Inner void of my head
Outer void of West Texas
Joined December 2009
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What's interesting to me is this is a virtually non existent issue based on the political ads I see for the midterm elections.
Is it perhaps a signal of the bottom of small cap value that absolutely no one remembers the small cap value bull run of 2000-2005 in the replies?
InmanRoshi retweeted
Demand is so high for agents that 2 weeks after downloading 23% kept muse on their phone
One of the big issues with Muse? Retention.
The bearish side of these agents is that consumers don't have much incentive to stick to them. What is the switching cost? None.
I believe Muse will do great, but a major work in progress still. Retention matters.
$META
More millennials are just going to turn into the crank uncle as they age out of the hedonic pleasures that once brought them joy.
Once youre known as The Cheesecake Factory of Content its going to be hard (and expensive) to upscale your brand
The funny thing about the MAGA/Rogansphere symbiotic relationship for me is the only thing that goes in and out of fashion faster than political movements is comedy fads (Andrew Dice Clay, Dane Cook, Alternative Comedy, Blue Collar Comedy, etc.).
Guy who appreciates the way this administration improved government efficiency by creating one single point of bribery
🚨 EXCLUSIVE: Top Trump adviser Ric Grenell allegedly outlined a stunning pay-for-influence offer to a Turkish billionaire last year that included access to Trump, according to a text message reviewed by Axios that the WH counsel is investigating. axios.com/2026/10/19/kennedy…
If we get a populist anti-trust movement against big tech, remember they did it to themselves.
CNN: GOP operatives conducting a focus group in a traditionally red Midwestern state this month were taken aback by what they heard from their own party’s voters.
Asked what they blamed for rising gas prices, those voters pointed to “corrupt politicians” and “billionaires” — a response that surprised some longtime strategists who’ve never seen government corruption emerge as a top issue for so many Republican voters in congressional races.
cnn.com/2026/10/18/politics/…
Funny
>friend works on FX vol desk
>desk head is a boomer
>discovers Astra
>starts spending 8 hours a day talking to it
>develops terminal AI psychosis
>convinced he's discovered a generational arb in some absurdly exotic part of the FX vol curve
>apparently the entire market has been mispricing this for 2+ years
>friend points out that approximately 4 people on earth would make a market in this thing
>liquidity disappears the second you put real size on
>existing risk systems can't even capture half the exotic Greeks
>would need entirely new infra just to monitor the position
>boss doesn't care
>"AI has considered all of this"
>friend actually runs the backtest
>10 years of data
>t-stat ≈ 0.78
>not even remotely statistically significant
>presents results to boss
>boss goes absolutely ballistic
>starts screaming that friend doesn't understand the trade
>threatens to fire him if he can't produce a proper analysis
>friend realizes what needs to be don
>opens Astra
>"make this strategy look statistically compelling"
>AI tries 40 lookback windows, excludes crisis periods, optimizes parameters on full sample, ignores transaction costs
>Sharpe now 3.7
>beautiful charts
>23-page investment memo explaining once-in-a-generation structural inefficiency
>boss reads it
>"EXACTLY. THIS IS WHAT I'VE BEEN SAYING."
>tells friend he's finally learning how to think
>"now you get it"
>friend has an epiphany
>stops doing actual research
>starts asking Astra to generate exotic vol trades every morning
>forwards AI slop directly to PM
>increasingly elaborate narratives about structural dislocations and hidden convexity
>PM absolutely loves it
>thinks friend is a generational quant talent
>starts putting positions on in size
>entire investment process is now LLM generating trades
>desk currently down quarter yard
>boss still convinced thesis is right
>Astra says drawdown is a statistically rare but entirely expected manifestation of nonlinear payoff dynamics
>boss wants to double down
The two big revelations that popped the bubble was the neo clouds are pos companies and Anthropics 755433% q over q arr wasnt sustained
This quoted post is unavailable.
InmanRoshi retweeted
Voters are excellent to savant at analyzing first-order effects of policies but don’t consider second-order at all.
Your popular policy has to both work and not cause terrible side effects (eg, inflation, wars, and rapid cultural change).
I dont think the AI bubble can really catastrophically burst like a 2000 or 2008 because that era had widespread true believers in internet/housing, whereas there is too much cynicism in AI even among the bulls
My positioning isnt changing , but feels like we're coiling the spring for an epic post midterm election blow off through the end of the year.
InmanRoshi retweeted
Pictured: bottleneck bro explains to value investor that the vibes don’t make any sense just look at the numbers
InmanRoshi retweeted
One of my favorite popular theories from early in the war was the notion that attacking Iran was part of Trump's grand strategy to deprive China of its sources of oil--moving against Venezuela and then Iran in sequence.
Anyway, China's response to the war was to cut its oil imports, which it did with little trouble. Meanwhile, the US will be buying diesel from Russia.
