Real avg hourly earnings -0.7% y/y

$PCT performs in the most demanding applications because the product IS virgin quality. Currently there are ZERO mechanically recycled resins that work in hinge applications (it is extremely tough!). Like Bruckner for film, Stacktech is a gatekeeper in the injection molding space and brands look to them for assurance a product works as advertised. Stacktech works with many of the large brands, and there is now exactly ONE resin that will meet regulatory mandates and have the product quality to work in hinge applications. There are some hints/ interesting products listed on StackTeck’s website:

Living hinge caps are one of the toughest tests for recycled polypropylene. PureCycle and StackTeck have now successfully produced living hinge caps using up to 100% PureFive® recycled PP resin, with lids passing hundreds of flex cycles without failure. purecycle.com/blog/purecycle…

dont skip lung day

Neuroscience bits from my research: Recognition is a by-product of perception. Nothing can move in more than one direction at the same time. Don't let its simplicity fool you. I believe this is the most powerful principle of perception in the visual cortex. It is used for both learning and on-the-fly perception. While researching the visual system of the human brain, I came to understand that, unlike deep neural nets, the visual cortex doesn't learn to recognize patterns, scenes or objects. Rather, it learns to perceive the world instantly, i.e., to use the world as its own model. Recognition is a by-product of perception. When a perceptual representation is built in memory, it has a short life and, unless rehearsed (recalled) repeatedly, it slowly decays and disappears. The advantage of universal and instantaneous perception is that the brain is not blind to patterns or scenes it has not encountered before. Humans learn to achieve universal perception during the first few years after birth. During this time, most of the initial connections in the cortex disappear. Instant perception solves the edge case problem, the bane of the self-driving car industry. This is an absolutely essential ability that deep learning systems do not have. It is one of the many reasons that DL will not be part of the AGI solution. I believe there are maybe 2 or 3 additional principles that govern visual perception. I have a couple of partly baked ideas percolating in my brain. Hopefully, something will come out of it soon. My thesis is that all the sensory modalities are analogous. The main difference is in the architecture and function of the various sensors. This is exciting because it means that solving one cortical functionality amounts to solving all the others. Concept formation, including language learning, is a separate process that uses recognized percepts from all the regions of the cortex to form associations. It's an essential part of intelligence but I think it's a trivial problem compared to sensory perception. I could be wrong but I still believe that the mystery of intelligence will likely be solved before the end of this decade. It will be a neuroscience solution. Work in progress. I love the brain. 🧠😍

if you're working this weekend: 1] buy $200 personal cursor personal plan 2] curl cursor.com/install -fsS | bash 3] open 7 TMUX screens and have it do MVPs of every project you've been putting off massive compute giveaway

Global FX Reset: Thoughts going into the Long Wknd The new AI world mandates reshoring of manufacturing. That cannot be done under the current fiat petrodollar GRC regime, where the USD is perpetually bid up by foreign nations who must procure dollars to buy oil. The US must end the petrodollar regime and devalue the USD in the end, big time. But that can only be achieved without triggering mass capital flight if the US exerts leverage that the RoW cannot refuse. This is where the SoH closure comes in. Iran is a Kabuki theater, a distraction. The real targets are Europe and Asia. They will accept a major haircut on their dollar holdings. In return, (1) they will receive dollar liquidity access to orderly restructure financial systems devastated by incoming losses from USD devaluation, and (2) they will gain access to oil from the US which effectively controls Canada’s oil physically (it cannot go elsewhere) and Mexico/Venezuela’s politically. Refusal to cooperate will be met with the biggest dollar squeeze in modern history without dollar swap line, and the threat if delivered will cause DMs to face an FX crisis that makes the Asian Financial Crisis look like a child’s play. The petrodollar itself will be transformed into the very weapon that destroys it. Hence the pathway calls for massive dollar squeeze, then epic crash. What is coming is not Bretton Woods 3.0, but Plaza Accord 2.0. Every day without a peace deal increases the odds of this global currency reset. We are already too pregnant with the SoH closure and oil flow disruption to return to pre-2/27 world. The genie is out of the bottle. The only way out is through. And this reset will be the macro trade of our lifetime, far bigger than the current AI trade. Exactly when, not sure, but it will most likely happen before we run out of oil. The pathway is anyone’s guess, but the end destination is clear. And I do not intend to miss it.

When even pastors start slinging hot takes about the tech behind AI, it’s gotta be pretty close to the top, right?

Congrats to the Arsenal fans out there, we deserve this one ☝️ 🥇

THE 22 YEAR WAIT IS OVER. ARSENAL ARE PREMIER LEAGUE CHAMPIONS!

The Arsenal. Your Premier League champions.

Champions once again, Ya Gunners Ya

. @LeeDixon2 “hopefully Guehi is alright”

Have had some conversation with $PCT bears that are short based on a feedstock availability argument. What these folks are missing is that within the EPR laws that have passed, not only is there a minimum recycled content mandate but also the states mandate that organizations join a Producer Responsibility Organization (PRO). The PRO will be responsible for funding the modernization of recycling facilities in these states. Previously, these types of laws have failed due to the municipalities being unable to fund modernizing and expanding their recycling infrastructure. Today, the states have put that cost upon the brands. Here is a little output Chat GPT kindly put together for me. Feedstock will be PLENTIFUL for $PCT.

RT @Mike_Taylor1972: $PCT: IMHO the company now transitions from science-experiment to real-business. (A first for a recycler) - Backlog…

It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the @federalreserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability, management, and sound policymaking in the lead.

We’ve built an innovative novel standalone protocol that challenges the norm in DeFi lending - and we’re not done yet.