If I'm not being seen in motion, who am I seen as? Am I being lazy? If there is no immediate next mountain, what story do I tell? d.glezos.com/the-fertile-voi…

Oh my god. The memories! youtube.com/watch?v=C5cu5h_1…

Woah

10/10

😳

Ah yes, the "crass or thoughtless" exception to the First Amendment

IT'S OFFICIAL: Connecticut, Maine, Massachusetts, New Jersey, New York State, Pennsylvania, Rhode Island & New York City have formed the Northeast Public Health Collaborative. The collaborative will issue their own vaccine recommendations and coordinate public health efforts.

Prediction: U.S. dollar stablecoins with yield will drain bank accounts in every country with an inferior currency - which is pretty much all countries. These countries will react with crypto capital controls - they'll pass laws or regulate. We're already seeing it. In the UK the Bank of England is trying to prevent citizens from holding more than £10,000 per person in stablecoins - you'll start seeing crypto capital controls like these (and worse) in many countries over the next 6-12 months as authorities react. These capital controls will then push more people into DeFi and crypto. Freedom has no borders on the internet.

S&P500 at an all time high. Meanwhile:

This is indeed devastating: an extremely detailed investigative journalism piece by mainstream Dutch newspaper De Volkskrant looked in minute details into 114 cases of young Palestinian children with single gunshot wounds to the head or chest. Their conclusion? That the overwhelming evidence points to deliberate, targeted shooting of children, primarily by snipers. Link to the article: volkskrant.nl/kijkverder/v/2…

Not sustainable.

Mark my words, this week marks peak bubble. Oracle just went up $300B on what appears to be a non-binding deal with OpenAI. •OpenAI doesn’t have $300 billion dollars •They don’t have anywhere near $300 billion dollars •By their own (presumably optimistic) projection, they won’t turn a profit until 2030. •And all this from a company thought (or claimed) that GPT-5 was going to be tantamount to AGI (spoiler alert: it wasn’t) •For good measure Oracle doesn’t have the chips they would need to fulfill the contracts, or even the cash to buy them. I will be astounded if Oracle meets their projections. Further discussion at the link below.

Google is on fire

AI circle of money :: 1. $NVDA sells GPUs to $ORCL .. Oracle uses to power its data centers 2. Oracle builds cloud on those GPUs 3. Nvidia rents compute back via signed deals from Oracle Nvidia gets recurring revenue from hardware sales and cloud services without owning all the data centers. Oracle turns capex (buying GPUs) into opex revenue by renting compute to Nvidia, OpenAI, and others.

Imagine going to a farmers market and seeing a merchant loudly buying their own produce to advertise to you how good it is.

25 years ago.

"Since the beginning of the year, money supply in US Dollars has jumped by $10 trillion. World money supply has risen by a MASSIVE $40 trillion since the 2020 pandemic." We will be in a highly inflationary world for many years to come.

When Merriam-Webster tweets about your favorite comedy show

Phenomenal idea.

I don't have kids and this is exactly what I want my tax dollars going to.