Strongly endorse seeing "Mr Jones"
Andrea ChalupaWestern corruption and access journalists, protecting their proximity to power at the expense of human lives, gave Putin the green light to launch his full-scale, genocidal invasion of Ukraine. The same as in Stalin's genocide famine in 1933. Watch Mr. Jones:
They said they would disarm when the peace "deal" was agreed. Honestly don't get the point of mindlessly parroting Hamas or Trump bullshit as if it was even vaguely correlated with reality
Mark ChadbournHamas tells the BBC it will disarm. So absolutely no reason for Israel to remain in Gaza, right?
I know plenty of Koreans who did far far better than this, even with the current drawdown
Quantian1. He was unbelievably good at security selection. From his published 13F, he would *still* be beating the S&P 500 by about 30% this year even at the trough, and for most fund managers the 13F clone is worse than your actual performance (it’s a quarterly snapshot that captures no trading activity)
2/3 of Amazon's "income" this quarter was mtm gains on Anthropic, whereas Apple has real profits and real revenue www.cnbc.com/2026/07/31/a...
Apple drops 7%, Amazon surges 12% as investors pick AI winners after earningsShares of Amazon jumped sharply in premarket trading on Friday while Apple dropped as investors digest earnings.www.cnbc.comOnly regret I ever had about having a pet was not having more
Matt Novak“According to SDHS, through July 27, the organization averaged 663 adult dogs in care each day -- more than 50 dogs above the previous July record of 612 set in 2024. At the same time, adoptions have declined. Adding puppies, the organization currently has 792 canines in care.”
Really can see the qualitative difference when Silicon Valley really really wants to do something
TechmemeGoogle, Amazon, Microsoft, and Meta spent a combined $1.1T in capex from the start of the AI boom in 2023 through June 2026 and plan to spend $745B this year (Financial Times) Main Link | Techmeme Permalink
Guessing investors were looking at a different set of msft earnings
TechmemeChip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% (Samantha Subin/CNBC) Main Link | Techmeme Permalink
EM equity PMs holding an all you can eat buffet if you are looking to finally get out of your SK long
TechmemeShares of SK Hynix and Samsung surge more than 20% in Seoul on Friday, marking a sharp reversal from this week's sell-off (Lee Ying Shan/CNBC) Main Link | Techmeme Permalink
Based on the roughly zero percent of users paying for copilot
Michael DerbyConsider yourself warned: Microsoft is about to supercharge Copilot: “Copilot is evolving rapidly from chat to Cowork to autopilots...one super app spanning both consumer and commercial experience." Via Gizmodo
On the plus, the fact that Musk is claiming it will happen means there is zero probability it actually will
The EconomistHis claims about AI repay examination. Unfortunately, such an exercise only underlines how ill-prepared the world is for a technology that may soon throw everything up in the air
On one hand, it is hard to sit out a bubble when everyone is getting rich. On the other, this happens every few years
FT Edit‘My life’s screwed’: Korean investors stress out after AI bubble bursts ft.trib.al/fxzC6p6 #FTEdit
To be fair that is pretty much all of groks real life use
Lora KolodnySpaceX-owned xAI, the developer of Grok, sued Minnesota AG to challenge a law coming into effect in the state that will ban "nudify" apps, use of these AI image generators to make non-consenting intimate images, aka AI deepfake porn of real people including minors. www.cnbc.com/2026/07/28/s...
Koreans would be contemplating taking their puffy jackets off around now
London & Southeast🔅Today experienced the 24th day of year hitting 30C in London. For perspective in whole of 1980s we had 21 days.
Luckily Korean institutions got the bat signal and are offering unlimited exit liquidity
Korea JoongAng DailyTrading on the #Kospi and the Kosdaq was halted for 20 minutes on Wednesday, the second consecutive day the circuit breakers were triggered. It is the first time the benchmark has triggered circuit breakers on back-to-back sessions. www.koreajoongangdaily.com/business/cir...
Slam dunkiest of slam dunks. Only fuckwit overseas EM managers still buying
theseouldanGot to say the bull "case" for kospi is tempting me. Not confident on the path but would bet in July we are lower than here and continue to bring lower after. Would be particularly bearish Hynix as they have more exposure to HBM. Would love to know details of termination clauses in their contacts
Hknylcnsy Plane Turbulence ShakeAlt: Queue of people to try and stop a hysterical woman on a planestatic.klipy.comHemant MehtaEvangelist Whitney Lynn says she preaches on planes because she loves “a captive audience.” She's not alone. It's becoming a trend. If spreading your message requires listeners who can't escape, maybe it's not as compelling as you think. www.friendlyatheist.com/p/christian-...