Reader, Misanthrope, Beach Lover, Golf, MLB. Twilight Zone. F AI. Occasional Horse Player.
New Jersey
Joined May 2009
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Call me Ishmael retweeted
For @washingtonpost, I wrote about Nathan Fielder's and Lance Oppenheim's "You Can See Everything," which is about Elizabeth Holmes, but is really about the chasm between actual truth and emotional truth, which in many ways is the story of our time. wapo.st/3WrxqNO
Call me Ishmael retweeted
It's a ghost town today at the new Belmont Park. It feels as if you are at the morgue. No one on the apron by the track, silence no matter where you walk. Why in the hell would NYRA not do everything possible to allow people who attended the races at Aqueduct, like people on social security, veterans and others who made up the tapestry of NY racing to attend for free. Makes a deal with the LIRR to get these people to the track for half off. Now they can't afford to go to the track, watch races live and bet. An utter disgrace and the stench of elitism.
Call me Ishmael retweeted
Yeah I'm sorry it's one thing if Oracle does pathetic at-the-market offerings but for Google to do so is genuinely hilarious. We're in a bubble and if you disagree you are ignoring reality
Call me Ishmael retweeted
Food prices rise for the second straight month, due to Iran War fertilizer shocks, climate change-driven extreme weather, and the smallest cattle herd in 75 years, also driven by drought and high costs.
Food shocks are harder to reverse than oil shocks due to harvest schedules.
Call me Ishmael retweeted
Today’s free newsletter is about how LLMs are the perfect grift to exploit an economy dominated by do-nothing managers and executives disconnected from any real work, and how the facade is crumbling as companies pay the true cost of AI.
wheresyoured.at/the-revenge-…
Call me Ishmael retweeted
Today’s newsletter reveals the unrestrained and wasteful token burn inside one publicly-traded company (Zillow) and breaks down the cold, hard truth that AI is - for hyperscalers, for AI labs, and for customers - simply too expensive to ever pay off.
wheresyoured.at/ai-is-too-ex…
Call me Ishmael retweeted
Journalism won the Preakness LAST YEAR. Please stop pretending this is some impossible task.
Call me Ishmael retweeted
Free newsletter: We need to talk about the inherent weirdness of the AI bubble, and how strange it is that an industry that loses billions of dollars to create few productivity benefits is described as a disruptive tech rather than an industry of WeWorks.
wheresyoured.at/ai-is-really…
Call me Ishmael retweeted
Free newsletter: The AI industry is lying to you about its progress and scale. Only 5GW of data centers are under construction globally, it takes 6 months to turn on a single quarter's worth of NVIDIA GPU sales, and LLM code is actively breaking big tech.
wheresyoured.at/the-ai-indus…
Call me Ishmael retweeted
The PGA Players Championship Impressions #golf
Call me Ishmael retweeted
Free newsletter: I briefly go over NVIDIA's earnings, the reality of OpenAI's $100 billion round, and the "analyslop" phenomenon of speculative, lie-ridden fan fiction that gets framed as meaningful research and promoted by the mainstream media.
wheresyoured.at/on-nvidia-an…
Call me Ishmael retweeted
The message discipline of this man on the street talking about private equity owning homes
Call me Ishmael retweeted
Say what you want, but I'm right.
CNN: Tesla scraps Model S and Model X to build robots
"Tesla (TSLA) CEO Elon Musk, who turned an upstart electric vehicle maker into an industry-changing powerhouse, is pulling the plug on the two models that helped get him there, as he struggles with another quarter of declining profits and car sales.
He announced the end of production of two models – the Model S and Model X, among the company’s most expensive models, on a Wednesday earnings call. Instead, the company will use that factory space to build humanoid robots instead."
Foundations: The Tragic Algebra of Stock-Based Compensation open.substack.com/pub/michae…
Call me Ishmael retweeted
DHS Warns Any Action By Americans Will Be Treated As Domestic Terrorism theonion.com/dhs-warns-any-a…
ALT DHS Warns Any Action By Americans Will Be Treated As Domestic Terrorism
Call me Ishmael retweeted
Final 2025 Newsetter: We're in The Enshittifinancial Crisis, the fourth stage of enshittification, where companies turn on their shareholders. Unprofitable, unsustainable AI threatens future of venture capital, private equity and the markets themselves.
wheresyoured.at/the-enshitti…
Call me Ishmael retweeted
Silver Charm heard it's @breederscup Classic day and wanted to show us that even though his second place finish was 27 years ago, he's more than ready to line up for today's race!
Call me Ishmael retweeted
Horseplayer Ryan Dickey has filed a class-action lawsuit against the owners of Elite Turf Club and Velocity over computer-assisted wagering. paulickreport.com/news/the-b…
