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Rob Cyran @robcyran.bsky.social · 5h

At the very least, a strategic stockpile of various rare earths - storage costs would be cheap, don’t need to worry about having domestic supply and subsidizing operating costs. And you don’t have the dirty processing.

Rob Cyran @robcyran.bsky.social · 10h

I don’t understand why the US lacks a large stockpile of rare earths. Much smaller volumes needed than oil, storage costs should be relatively cheap and refining is dirty so fine if it’s located elsewhere.

Alex Turnbull @alexbhturnbull.bsky.social · 10h

Appears US admin used Pakistan as a workaround on rare earths which preciptated the China meltdown @arnabdatta.bsky.social

Pakistan delivers rare earth elements and critical minerals to USSM

Pakistan delivers its first enriched rare earth elements and critical minerals to USSM, marking a milestone for US-Pakistan supply chains.

www.fastmarkets.com

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Rob Cyran @robcyran.bsky.social · 10h

Yeah consumer spending is the real engine of the US economy and always has been/always will be. One caveat though is higher decile income has become more important for consumer spending over time- so might get more of a wealth effect from a market crash this time.

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Rob Cyran @robcyran.bsky.social · 10h

It’s probably a smallish impact on GDP but bigger on corporate earnings. In 2000 GDP hit was pretty minimal but S&P earnings fell 40% if I recall correctly.

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Rob Cyran @robcyran.bsky.social · 11h

Sam using your 1bn parameter LLM for this problem is a crime

Rob Cyran @robcyran.bsky.social · 11h

Excellent paper title by the way, using Miese van der Rohe’s axiom. Any follow on paper should use fellow architect Loos’ over the top quote “ornament is crime!”

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Rob Cyran @robcyran.bsky.social · 11h

Tiny recursive models seem really interesting and may cause a Wall Street AI freak out at some point. Speculative guess here, but looks like a limited tool for reducing noise in some clearly-defined problems caused by model overfitting. arxiv.org/html/2510.04...

Less is More: Recursive Reasoning with Tiny Networks

arxiv.org

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Rob Cyran @robcyran.bsky.social · 1d

I was not aware that Argentine President Milei, has five cloned mastiffs (named after economists e.g. Lucas and Milton), and reportedly telepathically speaks to them, asking advice. All are clones of his first dog which he claimed to have met in a gladiator ring in Rome. time.com/6337474/javi...

time.com

Rob Cyran @robcyran.bsky.social · 1d

This whole article is amazing

Rob Cyran @robcyran.bsky.social · 1d

Just as the 60s went from "peace and love" to Altamont, Silicon Valley has gone from "effective altruism and microdosing" to whatever this is: www.reuters.com/world/us/pet...

Exclusive: Peter Thiel in talk on 'Antichrist' says he told Elon Musk not to give wealth to charity

Peter Thiel, the billionaire venture capitalist and early supporter of U.S. President Donald Trump, has urged long-time associate Elon Musk to quit the Giving Pledge under which signatories leave the majority of their wealth to charity.

www.reuters.com

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Rob Cyran @robcyran.bsky.social · 1d

that's right - seemed like lowball bid because A) off chance they might get it and might be useful for customer acq. and B) annoy Google

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Rob Cyran @robcyran.bsky.social · 2d

Also, he seems like the kind of guy that has probably eaten placenta.

Rob Cyran @robcyran.bsky.social · 3d

This policy might* be worth mulling if the UK were known as a country with a history of capitalizing on IT advances and was weak in cultural exports.

* nah, probably not even in that case.

The Verge @theverge.com · May 26

Nick Clegg says asking artists for use permission would ‘kill’ the AI industry

Paul McCartne, Elton John and others signed an open letter.

buff.ly

Rob Cyran @robcyran.bsky.social · 3d

Also less time at gas stations. I always just plug in at home, so maybe once every few months there's a 25 min charge on a road trip. As opposed to a ten minute gas station visit every other week with gas. Also always full at home, so never hop in the car to go and realize I need to get gas first.

