Of all the things to do in Jackson Hole..

A serene scene where crystalline data orbs collect information to answer questions, craft innovative machines, design modern housing, and grow organic food, all under warm, golden sunlight filtering through a transparent dome, with information flowin...

John Mearsheimer: • PhD, Cornell University • R. Wendell Harrison Distinguished Service Professor, University of Chicago • Author, The Tragedy of Great Power Politics • Key theorist of offensive realism

Don’t defend Ukraine’s ignorance

. Sam Altman is a goon and he and OpenAI can’t be trusted.

There will be other turning points in the evolution for sure.

Expert class reprise

Excellent article in WSJ explaining in detail how the AI bubble is highly unlikely to ever payoff. Unlike the Y2k internet bubble, the AI hardware being purchased now is depreciating at an accelerating rate - with useful life of 2-3 years. Whereas the over-deployed internet fiber

Gold will be a bigger % of global FX rsvs than USTs in a few mths Central bank gold ($4.3T) will likely soon be > total USD assets in FX rsvs ($6.7T) Consensus only now shifting from "denial" to "anger" stage of grief on this...bargaining, depression, acceptance still to come

Lolz

Normie knew Bill Maher better than most. youtu.be/qTcm_Wvv85o?si…

Time to call bullshit

This is the reality among ordinary humans.

Gotta respect the Pharma greed.

Let’s goooooo Speaker Mike Johnson

The exhaust from our collective tailpipes

Keep accumulating $EOSE as the market tries to look downstream to search agent.

Had nightmares about this angle last night 😱. Sweaty nightmares I tell ya.

Large scale data collection is growing exponentially in the next 15 - 20 year horizon. The monetization is in the hardware and/or experience.

People ought to think more about who wrote the software that's running in their head (sigh). It probably wasn't them.