In our view, thanks to this Technology Revolution, the equity market will continue to climb a “wall of worry” as real GDP growth accelerates to 7-8% while inflation surprises significantly on the low side of expectations, interest rates rise, and the yield curve inverts.

This will be an unpopular opinion on the Right but I think this is kind of dumb, even as a troll. Lake Ontario was given that name on maps by European explorers long before the Canadian province of Ontario was named. There are several cities in America called Ontario -- at least one of them predating the Canadian province by like 100 years -- because the word originates with native tribes in North America. It's not a Canadian invention. Canadians never uniquely owned the lake or the name. So in effect all you're doing here is actually giving them credit for a thing that wasn't theirs to begin with. Yeah it's funny when Canadians are upset I guess or whatever, but Lake Ontario, the name itself, is *American* history dating back many centuries. Not sure how you own Canada by deleting your own history.

Hyperscale data centers have not been around for decades, however.

Indian elections are a modern wonder, ours look terrible in comparison. 640M+ voters & 1M polling stations using electronic voting machines that let them tally the votes in 1 day and leave little room to argue over outcomes. The sheer logistical scale is staggering, but also the system is great The Electronic Voting Machines are self-contained and battery-powered, cost ~$200, aren't connected to the internet & have a simple foolproof system: 1) ID voter 2) vote in machine 3) printout visible to voter 4) tally by machines with all political parties present 5) Paper votes spot-checked for integrity And they really reach every last citizen!

It’s funny that people are reacting with shock and horror and exposing themselves as economic illiterates who have never encountered the argument. Read anything by Miran, Pettis, or Alden. Look up the Triffin Dilemma and dollar Dutch disease. Is there a real debate to be had here? For sure. I probably lean against Vance here on net. But it’s sophistry to pretend that he’s not pulling on an established intellectual thread here.

Ppl keep saying Trump would have been worse when we talk about how Biden lost our votes. I won’t vote for Trump. But would he’ve been worse 1) what’s worse than actively escalating a genocide & war? 2) if it was Trump doing it, libs would have been more critical/resistant.

Should Salesforce rebrand as SalesforceSlack to capture its AI-era power in bots, coding, and surfaces? Watch the video below and vote. ❤️💪

Should Salesforce rebrand as SalesforceSlack to capture its AI-era power in bots, coding, and surfaces? Watch the video below and vote. ❤️💪

If tariffs are inflationary, should tariff refunds be deflationary?

Today @databricks we're publishing a detailed analysis of techniques we used to drastically reduce our internal AI spend while aggressively growing adoption. Savings come from layering in several techniques, which combine to drive unit costs down as much as 90% in some scenarios. Tl;dr, the wins come from: 1. Shifting defaults to more efficient models, including OSS models such as GLM. Maximum intelligence models simply aren't needed for many coding tasks, and "good enough" models are quickly becoming very cheap. We shift traffic between models using Unity AI Gateway. Approximate savings: 50% or more. 2. Using smart routing to automate model selection. Routing can further squeeze efficiency by dynamically selecting the model or harness that can most efficiently execute a particular task. Our task-level routing leverages @omnigent_ai. Approximate savings: 30%. 3. Providing user visibility and adaptive budgeting. Every user can see how much they spend, and users receive hints on how to contain spend. Heavy spenders encounter progressive friction as they ratchet spend above certain levels. Approximate savings: 10%. 4. Managing context bloat by pruning tool call results and tuning harness settings. Extraneous context costs $$ and delivers no value. Tuning cache settings also help lower average token costs. Approximate savings: 10%.

The biggest blackpill for me when it comes to my radicalization against the Democrats was the realization there are a lot of "liberals" who would unironically vote for Hasan Piker for President over Marco Rubio Anyone who would vote Hong over Tiffany falls in this category

I just spent a few days in Maine. Portland area specifically, but traveling around the surrounding areas near the three schools: Bates, Bowdoin, and Colby. Shocked to see how many people were strewn across the streets of Portland openly doing drugs. The small but expensive towns felt like political indoctrination centers - with socialist-style messaging everywhere. Vineyard Vines and DSA messaging. Hilarious combo. The once vibrant blue-collar fishing communities felt desolate. Has every rich liberal from NYC, CT, and MA moved to Maine? At least the lobster was still fresh.

Opposition to data centers today will look like opposing electrification in 1910 or railroads in 1855. Actually, even worse, given we already use data centers to power the world right now, illustrating how oblivious people are to how things work

“How did you go about vetting him?”

Sir, this is a Wendy’s