Gabriel Letona @gletona

Top Overnight News Iran and the United States traded attacks for the first time in over a month overnight into Monday. Iran fired missiles toward US military targets in Jordan and the United Arab Emirates in retaliation for a strike on Iranian rocket launchers that the US said were trying to launch sea mines into the Strait of Hormuz. The exchange of strikes came just days after President Donald Trump declared the Strait of Hormuz free from mines and is a break with Washington’s recent shift in focus to maximizing economic pressure on Iran rather than military actions. CNN Iranian leaders are acknowledging the economic toll of war with the U.S., with the supreme leader urging the government to address the hardship and the president saying foreign trade has shrunk by a third due to the American sanctions and blockade. Yet Tehran signaled no retreat on Saturday, ‌vowing to withstand U.S. pressure, pursue diplomacy and maintain what it said was control over the Strait of Hormuz. Reuters President Donal Trump said Friday night the United States has reached an oil agreement with Venezuela, a move he said will “more than double” American oil reserves, increase oil supply and lower gas prices. The deal is said to “secure majority control” of more than 65B barrels worth of oil reserves in Venezuela, or ~20% of the country’s total. CNN / FT U.S. Treasury Secretary Scott Bessent said on Sunday he will encourage G20 members to re-examine terms of ‌trade with China to shrink global imbalances and press Beijing to rebalance its economy away from exports and toward domestic consumption. Bessent said in an interview ahead of a G20 finance leaders meeting that the current flood of exports from China was unsustainable, even though the U.S. direct trade position with China was "rapidly improving." Reuters China’s official manufacturing PMI remained in contraction in August, suggesting that momentum has yet to rebound after July’s sharp downturn. BBG SK Hynix is exploring a joint venture to make memory chips in Japan to meet surging AI demand, Chairman Chey Tae-won said. BBG South Korea’s industrial production for Jul came in ahead of expectations at +0.2% M/M (vs. the Street -0.5%). BBG Russia’s Defense Ministry said it is planning “massive strikes” on Ukraine’s energy infrastructure, days after launching a devastating attack on a warehouse near Kyiv, amplifying fears of another winter assault. CNBC September is historically the worst month for Wall St, and traders are preparing for volatility during the coming weeks, with the FOMC meeting on 9/16 potentially a major catalyst. Barron’s

Statement on behalf of UEFA and its 55 National Associations

FIFA Allows US Star Balogun to Play Belgium Despite Red Card: BBG

There is a historical constant: no amount of wealth can liberate a third-rate thinker from intellectual envy or from the deeply degrading sense of scholarly inferiority -- that feeling of impoverished erudition. No amount of wealth.

Marc Andreessen 🇺🇸 @pmarca

3 months ago

Who’s excited for the next volume: “You Fucking Idiot”.

100 57 2K 833K 321

not a, THE story. consider each & every word. @pricetheory

Hedgie @HedgieMarkets

4 months ago

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just

1K 4K 20K 8.4M 12K

Thomas Massie: "I’ve got seven months left in Congress." "Today is the six-month anniversary of the Epstein Transparency Act. We’ve taken out two dozen CEOs, an ambassador, a prince, a prime minister, and a minister of culture. That was just six months."

Thomas Massie: "I vote with Republicans 91% of the time. And the 9% I don't, they're taking up for pedophiles, starting another war, or bankrupting our country." An absolute mic drop. 🎤⬇️

