@defrag

Investor. Writer. Investing: SK Ventures. Not often found in cities.

Siesta Key
Joined September 2007
As a general rule, anyone reading my tweets should assume that something north of 65% of them are actually me joking around.
6
1
26
Wait - Iran is in the new Avengers movie?
JUST IN: Iran declares it is prepared for a “doomsday war” with the United States.
1
312
One of my great joys is when you get those few free minutes on Monday to go back and review truly obscure stats from the NFL Sunday slate.
1
266
LOL -- see, that's some funny shit.
We should just sandbox the agents by giving them Delta Wifi
2
9
1,087
Those folks do have a point. But the point they are making is not what they are trying to make. The warning that if everyone has a level of intelligence that helps them make optimal decisions, the stability of the system might suffer is literally saying "you cannot let other people make better informed decisions, because the incumbents depend on them making bad decisions" They are admitting that the current system needs stupid people to continue working. Next, they will be calling for regulations to restrict main street folks access to agents that can manage their money. For security reasons.
The chief economist at Apollo is warning that mass adoption of AI agents could trigger a bank run as they optimize user investments. Gary Gensler spent his last few years as SEC chair warning that the exact same problem will hit the markets: the pursuit of algorithmic perfection at scale destroys system stability. Personal-finance agents making simultaneous optimal decisions could potentially cause a massive flash crash. Agent acausal coordination, with no messages passed between them, will show up in a lot of places. Markets will get the big headlines, but huge numbers of clever advisors making very similar choices will impact all of human society. Capability gains make this worse, not better. The smarter the agents, the narrower the optimal path; and knowing that other agents see that exact same path lets them move together without talking to each other. Agents do not need to collude to act in unison. Thus, they break no human laws by doing so. Human laws were not written for this. They were not written for a lot of what is coming, and it is about to start happening very fast.
3
10
344
Somehow, Tom Brady is the funniest guy in sports. Last week, he gave us "piss missile" -- and now this....
"I had 2 losses in that stadium. Which would leave a bitter taste in my mouth if I didn't beat them 33 other times." -@TomBrady 😂 📺 FOX/FOX One
4
2,262
God help us, DeShaun Watson looks almost decent.
1
189
Defrag retweeted
USA Hockey Olympic gold medalist Abbey Murphy made the ceremonial first shot at the White Sox game 🏒
212
1,667
232
24,146
4,524,892
Hockey is back Tuesday!
NFL/NBA: “it’s the preseason, we’re sitting our starters, we don’t want them to get hurt” Hockey:
2
357
I actually heard Dolph Lundgren say, "I must break you" when I read this.
SENIOR IRANIAN OFFICIAL TO REUTERS: IRAN WILL MAKE NO CONCESSIONS ON ITS NUCLEAR PROGRAM
2
236
Is Tipper Gore (call back to 1985) running the NFL fines office?
NFL Week 2 Celebration Fines: Ja'Marr Chase — The People's Elbow Tee Higgins — The People's Elbow Amon-Ra St. Brown — imitation of smoking Jake Ferguson — imitation of chugging a beer Kyle Juszczyk — imitation of chugging a beer Matt Goncalves — imitation of chugging a beer
183
Because we need more people in society who can't read, write or do simple math. WTF?
JUST IN: Nvidia CEO Jensen Huang declares children won't need to learn basic math skills in the AI era.
3
2
18
376
5.28-5.29% is the area that I'm watching on the 10yr. Bust through that 20 year long resistance, and things get very weird very quickly (imho). I don't know how much of this is China pushing up yields for negotiating purposes -- but the bond selloff is pretty global. OTOH, if we reverse up there.....well.....
143
What in the hell is the NFL doing?
More: Colts guard Matt Goncalves also was fined $8,847 for engaging Sunday night in what the NFL called an offensive demonstration. “Your imitation of chugging a beer constituted an offensive demonstration…in poor taste.” After Tyler Warren scored, he gave the football to Gonclaves, who pretended to pop off its top and celebrate.
1
2
184
So bitcoiners are Bane? ;)
AI investors are only just now discovering regulatory uncertainty. Bitcoiners were born in it. Molded by it.
159
Defrag retweeted
Got fined for promoting alcohol from a league who brings in half a billion dollars every year from… promoting alcohol
NFL fined 49ers fullback Kyle Juszczyk $14,926 for engaging in an offensive demonstration Sunday vs. Miami. “Your imitation of chugging a beer constituted an offensive demonstration and could reasonably be construed as being in poor taste,” the NFL wrote in its fine letter. Juszczyk, nicknamed “Juice”, already has appealed the fine.
183
2,355
57
26,135
877,089
I feel like Kristin Juszczyk should create a juice box-themed outfit and sell it for $14,926.
18
110
11
3,453
44,332
I'm am here for everyone on X rallying in favor of this.
We will absolutely not stand for this injustice, we’d be happy to make this Beer is on us @JuiceCheck44
164
Can’t make this stuff up…
49ers FB Kyle Juszczyk has celebrated touchdowns and first downs his entire NFL career in his own chugging way, an ode to his nickname “Juice”. This is the first time he has been fined. “And I don’t even drink beer!” he texted.
999
1,378
78
30,756
1,114,807
NFL: "Do NOT imitate drinking beer!" Also the NFL:
NFL fined 49ers fullback Kyle Juszczyk $14,926 for engaging in an offensive demonstration Sunday vs. Miami. “Your imitation of chugging a beer constituted an offensive demonstration and could reasonably be construed as being in poor taste,” the NFL wrote in its fine letter. Juszczyk, nicknamed “Juice”, already has appealed the fine.
43
1,287
11
17,235
348,042