One of my favorite Geneva sub-cultures are the 80-year old socialists. Scruffy and a bit odd, but incredibly well-read and travelled. Easily spotted at any public lecture, cinéma Grütli, etc, chatty, telling stories to anyone who shows interest

Musk takes care of his private company investors, but none more so than the Twitter/ xAI investors. Nevermind that investors in SpaceX got diluted. It’s just petty to bring that up.

As Anthropic prepares a new funding round that could see valuation top $1 trillion, the company updated a notice on its site yesterday, bluntly warning against investment in unauthorized SPVs claiming to offer indirect exposure. support.claude.com/en/articles/...

I’m bored of unfunny jokes about Jensen Huang’s black leather jacket. Nothing you may say is witty or original.

the only thing more tiresome than US financial journalist hot takes predicting the imminent demise of the euro are the performative pseudo-edgy takes defending Liz Truss

One of the less appreciated risks to the global AI/ semiconductor/ datacenter trade is policy risk via taxation or some other redistributive measure. Risk from commodification, tech obsolescence or slowdown in capex spending are all kind of understood. But risk from policy measures is underestimated

Spent so many years in Scandinavia where the vibe is cool and reserved that it’s always a culture shock when my loud expressive Argentine relatives come for a visit

I mean, wouldn’t be caught dead wearing Palantir merch, but maybe the pivot to apparel should be encouraged if it means less evil surveillance

In the grand scheme of terrible things enabled by Palantir, this may not be the most significant, but appropriation of the French chore coat is truly diabolical

prediction markets are a public menace

📢 River Plate vs. Boca Juniors: Esta es la forma de ver desde Centroamérica el Superclásico de Argentina 👇

what’s the german word for that indescribable urge to punch a smug person in the face?

What’s interesting for me over the past year is observing how subsectors of the semi space (semicap, photonics, power, foundry, etc) trade in an increasingly uncorrelated manner. ASML flattish today, but BESI.NA, AIXA.GY, SOI. FP all up strongly

so how long before Orban surfaces in Moscow?

Half the posts on the timeline celebrating the end of Orban, and an equal number gloating that Vance takes another L (second in 24 hours!) All as it should be

Sitcom idea: Yanukovych, Orban and Maduro flatsharing in Omsk. Maybe recurring role for Edward Snowden as wacky US upstairs neighbour?

Anthropic’s Mythos was only announced on April 7. Something must have spooked Powell and Bessent to hastily convene a meeting of bank CEOs on the same day to discuss cyber risk

Not a listener of this podcast, but might tune in for the Zelensky interview, as I’m most definitely Ukraine-pilled

A few days late but got around to reading those. Biggest takeaway for me is that there’s a whole generation out there unfamiliar with Hunter s. Thompson and unable to see this for the hackneyed pastiche it was. I feel old

This is Avignon Papacy *slander* and absolutely ignores the fact that a) the Romans had been doing it for centuries before that and b) Rome was on fire and you too would want to light out for the south of France. The worst sin of this administration is it's poor grasp of late medieval history.

The Artemis II countdown was worth staying up for. This? no, not so much

the most likely outcome

Since everyone is doing Bluesky discourse, two things I don’t like: 1. bot followers are a constant annoyance 2. unhinged AI posting Otherwise I just shrug at the replies that miss the point and get on with my day

eagerly awaiting The Economist « De Gaulle-was-right » cover

another timely post from @alexbhturnbull.bsky.social. Bonus Pam Grier reference too syncretica.substack.com/p/adversaria...

Driving lessons, North Korea style

Another day brings yet more absurdity. Nothing really to add

Domino meme, but the version with xAI chatbot Grok advertising for bankers so it can learn finance, and GFC 2.0 as the sequential outcome

disengagement is the only option, as h/t @nosunkcosts.bsky.social used to say

Historian of French Revolution here to say that in periods like this, squeamish compromisers do as much to drive radicalization as do ideologues. If you keep making excuses for the unfit king, eventually folks come for you and him.

I'd somehow missed that Keir Starmer had uploaded a Trump-style war bravado Tiktok about the UK's response to Iran - soundtracked to "Money for nothing" by Dire Straits. What the actual hell? www.tiktok.com/@keirstarmer...

meanwhile in private credit…

Market selloffs are inherently scary, and a 2022-style supply-driven inflation spike was always s credible scenario. But one mitigating factor this time round- trump is likely toast in the midterms

Mental model of a Dubai resident.

It’s like Dunkirk but they’re all wankers www.theguardian.com/world/2026/m...

Rapture short squeeze is on. What a time to be alive.

Absolutely this. My brother is a surgeon; he's used Claude to write an app for his patients. It's not a masterpiece and it won't change the economy, but it is easier for them than trying to fill in timesheets of how much exercise they are able to take. Sensible scepticism has to recognise reality.

what kind of odds are prediction markets quoting on trump uttering the fateful words « Mission accomplished » without a shred of irony?

meanwhile American guy overheard calling Iran EYE-ran. lessons were not learned, etc

It's pretty plausible as a scenario that after having inflicted chaos the Trump administration seizes the first opportunity to declare victory and walk, leaving EU/UK, Turkey and Gulf states holding the bag

The dubai expat very vocal about the shittiness of the metropole* really is one hell of a textbook example of "I DIDN'T REALISE I WAS SELLING A PUT!", maybe the cleanest one in recent memory.

It has been a bleak year, but there is joy to be found in the world -- for example, the whole internet has come together in delirious schadenfreude at the fate of Dubai

the omission of GenX is kind of their thing

would be very funny if Citrini’s AI doom fanfic marked the software bottom

Just realised I linked the substack yesterday but not @ghose.bsky.social Sorry Rupak

The U.S. administration did not send a single representative to the official commemoration events marking the anniversary of Russia’s full-scale invasion of Ukraine, nor did it issue a single word through its embassy in Kyiv -- not even a standard diplomatic boilerplate.

One of the more interesting aspects of the Citrini piece on AI and disruption to white collar jobs was the market reaction itself. Price action is now firmly driven by narrative. Not fundamentals or valuation, upgrades/downgrades. open.substack.com/pub/rupakgho...

omg this is the most incredible episode about a 19th c franco-italian aristocrat with a cowboy LARP fetish, and you should definitely listen to this