If it’s any consolation, Ben Zhou earned 1146 Yaps in the past 24 hours.

Champ🫡

German elections: the polls were spot on; no shocks, no surprises. What does this mean for the new coalition govt (most likely between CDU/CSU and SPD). Here is a handy primer from Deutsche Bank

wtf

My market take: equities in for 4-15 months of pain (I’ll guess 9 months) tied to deflationary government policies (tariffs and mass layoffs mostly). Then it’s a political question - does Trump admin “capitulate” and turn severely inflationary? In vast majority of similar cases

Blame game starts just as Arthur Hayes predicted

What does liquidate mean? Sold off?

This is cool

GPT 4.5 + interactive comparison :) Today marks the release of GPT4.5 by OpenAI. I've been looking forward to this for ~2 years, ever since GPT4 was released, because this release offers a qualitative measurement of the slope of improvement you get out of scaling pretraining

If you missed what went down at the White House today between Trump and Zelensky, here's a recap.

Elon & Rogan talked a bit about memecoins on today’s JRE Pod. Elon: If you expect to win at the casino you’re being a fool. If you expect to win in memecoins you’re being foolish. At the risk of being bold, don’t bet the farm. Joe Rogan: It’s weird to me that is legal.

😭

🫡

Meanwhile ManusAI will provide better intelligence at $20/month 🤔

🤡

GPUSA

I think China's second DeepSeek moment is here. This AI agent called 'Manus' is going crazy viral in China right now. Probably only a matter of time until it hits the US. It's like Deep Research + Operator + Claude Computer combined, and it's REALLY good.

Oh god

bootstrapped, venture backed

Mark will become a company with one of the strongest design language, think of teenage engineering, Airbnb, Stripe. Mark is going to replace bookmarks, and we’ll do it elegantly. Mark my words