Value on bottom, froth on top.
Joined November 2013
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- Following738
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Fat Tail Capital retweeted
Why are we talking about Yipit cloud again? I thought we’ve established that it is, in both direction and magnitude, the equivalent of noise.
Fat Tail Capital retweeted
Warren Buffett must have been so upset when he found out this isn’t a spoon manufacturing company.
Berkshire agreed to invest an additional $330 million in Bending Spoons, bringing its stake in the Italian technology company to 4% just three months after backing its initial public offering. bloomberg.com/news/articles/…
Fat Tail Capital retweeted
“Wow seems like Muse Wonder is pretty good, sounds like they caught the frontier”
“Nice I think I saw that too, you gonna try it?”
“No, you?”
“no”
Exclusive: Anthropic is updating its usage policy for the first time in over a year. The new rules prohibit sustained "abusive or cruel behavior" towards Claude & add new restrictions about propaganda campaigns, surveillance & weapon development. theverge.com/ai-artificial-i…
*XI: PANDAS TO ARRIVE IN US IN A FEW DAYS
*XI: BUT WE KEEPING THE F-35 PARTS, FINDERS KEEPERS BITCHES
Fat Tail Capital retweeted
I’m excited for $META Muse but there is not enough conversation about what is happening at Five Guys
I like that CRM raised FY27 subscription rev guide from 11% to "slightly below 12%" and is up 12% after hours while NVDA guided FY28 to grow 70% vs consensus at 45% and is up 4%. I'll let you guess which one trades at 24x GAAP earnings and which one trades at 16x.
And to think some people didn’t think Rockstar should charge $80 instead of $70
New from @CBSNews: Some U.S. military members who are itching to play a video game they've anticipated for more than a decade can trade a commitment for several more years of their life in uniform for a few days off to play Grand Theft Auto VI. As an incentive to reenlist, a U.S. Army unit in Georgia is offering active duty soldiers a four-day pass to play the popular game when it's released this fall, U.S. officials told us. @ellee_watson @JimLaPorta and me
cbsnews.com/news/grand-theft…
The enshitification of everything: Let's not pay TSA workers and air traffic controllers every time the government can't do their job to pass a budget and let them bet on flight delays instead.
AIRPORTDELAY from @Kalshi has been filed. They already have markets listed for individual airports, this is broader in scope and would allow for any airport along with
- being based on % of total flights vs. number of flights
- two source agencies for settlement, primary is @FlightAware and secondary is Bureau of Transportation Statistics (BTS) making for more robust settlement criteria
cftc.gov/IndustryOversight/I…
Fat Tail Capital retweeted
US Navy using explosive USVs against port installations.
🤖 Made with AI
Yesterday, using multiple one-way attack surface drones, CENTCOM forces successfully struck a submarine and ship maintenance facility in Iran. Three Corsair unmanned surface vessels hit the port at Bandar Abbas Naval Base, marking the first time American forces have employed sea drones in combat operations. Last night’s strikes degraded Iran’s ability to continue attacking commercial shipping.
