Non-influencer (a feature, not a bug) | Investor, AI geek, amateur number theorist | Also Philosophy 𝝋

Joined September 2008
255 Photos and videos
Lewis Hamilton's frowned-upon fling with Kim Kardashian has certainly not done any harm to Lewis's confidence... #f1 #ferrari
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My biggest takeaway from watching Disclosure Day: when the US govt rebranded UFO to UAP, the switch out from "Object" to "Phenomena" is the most telling. #disclosureday #spielberg #uap
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Paying attention and attracting attention, have never been so diametrically opposed. Investing is one of the few stalwart domains where the former is not dependent on the latter. Amen.
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And the market initially thought #cybersecurity stocks were part of the SAAS apocalyse 🤯
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Thiel arrives and non-human corporations spring into law... Who woulda thunk...
Javier Milei on Argentina's plans for AI giftarticle.ft.com/giftartic…
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Phil....anthropic. 😜
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Funny how, as the future comes zooming in, new nuances come into focus. "AGI" is the classic. Same now for "The Singularity". Anthropic's latest warning differentiates between "AI improving itself" and "AI improving itself, itself". Anthropic's is all-in on the former, trembling at the latter. The one thing for sure, when nuances start exploding - the thing is here.
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Hmmm... SpaceX having it's IPO on the exact same day as official release date of Spielberg's Day of Discloure 🤔 And also rumors of an Overton Window scale White House UAP announcement on same day... Coincidence?
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Chris Preen retweeted
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic…
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Serendipity in my For You timeline. Not a good look 🙈 #starfall
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Micron ($ MU) Price then: $337👇 Price now: $895 🆙 165% in less than 2 months ☺️
With a forward PE of 6, Micron ( $MU ) is a bargain, regardless of memory-optimisation breakthroughs.
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Not electro-chemical, Electro-numerical
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#UST30Y - A generational long-term reversal.
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Forget paperclips. Everything is going to be turned into semiconductors.
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>5% on 30Y US treasury is a TACO guarantee $30Y
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M2 Money Stock going vertical #WM2NS
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That moment, when you discover, beyond a shadow of doubt, that you are living in a simulation. 🤯
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"In short, in our age of uncertainty, you have to get good at changing your mind." An exceptional thought piece by an exceptional mind 👌
My latest scenario: we are entering a period of permanent (decades) ultra-high uncertainty, in AI and all around. kevinkelly.substack.com/p/ou…
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Gulf War: Stalemate
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Iran is attending talks. Iran isn't attending talks. Vance isn't attending talks. Vance has already left for the talks. Vance will soon leave for the talks. Following the news is getting more and more pointless.
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