PostOnly
@postonly.bsky.social
Finance, politics & the decline of western civilization
Hot take: Figma IPO is a huge win for Lina Khan. It existing as an independent company it’s both better for shareholders and customers. Adobe acquisition would have been value destruction and customers would have had to pay monopoly rents
July 31, 2025 at 11:49 PM
Hot take: Figma IPO is a huge win for Lina Khan. It existing as an independent company it’s both better for shareholders and customers. Adobe acquisition would have been value destruction and customers would have had to pay monopoly rents
If Stripe doesn’t rush out an IPO now they are leaving money on the table
July 31, 2025 at 10:40 PM
If Stripe doesn’t rush out an IPO now they are leaving money on the table
xAI is valued higher than anthropic is ridiculous
Investors are pouring billions into AI startups at a feverish pace, and valuations are shooting sky-high.
Anthropic is close to raising $5b, with an eye-popping valuation of $170b. That’s a 176% increase in 5 short months from its $61.5b valuation in March.
sherwood.news/tech/ai-star...
Anthropic is close to raising $5b, with an eye-popping valuation of $170b. That’s a 176% increase in 5 short months from its $61.5b valuation in March.
sherwood.news/tech/ai-star...
July 31, 2025 at 11:46 AM
xAI is valued higher than anthropic is ridiculous
the messaging needed to make the US gov fiscal situation a more important political concern is to tie it to housing. Higher structural government deficits -> higher long term yields on long dated treasuries -> higher mortgage rates -> more expensive housing.
July 28, 2025 at 3:50 AM
the messaging needed to make the US gov fiscal situation a more important political concern is to tie it to housing. Higher structural government deficits -> higher long term yields on long dated treasuries -> higher mortgage rates -> more expensive housing.
So we think this birthday album getting leaked is Ghislaine blackmailing Trump in for a pardon, right?
July 18, 2025 at 2:31 AM
So we think this birthday album getting leaked is Ghislaine blackmailing Trump in for a pardon, right?
Half of YouTube ads are Whitney Tilson mayoral campaign ads hating on Mamdani, the other half are Whitney Tilson scam ads hawking his weird investment product...
June 23, 2025 at 1:51 AM
Half of YouTube ads are Whitney Tilson mayoral campaign ads hating on Mamdani, the other half are Whitney Tilson scam ads hawking his weird investment product...
who is the russian snowden leaking these documents about sensitive china-russia counterintel ops to the NYT? Or is it the US government?
some recent stories that seem related to the same source
www.nytimes.com/2025/06/19/w...
www.nytimes.com/2025/06/07/w...
some recent stories that seem related to the same source
www.nytimes.com/2025/06/19/w...
www.nytimes.com/2025/06/07/w...
China Unleashes Hackers Against Its Friend Russia, Seeking War Secrets
www.nytimes.com
June 19, 2025 at 7:06 PM
who is the russian snowden leaking these documents about sensitive china-russia counterintel ops to the NYT? Or is it the US government?
some recent stories that seem related to the same source
www.nytimes.com/2025/06/19/w...
www.nytimes.com/2025/06/07/w...
some recent stories that seem related to the same source
www.nytimes.com/2025/06/19/w...
www.nytimes.com/2025/06/07/w...
it's unfortunate that most companies refuse to provide rejected job interview candidates with feedback about why they didn't get the job.
Typical reason is risk of discrimination lawsuits, etc. Seems like a policy failure - perhaps a legal 'safe harbor' should exist for reasonable feedback?
Typical reason is risk of discrimination lawsuits, etc. Seems like a policy failure - perhaps a legal 'safe harbor' should exist for reasonable feedback?
June 15, 2025 at 10:03 AM
it's unfortunate that most companies refuse to provide rejected job interview candidates with feedback about why they didn't get the job.
Typical reason is risk of discrimination lawsuits, etc. Seems like a policy failure - perhaps a legal 'safe harbor' should exist for reasonable feedback?
Typical reason is risk of discrimination lawsuits, etc. Seems like a policy failure - perhaps a legal 'safe harbor' should exist for reasonable feedback?
at vet office today with my (healthy) cat for a check-in and the vet proposes a few tests we could order, lets me know how expensive each one is and explicitly told me which tests they didn't think were worth it. Wish I got this kind of price transparency in my own health care!
June 9, 2025 at 2:36 AM
at vet office today with my (healthy) cat for a check-in and the vet proposes a few tests we could order, lets me know how expensive each one is and explicitly told me which tests they didn't think were worth it. Wish I got this kind of price transparency in my own health care!
US energy policy in 2025: we are behind china on clean energy technology so lets just pretend climate change doesn't exist and drill baby drill
May 20, 2025 at 12:28 AM
US energy policy in 2025: we are behind china on clean energy technology so lets just pretend climate change doesn't exist and drill baby drill
Chinese PL-15 missle that Pakistan used to down the French produced Rafael Jets flown by India has a much longer range than the equivalent American air to air missile used by NATO and the next generation missile with a competitive range isn’t in full production yet open.substack.com/pub/weapons/...
India Loses Its Top Fighter Jet, Implications for Future Air Combat
3 Advanced Rafale Fighters Downed
open.substack.com
May 10, 2025 at 2:55 PM
Chinese PL-15 missle that Pakistan used to down the French produced Rafael Jets flown by India has a much longer range than the equivalent American air to air missile used by NATO and the next generation missile with a competitive range isn’t in full production yet open.substack.com/pub/weapons/...
You know the abundance movement has legs when self-defeating lunatics like this start jumping out of the woodwork. We want cheap housing and high speed rail in our lifetimes, not to continue getting poorer pursuing dorm-room fantasies of a revolution that will never come
By the way, this is a main function of the "Abundance Agenda." It's about intervening in *this moment* to prevent well-meaning people from adopting more structural analyses of the problems and to prevent the anti-fascist coalition from getting too egalitarian/anti-capitalist.
One of the themes of propaganda that pervades almost all news reporting on "crime" and "public safety" is an obsession with the idea that the problems of our world can be solved without discussing root causes like concentrated power and inequality. From my new book, Copaganda:
May 6, 2025 at 4:38 AM
You know the abundance movement has legs when self-defeating lunatics like this start jumping out of the woodwork. We want cheap housing and high speed rail in our lifetimes, not to continue getting poorer pursuing dorm-room fantasies of a revolution that will never come
What level does the 10y yield have to get to for a military coup to happen
April 22, 2025 at 1:56 PM
What level does the 10y yield have to get to for a military coup to happen
The Great Leap Backwards
Tariffs seem unlikely to solve the specific geographic problems created by trade, which is really the political genesis of the issue. Why would steel mills or auto plants return (if they do) to the now closed and likely dilapidated factories and towns where they once existed? 1/4
April 21, 2025 at 12:54 AM
The Great Leap Backwards
Reposted by PostOnly
I would like to report a murder
April 11, 2025 at 12:48 PM
I would like to report a murder
Every interview Lutnick does I find myself wondering how he succeeded in business
April 14, 2025 at 4:12 AM
Every interview Lutnick does I find myself wondering how he succeeded in business
Americans may not like it but something like this is going to happen sooner or later and delaying it will only make the end result worse
Sununu: Congress doesn't want them to get touched. Americans will accept it… Let’s move the retirement age. 62 or 64 or whatever it is? That’s insane. No young person thinks retirement should be in their mid 60s
April 11, 2025 at 3:09 AM
Americans may not like it but something like this is going to happen sooner or later and delaying it will only make the end result worse
While the US is floundering around, Europe/China hammering out a deal on EV trade.
www.reuters.com/business/aut...
www.reuters.com/business/aut...
EU, China start talks on lifting EU tariffs on Chinese electric vehicles, Handelsblatt reports
The European Union and China have begun negotiations on the abolition of EU tariffs on imports of Chinese electric cars, German newspaper Handelsblatt reported on Thursday.
www.reuters.com
April 11, 2025 at 12:34 AM
While the US is floundering around, Europe/China hammering out a deal on EV trade.
www.reuters.com/business/aut...
www.reuters.com/business/aut...
If the US wants to bring back manufacturing long term the solution isn’t huge state subsidies (given fiscal situation, and state of intel/boeing/etc) nor tariffs (makes everyone poorer) - we need to become globally competitive. Requires a massive reduction in costs/ increase in productivity.
April 10, 2025 at 12:44 PM
If the US wants to bring back manufacturing long term the solution isn’t huge state subsidies (given fiscal situation, and state of intel/boeing/etc) nor tariffs (makes everyone poorer) - we need to become globally competitive. Requires a massive reduction in costs/ increase in productivity.
Assuming the most wildly successful (and highly unlikely) scenarios for manufacturing reshoring, americans are probably not prepared for the externalities of a large scale industrial base - e.g. 150+ AQI every day in major cities, like a year round forest fire
April 9, 2025 at 9:53 AM
Assuming the most wildly successful (and highly unlikely) scenarios for manufacturing reshoring, americans are probably not prepared for the externalities of a large scale industrial base - e.g. 150+ AQI every day in major cities, like a year round forest fire
All-in podcast is Joe Rogan for people who went to college.
March 22, 2025 at 11:16 PM
All-in podcast is Joe Rogan for people who went to college.
Reposted by PostOnly
this is your unsolicited reminder that the task sitting on your to-do list that you are dreading is nowhere near as time-consuming or difficult as you have built it up to be in your head and once you start it and realize that, you will generate the momentum needed to complete it and you should do it
March 3, 2025 at 3:07 AM
this is your unsolicited reminder that the task sitting on your to-do list that you are dreading is nowhere near as time-consuming or difficult as you have built it up to be in your head and once you start it and realize that, you will generate the momentum needed to complete it and you should do it
area man learns about adverse selection
January 6, 2025 at 1:08 PM
area man learns about adverse selection
Reposted by PostOnly
This is probably interesting for people who listen to podcasts. Anyway. Got inspired to check the world nuclear association site. China and India obv building a lot but Turkey? Bit unexpected
January 3, 2025 at 12:40 PM
This is probably interesting for people who listen to podcasts. Anyway. Got inspired to check the world nuclear association site. China and India obv building a lot but Turkey? Bit unexpected