Category: Uncategorized

Today’s big story: Anthropic raised $13 billion at a valuation of $183 billion. This comes a month after raising $5 billion at a $170 billion valuation. Here are my thoughts: 1. Generative AI is here to stay. Like many others, I was initially skeptical/wrong, but these products have cemented themselves in the US economy. They… Continue reading Anthropic raises $13 billion at a valuation of $183 billion: My thoughts

Why Republican Normies Will Bend the Knee to Groypers, by Richard Hanania. He concludes, I agree that normies outnumber online extremists. But online extremists will still determine the future of the party, based on everything we’ve seen happen within the GOP over the last few decades. There is scant to no evidence to suggest Trump… Continue reading The Groypers Have No Relevance in U.S. Politics

I saw this: Some people have such terrible genetics their body just tries to get fat from any diet missteps. Often this is some kind of hormonal and metabolic issue, with absolutely no quick fixes. These people usually have a large hole to dig out of, and that just makes it take even… — AntiDoc… Continue reading The HBD pill is a tough one to swallow

Interesting article Can a Bannon-Groyper Alliance Derail Vance? It’s hard to pinpoint what Mr. Fuentes believes. He has vacillated between being Trump’s biggest fan to perennial critic. But when viewed through the lens of ‘sowing division for personal gain,’ Fuentes’ apparent capriciousness makes sense. This explains why he is constantly defecting or disavowing individuals he… Continue reading Nick Fuentes – the Firestarter of the Right

Bitcoin crashes, just like I said would happen. 2.5 months ago, around mid-June 2025, I changed my ‘Bitcoin shorting method’ to short Bitcoin 24-7 instead of only during market hours. This was a radical overhaul of my method, as the old method had stopped working as well for hedging. During the Trump ‘liberation day’ selloff,… Continue reading Two reasons why Bitcoin has imploded

I saw this tweet: one things that always reminds me that domain experience is irreplaceable and first principles + 140 IQ alone doesn't cut it is reading tourist LessWrongers talk about the financial markets — yung macro 宏观年少传奇 (@apralky) June 14, 2025 Experience matters, but having a good system or model of the world is… Continue reading Systems are Better than Experience

In response to Curtis Yarvin’s post “The riddle of the niggardly billionaires,” I posit philanthropy is largely ineffective for opposing wokeness. The right is much more successful at affecting sentiment through a more bottom-up or grassroots process starting online, than patronage or indirect power. Negative sentiment can affect the ‘real world’ in material ways, much… Continue reading Why affecting online sentiment is more effective than philanthropy

Twitter’s 2022 revenue sharing program for blue/verified accounts has predictably opened the floodgates of slop for the purpose of boosting engagement and hence ad revenue. Slop differs from your typical spam, e.g. casinos or pills, in that it’s marketed under the pretext of being insightful or new, when it’s either stale and or clickbait. The… Continue reading How ‘slop’ hijacks our senses

Item #1: Bitcoin continues to fall Recall last week Treasury Secretary Scott Bessent refuted the possibly of the U.S. buying Bitcoin to fund the crypto reserve. This led to an immediate selloff of the price of Bitcoin from $120k to $118k. A lot people assumed the selling would temporary, but it has continued to fall.… Continue reading The daily view 8/21/2025 Bitcoin falls, Terence Tao funding cut, Epstein

Why are so many young people delaying family formation? Rather than some deep social analysis, it can simply be explained that men and women alike enjoy having free time. When viewed through the lens of maximizing one’s free time, it makes more sense. Having enough free time is an essential ingredient for being successful. And… Continue reading Careerism is rational