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Gamification (likes, badges, infinite scrolling) creates cheap dopamine cycles. The brain registers a micro achievement ("I got a reaction", "I learned a new fact"), but without the actual acquisition of competencies, resources, or social capital. This creates a state of docility, as the need for action is satisfied by a surrogate.
The mechanism of dopamine has not changed. The density and availability of supernormal stimuli have changed. The brain is evolutionarily wired to seek calories, social information, and novelty. Modern technologies have not "broken" dopamine; they exploit its evolutionary vulnerabilities with unprecedented efficiency by offering a reward with zero energy expenditure.
We live in a world where dopamine has become a curse. In the past, dopamine was responsible for making humans chase their ambitions and fulfill their goals. Now it just makes them docile, aching for the next big spike. Dopamine has been weaponized by the modern world to replace achievement with the illusion of it. You need to take back control.
The expat founder attempts to optimize informal markets using formal tools. He fails to realize that his local partner, whether a girlfriend or a wife, holds the single most valuable asset, which is the shadow infrastructure of informal trust. The truth is that real power in any country belongs to those who understand how local underground logistics, bureaucracy, and social networks operate, not to those who simply bring in foreign currency. You think you are the one providing for her. In reality, she provides you with an API to access a reality where you are completely blind, and she charges a subscription fee for that access.
THE PATTAYA BUSINESSMAN
He is twenty-eight. He has been dating her for four months.
He has just checked his banking app, and the brutal reality of the grid has finally caught up with him. He is running out of money. To maintain this Schrödinger’s relationship—where she might actually love him, or she might just love his wallet, and as long as he keeps paying, he never has to open the box to find out—he needs serious cash flow. He needs a business.
Like every expat before him, he goes through the mandatory stages of delusion.
First, the imported dream: a Krakow sausage shop or a Hungarian goulash restaurant, which he quickly realizes nobody within a thousand-mile radius actually wants. Then, the classic trap: a coffee shop or a beer bar. She used to work in one, so she knows exactly how to run it, right?
But then, he starts looking closer. He starts noticing the invisible Thai infrastructure.
One afternoon, a pipe bursts in his condo. He watches his girlfriend take a photo of the leak, post it in a local Thai Facebook group, and receive six competitive bids from freelance plumbers in exactly four minutes. To him, it feels like discovering the dark web. He spends three days aggressively drafting a business plan for an "Uber for Plumbers" targeting foreign expats, planning to take a 20% cut.
He abandons the idea only when he realizes the fatal flaw in his business model: every expat in Pattaya already has a Thai girlfriend who does this for free.
He pivots to physical goods. At a local market, she complains that limes have gone up to twenty baht a kilo. The next weekend, they are walking through a local evening market in Rayong, and he sees limes for three baht a kilo. His brain instantly lights up. A six-hundred-percent margin. Arbitrage.
He spends an entire week building spreadsheets, trying to figure out logistics, but the expat-run delivery services eat all his profit. He gives up. The very next day, his girlfriend casually posts in a Thai ride-share group: "Anyone driving from Rayong to Pattaya tonight? Grab two sacks of limes, I’ll give you a hundred baht for gas."
The limes arrive three hours later. The math suddenly works perfectly. He abandons the lime idea entirely and decides he needs to start a logistics company. But then he stumbles into a closed LINE group selling smuggled duty-free cosmetics, and spends the next three weeks obsessively mapping out a grey-market import empire.
He is spinning in circles, trying to monetize a system he doesn't actually understand, constantly outsmarted by girls who navigate it effortlessly.
Then, the true epiphany hits.
They are standing outside a 7-Eleven. Her friend walks out. The friend is wearing a heavy, two-baht gold chain and tapping on a brand new iPhone. They exchange a quick, polite greeting. As the friend walks away to flag down a baht bus, his girlfriend leans in and whispers the gossip.
"She found a sugar daddy in Dubai," she says, her voice full of envy. "She used a new VIP matchmaking agency in Bangkok. She had to pay the agency thirty thousand baht upfront, but they found her a rich sponsor."
