@arsuru5.bsky.social
20 years of disruption—now uncovering technologies sustainable enough to disrupt everything
🎯
Stagflation is the base case. Tariffs accelerate de-globalization and economies give up 100 years of market efficiency. TBD on whether AI capex and productivity keeps the growth dream alive in the face of ever more rake-stepping federal economic policies
".. During a radio interview Saturday .., Bessent said 'tariffs can’t be inflationary because if the price of one thing goes up -- unless you give people more money -- then they have less money to spend on the other thing, so there is no inflation.'"
@cnn.com
www.cnn.com/2024/11/25/b...
@cnn.com
www.cnn.com/2024/11/25/b...
April 3, 2025 at 11:45 AM
🎯
If humanity won’t fix the problems we create, nature gonna fix us
Good luck, all!
Hundreds of millions of bees, almost 80% of bees in the US, have died over he past eight months. Researchers don't know why.
Source: Dr. Genevieve Guenther
Hundreds of millions of bees, almost 80% of bees in the US, have died over he past eight months. Researchers don't know why.
Source: Dr. Genevieve Guenther
April 3, 2025 at 12:59 AM
If humanity won’t fix the problems we create, nature gonna fix us
He doesn’t have enough capital to make that acquisition
Musk Signals Willingness To Bid More Than $97 Billion To Acquire Respect theonion.com/musk-signals...
Musk Signals Willingness To Bid More Than $97 Billion To Acquire Respect
WASHINGTON—Stressing that he was open to going far higher to close the deal, Tesla CEO Elon Musk announced Wednesday that he had made an unsolicited $97.4 billion offer to acquire respect. “This is a ...
theonion.com
April 2, 2025 at 2:42 AM
He doesn’t have enough capital to make that acquisition
Poors go burn/freeze in hell. On brand.
CNN reporting that everyone who administers LIHEAP (Low Income Home Energy Assistance Program) has been terminated. The program provides about $4 billion to help millions of Americans with their heating and cooling bills.
www.cnn.com/2025/04/01/h...
www.cnn.com/2025/04/01/h...
‘It’s a bloodbath’: Massive wave of job cuts underway at US health agencies | CNN
A massive wave of job cuts got underway at US health agencies Tuesday, with some employees receiving early-morning emails saying their jobs were eliminated and some unable to access the building when ...
www.cnn.com
April 2, 2025 at 2:40 AM
Poors go burn/freeze in hell. On brand.
What would Mr Rogers say and think of this modern circus?
“Little by little we human beings are confronted with situations that give us more and more clues that we are not perfect”
“Little by little we human beings are confronted with situations that give us more and more clues that we are not perfect”
That time Mr. Rogers went to the Senate to defend funding for public broadcasting
March 29, 2025 at 10:07 PM
What would Mr Rogers say and think of this modern circus?
“Little by little we human beings are confronted with situations that give us more and more clues that we are not perfect”
“Little by little we human beings are confronted with situations that give us more and more clues that we are not perfect”
What if AI isn’t the letdown but it’s the vampire squid class that lacks the creative verve to open up a broader utility? Large corporations can’t harness the full potential of AI because they are no longer nimble or creative
Anti AI piece in the New York Times and another in CNN from the excellent @amorrow.bsky.social. Something is changing.
amp.cnn.com/cnn/2025/03/...
amp.cnn.com/cnn/2025/03/...
March 29, 2025 at 7:37 PM
What if AI isn’t the letdown but it’s the vampire squid class that lacks the creative verve to open up a broader utility? Large corporations can’t harness the full potential of AI because they are no longer nimble or creative
Brave men and women
“.. Asked how much the stock market would need to decline for them to speak out collectively, 44% said it would have to fall 20%. Another 22% said stocks would have to fall 30% before they would take a stand.”
@wsj.com
www.wsj.com/business/ceo...
@wsj.com
www.wsj.com/business/ceo...
