I got into an argument with Gemini about the business prospects of xAI. After much back and forth, I won, so I made it write humiliating memo about it.

If the Padres are worth $3.9B, what is Manchester United (NYSE: #$MANU) worth?

"You don't. pass. into. double. coverage."

"The resumption of exports from the Persian Gulf may lead to a surge in imports by countries that rely on crude oil shipment from Gulf states."

It's been a while, but I have some thoughts about Tesla and SpaceX (with a shoutout to @keubiko.bsky.social). montanaskeptic.substack.com/p/tesla-is-n...

Dafuq

....but then I was like......

Musk can't get SOTA #$ASML EUV for TeraFab (sold out), so is relying on a new unproven Intel Hail Mary - Gallium Nitride. Going to use old ASML DUV gear to Frankenstein silicon onto GaN. It's a yield nightmare. Even if it works, GaN natively traps heat and chokes at extreme AI speeds. Battery Day 2.0

The Dalai Llama is weak on crime and a total loser.

#$ASML down because "guidance raised above consensus expectations was largely expected by the consensus"

I'll be damned if I'm not going to use up my Veo quota for the day. Besides, this important video show an adolescent Mozart's little-know penchant for smoking cigars and smearing flaming molassess on Viennese aristocrats. #History #ImportantVideos

More important videos for the rest of us then.

Tip: If your prior financials are fucked up and don't tie, you can't file clean numbers for the latest quarter without restating the prior financials.

My final act while I'm burning alive will be faving Elon's latest post quote tweeting some insane white genocide rant with "true"

Kernen for the last couple of years be like:

It’s kinda like having A C3-PO. Fluent in 6 million forms of communication, understands the binary language of moisture vaporators, yet somehow is still an annoying idiot.

The good thing is that, whilst getting roasted alive in your Tesla, there’s just enough time to hop on X and: 1) Thank Elon for building the safest car ever. 2) Make sure everyone knows it’s your fault and not the car’s; and 3) Tell people not to listen to FUD.

Has gotten notably worse for me. venturebeat.com/technology/i...

Claude has brain worms. Having to slap it around like the other LLMs now.

Spotted: Gemini "Thinking" model this week.

Anyone else notice that Claude Opus seems to have been lobotomized over the past few days?

Wilson has, unfortunately, turned into a vacuous “strategist”. Just nonstop inactionable hedged drivel. Thank you for your attention to this matter.

“At the same time, the vehicle’s electric-powered door handles became inoperable once the battery system caught fire, preventing the two from getting out or rescuers getting in” www.independent.co.uk/news/world/a...

“Significant reductions in seaborne crude oil shipments may eventually lead to reduced volumes at global oil import terminals”

First documented case of someone making money from SocGen advice.

These dildos know right where the pain points are.

Looks like Trump might order ShadyVance to kill another Pope?

Fico in 2027

Too Big To Rig

Coming soon to a Midterm Near You

"Help is on the way"

The dude literally has one idea.

Oh no, the sterling repuation of <checks notes> the Iranian Regime is at risk of being tarnished!

Now it's going to be even MOAR closed.

He threw ShadyVance under the bus with this charade of a negotiation.

Gouging at the pump shall be vigorously investigated!

It's a super important detail, just like as president you should never forget to include the ticker of the stock you're promoting

lol that's like $120 Billion

CPI stuff from my work-in-progress econ app

Pro tip: For a Texas corporation, a statutory merger has no legal effect until the Certificate of Merger is filed with and accepted by the Secretary of State. No SOS filing, no statutory merger.

Love the new Goober.

Proud to have been blocked by Kernen on X, when I was on that hellsite. I can't remember the shot I took but it was a goodie.

kirkland branded TPUs probably means low cost leader epoch.ai/data-insight...

See if you can spot the company with its own infrastructure, that doesn't need to pay margin to a cloud provider, that has its own custom silicon, that has other highly-profitable businesses to leverage, while also being able to keep up with the best models.