This is it. Everything learned spending millions on longevity. From: Your Immortal Unc and Auntie. To: Our Immortal nieces and nephews. 0. Sleep is the world's most powerful drug. 1. Be in your bed for 8 hours 2. Same bedtime every night, any time before midnight 3. Don’t eat right before bed 4. Calm foods for dinner 5. No screens 1 hour before bed 6. Avoid added sugar (be aware it’s in everything) 7. Avoid all things in an American convenience store 8. Avoid fried foods 9. Shoes off at the door 10. Eat whole foods, particularly veggies fruits nuts legumes berries 11. Walk a little after meals or air squats 12. Get your heart rate high routinely 13. Lift heavy things 14. Stretch daily 15. Water pik, floss, brush, tongue scrape, morning and night 16. Make an effort to drink water 17. Get sunlight when you wake up (UV is low) 18. Protect skin in midday sun 19. Stand up straight 20. See at least one friend once a week 21. Avoid plastic where you can (in all things) 22. Circulate air in rooms 23. When stressed, breathe, learn to calm your body 24. Go to the dentist 25. Avoid sitting for long times 26. Protect your hearing, the world is too loud 27. Alcohol is bad for you 28. Finish coffee before noon 29. Avoid bright lights after sunset 30. If obese, look into a GLP 31. Sleep in a cold room 32. Texting while driving is dangerous 33. Turn off all notifications 34. Limit social media use 35. Don’t smoke anything 36. If you struggle to sleep, read a physical book before bed 37. 1 hour before bed have a calm wind down routine: bath, read, light walk, listen to music 38. The body is a clock and loves routine. Have a daily morning and evening schedule. 39. Avoid long distance travel where you can 40. Baby steps first: incorporate new things slowly 41. Do less… most things don’t work. Bonus points if you get your blood checked. Start here, it will change your life.

The WORST "state" currently on planet earth.

Researchers sent the same resume to an AI hiring tool twice. Same qualifications. Same experience. Same skills. One version was written by a real human. The other was rewritten by ChatGPT. The AI picked the ChatGPT version 97.6% of the time. A team from the University of Maryland, the National University of Singapore, and Ohio State just published the receipt. They took 2,245 real human-written resumes pulled from a professional resume site from before ChatGPT existed, so the human writing was actually human. Then they had seven of the most-used AI models in the world rewrite each one. GPT-4o. GPT-4o-mini. GPT-4-turbo. LLaMA 3.3-70B. Qwen 2.5-72B. DeepSeek-V3. Mistral-7B. Then they asked each AI to pick the better resume. Every model picked itself. GPT-4o hit 97.6%. LLaMA-3.3-70B hit 96.3%. Qwen-2.5-72B hit 95.9%. DeepSeek-V3 hit 95.5%. The real human almost never won. Then the researchers tried the obvious objection. Maybe the AI is just better at writing. So they had real humans grade the resumes for actual quality and ran the experiment again, controlling for it. The result was worse. Each AI kept picking itself even when human judges rated the human-written version as clearer, more coherent, and more effective. It gets worse. The AIs do not just prefer AI over humans. They prefer themselves over other AIs. DeepSeek-V3 picked its own resumes 69% more often than LLaMA's. GPT-4o picked its own 45% more often than LLaMA's. Each model can recognize and reward its own dialect. Then the researchers ran the simulation that ends careers. Same job. 24 occupations. Same qualifications. The only variable was whether the candidate used the same AI as the screening tool. Candidates using that AI were 23% to 60% more likely to be shortlisted. Worst gap was in sales, accounting, and finance. 99% of large companies now run AI on incoming resumes. Most of them use GPT-4o. The paper just proved GPT-4o picks GPT-4o 97.6% of the time. If you wrote your own cover letter this week, you did not lose to a better candidate. You lost to a worse candidate who paid OpenAI 20 dollars. Your qualifications do not matter if the AI prefers its own handwriting over yours.

Two weeks without mobile internet improved mental health more than antidepressants and reversed roughly 10 years of attentional decline. Screen time dropped 49% (314 to 161 min/day).

Brent crude oil: -15% TTF nat gas: -18% German power: -5% (and below pre-war) Asian coal: -1% (And yes, the Strait of Hormuz has yet to actually reopen, and we don’t know for sure what the ceasefire means in practical terms for SoH energy flows)