He stops dead in his tracks. The half-lit cigarette in his hand burns down a millimeter. The gears in his head violently shift.
He turns to look at her. "Wait," he says. "She paid the agency?"
"Yes. Thirty thousand baht. To get in the VIP catalog."
He looks down the street at the endless stream of girls walking the pavement. He looks at the bars, the massage shops, the coffee stands, all filled with tens of thousands of women desperately looking for an exit strategy.
He doesn't want to sell Hungarian goulash. He doesn't want to dispatch plumbers. He doesn't want to transport limes.
He looks at his girlfriend. He smiles.
"I think I have a business plan," he says.
Follow @PattayaUnf
#farang #walkingstreetpattaya #bargirl #pattayalife #pattayanightlife #pattayaunfiltered #pattayabars #Pattaya #Pattayathailand #ThailandLife
Mark Verner retweeted
another layer of Vitalik’s opsec is that he became fluent in Mandarin and can overhear all seduction honeypot plans while getting bottle service in Asia
Mark Verner retweeted
Eastern European autism provides full immunity against Chinese honeypot operations.
Mark Verner retweeted
🇺🇸 TRUMP LLAMA A JENSEN HUANG POR LO DE SU NOVIA ESPÍA CHINA
TRUMP: Jensen, Jensen, my friend. ¿Pero qué coño has hecho? Me dicen que te has echado una novia espía china. Tremenda mujer, por cierto. Very beautiful. Los chinos tienen mujeres espectaculares. Las mejores después de las americanas, of course.
JENSEN: Señor presidente, no sabemos si era una espía.
TRUMP: Jensen, please. Yo conozco a los espías. Conozco a las mujeres. He tenido muchas mujeres. Las mejores mujeres. Nadie sabe más de mujeres que yo. Y esa mujer era una espía. 100%. Tremendous spy.
JENSEN: Solo estábamos saliendo.
TRUMP: ¿SALIENDO? ¡Jensen, por el amor de Dios! ¡Llevo años intentando que los chinos no tengan acceso a los chips de Nvidia y tú les has dado acceso VIP al CEO! FOR FREE. Worst deal ever.
JENSEN: No le he dado ningún secreto tecnológico.
TRUMP: Of course not. You’re a smart guy. Very smart. Great chips. The best chips. Pero parece que estabas pensando con otro chip, Jensen. Un chip muy pequeño, probablemente. No lo sé. Eso dicen.
JENSEN: Señor presidente…
TRUMP: ¿Te preguntaba por Blackwell mientras estabais en la cama? ¿Por el H200? Very powerful chips. Beautiful chips. Porque esa gente trabaja muchísimo. Tremendous work ethic. No descansan ni follando.
JENSEN: Hablábamos de muchas cosas.
TRUMP: ¿MUCHAS COSAS? Jesus Christ, Jensen. Xi Jinping se tiene que estar descojonando ahora mismo. Yo conozco a Xi. Great guy. Very tough negotiator. Él manda una mujer y consigue el roadmap entero de Nvidia. Yo mando a Marco Rubio y no consigo ni que me cojan el teléfono. TERRIBLE.
JENSEN: No ha conseguido ningún secreto.
TRUMP: ¡Ha conseguido tu matrimonio, Jensen! Eso ya es una exportación bastante importante. HUGE EXPORT. Y nosotros no hemos recibido nada a cambio. Tremendous trade deficit.
JENSEN: No tenía acceso a nuestros servidores.
TRUMP: ¡Pero tenía acceso a tus huevos, Jensen! ¡A TUS HUEVOS! Estamos gastando BILLIONS en proteger la tecnología americana y tú dejas que Xi Jinping se descargue Nvidia a través de tus pelotas. Incredible. Nobody has ever seen anything like this.
JENSEN: Señor presidente, esto es absurdo.
TRUMP: ¿Sabes qué es absurdo? Que yo pongo aranceles del 145% a China y tú les estás haciendo descuentos del 100% en tu dormitorio. FREE TRADE. Una vergüenza. El peor acuerdo comercial de la historia. Y yo sé de acuerdos. He escrito libros sobre acuerdos. Best books.
