Maybe we’re more similar after all

Anyways:

You can keep telling me AI is not changing anything and too error prone but I’ve been able to create an entire pricing universe in 6 months that would have taken 4 different teams. Contract bid throughput is up 1.7x, win rate 2.1x, and margin for last quarter up 45% on that book.

Rather proud of what we’ve been able to accomplish this last year at work. I ran analysis of our margins versus three top public brokerages and we’re 130bps over their average. We are able to turn around 300 bps in three quarters while all peers have gone sequentially backwards.

Earthset

Absolutely incredible. NASA Astronaut Reid Wiseman, who commanded Artemis II, took this footage from the far side of the Moon with his iPhone. Watch with sound on.

Dry fuels, strong winds and dry weather will continue to bring elevated to critical fire weather conditions to the areas of the Plains, Midwest and Southeast today. Be sure to check your local forecast at weather.gov.

Only three ships crossed the Strait of Hormuz on Monday as traffic in the crucial waterway slowed to a near halt, according to data from a firm that tracks maritime traffic.

I thought this was a joke. It is not cruisefever.net/after-being-...

⚡💪

Incredible.

Tech billionaires saying UBI is coming is hilarious because c’mon, how have they acted the last 5 years in response to the prospect of higher taxes on the rich and corporations to fund social programs?

ICYMI An essay on excess and addiction, how it permeates through the most decadent societies, and the mechanisms that keep their inertia. A bit of psychology, philosophy, and economics in one. I’d love your review!

Every minority lives with the fact that the world does not cater to them. The hardest lesson is not that you just have to submit to the hierarchy, it’s that it’s far worse to make anyone uncomfortable about it. They beat their kids then yell, stop crying about it.

Claims to be the superior race (culture) and the most subjugated group in the same breath induce nausea. The projection gets accepted plainly. The evaluation of it is what gets treated as the attack. The frame does not survive five seconds of attention. Nobody is giving it five seconds.

Fascism as a Service

Kicked off last week on Bloomberg Surveillance to talk through how May 1st is the critical date for the Hormuz blockage to be resolved or lots of pain will come ahead. youtu.be/3crFvmM5Xi0?...

They’re so desperate to post the 10 Commandments everywhere and yet somehow, even more desperate to violate them.

losing it at this image

Excess isn't about desire. It's a broken feedback loop. A false signal that the thing is still working long after it stopped. Wrote something on what that looks like at the personal and civilizational scale. The Decay of Decadence runningsignal.beehiiv.com/p/the-decay-...

Schrödinger's strait

Commit to someone like an investor to the idea this will all be over very soon.

This is incredible

The Fed did the same with tariffs. You see through unless the waterline hits your eyeballs.

What’s being weighed by markets right now is the seriousness of the strait situation and the intransigence of the President. Thinking is TACO is ready to pull the trigger. But that’s only if markets fall. They’ll fall only once a clear reality of downstream impacts hit enough doorstep & data.

I’m up 1.7mpg in fuel conservation since the fuel crisis started. I have muscle memory around acceleration thresholds building around the hills.

Pushing back on a narrative I see a lot here (and in lots of other places!)

It’ll all come out in the Warsh

This was the immediate conclusion I came to once the blockade was reported. They just don’t have the supply lines for this stuff set up. These hasty maneuvers have no sense of the tail they have to drag behind.

I'm far from the only person to note this, but maybe if they wanted broad social acceptance of AI, they shouldn't have led with "it will eliminate all your jobs & might also wipe out humanity."

I don’t know how many Hokies follow me, but my thoughts are with you today. It was unimaginable what many of us experienced. Trying to make sense of the senselessness. The response from you, and others, coming to help our community brought so much light after the darkest day. #neVerforgeT

Whhhaaaatt I'm right in the center here.

My goodness does the Flatbed market keep humming. I still think we're on the leeward side of rejections for the year, but this post Easter reversal is not to be ignored. Van and Reefer are meandering only to the high side of the historical bands, not well above like this mode.

There are people who waste precious mental energy on this shit. It feels almost obscene to waste the gift of sapience so.

I think a lot about what @weisenthal.bsky.social has said about oral vs written culture. About our brief phase with writing as we ebb back into a more oral tradition with social media and the internet. Which makes more sense as to why posters smell BS while others hear authority through epithets.

Tl;dr the generals are not coming to save us and it’s not even clear they should be anyway. The problem is us for electing bad politicians.

The grifters are using fake Musk X posts to sell crypto now. Incredible.

It looks like the thesis that demand has been building is finally catching up in bank data. You have to remember, they’re processing tenders weeks behind the day it was even delivered, not just sent. They are great corroborators. Not leading indicators.

This is defunding the police

This is a play Trump has run for decades. If someone has a valid criticism or conflict with him he will personally insult them and the story becomes a two-sided "feud" or "quarrel" rather than "authority figure levies valid criticism of Trump"

absolutely incredible work from this canadian used car dealer advertising to me on insta

I can’t get over how repeatedly the NYT will see the equivalent of someone holding gold in one hand, dog shit in the other, and come to the conclusion what we really value is up for debate.

Let’s go with Russia owns everyone. All compromised. It can’t be money or power that keeps anyone in check right? The grifting is so open you can just do the cash grab. Stooges appointed everywhere in positions of power. It has to come down to blackmail.

So what do you do for fun? I’m a builder Oouoo, what do you make? Charts…

Most oil shock commentary fixates on gas prices. Makes sense that higher prices = unhappy people, lower prices, happier. Track sentiment over crude and you see it clearly. Why did everyone love the 90s? Cheap energy! But that's not the whole story.