Embodying Generalism. Geopolitics, Economy, Investing, Bitcoin, Human Rights, Arts, Personal Growth, Global Trends, Tech, Inner Harmony, Unexpected Ideas...
United States of Love
Joined June 2017
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Generalist Lab retweeted
Canada announces: Telesat, homegrown satellites, will be expanded and Starlink usage will soon be removed.
This is what every country on earth should do asap.
Generalist Lab retweeted
Listening to VCs talk about bond markets is like listening to Joe Rogan talk about vaccine science.
Generalist Lab retweeted
China is a massive country. China can lose a million men, and they have lots of other millions of men. The United States doesn't have that kind of manpower, so the USA should surrender to China.
Generalist Lab retweeted
One of the crazy quotes from an expert call I read was from a GPU Cluster Architect at Nebius and he was asked how they model compute demand and the response was:
"Demand is essentially modeled as infinite right now. Generally, for every contract that's about to expire, there's about 15-20 other customers
waiting to bid for that."
Yes, this is basically the industry right now. Everyone is modeling compute demand as infinite, along with the spend.
$NBIS
Generalist Lab retweeted
*US SEPT. PRODUCER PRICES RISE 6.3% Y/Y; EST. +5.4%
*US SEPT. PRODUCER PRICES RISE 1.3% M/M; EST. +0.6%
*US SEPT. RETAIL SALES RISE 0.8% M/M; EST. +0.3%
Generalist Lab retweeted
Heineken reportedly paid $45 million for product placement in SKYFALL (2012), and the deal sparked controversy when James Bond traded his signature martini for a beer.
But the real story goes beyond those seconds on screen. Heineken had been associated with the Bond franchise since TOMORROW NEVER DIES (1997), making SKYFALL the culmination of a 15-year partnership. It also marked the first time Daniel Craig appeared as Bond in a Heineken commercial, with the global campaign running across more than 170 countries.
Daniel Craig defended the deal, explaining that expensive Bond films needed commercial partners to help fund production and promotion. Whether the placement was worth the reported price tag is another question, but it shows just how valuable 007 had become as a global advertising platform.
Let’s never forget that Heineken paid $45 million for 20 seconds of James Bond drinking its beer in Skyfall.
Generalist Lab retweeted
❗️Last night, the operation of Starlink terminals in Ukraine was restricted.
Connectivity began to drop when moving at speeds exceeding 160 km/h. As a result, a number of critical missions were disrupted.
SpaceX likely took these measures at the request of the Trump administration. Also last night, when Kyiv was attacked by ballistic missiles, Ukraine did not receive intelligence regarding their launch— a failure that could have led to higher casualties.
Ukraine did not attack Russian oil refineries, yet Trump has already begun imposing sanctions on my country. Meanwhile, sanctions against Russia have been eased.
Generalist Lab retweeted
Why isn't oil at $200? Because "someone" keeps dumping oil futures all night long, and the CFTC refuses to look into it. Heck, even when it's clear-cut insider trading, the CFTC has been told to "back off," and they did. bloomberg.com/news/features/…
If you could, is there a good tl;dr version of why the hell oil isn´t at $200 already?
Not keeping up with the day to day any longer, but given the number of moving parts currently obfuscating the view, a better vantage point would be much appreciated. 🫣
Generalist Lab retweeted
BITCOIN WHALES RESUME ACCUMULATION AS MARKET ENTERS EARLY BULL PHASE
Large Bitcoin holders are buying again after more than a year of selling, according to CryptoQuant.
Whales now hold 3.03 million BTC, their highest holdings since November 2025.
CryptoQuant says the shift toward accumulation signals an “early bull phase” and improving investor sentiment.
Bitcoin (bitcoin:native ) is trading near $83,045, largely unchanged on the day.
Generalist Lab retweeted
Qualcomm CEO reveals AI companies want phones running 100-billion-parameter models continuously by 2028--and confirms some are building phones
Cristiano Amon: “I have to be careful not to disclose names, but some AI companies—some of the companies at the forefront of AI—are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a 100-billion-parameter model in a phone, and I need to have this thing running kind of all the time.’”
Alex Heath: “So you’re saying there are AI companies that are talking about—”
Cristiano Amon: “Well, AI companies are starting to do phones.”
Qualcomm’s CEO on the coming AI phone supercycle
@cristianoamon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G.
We discuss why he thinks phones aren’t going away, how agents will use our personal context, and why he expects smart glasses to become the biggest category of AI wearables. We also cover differences in consumer AI adoption between China and the US, Qualcomm’s acquisition of Modular to offer developers an alternative to Nvidia’s software, and what 6G could change about the devices we use.
This conversation was recorded live at Qualcomm’s recent Snapdragon Summit in Hawaii.
Timestamps:
00:18 How China and the US see AI
04:33 Should AI development slow down?
07:25 Trump, China, and chip geopolitics
08:25 Why the smartphone market is shrinking
11:15 Memory prices and pent-up demand
13:15 Can cloud agents replace the phone?
18:30 What is an AI smartphone?
25:05 The state of VR and smart glasses
29:30 Is there an iPod moment for wearables?
30:45 Why Qualcomm is building data centers
34:45 Modular and the fight against CUDA lock-in
39:05 What 5G actually changed
42:00 Why 6G is built for AI
45:05 When 6G arrives
Spotify: open.spotify.com/episode/3fT…
YouTube: youtu.be/FcYL3h5bwlk
Substack: sources.news/p/qualcomm-ceo-…
Apple Podcasts: podcasts.apple.com/us/podcas…
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
Generalist Lab retweeted
According to Cloudflare Data Explorer the amount of russian bot traffic has dropped to 49% after Ukraine struck a yandex data center. Could this disrupt the midterm elections in the US?
Generalist Lab retweeted
Synopsys has little choice but to collaborate with Chinese AI labs if it wants to defend its market share in China.
Local Chinese EDA companies are already aggressively partnering with domestic AI labs to chip away at Synopsys’ and Cadence’s market share.
Generalist Lab retweeted
US National Guard standing at ballot drop box in Washington, DC, in violation of federal law.
Generalist Lab retweeted
Ships’ captains paid $100,000 a month to transit Strait of Hormuz ft.trib.al/z1rh7Le
Generalist Lab retweeted
Venezuela's Cardón Oil Refinery, the country's second-largest, exploded and caught fire today.
The facility has reportedly halted operations, per Reuters.
Generalist Lab retweeted
Seagate cannot afford to let this fall into Toshiba’s hands under any circumstances. If Toshiba acquires it, it will see tremendous growth, just as Micron did after acquiring Elpida.
Another twist in the HDD story as $STX and Toshiba compete to buy TDK's HDD head business. Meanwhile the logistics and labour risk for $wdc continues as 60k households around their Ayutthaya facility are affected by flooding and the authorities are warning of more rain in the next two weeks.
bloomberg.com/news/articles/…
Generalist Lab retweeted
When Kevin says "we will achieve 2% inflation", I take it as statistical mangling by default.
xitter.cf/leahfiles/status/21054…
Inflation numbers came out today, and the official story is that inflation went down. What the headline number doesn't tell you is that the government changed how inflation is calculated in the same release. A month ago, they said July inflation was 3.7%. Today, they recalculated July with the new formula and it dropped to 3.36%. If you measure August the same way as the months before it, inflation comes out around 3.8%, which means it went up. They didn't bring inflation down, they just changed how they calculate it.
Bessent did something similar with CPI last month. You only modify the way you calculate if they numbers are that bad. They genuinely thought we wouldn't notice...
