Unbelievably good news. Faith restored

The dopamine-exploiting effects of social media (which e.g. utilises research that was initially used to make slot machines more addictive) has a downstream neurological effect of making its users more paranoid, which has had profoundly malign effects on our democracies

The idea of selling shares of a hollow entity to investors to build an inventory of shitcoins in treasury and calling it a business model is even worse than buying a jpeg as NFT and calling it an investment.

It's subtle, but if you look very closely at this chart, you can see the exact moment when Trump announced the Japan trade "deal" that prioritizes imported cars over American car manufacturing

yes….. as developers become more productive, its value accretive for businesses to hoard more of them….

Again, regarding the build out of AI capex vs previous overbuilds. Railroads do not get faster as they scale. Fiber did not have the technology at the time to get better as it scaled. AI gets better in line with how much is installed and scaled out.

I'm struck by the almost religious fervor of the DOGE movement earlier this year... "we're going to cut $2T of spending" was just as much of an obvious falsehood as the most goofy "woke" claims from 2020. But you had to repeat it as a purity test to be let in. (I don't really

Getting a weird feeling we are setting up for $ddog to crush q2 earnings

well here we go ace $ …..

indeed

I am so skeptical of this narrative because every company I’ve worked for had 20x the amount of stuff they wanted to build than they had staff for If you magically 5x’d engineer productivity any self interested company wouldn’t fire 90% of engineers, they’d hire way more of them

We're steadily winning the War on Cancer

$GOOG: $277Bn $META: $175Bn $AMZN: $61Bn That's 3 giants' LTM (as of 2Q25) ads rev. The chart shows their growth trajectory since its ads revenue > $1Bn. (Y03 for Google, Y10 for Meta, and Y13 for Amazon) Amazon tracked Google's growth trajectory almost to a T (both grew

hot take: getting negatively polarized is deeply embarrassing, not a normal psychological phenomenon, and not something to be proud of. it is a midwit behavior that should be shamed out of any circle where people claim to care about seeking truth

I’m really excited to be introduced to the RFK Jr of statistics

keeping myself humble by remembering that no matter how smart I think I am, it’s still not smart enough to get off twitter

software's death

mmmmmmmmhmmm

Maybe I'm being obtuse, but idea every company is going to code their own ERP, ITSM, CRM, Slack, etc reminds me of cloud repatriation. Maybe you save money but now you're locked in to internal teams building and maintaining those products, which does nothing for your customers.

Price drives narrative…. Software down -3% yesterday and my entire feed is “AI has killed all software moats”. Reminds me of fall ‘22 when fintwit informed me that Snowflake is a “worthless shitco”. Meanwhile 3/4s of SaaS co’s raised their Q3 guide…