@wbresearch23.bsky.social
Reposted
Yet another example of using “AI” but mixing up GenAI and other forms of machine learning.
The polls they cite about AI attitudes? People are talking about GenAI
The examples where AI is working? Non-GenAI machine learning.
The latter, more speculative ones? Back to GenAI
Fave trick of AI fans
The polls they cite about AI attitudes? People are talking about GenAI
The examples where AI is working? Non-GenAI machine learning.
The latter, more speculative ones? Back to GenAI
Fave trick of AI fans
This column on Vox is the biggest pile of steaming AI crap I've seen this year. Human's aren't running out of ideas. Instead, those with power and money don't want to listen to ideas that threaten their power and money.
Ideas are plentiful. Putting those ideas into action is the hard part.
Ideas are plentiful. Putting those ideas into action is the hard part.
We’re running out of good ideas. AI might be how we find new ones.
What if the best use of AI is restarting the world’s idea machine?
www.vox.com
December 13, 2025 at 11:33 PM
Yet another example of using “AI” but mixing up GenAI and other forms of machine learning.
The polls they cite about AI attitudes? People are talking about GenAI
The examples where AI is working? Non-GenAI machine learning.
The latter, more speculative ones? Back to GenAI
Fave trick of AI fans
The polls they cite about AI attitudes? People are talking about GenAI
The examples where AI is working? Non-GenAI machine learning.
The latter, more speculative ones? Back to GenAI
Fave trick of AI fans
Reposted
Absolutely incredible scenes in the Bloomberg Intelligence Rates & FX chat at this hour. Every social platform every invented has this common problem lmao.
December 10, 2025 at 3:13 PM
Absolutely incredible scenes in the Bloomberg Intelligence Rates & FX chat at this hour. Every social platform every invented has this common problem lmao.
Reposted
“.. the administration began pushing for a network of ‘Trump Industrial Parks,’ according to an administration official, with manufacturing infrastructure built on federal land.”
@wsj.com
www.wsj.com/tech/trump-s...
@wsj.com
www.wsj.com/tech/trump-s...
December 5, 2025 at 2:15 AM
“.. the administration began pushing for a network of ‘Trump Industrial Parks,’ according to an administration official, with manufacturing infrastructure built on federal land.”
@wsj.com
www.wsj.com/tech/trump-s...
@wsj.com
www.wsj.com/tech/trump-s...
Reposted
FITCH: “.. The most pronounced bubble-like characteristics appear in data centers, which are experiencing record supply ..
“.. Sponsors are securing sites speculatively in power-constrained metros, often commencing construction before tenants are secured.” 👀
www.fitchratings.com/research/str...
“.. Sponsors are securing sites speculatively in power-constrained metros, often commencing construction before tenants are secured.” 👀
www.fitchratings.com/research/str...
December 4, 2025 at 6:51 PM
FITCH: “.. The most pronounced bubble-like characteristics appear in data centers, which are experiencing record supply ..
“.. Sponsors are securing sites speculatively in power-constrained metros, often commencing construction before tenants are secured.” 👀
www.fitchratings.com/research/str...
“.. Sponsors are securing sites speculatively in power-constrained metros, often commencing construction before tenants are secured.” 👀
www.fitchratings.com/research/str...
Reposted
Why tf isn’t anyone talking about the cancer these centers give people
futurism.com/artificial-i...
futurism.com/artificial-i...
Amazon Data Center Linked to Cluster of Rare Cancers
A sprawling data center in eastern Oregon has been linked to a huge rise in rare cancers, muscle conditions, and miscarriages.
futurism.com
December 4, 2025 at 10:56 PM
Why tf isn’t anyone talking about the cancer these centers give people
futurism.com/artificial-i...
futurism.com/artificial-i...
Reposted
I guess they don't want to be left behind?!?
www.globaldata.com/media/busine....
www.globaldata.com/media/busine....