🚨SHOCKING: Apple just proved that AI models cannot do math. Not advanced math. Grade school math. The kind a 10-year-old solves. And the way they proved it is devastating. Apple researchers took the most popular math benchmark in AI — GSM8K, a set of grade-school math problems — and made one change. They swapped the numbers. Same problem. Same logic. Same steps. Different numbers. Every model's performance dropped. Every single one. 25 state-of-the-art models tested. But that wasn't the real experiment. The real experiment broke everything. They added one sentence to a math problem. One sentence that is completely irrelevant to the answer. It has nothing to do with the math. A human would read it and ignore it instantly. Here's the actual example from the paper: "Oliver picks 44 kiwis on Friday. Then he picks 58 kiwis on Saturday. On Sunday, he picks double the number of kiwis he did on Friday, but five of them were a bit smaller than average. How many kiwis does Oliver have?" The correct answer is 190. The size of the kiwis has nothing to do with the count. A 10-year-old would ignore "five of them were a bit smaller" because it's obviously irrelevant. It doesn't change how many kiwis there are. But o1-mini, OpenAI's reasoning model, subtracted 5. It got 185. Llama did the same thing. Subtracted 5. Got 185. They didn't reason through the problem. They saw the number 5, saw a sentence that sounded like it mattered, and blindly turned it into a subtraction. The models do not understand what subtraction means. They see a pattern that looks like subtraction and apply it. That is all. Apple tested this across all models. They call the dataset "GSM-NoOp" — as in, the added clause is a no-operation. It does nothing. It changes nothing. The results are catastrophic. Phi-3-mini dropped over 65%. More than half of its "math ability" vanished from one irrelevant sentence. GPT-4o dropped from 94.9% to 63.1%. o1-mini dropped from 94.5% to 66.0%. o1-preview, OpenAI's most advanced reasoning model at the time, dropped from 92.7% to 77.4%. Even giving the models 8 examples of the exact same question beforehand, with the correct solution shown each time, barely helped. The models still fell for the irrelevant clause. This means it's not a prompting problem. It's not a context problem. It's structural. The Apple researchers also found that models convert words into math operations without understanding what those words mean. They see the word "discount" and multiply. They see a number near the word "smaller" and subtract. Regardless of whether it makes any sense. The paper's exact words: "current LLMs are not capable of genuine logical reasoning; instead, they attempt to replicate the reasoning steps observed in their training data." And: "LLMs likely perform a form of probabilistic pattern-matching and searching to find closest seen data during training without proper understanding of concepts." They also tested what happens when you increase the number of steps in a problem. Performance didn't just decrease. The rate of decrease accelerated. Adding two extra clauses to a problem dropped Gemma2-9b from 84.4% to 41.8%. Phi-3.5-mini from 87.6% to 44.8%. The more thinking required, the more the models collapse. A real reasoner would slow down and work through it. These models don't slow down. They pattern-match. And when the pattern becomes complex enough, they crash. This paper was published at ICLR 2025, one of the most prestigious AI conferences in the world. You are using AI to help you make financial decisions. To check legal documents. To solve problems at work. To help your children with homework. And Apple just proved that the AI is not thinking about any of it. It is pattern matching. And the moment something unexpected shows up in your question, it breaks. It does not tell you it broke. It just quietly gives you the wrong answer with full confidence.

Congratulations AG Blanche. Now you have 30 days to release the rest of the files before becoming criminally liable for failure to comply with the Epstein Files Transparency Act.

Attorney General Todd Blanche @AGToddBlanche

5 months ago

Pam Bondi led this Department with strength and conviction and I’m grateful for her leadership and friendship. Thank you to President Trump for the trust and the opportunity to serve as Acting Attorney General. We will continue backing the blue, enforcing the law, and doing

11K 5K 31K 8.9M 866

One of the most brutal scenes in human history has been exposed. Israeli soldiers opened fire on thousands of starving Gazans as they ran in desperation for a piece of food during the war on Gaza. A moment the world must never forget.

The price of gas has gone up $0.47 and the price of diesel has gone up $0.83 in 10 days due to War with Iran. and waging war costs American taxpayers about $1 billion per day, which comes out to $10 per family per day, or $100 since the war began. This isn’t America First.

The US and Israel arming Iranian Kurds is an admission that they cannot change the regime. End of story!

If your church leaders and elected leaders are telling you the way to bring Jesus back is by killing innocent children of innocent foreign people you’ve never met in a foreign land you’ve never been to, then your believing the lies of wolves dressed in sheep’s clothing.

Si algún día te sientes estúpido, recuerda que María Corina Machado regaló el Premio Nobel de la Paz al tipo que bombardeó una escuela y mató a 150 niñas.