Random Stranger
@randstranger.bsky.social
Or Klein has, consciously or not, decided he prefers the risk-free option of being the managed opposition.
September 16, 2025 at 8:21 PM
Or Klein has, consciously or not, decided he prefers the risk-free option of being the managed opposition.
I imagine they don't know yet how to respond and is hoping to buy time with performative anger.
That said, this is dangerous stuff. Every Arab state now knows the US isn't willing to protect them from Israel and simply doing nothing makes them look hopelessly weak. The US looks weak too.
That said, this is dangerous stuff. Every Arab state now knows the US isn't willing to protect them from Israel and simply doing nothing makes them look hopelessly weak. The US looks weak too.
September 9, 2025 at 9:04 PM
I imagine they don't know yet how to respond and is hoping to buy time with performative anger.
That said, this is dangerous stuff. Every Arab state now knows the US isn't willing to protect them from Israel and simply doing nothing makes them look hopelessly weak. The US looks weak too.
That said, this is dangerous stuff. Every Arab state now knows the US isn't willing to protect them from Israel and simply doing nothing makes them look hopelessly weak. The US looks weak too.
Having read this book last week, I have about zero confidence in US Special Forces leadership being capable of ethical decisions or even ensuring their teams aren't made up of deeply traumatized soldiers with out of control drug habits: www.amazon.com/Fort-Bragg-C...
The Fort Bragg Cartel: Drug Trafficking and Murder in the Special Forces
Amazon.com: The Fort Bragg Cartel: Drug Trafficking and Murder in the Special Forces: 9780593655085: Harp, Seth: Books
www.amazon.com
September 5, 2025 at 12:23 PM
Having read this book last week, I have about zero confidence in US Special Forces leadership being capable of ethical decisions or even ensuring their teams aren't made up of deeply traumatized soldiers with out of control drug habits: www.amazon.com/Fort-Bragg-C...
Masa Son stoking the cash furnace
September 3, 2025 at 7:32 PM
Masa Son stoking the cash furnace
For some, definitely. For others, perhaps it is more that they feel no obligation to society at large, in which case folding is likely the rational choice in many cases.
Relearning that everyone acting purely out of self-interest doesn't lead to good collective outcomes seems crucial but unlikely.
Relearning that everyone acting purely out of self-interest doesn't lead to good collective outcomes seems crucial but unlikely.
August 10, 2025 at 4:43 PM
For some, definitely. For others, perhaps it is more that they feel no obligation to society at large, in which case folding is likely the rational choice in many cases.
Relearning that everyone acting purely out of self-interest doesn't lead to good collective outcomes seems crucial but unlikely.
Relearning that everyone acting purely out of self-interest doesn't lead to good collective outcomes seems crucial but unlikely.
Some of them may be hoping/praying inference costs come down, but any gains on the hardware front seem to be more than offset by models getting increasingly complex. And that's without Anrhropic and OpenAI charging enough to cover their costs.
August 10, 2025 at 3:27 PM
Some of them may be hoping/praying inference costs come down, but any gains on the hardware front seem to be more than offset by models getting increasingly complex. And that's without Anrhropic and OpenAI charging enough to cover their costs.
$5.7 million in monthly revenue lol
August 10, 2025 at 3:19 PM
$5.7 million in monthly revenue lol
Military coup in Myanmar
June 17, 2025 at 9:32 PM
Military coup in Myanmar
Their FY2026 guidance presumably also covers earnings, so it cannot be the second.
Unless their original guidance was extremely conservative, I think they are delusional in maintaining it. Tariffs could go away tomorrow and confidence will still be shot.
Unless their original guidance was extremely conservative, I think they are delusional in maintaining it. Tariffs could go away tomorrow and confidence will still be shot.
April 9, 2025 at 11:29 AM
Their FY2026 guidance presumably also covers earnings, so it cannot be the second.
Unless their original guidance was extremely conservative, I think they are delusional in maintaining it. Tariffs could go away tomorrow and confidence will still be shot.
Unless their original guidance was extremely conservative, I think they are delusional in maintaining it. Tariffs could go away tomorrow and confidence will still be shot.
I think really only EU or China has the heft to do it.
The EU isn't going to right now with Ukraine being the primary concern. Think they'll only move in a big way if Trump does something crazy like invade Greenland.
China has economic problems and may be content to let US flail around for now.
The EU isn't going to right now with Ukraine being the primary concern. Think they'll only move in a big way if Trump does something crazy like invade Greenland.
China has economic problems and may be content to let US flail around for now.
March 13, 2025 at 6:34 PM
I think really only EU or China has the heft to do it.
The EU isn't going to right now with Ukraine being the primary concern. Think they'll only move in a big way if Trump does something crazy like invade Greenland.
