Quantian
@quantian.bsky.social
Locked in and posting regularly on here now
If you want a critique of AI company financials you could go read Jim Chanos on Twitter, a distinguished short seller and accounting expert, or you could come to Bluesky and watch this guy try and fail to reconcile cumulative net income to change in net cash because he thinks they’re the same thing.
November 8, 2025 at 7:30 PM
If you want a critique of AI company financials you could go read Jim Chanos on Twitter, a distinguished short seller and accounting expert, or you could come to Bluesky and watch this guy try and fail to reconcile cumulative net income to change in net cash because he thinks they’re the same thing.
AI Twitter was going nuts last week when it appeared that Deepseek made a 100% profit trading crypto. Unfortunately now every LLM is underperforming:
November 6, 2025 at 4:09 PM
AI Twitter was going nuts last week when it appeared that Deepseek made a 100% profit trading crypto. Unfortunately now every LLM is underperforming:
China is making rapid strides in the physical goonbot space, Bessent is getting worried
November 5, 2025 at 9:25 PM
China is making rapid strides in the physical goonbot space, Bessent is getting worried
Lmao you need to be fast on the draw here
November 3, 2025 at 6:11 PM
Lmao you need to be fast on the draw here
Cross posting from X The Everything App: the viral claim that the highest earning 10% of Americans account for the majority of consumer spending is off by more than a factor of 2. The actual number for top decile spending is 23% of the total.
November 3, 2025 at 3:41 PM
Cross posting from X The Everything App: the viral claim that the highest earning 10% of Americans account for the majority of consumer spending is off by more than a factor of 2. The actual number for top decile spending is 23% of the total.
My favorite was the $28k grant to give free copies of Harry Potter fanfiction to every IMO competitor on the grounds that it would accelerate AI research
November 2, 2025 at 4:32 PM
My favorite was the $28k grant to give free copies of Harry Potter fanfiction to every IMO competitor on the grounds that it would accelerate AI research
Does lead exposure make you a MAGA Republican? A non-controlled N=1 investigative study
October 31, 2025 at 2:35 PM
Does lead exposure make you a MAGA Republican? A non-controlled N=1 investigative study
"I looked up a prospectus but I didn't bother reading it because it seems incomprehensible, anyways here's some wrong information about how I assume bonds work" christ I hope Zohran has better advisors than this clown and his ilk.
October 30, 2025 at 10:38 PM
"I looked up a prospectus but I didn't bother reading it because it seems incomprehensible, anyways here's some wrong information about how I assume bonds work" christ I hope Zohran has better advisors than this clown and his ilk.
If you wish to goon to your canonically 16 year old waifu, you must send me 80 United States Dollars or 12,000 Japanese Yen. Those are the rules because I have made them.
October 30, 2025 at 4:54 PM
If you wish to goon to your canonically 16 year old waifu, you must send me 80 United States Dollars or 12,000 Japanese Yen. Those are the rules because I have made them.
Look at my nuclear startups dawg I am moving to fucking New Zealand to escape the fallout
October 30, 2025 at 3:02 PM
Look at my nuclear startups dawg I am moving to fucking New Zealand to escape the fallout
So I guess the Xi meeting didn’t go as intended?
October 30, 2025 at 4:34 AM
So I guess the Xi meeting didn’t go as intended?
Ron DeSantis plans to make up the hole in the state budget from abolishing property tax by swing trading some $IREN it seems
October 30, 2025 at 2:30 AM
Ron DeSantis plans to make up the hole in the state budget from abolishing property tax by swing trading some $IREN it seems
You were literally doing this tweet
October 30, 2025 at 1:00 AM
You were literally doing this tweet
Ahhhhh sociologist detected, opinion disregarded
October 29, 2025 at 6:42 PM
Ahhhhh sociologist detected, opinion disregarded
A handy cheat sheet: if you totally expropriated various forms of capital income in the US and redistributed them as a UBI, how much would the payments be? Nationalizing all banks/insurance companies + nationalizing all landlords, for example, would provide less than $450 per month.
October 29, 2025 at 3:04 PM
A handy cheat sheet: if you totally expropriated various forms of capital income in the US and redistributed them as a UBI, how much would the payments be? Nationalizing all banks/insurance companies + nationalizing all landlords, for example, would provide less than $450 per month.
Because GDP has been defined in such a way that total production = total consumption (modulo change in inventories), and you have access to tax receipts, this allows you to accurately calculate economy-wide margins to track the evolution of labor share, capital consumption, tax, and profit:
October 24, 2025 at 3:31 PM
Because GDP has been defined in such a way that total production = total consumption (modulo change in inventories), and you have access to tax receipts, this allows you to accurately calculate economy-wide margins to track the evolution of labor share, capital consumption, tax, and profit:
Behold, the sublime majesty of profit per unit of real gross value added of nonfinancial corporate business: Corporate profits after tax with IVA and CCAdj divided by price per unit of real gross value added of nonfinancial corporate business. Marx would have killed for a mere glimpse of this chart.
October 24, 2025 at 3:12 PM
Behold, the sublime majesty of profit per unit of real gross value added of nonfinancial corporate business: Corporate profits after tax with IVA and CCAdj divided by price per unit of real gross value added of nonfinancial corporate business. Marx would have killed for a mere glimpse of this chart.
The median EA employee makes more money than the median banker at Morgan Stanley. It's nearly 4x the median individual income and 2x the median household income. It is, objectively, a lot of money and many people at the company make such salaries.
October 23, 2025 at 10:12 PM
The median EA employee makes more money than the median banker at Morgan Stanley. It's nearly 4x the median individual income and 2x the median household income. It is, objectively, a lot of money and many people at the company make such salaries.
Gamers love claiming that their objection to paying more is not a childish consumerist tantrum, but actually Noble Concern For Abused Workers Exploited By Greedy Executives. In fact, gaming companies have very high median pay and below-average CEO pay ratios compared to other large companies.
October 23, 2025 at 8:58 PM
Gamers love claiming that their objection to paying more is not a childish consumerist tantrum, but actually Noble Concern For Abused Workers Exploited By Greedy Executives. In fact, gaming companies have very high median pay and below-average CEO pay ratios compared to other large companies.
Judging by the price/volume chart, it looks like the government carried out interventions at four key price levels over the past month: first 1475 in mid-Sep, then at 1425 followed by 1430 in early October, and currently the intervention is taking place at... 1488 exactly:
October 22, 2025 at 8:27 PM
Judging by the price/volume chart, it looks like the government carried out interventions at four key price levels over the past month: first 1475 in mid-Sep, then at 1425 followed by 1430 in early October, and currently the intervention is taking place at... 1488 exactly:
8% is not that bad in the grand scheme of things- the discount was as wide as 50% in 2020- but local markets clearly do not believe the US bailout will be sufficient to staunch the bleeding.
October 22, 2025 at 8:19 PM
8% is not that bad in the grand scheme of things- the discount was as wide as 50% in 2020- but local markets clearly do not believe the US bailout will be sufficient to staunch the bleeding.
As a rough proxy for the "true" exchange rate, shares of AAPL trade in pesos in Buenos Aires at a persistent premium to AAPL shares denominated in USD in New York, so I calculate the implied USDARS rate required for them to trade inline:
October 22, 2025 at 8:14 PM
As a rough proxy for the "true" exchange rate, shares of AAPL trade in pesos in Buenos Aires at a persistent premium to AAPL shares denominated in USD in New York, so I calculate the implied USDARS rate required for them to trade inline: