Former buy-side gone corporate. Still know a thing or three. Interests include: finance, economics, sports, gambling, dad life, etc #FCOTY #FriedEggTwitter

ATL
Joined February 2011
The purpose of life is to experience things for which you will later experience nostalgia.
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Are people who synthesize information for a living more beneficiaries of AI or at risk of being replaced by it?
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*cue the “MORTGAGE RATES HAVE DROPPED” emails from all the lenders
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“It’s ironic that ‘AI’ was supposed to free us of the shackles of ‘the grind,’ automating the tedious tasks to free us up to pursue both higher-leverage and more satisfying pursuits. And yet, everyone is busier than ever.” Ain’t that the truth @Jack_Raines
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This is a what a box spread looks like for people who don’t know what a box spread is.
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BREAKING: Odds of an October Fed rate hike surge following worse-than-expected U.S. inflation data. 35% chance.
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An interesting dynamic of the corporate ladder that the optimal way to climb it is to get really good at doing stuff for your boss who is no longer good at actually doing stuff so that you can become the boss of people who actually do stuff as your ability to actually do stuff slowly atrophies.
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On net do you think having kids makes you a better or worse worker?
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The ways to trade bitcoin will continue to outrun the ways to use bitcoin until morale improves.
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It’s actually ok to just watch college football with your friends and not talk about the impending singularity. You can just do that.
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It’s interesting to think about what exact sequence of events needs to occur for this to play out and if that sequence does play out how do you best play it
BREAKING: OpenAI's odds of reaching a $1.5 trillion IPO valuation plunge amid reports reveal its annualized revenue is $20 billion below previous estimates. 58% chance.
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It was always going to be Sundar in the end
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BREAKING: Google overtakes Anthropic in the odds to lead the AI race at year-end, worrying investors ahead of Anthropic’s IPO. 43% chance.
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How much cheaper is unbundling cable and internet really at the end of the day?
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BREAKING: Odds of Gemini becoming the best AI model by year end just doubled after Google released “Gemini 4.”
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Old enough to remember when BTC was the great inflation hedge
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JUST IN: Bitcoin just broke above $85,000 as PCE inflation fell to its “lowest level in six months.”
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It’s either over or we’re so back and no one has any idea which
BREAKING: U.S. PCE inflation fell to 3.4% in August, below expectations of 3.7%.
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It is entirely unfair that the peak of child-rearing years often coincides with the peak of one’s working career. Makes for some truly brutal context switching and what feel like never-ending days. I know I’ll long to have these days back at some point but damn are they hard in the moment.
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The next metaverse or the future of personal superintelligence
JUST IN: Mark Zuckerberg reveals Muse is now “the centerpiece of our vision” and expects it to become the “personal superintelligence” used by billions of people.
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fed_speak retweeted
Ja'Marr Chase Week 1 vs. Week 2 2025 Week 1: 2/26/0 Week 2: 14/165/1 2026 Week 1: 2/12/0 Week 2: ? play.underdogsports.com/vgwg…
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