China has economic problems and may be content to let US flail around for now.
The EU isn't going to right now with Ukraine being the primary concern. Think they'll only move in a big way if Trump does something crazy like invade Greenland.
China has economic problems and may be content to let US flail around for now.
Small detail, but the fact 86% of Republicans believe the US' position as leader of the free world is intact is something.
March 13, 2025 at 6:30 PM
Small detail, but the fact 86% of Republicans believe the US' position as leader of the free world is intact is something.
I'll never understand why Bessent and Lutnick want to be the front men for this.
For money? They already have enough for many lifetimes.
For power? They don't seem to have much.
For prestige? Not much prestige in fronting a disaster.
Maybe they are true believers, but would surprise me.
For money? They already have enough for many lifetimes.
For power? They don't seem to have much.
For prestige? Not much prestige in fronting a disaster.
Maybe they are true believers, but would surprise me.
March 13, 2025 at 5:46 PM
I'll never understand why Bessent and Lutnick want to be the front men for this.
For money? They already have enough for many lifetimes.
For power? They don't seem to have much.
For prestige? Not much prestige in fronting a disaster.
Maybe they are true believers, but would surprise me.
For money? They already have enough for many lifetimes.
For power? They don't seem to have much.
For prestige? Not much prestige in fronting a disaster.
Maybe they are true believers, but would surprise me.
At least Ukraine got a couple of days worth of aid out of this charade.
If I thought the US had a plan, I would assume it would be to use the Ukraine/EU rejection of Putin's terms as excuse for walking away. But giving them too much credit to assume even that.
Also, where is Kellogg?
If I thought the US had a plan, I would assume it would be to use the Ukraine/EU rejection of Putin's terms as excuse for walking away. But giving them too much credit to assume even that.
Also, where is Kellogg?
March 13, 2025 at 4:58 PM
At least Ukraine got a couple of days worth of aid out of this charade.
If I thought the US had a plan, I would assume it would be to use the Ukraine/EU rejection of Putin's terms as excuse for walking away. But giving them too much credit to assume even that.
Also, where is Kellogg?
If I thought the US had a plan, I would assume it would be to use the Ukraine/EU rejection of Putin's terms as excuse for walking away. But giving them too much credit to assume even that.
Also, where is Kellogg?
Sucks to be Meloni in Italy.
She has been doing everything to ingratiate herself with Trump and Musk and her reward is to watch one of Italy's largest exports get hit with a 200% tariff.
She has been doing everything to ingratiate herself with Trump and Musk and her reward is to watch one of Italy's largest exports get hit with a 200% tariff.
March 13, 2025 at 1:34 PM
Sucks to be Meloni in Italy.
She has been doing everything to ingratiate herself with Trump and Musk and her reward is to watch one of Italy's largest exports get hit with a 200% tariff.
She has been doing everything to ingratiate herself with Trump and Musk and her reward is to watch one of Italy's largest exports get hit with a 200% tariff.
And even scarier, where is the GOP's limit?
It's bad enough that Trump is out of control, but much worse that the GOP seems willing to follow him regardless.
US media coverage also seems ... not good (at least to a European like me).
It's bad enough that Trump is out of control, but much worse that the GOP seems willing to follow him regardless.
US media coverage also seems ... not good (at least to a European like me).
March 11, 2025 at 2:57 PM
And even scarier, where is the GOP's limit?
It's bad enough that Trump is out of control, but much worse that the GOP seems willing to follow him regardless.
US media coverage also seems ... not good (at least to a European like me).
It's bad enough that Trump is out of control, but much worse that the GOP seems willing to follow him regardless.
US media coverage also seems ... not good (at least to a European like me).
By rights, they should be. I find it very hard to make a case the economic outlook now is as good as then, let alone better.
Current levels still seems to assume tariffs will be rolled back, but Trump's state of mind doesn't seem encouraging.
Current levels still seems to assume tariffs will be rolled back, but Trump's state of mind doesn't seem encouraging.
March 11, 2025 at 2:48 PM
By rights, they should be. I find it very hard to make a case the economic outlook now is as good as then, let alone better.
Current levels still seems to assume tariffs will be rolled back, but Trump's state of mind doesn't seem encouraging.
Current levels still seems to assume tariffs will be rolled back, but Trump's state of mind doesn't seem encouraging.
Really dangerous territory and highly alarming that US media and political elite are refusing to engage with that fact.
You cannot say it's "just Trump" when he is already inflicting economic pain on millions.
You cannot say it's "just Trump" when he is already inflicting economic pain on millions.
March 11, 2025 at 2:39 PM
Really dangerous territory and highly alarming that US media and political elite are refusing to engage with that fact.
