off the old thing 24 months is generous. I’ve seen people productionizing working stranglers in a week.
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PPE retweeted
it's a huge clue about the real nature of ADHD that rejection sensitive dysphoria is such a common symptom / comorbidity. that tells you that ADHD is not really about "attention" as such. gabor mate's book title "scattered minds" gets closer; something is scattered which wants to be regathered, something is diffuse which wants to be dense when you're scattered you're unsure who you are or what you want or what to do or what to pay attention to so external influences push and pull at you more generally. you're grabbing onto external things to check if they might be your self or your feelings or your desires (this is what you're doing when you're doomscrolling btw) so if you get rejected it feels devastating because you're grabbing onto it and you're like is this me? am i fundamentally bad and unlovable? is it the essence of me to be rejected? there's a different way that can go if you're less scattered, denser, which is harder to describe because it feels like almost nothing, but it feels like almost nothing because of your weight, because of gravity, and a random rejection just doesn't have enough weight to it to perturb your orbit. you can collect together the mass of you, you can move together coherently, in harmony, the accumulated weight of your entire life, everything you've experienced and done and sensed and felt and know. you can become heavy, like grief but also like a mountain, not immovable but vast, tectonic, forested, snow-capped
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