yeah Carvalho was up to his heck in the whole thing at the time

i’ve suffered Masnick’s writing since the early 2000s and he has never learnt to write any better

ehh. i’m not inclined to hand it to marcus. i can’t think of an example of him saying something new and interesting.

nah

the AI bubble, the private credit bubble (this one), the Wall St Bitcoin thing, etc. are all about writing down a big number with a $ in front on thin justification, then borrowing against it

this runs into issues tomorrrow. but not today!

CS 2005 is absolutely worth it, it’s a version of Photoshop that does everything you actually need including CMYK with Pantone.

I also didn’t say it’s a good hedge. It’ll stay uncorrelated right up to the moment you need it to, when it’ll crash in lockstep.

amazed he got through that without somehow blaming sneerclub

“Dark Enlightenment” was invented for Nick Land for his essay of the same name.

more proximately, he also went to the Manifold Markets meetup for statistical predictors that just happened to include Jordan Lasker, which is why he keeps making these posts with curiously Lasker-adjacent talking points. It’s very disappointing.

Apparently it works in binary.

The Stoller piece is instructive - he’s wrong, but it’s a perfect example of the resentment and the reasons for the resentment.

the second, I think. I’m actually surprised we have no smoking guns on vibe coding in production at MS. Or even one guy saying “hell yeah we totally did.”

On the other hand, Nvidia is doing some very questionable circular looking deals.

On the other other hand, Jensen knows precisely how to surf a bubble while it’s bubbling, he’s done it before. When you do stupid shit and the number goes up, shareholders don’t have a lot to get aggrieved about.

The bit where OpenAi and Anthropic need actual real dollars to set on fire.

But why are we talking about some AI agent platform in the Urbit newsletter? Naturally because we think, Urbit fixes this.

As a matter of fact, Tlon is already working on this with their Openclaw Plugin for Tlon Messenger. It is currently in an early adopter phase, but they expect to provide an instance of Openclaw with every ship that they host for their users.

but of course

I get the worst bottom of the barrel AI ads on the YouTube. At least the viewers find them hilarious.

I used to be young and pretty, now I’m old and well preserved

I expect we could rant for hours without drawing breath