Just an insane amount of AI Capex coming

An Open Letter to David Ellison- Re: industry challenges David, Among the long-standing, important and unresolved issues, I urge you to consider my lack of a credit in Tommy Boy. This atrocity was perpetrated by a previous regime, and is a known stain on the Paramount legacy.

Just incredible

The math on this project should mass-humble every AI lab on the planet. 1 cubic millimeter. One-millionth of a human brain. Harvard and Google spent 10 years mapping it. The imaging alone took 326 days. They sliced the tissue into 5,000 wafers each 30 nanometers thick, ran them

The U.S. Department of Defense has spent the week amassing a very large force in Europe and the Middle East with over 100 aircraft arriving just this week as tensions continue with Iran. Currently in Europe/U.S. European Command: 36 - F-35s 24 - F-15s 28 - F-16s 12 - F-22s 18 -

These slovakia and us hockey jerseys look the same, how did that happen

do they do the mercy rule in olympic hockey?

Stablecoins will get the same haircuts as money market funds based on recent SEC ruling $ibit $etha $ethe $sbet $bmnr

Crypto and Fintech Firms Seek Shortcut to Banking: Buy One wsj.com/finance/bankin…

Zoron the Moron tells New Yorkers to pick up a shovel and help during tomorrow’s snowstorm. So not only is he raising rent and robbing their retirement, now he’s making us work to pay for the “free rent” and “free buses.” “Become an emergency snow shoveler. Show up tomorrow.”

Hellebuyck a fifth round pick, 130th overall. An underdog wins Olympic gold 🏒

Hang this puppy in the Smithsonian

🇺🇸 🇺🇸 🇺🇸

This made me lol

Mom, dad , grandma and friend. Not sure of timing but looks like across from World Trade Center

I have many biases based on my experiences. So I fully admit that I am structurally bearish on credit priced at par. That view comes from having a front row seat of the GFC. In 2008, liquidity didn’t “fade.” It vanished. Spreads didn’t drift. They gapped. When you’ve seen

The Blizzard of 2026. Likely to enter the record books next to some of the all-time greats.

Loved the Citrini thought piece. However seems unlikely we will have enough compute for this scenario in 2028, or even the early 2030s. Distillation, quantization and Edge AI cannot bridge the gap. AGI is an event horizon with a significant compute dependence.

This piece from Michael Bloch is a really good counter to the Citrini piece. michaelxbloch.substack.com/p/the-2028-glo…

Why you won't lose your job to AI