steve purdy @maxcloud91

AI resembles a Concorde flight sold at Ryanair ticket prices with Hooters cabin crew serving Panzerschokolade. Its addictive user experience overbooks each flight, but the fuel burn alone overwhelms revenue per seat before you pay for the aircraft. Yet, every tech billionaire wants his own hypersonic airline - right now! Let’s enjoy it while it lasts.

Hedgie @HedgieMarkets

a month 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

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This is the BEST, most hilarious breakdown I have seen of the absurd rationales I have heard trying to justify trump's idiotic war. BRILLIANT! 👏👏👏

@dailydirtnap You big money guy always seem find the time to shit on blue collar people.

Iran just offered to reopen the Strait of Hormuz. But only if you pay in yuan. CNN confirms, citing a senior Iranian official, that Tehran is considering allowing a limited number of oil tankers through the Strait provided the cargo is traded in Chinese yuan. Not dollars. Not euros. Yuan. The waterway that carries 20% of global oil, that seven P&I clubs closed through insurance, that a wounded Supreme Leader ordered permanently shut, that the United States just bombed the military defences of Kharg Island to force open, is being offered back to the world on one condition: the currency changes. This is the most consequential sentence of the war that nobody in the oil market has priced. The petrodollar system was born in 1974 when Saudi Arabia agreed to price oil exclusively in dollars in exchange for American military protection. That agreement has governed global energy trade for fifty-two years. Every barrel of crude on Earth has been denominated in dollars. Every central bank holds dollar reserves because oil requires them. Every nation that imports energy must first acquire dollars to pay for it. The system is the foundation of American financial hegemony, and Iran just proposed replacing it with yuan for the world’s most critical chokepoint. China is already the model. Eighty to ninety percent of Iranian crude exports to China settle in yuan or barter through CIPS, the Chinese cross-border payment system that processed 175 trillion yuan, approximately $24.5 trillion, in 2025, a 43% increase year on year. Since 28 February, 11.7 to 16.5 million barrels of Iranian crude have transited the Strait to China via shadow fleet under IRGC protection while every other nation’s shipping is locked out. China pays in yuan. China’s tankers move freely. Everyone else burns or reroutes. The war was supposed to force the Strait open. Instead it is being reopened selectively, on Iran’s terms, in China’s currency. America bombed Kharg to demonstrate it controls the island. Iran responded by demonstrating it controls the condition of passage. The military targets are rubble but the negotiating position is intact: the Strait opens when the currency changes. The implications cascade across every domain. If yuan-denominated tankers begin transiting Hormuz while dollar-denominated tankers remain locked out by insurance, mines, and IRGC targeting, the war produces a bifurcated oil market: yuan barrels for China and BRICS partners at Iranian-discounted prices, dollar barrels for the West at war-premium prices. Two prices for the same commodity. Two currencies for the same waterway. Two systems for the same barrel of oil. The fragmentation the dollar was designed to prevent is being accelerated by the war that was supposed to preserve it. China imports 45% of its crude through the Hormuz region. It holds 90 to 130 days of strategic reserves. Its teapot refineries process Iranian crude at $9 to $12 below Brent. Its CIPS system bypasses every Western sanction. And now the country whose Supreme Leader cannot stand is offering Beijing the one thing no amount of American airpower can bomb: a currency alternative for energy transit. The Strait is not reopening for ships. It is reopening for yuan. And the fifty-two-year-old system that priced every barrel in dollars just met the war that may end it. open.substack.com/pub/shanakaans…

The White House @WhiteHouse

3 months ago

“Moments ago, at my direction, the United States Central Command executed one of the most powerful bombing raids in the History of the Middle East, and totally obliterated every MILITARY target in Iran’s crown jewel, Kharg Island... Iran has NO ability to defend anything that we

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Counterpoint:

In 1959, Fidel Castro promised to redistribute Cuba's wealth and create equality for all. Within a decade, the island that once exported sugar and cigars to the world couldn't even keep its own lights on. The wealthy fled, but instead of their riches trickling down to the poor, everyone just became equally poor together. The revolucionarios had calculated that seizing the means of production would mean seizing prosperity itself. What they discovered instead was that prosperity isn't sitting in some vault waiting to be redistributed—it's created daily by millions of voluntary exchanges, investments, and entrepreneurial risks. When you abolish those mechanisms, you don't redistribute wealth; you redistribute poverty. Today's politicians make the same mathematical error Castro did: they see inequality and assume it represents a fixed pie that just needs better slicing. They never ask why some pies grow while others shrink, or why the countries promising equality most loudly seem to deliver scarcity most efficiently. The cruel irony is that the only truly "equal" outcome socialism reliably produces is making everyone equally worse off than they started.

@dailydirtnap Thought you fixed that!

Mike Brady bought their house with the money he made from inventing Zoom.

@CBSNewsPress @CBSEveningNews @tonydokoupil Guess it's Bari's turn in the barrel over at CBS. Can we get a wellness check over there, Nel?

Holy $hit! Scary good!

Raoul Pal @RaoulGMI

8 months ago

Just listening to the @elonmusk / @joerogan podcast and discovered this unreal thing.... The music artist "Shifty Brent" is AI and it's incredible... beyond incredible... think of Blaxploitation + James Brown + Sly + Curtis Mayfield. The AI remixes Rap into the black music

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Time to lighten up???

Ross Hendricks @Ross__Hendricks

8 months ago

This carnage is a reflection of economic devastation hiding under the surface of an AI mania

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@DonDurrett My last "Probably nothing" Sorry

@Aureliusltd28 $tyg

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Cem Karsan 🥐 @jam_croissant

a year ago

👂 from a lil’ 🐦 that the rough outline of plans for a manufactured crises that would ‘necessitate’ Martial Law are already being drawn in the Oval Office... In 3 years or so, if this comes to pass, know that this was not a coincidence. 😬

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@Convertbond @profplum99 @carambar007 Wish I was smart enough to get the joke

@DA_Stockman Wisdom.

@unusual_whales thats some scary $hit right there!

Brutal

Carl Zha @CarlZha

a year ago

American bro explains why he will continue to have his product made in China even with tariffs

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@adamtaggart There are plenty of ways to look and feel fit as you age, Adam. There's no need to blow the cartilage out of your knees. Take it from a 67 year old plumber. Your "form" doesn't matter.