Magnificent 7 ramp-up R&D and capex as AI shift drives $2 trillion revenue surge, reveals GlobalData - GlobalData
The Magnificent 7—Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla—ended their latest fiscal year with an unmistakable theme: escalating R&D intensity and capital spending aligned around ar...
www.globaldata.com
December 4, 2025 at 7:01 PM
I guess they don't want to be left behind?!?
www.globaldata.com/media/busine....
www.globaldata.com/media/busine....
Reposted
GOLDMAN FROZE CYRUSONE’S $1.3B BOND SALE AFTER THE CME-LINKED DATA-CENTER OUTAGE EXPOSED HOW EASILY “AI BOOM” DATA-CENTER LEASES CAN BE BROKEN WHEN CRITICAL SYSTEMS FAIL.
December 4, 2025 at 7:43 PM
GOLDMAN FROZE CYRUSONE’S $1.3B BOND SALE AFTER THE CME-LINKED DATA-CENTER OUTAGE EXPOSED HOW EASILY “AI BOOM” DATA-CENTER LEASES CAN BE BROKEN WHEN CRITICAL SYSTEMS FAIL.
Reposted
So Sam A. is essentially setting $1.4 trillion future capex on fire
The US may be running the wrong AI race on.ft.com/49WNXhG
The US may be running the wrong AI race
China’s favouring of small and cheap models such as DeepSeek could prove to be the better bet
on.ft.com
December 4, 2025 at 5:45 PM
So Sam A. is essentially setting $1.4 trillion future capex on fire
Reposted
Weak demand for Applied Digital’s bond offering “is testing the strength of a market being flooded with debt to fund the compute capacity needed to support the artificial intelligence frenzy.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
November 12, 2025 at 8:51 PM
Weak demand for Applied Digital’s bond offering “is testing the strength of a market being flooded with debt to fund the compute capacity needed to support the artificial intelligence frenzy.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
Reposted
🔥 The White House released an article on Monday citing a DoorDash report as confirmation that "inflation has been tamed."
I asked a DoorDash spokesperson today if the company had concluded from its report that inflation had been tamed. DoorDash spokesperson told me, "We did not write that."
I asked a DoorDash spokesperson today if the company had concluded from its report that inflation had been tamed. DoorDash spokesperson told me, "We did not write that."
NEW DATA: Lower Prices, Bigger Paychecks
President Donald J. Trump’s bold economic agenda is delivering real results for American families — with new data from DoorDash’s State of Local Commerce
www.whitehouse.gov
November 12, 2025 at 8:50 PM
🔥 The White House released an article on Monday citing a DoorDash report as confirmation that "inflation has been tamed."
I asked a DoorDash spokesperson today if the company had concluded from its report that inflation had been tamed. DoorDash spokesperson told me, "We did not write that."
I asked a DoorDash spokesperson today if the company had concluded from its report that inflation had been tamed. DoorDash spokesperson told me, "We did not write that."
Reposted
this is a big deal!
*FED'S PERLI: STRONG EVIDENCE BANK RESERVES NO LONGER ABUNDANT
*FED'S PERLI: STRONG EVIDENCE BANK RESERVES NO LONGER ABUNDANT
November 12, 2025 at 8:50 PM
this is a big deal!
*FED'S PERLI: STRONG EVIDENCE BANK RESERVES NO LONGER ABUNDANT
*FED'S PERLI: STRONG EVIDENCE BANK RESERVES NO LONGER ABUNDANT
Reposted
There goes 90+ day credit-card delinquencies. New cycle high.
(via Kev Gordon)
(via Kev Gordon)
November 12, 2025 at 8:25 PM
There goes 90+ day credit-card delinquencies. New cycle high.
(via Kev Gordon)
(via Kev Gordon)
Reposted
November 12, 2025 at 8:32 PM
Reposted
Direct File’s brief stint at the IRS has ended, with taxpayers being pointed towards third-party filing services instead. But what killed the program?
