F1 was a pretty good movie. 8/10

Sucker Punch is the best there is at game openings. They nailed the intro to Ghost of Yōtei with its epic and cinematic samurai and western vibes just like Tsushima. I can’t wait to play the rest of the game.​​​​​​​​​​​​​​​​

New world!

The market is incredibly myopic. Just wait until the frontier AI startups do real model training runs on the latest NVL72 supercluster datacenters that have going live in recent weeks. This isn’t rocket science. Use your brain and some critical thinking skills.

This rules. You go Sling. Great for watching football games on Sunday.

I walked into a FedEx to send out a book and a lady saw the cover and snickered, “Nvidia. Ha!” and walked out. What part of the cycle is this?

Now that it’s obvious Call of Duty Black Ops 7 is a complete and utter disaster doing untold damage to the franchise, we can stand in awe of how Bobby Kotick perfectly timed the sale of Activision Blizzard right when the COD commercially peaked.​​​​​​​​​​​​​​​​

Life hack. Find a restaurant with a Yelp rating of 4.5 or higher and at least 100 reviews. Then ask ChatGPT what are the best dishes at the restaurant. Guaranteed incredible dining experience!​​​​​​​​​​​​​​​​

While we wait for the CoreWeave call, have you guys seen the Salaryman Tokyo YouTube channel and its critique of corporate drone capitalism working man culture. But then his channel got so popular he is now doing brand deals and hawking T-shirt merch. That made me laugh.​​​​​​​​​​​​​​​​

We can't quickly end the shutdown because of shutdown-related flight delays? Are you kidding me? Axios: "Lawmakers are on a 36-hour notice to return, but [Speaker] Johnson on Monday morning urged his members to get back to DC as soon as possible, citing widespread flight delays."

Destroying the U.S. economy, threatening family livelihoods, and endangering American lives. Washington D.C. do your job.

Pluribus is the best TV I’ve seen in years. Incredible. Go watch it. The only bad part is we have to wait a week for each new episode.​​​​​​​​​​​​​​​​

Houston, we have a problem

You know what might help the economy? Ending the government shutdown and paying the millions of government and military families the salaries they are owed.​​​​​​​​​​​​​​​​

The life of an 89-year old billionaire. Daily martinis and betting on NFL games (WSJ)

Cost of living, affordability, and the economy are the main issues. Both parties are flawed. Real Solutions: Increase housing and electricity supply through deregulation (build more). Lower government budget deficits and reduce money printing (QE) to combat inflation.

Greatest game software tie ratio of all time? INSANE Mario Kart World sells 9.6 million units Switch 2 console sells 10.4 million units

Back to number 1

Jon Bon Jovi www.ft.com/content/25f2...

I JUST CAN'T WSJ: "Now, Jones says, it’s payday. “There’s $100 billion present value with gas out there,” the 83-year-old billionaire said in an interview. “That’s why I’m talking to you on the telephone rather than trying to fix our defense with the Dallas Cowboys.”

NYTimes on Obamacare: "Insurers have increased rates significantly for next year — an average of about 30 percent for a typical plan in the 30 states where the federal government manages markets, and an average of 17 percent in states that run their own markets"

42 million Americans may go hungry as soon as this weekend. Donate to your local food bank and tell Congress to do their jobs and end the government shutdown.

Why AI is Underhyped and Isn't a Bubble Yet

This is a really cool game on sale right now. I recommend it.

TD Cowen: "Based on our checks, 3Q25 would represent the largest inflection in demand we have seen since the inception of the data center industry .. a staggering ~7.4GW of U.S. data center capacity was leased by hyperscalers in 3Q25, which would be more capacity than was leased in all of 2024."

"Battlefield 6 delivered a huge opening week across Europe, beating launch sales of Call of Duty: Black Ops 6 and EA Sports FC 26 (GSD data, combining physical + digital sales)." www.thegamebusiness.com/p/battlefiel...

The Diplomat Season 3's first episode is good my friends!

TSMC CEO says AI demand is "stronger than" they thought three months ago. Given how strong it was three months ago, that's remarkable. Then he literally says today the growth is "insane"

What's the most important U.S. company in American economic history?

Stock market lately: It's so over. We're so back It's so over. We're so back It's so over. We're so back It's so over. We're so back It's so over. We're so back

Does the Fed look at financial conditions in speculative, no-earnings stocks? Why end QT and risk a blow-off scenario? I don’t understand.​​​​​​​​​​​​​​​​

Local car service to the airport costs more than a 2,600-mile trip. Air travel (and commoditized airlines) are a modern wonder.

The only AI bubble is in weekly AI bubble stories. A truly exponential growth curve.

I bought Battlefield 6 only on PlayStation this time. I’m too sick of fiddling around with PC settings and upgrading drivers, even though the graphics are far better on the 4090. I’d rather just relax and play.​​​​​​​​​​​​​​​​

For the first time since launch, the iPhone 17 Pro (non-ugly-Deep Blue versions) is widely available in New York City area for two days in a row

But everyone told me old GPUs are worthless and depreciate rapidly? Weird. NewStreet: "As of September 20, AWS’s P6 B200 capacity blocks were priced at $65.12 per hour per server (or $8.14/GPU) .. Yesterday, that increased to $74.88 per server per hour ($9.36 per GPU)."

The Yankees are wasting Judge’s prime just as the Cowboys are wasting Dak’s prime. Cool cool.​​​​​​​​​​​​​​​​

Fox Business Liz Claman says according sources familiar with the situation The Information report on Oracle is “off base and does not reflect the actual financials of that business”

Getting to meet the actual inventor of the internet tonight was pretty damn cool (note: not Al Gore)

Pervasive skepticism from both high-brow billionaires & retail investors likely means there is considerable upside remaining. When everyone is bullish, sentiment is widespread, and all players are on board, then watch out. Note: AI infra stocks only. No idea on rest of market.

"At the end of 2024, some 100,000 people were employed in the motion picture industry in Los Angeles County, according to the Bureau of Labor Statistics. Two years earlier, there were 142,000. The primary reason is that Hollywood is making less stuff." www.wsj.com/business/med...

Welp. At least SBMM is over for Call of Duty. 75% Open. Competition is good my friends.

Insider Gaming: "On Steam, Call of Duty has produced a 24-hour peak of just under 75,000 users. By comparison, Battlefield 6’s peak at the same point during the early access beta window was around 335,000 users."

WSJ: "Roasted coffee prices at the grocery store are up 22% in the past year, more than any other item tracked by the government."

Meta AI Vibes is like a Commodore 64 in AI video generation technology versus OpenAI Sora's GeForce 256

Sora 2 putting words in my mouth. If I create my own deep fake, is it a deep fake? Prompt: Show @firstadopter explaining why Nvidia has market leadership with its AI GPUs

Images of Pikachu and Sam are getting seared into my brain.​​​​​​​​​​​​​​​ #Sora2

Everyone is whining about AI slop, but I just watched James Gunn’s Superman movie and it was much worse. Terrible.​​​​​​​​​​​​​​​​ 0/10

I predict OpenAI is going to have to limit Sora invite growth soon. It's only a matter of time before it soaks up all the GPU capacity in the world.

OpenAI and Anthropic battling it out release by release is fun to watch and drives us all up the innovation curve. AMD is also keeping Nvidia on its toes. Great stuff. Competition benefits everyone.