Generalist Lab retweeted
Reminder, this all started with Jared Kushner "finding" an island.
BladeoftheSun@BladeoftheSOct 18United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
The Supreme Court burns to the ground in Albania, Parliament and the Department of Education has been stormed, the Prime Minister is in hiding and the country is effectively in the hands of the rebels.
Albania rejects blatant corruption and their country being sold.
Great conversion between Norwegian sovereign fund CEO Nikolai and his mentor - John Armitage a humble, knowledgeable guy. Interesting discussion around portfolio management, risk, diversification, times we are in.
youtu.be/6431POnuLKw
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.
Know your trash.
$META
Replying to @AISafetyMemes
If its superintellingence, why IPO? Point it to markets, print money trading.
Generalist Lab retweeted
Listening to VCs talk about bond markets is like listening to Joe Rogan talk about vaccine science.
Solaria and Uruguay Sign a Strategic Agreement to Develop a Data Center Technology Campus of Up to 500 MW
From announcement:
"creating new opportunities for **recurring** revenue from land, infrastructure and services, alongside renewable energy generation"
$SLR
Replying to @ethmos_ai
Can you at least prompt claude to use anything but that boilerplate UI design?
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.
MAKS 26 🇺🇦👀@Maks_NAFO_FELLAOct 16Ukraine
UkraineConnected via Ukraine App StoreAccount-level information, not a live location or per-post device.
🇺🇸‼️ Trump:
Russia is a massive country. Russia can lose a million men, and they have lots of other millions of men. 🇺🇦Ukraine doesn't have that kind of manpower.
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
Replying to @jukan05
Relax, give couple of quarters for buybacks to kick in.
Important.
*Walter Bloomberg@DeItaoneOct 15Europe
EuropeConnected via Europe App StoreAccount-level information, not a live location or per-post device.
EU READY TO FAST-TRACK SATELLITE RIVAL TO SPACEX
Generalist Lab retweeted

*Walter Bloomberg@DeItaoneOct 15
Europe
EuropeConnected via Europe App StoreAccount-level information, not a live location or per-post device.
*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.
My weighted probabilities:
1. 15% (ai labs, NVDA)
2. 40%
3. 45%
That's why my semi exposure is <20% and I don't dig any stocks doing financial engineering: $NVDA $CRWV $NBIS all hyperscalers.
















