Cloud and brick are too close to each other in the vector database 🙈

Krugman is as cringe on tech as the tech oligarchs on macro/politics

Setting aside Musk, how is this true? Google/FB/Apple/MSFT will all cruise through the next recession b/c of their structural advantages

Chase is levered to the US and global economy, so you could argue TBTF, but their actual income statement and balance sheet is not impervious to downturns

The creation of filter bubbles (first via sorting and now via algorithmic curation) does seem to be the most concerning

Democracy (like baseball) relies on a shared collective understanding that there are rules and lines. If not, we are all just playing our own variation of Calvinball…

Politico loves a good “both sides” framing

Beautiful memory Jerry!

But the system you described above is how banking works in most emerging markets 🙈

A horseshoe too far. If they wanted to open the government, they would

They just don’t want to remove the filibuster, b/c Senate Rs plan to be around a lot longer than Trump

Good use of AI chatgpt.com/share/690a24...

Substack really needs to integrate AI summaries for cases like this

Sound just like blood libel pushed against the Jews back in the Middle Ages

Rates, home prices, and wages are what drives the market

So far we’re getting a bit of column A, but until we see real home prices decline (likely meaning recession) or a big uptick in real wages, I think turnover will stay low

From eyeballing this Google AI chart, it looks like Delaware, Hawaii, and New Hampshire plus the red states are the ones where the rates are going up fastest?

Next time you should ask him what he thinks about bearing false witness

Inspired to go back and look at some of these models by Hari's recent post

No half sizes after 11.5

Legitimately curious what the international audiences think about this one movie (also looks like they’ll push it over $200M soon)

Could be that he’s really sick

Alaska energy dividend, but for immigration?