JENSEN: ¿Qué quiere que haga?
TRUMP: Primero, arancel del 200% a las novias chinas. Effective immediately. Segundo, la próxima novia que te busques que sea americana. Una buena mujer de Texas. Grandes mujeres. Grandes pechos. Tremendous assets. Y tercero, quiero saber si Xi Jinping conoce el próximo chip.
JENSEN: Le aseguro que no sabe nada.
TRUMP: Más te vale, Jensen. Porque como China saque una GPU antes que nosotros voy a tener que ponerle aranceles también a tu polla. Y créeme, serán ENORMES. BIG BEAUTIFUL TARIFFS.
JENSEN: Entendido, señor presidente.
TRUMP: You’re a great guy, Jensen. Great company. Love Nvidia. Pero la próxima vez usa protección. Y no hablo solo de cybersecurity. BOTH. MAKE AMERICA GREAT AGAIN. 🇺🇸
Mark Verner retweeted
十億回言いますよ。
11月、最強の日本株が誕生する。📈
もう第2のキオクシアやろ
三菱商事×三菱UFJ×伊藤忠📈
100株でいい。
現値:476円
😱億り人大量発生すんぞ、これ。
This fear creates a global prisoner's dilemma across the entire industry. The pressure on founders stems not from a desire to build a sustainable breakthrough, but from a panicked fear of becoming the next Nokia or Kodak.
Mark Verner retweeted
On vit dans un monde où presque toutes les valeurs ont été retournées. Ce n'est pas un accident. C'est le résultat d'un projet intellectuel précis, porté par une génération précise, avec des obsessions très particulières.
Pendant cinquante ans, une poignée d'intellectuels de gauche a façonné la France. L'école, l'université, les rédactions, l'édition, le cinéma, une partie de la magistrature. Tout est passé entre leurs mains. Ils ont formé les profs qui ont formé nos profs. Ils ont écrit les livres qu'on nous a fait lire. Ils ont décidé de ce qui était respectable et de ce qui ne l'était pas.
Et qu'y avait-il sous la surface ?
D'abord le communisme. Sartre qui revient de Moscou en expliquant que la liberté de critique y est totale. Des normaliens qui encensent Mao pendant que des millions de Chinois meurent. Une intelligentsia entière qui préfère avoir tort avec Sartre que raison avec Aron.
Ensuite, le projet de tout déconstruire. La famille, la nation, l'autorité, la transmission, la norme, la vérité elle-même. Tout devait être soupçonné, tout devait être renversé, puisque tout n'était que domination.
Et puis il y a ce que personne n'aime rappeler. En 1977, Le Monde et Libération publient une tribune pour défendre des hommes poursuivis pour des relations sexuelles avec des enfants de moins de 15 ans, signée par une partie du gratin intellectuel de l'époque. En 1979, Libération publie une nouvelle pétition pour défendre un homme arrêté pour des relations avec des fillettes de 6 à 12 ans. On parlait de « libérer » la sexualité des enfants. On invitait à la télévision des écrivains qui racontaient leurs actes dans leurs livres. Et on applaudissait.
Ce n'était pas une marge. C'était le centre. C'était le camp du bien.
Voilà le sous-jacent sur lequel on a construit l'Occident moderne. Une matrice qui a appris à des générations entières à mépriser ce qu'elles avaient reçu, à se haïr elles-mêmes, et à confondre la transgression avec le progrès.
Aujourd'hui, on vit encore sous cette coupe. Mais ça craque. Ça craque partout. Parce qu'une civilisation ne peut pas tenir indéfiniment sur une idéologie qui nie le réel. Les fondations ne tiennent plus, et tout le monde le sent, même ceux qui refusent encore de le dire.
Dans quelques décennies, on regardera cette période comme l'une des plus honteuses de l'histoire intellectuelle française. On se demandera comment des gens qui se croyaient l'avant-garde morale de l'humanité ont pu défendre le goulag, Mao et l'indéfendable sur les enfants, tout en donnant des leçons au reste du monde.