You cannot say it's "just Trump" when he is already inflicting economic pain on millions.
You cannot say it's "just Trump" when he is already inflicting economic pain on millions.
Would be helpful if the US didn't force Ukraine to make concessions upfront and publicly while leaving any Russia concessions undefined.
Unless the goal is to be able to blame Ukraine - when they balk at conceding everything upfront - in which case it's a logical approach.
Unless the goal is to be able to blame Ukraine - when they balk at conceding everything upfront - in which case it's a logical approach.
March 10, 2025 at 8:33 PM
Would be helpful if the US didn't force Ukraine to make concessions upfront and publicly while leaving any Russia concessions undefined.
Unless the goal is to be able to blame Ukraine - when they balk at conceding everything upfront - in which case it's a logical approach.
Unless the goal is to be able to blame Ukraine - when they balk at conceding everything upfront - in which case it's a logical approach.
Deciding *not* to spend, that should say
March 10, 2025 at 8:22 PM
Deciding *not* to spend, that should say
It means Trump arbitrarily deciding to spend money on something even though congress has passed a law saying he should.
Which there is a specific law saying a president cannot do, plus it also violates the constitution. But Vought wants the current supreme court to overrule that.
Which there is a specific law saying a president cannot do, plus it also violates the constitution. But Vought wants the current supreme court to overrule that.
March 10, 2025 at 8:21 PM
It means Trump arbitrarily deciding to spend money on something even though congress has passed a law saying he should.
Which there is a specific law saying a president cannot do, plus it also violates the constitution. But Vought wants the current supreme court to overrule that.
Which there is a specific law saying a president cannot do, plus it also violates the constitution. But Vought wants the current supreme court to overrule that.
Many/most market participants are assuming tariffs aren't here to stay, at least not at these levels. In effect, the stock market is now in part a collective prediction of what an ignorant narcissist with possible dementia will do next, so volatility it is.
March 10, 2025 at 8:16 PM
Many/most market participants are assuming tariffs aren't here to stay, at least not at these levels. In effect, the stock market is now in part a collective prediction of what an ignorant narcissist with possible dementia will do next, so volatility it is.
I landed about there, but I wouldn't dare touch any auto manufacturer posting -50% y-o-y sales numbers no matter how cheap.
Curious if Elon has any other tricks than Robotaxi left to pull out.
Curious if Elon has any other tricks than Robotaxi left to pull out.
March 10, 2025 at 4:35 PM
I landed about there, but I wouldn't dare touch any auto manufacturer posting -50% y-o-y sales numbers no matter how cheap.
Curious if Elon has any other tricks than Robotaxi left to pull out.
Curious if Elon has any other tricks than Robotaxi left to pull out.
Still wildly overvalued if looking at fundamentals. At current sales rate, they likely have negative cash flow and I'll bet their Robotaxi launch will be as big a success as Cybertruck.
SpaceX is overvalued too, but they're insulated by not being public.
SpaceX is overvalued too, but they're insulated by not being public.
March 10, 2025 at 4:31 PM
Still wildly overvalued if looking at fundamentals. At current sales rate, they likely have negative cash flow and I'll bet their Robotaxi launch will be as big a success as Cybertruck.
SpaceX is overvalued too, but they're insulated by not being public.
SpaceX is overvalued too, but they're insulated by not being public.
Once the newly elected parliament convenes, they'll also need Die Linke or AFD to reach 66%. Both are highly problematic options.
Everyone involved knows this, as well as the stakes, so I find it hard to believe they won't come to terms with the Greens.
Everyone involved knows this, as well as the stakes, so I find it hard to believe they won't come to terms with the Greens.
March 10, 2025 at 4:07 PM
Once the newly elected parliament convenes, they'll also need Die Linke or AFD to reach 66%. Both are highly problematic options.
Everyone involved knows this, as well as the stakes, so I find it hard to believe they won't come to terms with the Greens.
Everyone involved knows this, as well as the stakes, so I find it hard to believe they won't come to terms with the Greens.
Die Linke doesn't matter right now, only the Greens. The problem is they need 66% of the Parliament to vote to amend the constitution to have room for the spending.
In the "old" parliament, just getting the Greens onboard will be enough, but they only have a few days left to do that.
In the "old" parliament, just getting the Greens onboard will be enough, but they only have a few days left to do that.
March 10, 2025 at 4:05 PM
Die Linke doesn't matter right now, only the Greens. The problem is they need 66% of the Parliament to vote to amend the constitution to have room for the spending.
In the "old" parliament, just getting the Greens onboard will be enough, but they only have a few days left to do that.
In the "old" parliament, just getting the Greens onboard will be enough, but they only have a few days left to do that.