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My top 60 of #2025 #Wrapped2025
open.spotify.com/playlist/2i…
cordial retweeted
People mock GDP per capita and economic freedom at their own peril.
cordial retweeted
According to Ramp AI, while token volumes continue to rise, spending on tokens is stagnating because token prices keep falling.
cordial retweeted
“We are very worried about this catastrophic thing that we alone laid the groundwork for, and we alone can mitigate or prevent.
But at the end of the day we care more about our investors than the future of humanity, so we’ll just proactively hire a crisis PR firm instead.”
NEWS — Silicon Valley is preparing for a potential AI catastrophe ahead of the 2028 presidential election.
Executives at OpenAI, Anthropic, and other AI firms are privately gaming out the political fallout from a major AI incident as soon as 2027, @axios reports.
cordial retweeted
There are times when you think AI has gone too far, but then there are moments when you see Uncle Phil from The Fresh Prince of Bel-Air scoring Mesut Özil's goal against Ludogrets, and suddenly it all feels worthwhile.
cordial retweeted
Pakistan’s solar revolution is extraordinary. Solar power rose from just 2% of grid generation in 2019 to 22.5% in 2025, growing 55% annually. By November 2025, solar supplied nearly a third of electricity, overtaking gas. A remarkable bottom-up energy transition.
(Link below)
cordial retweeted
Moody’s and S&P rated this company as investment grade and its debt is going to be all over retirement and annuity accounts:
SpaceX looks to raise $40bn to buy Nvidia chips in financing led by Apollo ft.trib.al/AXTvVlK
🤦
I’ll take $5,000 dollars over socialism.
It’s not a hard choice.
Vote RED!
Readers added context they thought people might want to know
Opposing socialism on ideological grounds while simultaneously advocating for government-issued "free money" represents a contradiction, as state-funded monetary benefits are a form of public resource distribution rather than free-market capitalism.
britannica.com/money/socialism
cordial retweeted
Steve Eisman says Michael Burry’s AI depreciation thesis “too academic” and says an OpenAI failure is the much larger risk
“I think, with all due respect to Michael, I think his argument is too academic."
"Put it this way: if AI succeeds because Anthropic and OpenAI grow like crazy and the hyperscalers do well, et cetera, et cetera, it’s not going to matter if the depreciation schedule changed from three to four years to five to six years."
"At the same time, if OpenAI fails and the whole chain goes in reverse, we’ll have a massive correction which has nothing to do with the depreciation schedule."
"I mean, I think what he’s deep down trying to point out is maybe there’s something wrong here, but I don’t think the thing that he’s pointing to as being wrong is important enough.”
Jensen Huang jokes ten Somaek drinks left him with no trouble kissing a Korean man on the mouth, and says he has a lot of fans, especially in Samsung's supply chain group
Jensen Huang: “And I’ll just tell you, I’ll just say this one inappropriate thing. I’ve only been kissed in the mouth by a man in Korea.”
Juju Chang: “Lori’s like, ‘Where is this going?’”
Jensen Huang: “I don’t know. And it was a Samsung employee, Jay.”
Juju Chang: “Wow, this is getting really good. Okay.”
Jensen Huang: “But we have some serious things I’ve got to say. But I just, what is that drink called where soju goes into the beer? It’s called something.”
Juju Chang: “Soju bomb?”
Audience: “Somaek.”
Juju Chang: “Somaek. Soju and maekju. Somaek.
Jensen Huang: "And it goes, right? And then you drink about 10 of those, and you have no trouble kissing a man in the mouth.”
Juju Chang: “No wonder you’re so popular in Seoul.”
Jensen Huang: “Well, I have a lot of fans. Many of them supply chain of Samsung.”
Juju Chang: “Exactly.”
cordial retweeted
Send this to every Man City fan you know.
#115
cordial retweeted
🗣️ Gary Lineker: "I must say that I must congratulate the Glazers on finding someone even worse than them that they can blame and getting him in there and getting all the stick - Jim Ratcliffe." [The Rest is Football] #mufc
cordial retweeted
Chart of the decade (to use Javier's terminology for once): Global diesel & gasoil seaborne exports yoy in kbpd.
@JavierBlas
cordial retweeted
Here's how stupid this Heritage American bullshit is.
Earlier this week, I was stuck at a hotel in small town Ohio. I tried for 2 hours to get an Uber to the local airfield. Finally a guy in a pickup truck sees me sitting on the curb and gives me a ride.
He is a wind turbine mechanic from Texas. I thank him and offer him gas money. He says no, he just likes paying it forward; he figures that way someone will help his wife or daughter when they need it. His mother calls from Texas and they converse in Spanish. He is Hispanic.
A few days later in a small town in Kansas, I am walking from the airfield to a hotel. A guy in a truck stops and picks me up.
He is in uniform. Army National Guard, with an 18th Airborne Corps combat patch from Iraq in 2018. His truck is full of duck hunting gear. He is a black guy from Chicago.
I would stand beside either one of those guys in a minute, over any of these morons claiming they inherit some kind of status from their ancestors.
Character ain't hereditary, and it sure ain't racial.
cordial retweeted
Had clearance to drop this but sat on it just to be safe. Now that the wires are flashing, here’s the intel.
According to OnyX, Aramco just pulled the plug on Sept European allocations yesterday and is scrapping every single cargoes slated for late-Sept loading onwards.
And hearing from European lifter no Saudi cargoes untill November. Loadings are still continuing at Ras Tanura on the east coast though.
#oott #iran