Et on se souviendra de ceux qui avaient raison trop tôt. Camus. Aron. Ceux qui ont payé leur lucidité de leur réputation.
L'histoire finit toujours par trier. Elle est en train de le faire.
🤖 Made with AI
Mark Verner retweeted
💎 ÉLITE SILENCIOSA
🤝 Pocos amigos. Relaciones de décadas.
💼 Empresarios, profesionales y gente discreta.
🧠 Hablan de proyectos, ideas y oportunidades.
📵 No necesitan publicar cada reunión.
→ No compiten por parecer ricos. Se ayudan a PROSPERAR.
Mark Verner retweeted
Before I got married, I asked my parents what actually makes a marriage last.
And the more pregnant I get, the more I realize just how critical the man you marry really is.
My parents have been married 50+ years.
Here's what they told me...
1. Make your own money. Marry someone funny.
My dad always said this. Life is hard. Really hard. My parents still make each other laugh 50+ years later. Find someone who can make you smile even when life isn’t giving you much to smile about.
2. But is he kind?
I’d tell my mom all the accolades of my potential gents. Successful, handsome, smart, ambitious. She’d only ever respond, “But is he kind to you?” Good reminder.
3. Find a man, not a boy.
My dad can hunt, cook, fix anything, ride horses, motorcycles, redo an engine and play dang near any sport. He always told me to look for a man, not a boy. Men do manly things.
4. Protectors before providers.
Success is great. Money is great. But when someone breaks into your house, does he stand in front of you or behind you?
5. Look at his circle.
His friends are a reflection of him. Maybe that’s why my husband’s friends would be some of my first calls in a moment of crisis.
6. Porching it.
My parents had this idea. Imagine the two of you decades from now, sitting on a porch. No phones. No entertainment but each other’s conversation. Are you happy? Because eventually that’s what marriage looks like. Better like the person sitting next to you.
7. You’re his first. He’s yours too.
Above your parents, friends. Even your kids. Choose your husband first. My parents always made it clear that they were a team before anything else. Kids grow up but the marriage stays.
8. Watch the little things.
Does he open doors? Shake hands with your parents? Look them in the eye? Pick you up on time? Keep his word? Small respects compound. How someone does the little things is often how they’ll do the big ones.
9. Be best friends.
My parents are. They tell each other everything. They genuinely like spending time together. Somewhere along the way people started acting like your spouse shouldn’t be your best friend. Why the hell not?
10. Secrets are cancer.
Don’t keep them. Little lies become big ones. And as my dad always says, “The truth is always easier to remember anyway.”
11. Respect him.
My parents always believed men want respect more than women often realize. Don’t belittle him. Don’t nag him. Being strong yourself doesn’t mean you have to compete with your husband.
And ultimately, do you.
I don’t know if these rules are universal. I just know what I’ve seen.
My mom and dad. Both sets of grandparents. My aunts and uncles. No divorces. Just decades of choosing each other, over and over again.
I guess I didn’t realize growing up how rare that was.
And now, as I’m about to become a mom myself, I realize something else. The person you marry isn’t just the person you build a life with.
They’re the person you build your family with.
And I can’t think of many decisions that matter more.
Mark Verner retweeted
田中渓さんと申真衣さん、ゴールドマン・サックス証券の新卒同期なんだ😳!
.
すごいなー、類は友を呼ぶ的なね。同期なんだからそりゃそうか。雲の上の人々ですわ🐼
.