The IRS' Direct File option is dead, though Free File lives on (with limitations)
The Trump administration says the Free File program offered through commercial tax preparation companies is a more effective option.
www.marketplace.org
November 12, 2025 at 8:40 PM
Direct File’s brief stint at the IRS has ended, with taxpayers being pointed towards third-party filing services instead. But what killed the program?
Reposted
October 23, 2025 at 6:41 PM
Reposted
Levine is funny. 😏
@matt-levine.bsky.social @opinion.bloomberg.com $AMD
www.bloomberg.com/opinion/news...
@matt-levine.bsky.social @opinion.bloomberg.com $AMD
www.bloomberg.com/opinion/news...
October 6, 2025 at 5:55 PM
Levine is funny. 😏
@matt-levine.bsky.social @opinion.bloomberg.com $AMD
www.bloomberg.com/opinion/news...
@matt-levine.bsky.social @opinion.bloomberg.com $AMD
www.bloomberg.com/opinion/news...
Reposted
Alarming news this morning that Social Security head Frank Bisignano has been named “CEO” of IRS, a move that raises 3 major concerns:
www.wsj.com/politics/pol...
www.wsj.com/politics/pol...
Bessent Picks Social Security Chief Frank Bisignano as IRS CEO
The Social Security head will do double duty at the tax agency while Treasury Secretary Scott Bessent retains his formal title as acting IRS commissioner.
www.wsj.com
October 6, 2025 at 2:56 PM
Alarming news this morning that Social Security head Frank Bisignano has been named “CEO” of IRS, a move that raises 3 major concerns:
www.wsj.com/politics/pol...
www.wsj.com/politics/pol...
Reposted
This is an actual visual map of the Circular Vendor Ponzi laid out by @anthonycr.bsky.social
We're in the phase where they are making sure that none of the nodes die, but it is becoming increasingly thinly stretched
It's likely in the terminal phase. If one of these faulters, the whole thing pops
We're in the phase where they are making sure that none of the nodes die, but it is becoming increasingly thinly stretched
It's likely in the terminal phase. If one of these faulters, the whole thing pops
October 6, 2025 at 2:41 PM
This is an actual visual map of the Circular Vendor Ponzi laid out by @anthonycr.bsky.social
We're in the phase where they are making sure that none of the nodes die, but it is becoming increasingly thinly stretched
It's likely in the terminal phase. If one of these faulters, the whole thing pops
We're in the phase where they are making sure that none of the nodes die, but it is becoming increasingly thinly stretched
It's likely in the terminal phase. If one of these faulters, the whole thing pops
Reposted
NEW: At his lecture series, Peter Thiel is suggesting anyone who opposes unchecked advancement of technologies such as AI is the Antichrist, or is perhaps under the Antichrist's spell.
www.inc.com/sam-blum/pet...
www.inc.com/sam-blum/pet...
Peter Thiel Compared Tech Detractors to the Antichrist, Says a Lecture Attendee
An attendee of the billionaire investor’s secretive Antichrist lecture series reveals new details from Peter Thiel's latest talk.
www.inc.com
September 24, 2025 at 6:43 PM
NEW: At his lecture series, Peter Thiel is suggesting anyone who opposes unchecked advancement of technologies such as AI is the Antichrist, or is perhaps under the Antichrist's spell.
www.inc.com/sam-blum/pet...
www.inc.com/sam-blum/pet...
Reposted
DRW: “.. The six-month average for payrolls does not look like it is ready to bounce ..
“.. if .. payrolls are, or will soon be negative, it is not a short term thing. Payrolls fell below zero in January 2008, they did not print above zero until March 2010.”
“.. if .. payrolls are, or will soon be negative, it is not a short term thing. Payrolls fell below zero in January 2008, they did not print above zero until March 2010.”
September 17, 2025 at 3:20 PM
DRW: “.. The six-month average for payrolls does not look like it is ready to bounce ..
“.. if .. payrolls are, or will soon be negative, it is not a short term thing. Payrolls fell below zero in January 2008, they did not print above zero until March 2010.”
