@thomas-clay.bsky.social
I think it not only screens out inveterate bad actors but in some cases also improves behavior of those who would be users in any event.
December 24, 2025 at 2:38 AM
I think it not only screens out inveterate bad actors but in some cases also improves behavior of those who would be users in any event.
If we're looking back in history, I always thought it was inappropriate for them not to break out how much GPU demand was from crypto miners back in the late 2010s.
November 26, 2025 at 2:07 PM
If we're looking back in history, I always thought it was inappropriate for them not to break out how much GPU demand was from crypto miners back in the late 2010s.
I think this was an especially good one.
September 29, 2025 at 8:00 PM
I think this was an especially good one.
I can tell you chardonnay is definitely not elite-coded in Boulder, CO. The local wine store guy was most excited to talk about an Australian who just moved here, was upset at not being able to find hard ginger beer, and started making it himself.
September 29, 2025 at 3:48 PM
I can tell you chardonnay is definitely not elite-coded in Boulder, CO. The local wine store guy was most excited to talk about an Australian who just moved here, was upset at not being able to find hard ginger beer, and started making it himself.
Would need to find a clergyman who spoke Latin
September 22, 2025 at 12:22 AM
Would need to find a clergyman who spoke Latin
Richard Feynman's appearance was pretty good though
September 20, 2025 at 10:58 PM
Richard Feynman's appearance was pretty good though
Need to subscribe to the Criterion Collection!
September 17, 2025 at 1:33 AM
Need to subscribe to the Criterion Collection!
He likened Trump to Hitler in 2016. So the calculation definitely changed after Trump won.
September 14, 2025 at 2:00 PM
He likened Trump to Hitler in 2016. So the calculation definitely changed after Trump won.
Isn't AI data center capex a surprisingly large share of GDP growth at the moment?
August 21, 2025 at 1:00 AM
Isn't AI data center capex a surprisingly large share of GDP growth at the moment?
I'm a big fan. It's far from a weeknight cookbook, but I'll say I have had a great result making the multi day pastilla from Nopi for a special event (recipe is also on his website).
July 27, 2025 at 3:05 PM
I'm a big fan. It's far from a weeknight cookbook, but I'll say I have had a great result making the multi day pastilla from Nopi for a special event (recipe is also on his website).
I actually think Plenty More is better.
July 27, 2025 at 11:33 AM
I actually think Plenty More is better.
I admit I was surprised to learn from @edwardluce.bsky.social's lunch with Bannon that he has for years been a teetotaler.
July 5, 2025 at 1:17 AM
I admit I was surprised to learn from @edwardluce.bsky.social's lunch with Bannon that he has for years been a teetotaler.
This was excellent
July 4, 2025 at 9:13 PM
This was excellent
The river is not too warm to cool the reactors. Nuclear plants are sometimes taken offline during heat waves with the goal of protecting heat sensitive plant or animal life downstream, since they add incremental heat. Warmer water has no impact on the safety or efficacy of cooling nuclear reactors.
June 22, 2025 at 1:42 PM
The river is not too warm to cool the reactors. Nuclear plants are sometimes taken offline during heat waves with the goal of protecting heat sensitive plant or animal life downstream, since they add incremental heat. Warmer water has no impact on the safety or efficacy of cooling nuclear reactors.
Really excellent penultimate paragraph
May 21, 2025 at 1:34 AM
Really excellent penultimate paragraph
It means Chinese-made intermediate goods that are manufactured elsewhere into finished goods for re-export. For example, Chinese motherboards exported to Taiwan for assembly into laptops that are then exported to the US. Looking only at bilateral China-US trade in motherboards is an underestimate.
April 12, 2025 at 3:42 PM
It means Chinese-made intermediate goods that are manufactured elsewhere into finished goods for re-export. For example, Chinese motherboards exported to Taiwan for assembly into laptops that are then exported to the US. Looking only at bilateral China-US trade in motherboards is an underestimate.
More if you count Chinese content exported to SE Asia and then re-exported to the US. From Brad Setser.
April 12, 2025 at 12:44 PM
More if you count Chinese content exported to SE Asia and then re-exported to the US. From Brad Setser.
This seems so clear from the historical record in places like 2000s Russia.
March 19, 2025 at 1:43 AM
This seems so clear from the historical record in places like 2000s Russia.
Currency manipulation is just one tool among many that both countries use to subsidize their export sectors. Overall, China's interventions are much more extreme than Japan's, though both are significant. No point in focusing on just one intervention at a time when what matters is the aggregate.
March 11, 2025 at 3:57 AM
Currency manipulation is just one tool among many that both countries use to subsidize their export sectors. Overall, China's interventions are much more extreme than Japan's, though both are significant. No point in focusing on just one intervention at a time when what matters is the aggregate.
The rational thing to do for plenty of US-defended countries with a threatening neighbor (e.g. South Korea, Japan, Poland, etc.) would be to develop their own nuclear weapons. Which of course would inspire others to get their own. Avoiding this was a big reason for the historic US offer of defense
February 26, 2025 at 2:31 AM
The rational thing to do for plenty of US-defended countries with a threatening neighbor (e.g. South Korea, Japan, Poland, etc.) would be to develop their own nuclear weapons. Which of course would inspire others to get their own. Avoiding this was a big reason for the historic US offer of defense
Personally I have been influenced on this topic by Michael Pettis. It's worth at least reading Tade Wars are Class Wars.
February 22, 2025 at 6:15 PM
Personally I have been influenced on this topic by Michael Pettis. It's worth at least reading Tade Wars are Class Wars.
The volatility can be monetized by selling convertible bonds. @matt-levine.bsky.social has discussed this.
February 6, 2025 at 3:53 PM
The volatility can be monetized by selling convertible bonds. @matt-levine.bsky.social has discussed this.