March 13, 2025 at 12:46 AM
Brave men and women
How is it possible no one ever has ever asked these shitbags this question? Just eviscerates and exposes the argument for what it is… disingenuous, self-interested flim flam to “starve the beast”
Notice how all of these shitbags they pretend government is “like a business” never ever ever talk about increasing revenue for that “business”. It’s all about cutting “cost” and yet somehow also cutting revenue even more.
March 12, 2025 at 11:27 PM
How is it possible no one ever has ever asked these shitbags this question? Just eviscerates and exposes the argument for what it is… disingenuous, self-interested flim flam to “starve the beast”
Peak AI capex incoming. Combined with policy chaos, sets up for a fugly ‘26. Question is… what lies on the other side?
Small business innovation that embraces cheap(er) ‘26+ AI compute has potential to create a productivity gold rush. Getting my wagon ready
Small business innovation that embraces cheap(er) ‘26+ AI compute has potential to create a productivity gold rush. Getting my wagon ready
March 9, 2025 at 1:22 AM
Peak AI capex incoming. Combined with policy chaos, sets up for a fugly ‘26. Question is… what lies on the other side?
Small business innovation that embraces cheap(er) ‘26+ AI compute has potential to create a productivity gold rush. Getting my wagon ready
Small business innovation that embraces cheap(er) ‘26+ AI compute has potential to create a productivity gold rush. Getting my wagon ready
Alma mater putting the ghouls in their place. Those be rocks on your dome, fuckwit
With his permission, I'm sharing Dean Treanor's response to Ed Martin's letter:
March 7, 2025 at 3:08 AM
Alma mater putting the ghouls in their place. Those be rocks on your dome, fuckwit
Destroy then privatize. Awfully nice weather model you got there… would be a shame if anything happened to it
March 3, 2025 at 11:24 PM
Destroy then privatize. Awfully nice weather model you got there… would be a shame if anything happened to it
The rot in our capitalist system is too deep, everyone thinks she/he can strike it rich, even as the system keeps them enslaved. The answer is a new system, a Trojan Horse, that builds on top the old but destroys the rot. Everyone can still be fabulously rich, but you have to create meaningful value
Not part of the conversation today, but I continue to think it’s fairly obvious that we would not be in the current situation if we had much higher marginal income tax rates at the high end, a proper estate tax and a wealth tax
There is no long-term solution without them
There is no long-term solution without them
I’m 24 hours away from endorsing FDR’s maximum income taxes
March 3, 2025 at 4:09 PM
The rot in our capitalist system is too deep, everyone thinks she/he can strike it rich, even as the system keeps them enslaved. The answer is a new system, a Trojan Horse, that builds on top the old but destroys the rot. Everyone can still be fabulously rich, but you have to create meaningful value
This isn’t the end game that started with Reagan but it’s getting closer. Government can only be the problem, unless it explicitly serves to enrich those with power. But what happens when that power grab fails to provide essential services for modern society? Seems we will soon find out… gulp
Even better, they will blame the govt they have dismantled for failing, only to come up with shittier, privatized versions of same systems to valorize/enrich themselves (e.g Starlink for FAA)
1000x this. These masters of their own universes can be the only ones to solve problems. So they will tear down anything that doesn’t 1) enrich them and 2) show them as the heroes they think themselves in their own perverted reality.
March 2, 2025 at 4:54 PM
This isn’t the end game that started with Reagan but it’s getting closer. Government can only be the problem, unless it explicitly serves to enrich those with power. But what happens when that power grab fails to provide essential services for modern society? Seems we will soon find out… gulp
Even better, they will blame the govt they have dismantled for failing, only to come up with shittier, privatized versions of same systems to valorize/enrich themselves (e.g Starlink for FAA)
1000x this. These masters of their own universes can be the only ones to solve problems. So they will tear down anything that doesn’t 1) enrich them and 2) show them as the heroes they think themselves in their own perverted reality.
March 2, 2025 at 4:50 PM
Even better, they will blame the govt they have dismantled for failing, only to come up with shittier, privatized versions of same systems to valorize/enrich themselves (e.g Starlink for FAA)
1000x this. These masters of their own universes can be the only ones to solve problems. So they will tear down anything that doesn’t 1) enrich them and 2) show them as the heroes they think themselves in their own perverted reality.
March 2, 2025 at 4:49 PM
1000x this. These masters of their own universes can be the only ones to solve problems. So they will tear down anything that doesn’t 1) enrich them and 2) show them as the heroes they think themselves in their own perverted reality.
Quite the nugget. $GOOGL Waymo getting closer to breaking open the AV race.
Really stunning technological achievement that gets a fraction of the attention it should
Really stunning technological achievement that gets a fraction of the attention it should
February 27, 2025 at 7:54 PM
Quite the nugget. $GOOGL Waymo getting closer to breaking open the AV race.
Really stunning technological achievement that gets a fraction of the attention it should
Really stunning technological achievement that gets a fraction of the attention it should
No love for GS but agree. Too many AI parlor tricks, chasing bright shiny objects…
After huge AI build/chase, everyone falls off a cliff because Drumpf/Elonia brake everything and there’s not enough real AI productivity ROI yet
But post cliff, big disruption as AI/compute gets dummy cheap…
After huge AI build/chase, everyone falls off a cliff because Drumpf/Elonia brake everything and there’s not enough real AI productivity ROI yet
But post cliff, big disruption as AI/compute gets dummy cheap…
From Goldman Sachs' "Gen AI: Too Much Spend, Too Little Benefit?"
www.goldmansachs.com/images/migra...
www.goldmansachs.com/images/migra...
February 25, 2025 at 9:15 PM
No love for GS but agree. Too many AI parlor tricks, chasing bright shiny objects…
After huge AI build/chase, everyone falls off a cliff because Drumpf/Elonia brake everything and there’s not enough real AI productivity ROI yet
But post cliff, big disruption as AI/compute gets dummy cheap…
After huge AI build/chase, everyone falls off a cliff because Drumpf/Elonia brake everything and there’s not enough real AI productivity ROI yet
But post cliff, big disruption as AI/compute gets dummy cheap…
“Could” is doing a lot of heavy lifting here
A federal judge in Washington said that the way the Trump administration set up and has been running Elon Musk’s so-called Department of Government Efficiency could violate the Constitution.
February 25, 2025 at 6:26 PM
“Could” is doing a lot of heavy lifting here
Better late than never… but it’s these same progressives who empowered fox for the last decade, giving him carte blanche access the henhouse in the first place.
OG $TSLAQ had been calling to end this madness since 2017
autos.yahoo.com/aoc-admissio...
OG $TSLAQ had been calling to end this madness since 2017
autos.yahoo.com/aoc-admissio...
February 20, 2025 at 12:00 AM
Better late than never… but it’s these same progressives who empowered fox for the last decade, giving him carte blanche access the henhouse in the first place.
OG $TSLAQ had been calling to end this madness since 2017
autos.yahoo.com/aoc-admissio...
OG $TSLAQ had been calling to end this madness since 2017
autos.yahoo.com/aoc-admissio...
It’s the little things in these dark times (part 2/x)
February 15, 2025 at 8:36 PM
It’s the little things in these dark times (part 2/x)
Wait, it’s not really about government efficiency… no, he would never… #musked
So interesting…
February 12, 2025 at 11:04 PM
Reminds me of 1Q20. Train wreck incoming. Tariffs and anti-immigration… Who doesn’t love stagflation? And turns out the AI compute is a commodity…. So night night capex trade. But sure BTFD until Wiley Coyote is off the cliff standing on thin air
Stock owners have been conditioned that nothing matters. When was the last time buying the dip was not rewarded relatively quickly?
February 2, 2025 at 3:50 PM
Reminds me of 1Q20. Train wreck incoming. Tariffs and anti-immigration… Who doesn’t love stagflation? And turns out the AI compute is a commodity…. So night night capex trade. But sure BTFD until Wiley Coyote is off the cliff standing on thin air
One can dream
It is impossible to overstate the levels of illegality we're witnessing. It is impossible to overstate the seriousness of this situation. If any other actor had done what Musk has done over the past three days they's be charged with scores of felonies. They's find themselves in prison for decades.
February 2, 2025 at 3:44 PM
One can dream