“.. if .. payrolls are, or will soon be negative, it is not a short term thing. Payrolls fell below zero in January 2008, they did not print above zero until March 2010.”
Reposted
Our tenth annual research conference is now underway.
Follow President Lagarde’s opening address and a full day of discussion link.europa.eu/RVgVFw
@president.ecb.europa.eu
Follow President Lagarde’s opening address and a full day of discussion link.europa.eu/RVgVFw
@president.ecb.europa.eu
September 17, 2025 at 7:29 AM
Our tenth annual research conference is now underway.
Follow President Lagarde’s opening address and a full day of discussion link.europa.eu/RVgVFw
@president.ecb.europa.eu
Follow President Lagarde’s opening address and a full day of discussion link.europa.eu/RVgVFw
@president.ecb.europa.eu
Reposted
watching this right now, among the 71 people on Youtube :)
Our tenth annual research conference is now underway.
Follow President Lagarde’s opening address and a full day of discussion link.europa.eu/RVgVFw
@president.ecb.europa.eu
Follow President Lagarde’s opening address and a full day of discussion link.europa.eu/RVgVFw
@president.ecb.europa.eu
September 17, 2025 at 2:11 PM
watching this right now, among the 71 people on Youtube :)
Reposted
PANTHEON: “.. Consumers have so far suffered only about one-third of the tariff-related price rises that we think they ultimately will face. In addition, growth in wage and salary income likely will slow ..
“.. we expect real consumption to rise at a mere 0.5-to-1% annualized pace in Q4.”
“.. we expect real consumption to rise at a mere 0.5-to-1% annualized pace in Q4.”
September 16, 2025 at 9:18 PM
PANTHEON: “.. Consumers have so far suffered only about one-third of the tariff-related price rises that we think they ultimately will face. In addition, growth in wage and salary income likely will slow ..
“.. we expect real consumption to rise at a mere 0.5-to-1% annualized pace in Q4.”
“.. we expect real consumption to rise at a mere 0.5-to-1% annualized pace in Q4.”
Reposted
H/T LS.
As one colleague noted, “While foreign investors favor US equities, they are less enthusiastic about the dollar.”
This is part of a broader trend where portfolio investors are inclined to decouple corporate assets from sovereign considerations.
#economy #markets #stocks #dollar #investing
As one colleague noted, “While foreign investors favor US equities, they are less enthusiastic about the dollar.”
This is part of a broader trend where portfolio investors are inclined to decouple corporate assets from sovereign considerations.
#economy #markets #stocks #dollar #investing
September 16, 2025 at 2:29 PM
H/T LS.
As one colleague noted, “While foreign investors favor US equities, they are less enthusiastic about the dollar.”
This is part of a broader trend where portfolio investors are inclined to decouple corporate assets from sovereign considerations.
#economy #markets #stocks #dollar #investing
As one colleague noted, “While foreign investors favor US equities, they are less enthusiastic about the dollar.”
This is part of a broader trend where portfolio investors are inclined to decouple corporate assets from sovereign considerations.
#economy #markets #stocks #dollar #investing
Reposted
While on the dollar, this from The Economist article, “China is ditching the dollar, fast.”
To be clear, China is nowhere close to replacing the dollar as a reserve currency — and won’t be anytime soon.
What it is doing, though, is slowly eroding the dollar’s influence by building pipes…
1 of 2
To be clear, China is nowhere close to replacing the dollar as a reserve currency — and won’t be anytime soon.
What it is doing, though, is slowly eroding the dollar’s influence by building pipes…
1 of 2
September 16, 2025 at 3:49 PM
While on the dollar, this from The Economist article, “China is ditching the dollar, fast.”
To be clear, China is nowhere close to replacing the dollar as a reserve currency — and won’t be anytime soon.
What it is doing, though, is slowly eroding the dollar’s influence by building pipes…
1 of 2
To be clear, China is nowhere close to replacing the dollar as a reserve currency — and won’t be anytime soon.
What it is doing, though, is slowly eroding the dollar’s influence by building pipes…
1 of 2