Tweets
2024-11-05T19:52:22.441088 | 🔗
Non-Google search is a joke. Companies can’t figure out how to get advertisers or how to index content. They only can figure out how to momentarily get consumers.
2024-11-05T18:30:18.424055 | 🔗
Let alone Trump’s staffers not caring if he wins or not, I don’t even think TRUMP wants to win. The best case for him personally is that he loses decisively (but not by too much), no election violence, and he gets a full pardon Day 1 from Kamala.
2024-11-05T04:41:04.280652 | 🔗
Kamala landslide incoming! (i am as certain as I can be)
2024-11-03T05:31:54.910659 | 🔗
This inflation map (Nate Silver) also nicely explains Trump's resurgence among California Techies, New York MSG crowd, and newfound confidence in Virginia. Unfortunately (and fortunately for America) for Trump that means that his electoral college advantage is decreased.
2024-11-03T03:40:39.902447 | 🔗
The SNL cold-open, WOW, ending him. The beginning of the end today. Started in Iowa and ended in NY.
2024-11-03T00:31:15.667463 | 🔗
New Iowa polls is further evidence of the great political realignment the NYT/Siena polls have been showing.
2024-11-01T16:57:58.841401 | 🔗
The two effects mentioned at the start -- big SP500 companies finding huge ways to make their businesses more profitable, and an inflation in the tech venture-startup ecosystem means only one thing -- startups will be the ones that feel the squeeze. Software will be sandwiched on the demand side from the SP500 in terms of both enterprise buyers and consumer advertisers and on the supply side from hyperscalers and NVIDIA. Further making things difficult for software will be lower barriers to entry due to AI coding... Everyone's up until they are not, cash out.
2024-11-01T16:19:04.741398 | 🔗
BTW, AI has not solved the Turing Test... I have a fool-proof strategy to sus-out any of stinking chatbots... instantly... conversation is fundamentally human.