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Rob Cyran @robcyran.bsky.social · 3d

The odds are pretty low that this thing ever makes any money. No reason for branded to use outside distribution if they want to cut out middlemen, insurers have PBMs and out of pocket generic is (generally) small size, low price, low margin. www.wsj.com/health/pharm...

Trump Wants to Overhaul Drug Sales. A Company Tied to His Son Stands to Benefit.

The family members of President Trump and Commerce Secretary Howard Lutnick are poised to benefit from efforts to remake the pharmaceutical industry.

www.wsj.com

Rob Cyran @robcyran.bsky.social · 3d

The two Ps are a joke that’s also correct. If you can hit multiple points low on Maslow’s Hierarchy of needs you succeed (and yes, I know Maslow’s idea isn’t actually scientifically valid but it’s an illuminating fiction).

Rob Cyran @robcyran.bsky.social · 3d

You don’t have to like how a tech is used (I will force my kids to get a job with heavy customer interaction if I find out they are using AI this way) but it is important to objectively observe how people use tech

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Rob Cyran @robcyran.bsky.social · 3d

Crypto/blockchain etc, by contrast, is less than useful for pizza delivery (the famous bitcoin pizza payment) and has an anti-sexy image.

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Rob Cyran @robcyran.bsky.social · 3d

This is fascinating and shows how AI is hitting at least one of the “two P”s needed for any real technology (porn and pizza delivery).

Toby Nangle @tobyn.bsky.social · 3d

More people have AI girlfriends (or boyfriends) than use BlueSky, via @alphaville.ft.com open.substack.com/pub/chinatal...

Why America Builds AI Girlfriends and China Makes AI Boyfriends

and what it all means

open.substack.com

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Rob Cyran @robcyran.bsky.social · 4d

This is the first time I can recall a lawmaker stating this plainly.

Eric Michael Garcia @ericmgarcia.bsky.social · 4d

Ruben Gallego on whether Trump is talking to Democrats:

“Look, the President clearly has some kind of dementia, so I think there's a he's probably talking to himself, or think he's talking to a Democrat, but I sincerely doubt that that's actually he's actually physically talking to a Democrat.“

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Rob Cyran @robcyran.bsky.social · 4d

Another big reason - in any other developed country you don't spend days of your life on the phone with your insurer, trying to iron out how much you owe after receiving care.

Also, you never, ever receive -this statement looks like a bill, but is not a bill.

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Reposted by Rob Cyran

EM_Credit_Fund @emcreditfund.bsky.social · 4d

***BREAKING: NVDIA DECIDES TO SELL CHIPS FOR 10% STAKE IN THE OTHER 499 S&P COMPANIES... SPX up 26% on the news

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Rob Cyran @robcyran.bsky.social · 5d

It's a novel way to destroy the effectiveness of an agency which underlies the US ability to finance its spending and debt. The 10yr UST yields 4.16%.....

Rob Cyran @robcyran.bsky.social · 5d

So we are up to our eighth head of the IRS this year, only this time it's a made-up position.
home.treasury.gov/news/press-r...

The US is on a run rate of having 38 acting IRS heads by the end of Trump's term.

Treasury Department Announces Frank Bisignano as Chief Executive Officer of the IRS

WASHINGTON — Today, U.S. Secretary of the Treasury and Acting Commissioner of the Internal Revenue Service Scott Bessent announced that Commissioner of the Social Security Administration Frank Bisigna...

home.treasury.gov

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Reposted by Rob Cyran

Patrick Reynolds for a greater Auckland @patrickreynolds.bsky.social · 6d

Not nearly enough is made of the incredibly impressive feat Indian Railways has made to electrify almost 100% of its 135,000km of track, while also growing renewable sourcing. Huge:

timesofindia.indiatimes.com/business/ind...

Indian Railways to achieve net zero targets in 2025 itself - 5 years ahead of 2030 goal - Times of India

India Business News: Indian Railways is set to achieve net-zero targets by year-end, surpassing its 2030 goal through extensive electrification. Aiming for 95% electric tr

timesofindia.indiatimes.com

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