Mr. Nick Beaudrot
@nbeaudrot.bsky.social
750 followers 120 following 7.4K posts
Math Dad. Aspiring-to-comeback Triathlete. Fall Out Boy apologist.
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nbeaudrot.bsky.social
"Inflation is very unpopular and the median voter's views on crime and immigration are closer to Trump's than Harris's" is like 90% more accurate than every narrative take out there that focuses on Rogan, trans rights, "the information environment", etc
nbeaudrot.bsky.social
Puyallup
merriam-webster.com
What’s the word where you’re from that, when pronounced exactly as it looks, identifies a tourist immediately?
nbeaudrot.bsky.social
Senate Rs seem don't want the things Vought is doing this time.
Reposted by Mr. Nick Beaudrot
art-kitkat.bsky.social
the chad cut and cover vs the virgin TBM
nbeaudrot.bsky.social
20 years ago you'd be watching John Salley's show on Fox Sports or Sportscenter, we have to go back.
nbeaudrot.bsky.social
The kalshi ad followed by the hims ad on the NFL networks fantasy football side at midnight Eastern is so bleak.

Not that it was much better 20 years ago
nbeaudrot.bsky.social
Wow we're getting all the resistlib gang together.
annabower.bsky.social
A second set of pre-trial motions is due by Oct. 30.

Comey’s defense counsel, Patrick Fitzgerald, said he expects that batch to include a motion regarding abuse of grand jury process and an “outrageous government conduct” motion.
Reposted by Mr. Nick Beaudrot
proptermalone.bsky.social
who is the most interesting artist that could appear with Bad Bunny at the Super Bowl that conservatives would interpret as a gesture towards mollifying them?
Reposted by Mr. Nick Beaudrot
artbutmakeitsports.bsky.social
Duchamp Flies, by Carmen Cicero, 2009, 📸 by Frank Franklin II
nbeaudrot.bsky.social
M-V-P!
M-V-P!
M-V-P!
kenjennings.bsky.social
Hooting and hollering until I’m asked to leave the airport lounge.
Reposted by Mr. Nick Beaudrot
kenjennings.bsky.social
Hooting and hollering until I’m asked to leave the airport lounge.
Reposted by Mr. Nick Beaudrot
tznkai.bsky.social
You can't actually Socratic your way into a point because you don't have one. You're just annoyed.
Reposted by Mr. Nick Beaudrot
nbeaudrot.bsky.social
Yes but you need more *stories* about the cops. "City police work with the neighborhood community group to cut down on graffiti." not just "police arrested this guy"
nbeaudrot.bsky.social
many cases in that direction (Spurrier, Saban, etc.)
nbeaudrot.bsky.social
If it's just general cloud compute investment, then sure, we'll get a few years where supply for cloud services outstrips demand (but switching costs are high so ~\_o_/~)
nbeaudrot.bsky.social
I think in practice *most* people understand to ignore the quacks, and the really dangerous stuff can often be dealt with as fraud etc.

Social media might be making this harder but I'm not 100% sure.
nbeaudrot.bsky.social
Maybe?

(1) it's way less clear to me that demand will continue to grow, the way bandwidth demand was obviously set to grow post-2000.
(2) the servers depreciate way faster than the dark fiber did in the '00s
nbeaudrot.bsky.social
States are allowed to regulate medical services, it starts to get fuzzy with behavioral health stuff, quackery of various sorts etc. (in the other direction, first amendment rights of doctors were used to stop bans on counseling that someone should consider getting an abortion.
nbeaudrot.bsky.social
The combination of Tarriff man with a focus on "the stock market" has led to this bananas policy of taxing bananas while leaving computer imports untaxed.
josephpolitano.bsky.social
NEW from me:

In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports are almost entirely exempt from tariffs

It's a special carveout that AI companies are now reliant on for their data center buildout🧵
www.apricitas.io/p/the-tariff...
The Tariff Exemption Behind the AI Boom
Data Centers get Tariff-Free Imports. Why Shouldn't we All?
www.apricitas.io
Reposted by Mr. Nick Beaudrot
josephpolitano.bsky.social
NEW from me:

In his 2nd term, Trump has pursued the largest trade war in modern US history—with 1 glaring omission. Computer imports are almost entirely exempt from tariffs

It's a special carveout that AI companies are now reliant on for their data center buildout🧵
www.apricitas.io/p/the-tariff...
The Tariff Exemption Behind the AI Boom
Data Centers get Tariff-Free Imports. Why Shouldn't we All?
www.apricitas.io
nbeaudrot.bsky.social
Carney seems engaging for a Canadian IDK
nbeaudrot.bsky.social
Yes but you need more *stories* about the cops. "City police work with the neighborhood community group to cut down on graffiti." not just "police arrested this guy"
nbeaudrot.bsky.social
retiring ... before the season? or after it?
nbeaudrot.bsky.social
Yeah I agree they're not doomed. But cars last longer than computers (I think...)

(I think there is a public policy case for fewer rideshare/delivery drivers, slightly higher wait times, fewer email jobs managing it all, and -- this is the payoff -- lower prices. But achieving that mix is hard)
nbeaudrot.bsky.social
But sure, they already have revenue today, so you can imagine a path to more revenue *somewhere* (also they have equity stakes in non-AI companies now)
nbeaudrot.bsky.social
I think the challenges here are

(1) the total market for eyeballs as a % of GDP is a lot smaller
(2) it's actually still a competitive market!
(3) class-based rejection of slop will lower the CPM
(4) a lot of "capex" is quasi "opex" -- you have to replace the chips every 3 years.