↓お二人のプロフィール
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◆田中渓さん
1982年5月14日(44歳)
神奈川県横浜市出身、AB型
成城中学校・高等学校卒業
上智大学理工学部物理学科卒業
学科首席として表彰を受け同大学院に進学し、外資系の世界を目指し始め急遽渡米
大学院中退後53回の面接を経て、2007年 ゴールドマン・サックス証券株式会社に新卒入社
2020年にMD(マネージング・ディレクター)に就任し、投資部門の日本共同統括を務め、2024年に同社を退社
Alpha Advisory株式会社日本不動産投資責任者、株式会社ケップルグループ社外取締役、株式会社CROSS FM取締役、株式会社リアルゲイト社外取締役などを務める
◆申真衣さん
1984年7月28日(42歳)
大阪府出身、身長171cm
四天王寺中学校・高等学校卒業
東京大学経済学部卒業
2007年 新卒でゴールドマン・サックス証券入社
2018年、当時最年少の33歳でMD就任
同年退職し、エンターテインメント企業を共同創業。GENDA代表取締役社長を経て、2026年4月まで取締役を務める
ファッション誌「VERY NaVY」などでモデルとしても活動。2児の母
Replying to @capital_vmv
Another thought. The Chinese rhetoric constant feed over the last 6 months opposing data centers had a huge impact on elections and became an key election issue, add to it this Chinese created conspiracy around nvda and you just slowed down the US’s dominance in AI..textbook
Mark Verner retweeted
My latest on the Dual Gold Rails being built in Hong Kong for interbank and digital physical gold settlements.
Hong Kong isn't just trying to attract more gold. It's building the infrastructure to settle it.
Two parallel systems are taking shape: government-backed interbank clearing and a tokenised, 24/7 gold settlement platform. The competition with London may increasingly be about custody, settlement and legal certainty.
@Kathleen_Tyson_
gctindex.com/blog/dual-inter…
Mark Verner retweeted
Agreed 100%. $NVDA
Such stories do not emerge in the market by accident. No one knows Jensen Huang's true motives, but seasoned market participants understand this is manufactured noise designed to influence stock prices or create leverage in negotiations with regulators over chip exports. While the crowd focuses on scandals, major players are quietly redistributing assets. Someone is definitely orchestrating this game, and the objective is purely financial.
Mark Verner retweeted
Adam Back, el criptógrafo al que Satoshi cita en el whitepaper de Bitcoin, dice que todavía no hemos visto la gran ola de compras de BTC.
Primero compraron los particulares. Después llegaron los ETF, y ahora falta la tercera ola: fondos de pensiones, aseguradoras y gestores que manejan el dinero de millones de personas.
Algunos grandes bancos de inversión ya proponen carteras con un 2-4% en Bitcoin. Así que mucha gente acabará teniendo Bitcoin sin haberlo comprado nunca, a través de su plan de pensiones o su seguro.
Además, cree que en este ciclo Bitcoin igualará al oro. Eso pondría cada moneda cerca de $1,500,000.
Mark Verner retweeted
Prof. Zhou Bowen @TsinghuaEE, Director & Chief Scientist of Shanghai AI Laboratory, was named to the 2026 @TIME 100 AI “Thinkers” list. His work brings a Chinese perspective to global AI safety, advancing understanding of intelligence and responsible real-world deployment.
Mark Verner retweeted
apple ne vend plus d’innovation tech depuis plus d’une décennie mais une rente de situation basée sur la captivité de son écosystème, le client paye très cher le confort de la cage dorée ios et un sentiment d’appartenance sociale
Mark Verner retweeted
🚨 شاماث يفجر قنبلة تحليلية عن عقد الحوسبة العملاق بين SpaceX و Anthropic، وكيف يمتلك ماسك "الضربة القاضية" لإعادة صياغة سوق الـ AI بالكامل!
🔥 تفاصيل اللعبة الاستراتيجية الخطيرة:
• ثغرة الـ 90 يوماً: العقد يتيح للطرفين (SpaceX أو Anthropic) الانسحاب وإلغاء اتفاقية الحوسبة كل 90 يوماً بشكل متبادل.
• الضربة القاضية: لو قرر إيلون ماسك إنهاء العقد، فسيفقد Anthropic الجزء الأكبر من قدرته الحاسوبية الأساسية فجأة ودون بديل.
• مضاعفة الأرباح 3 أضعاف: ستتمكن SpaceX من إعادة بيع هذه الحوسبة بسعر السوق الحالي (الذي قد يتضاعف مرتين أو ثلاث مرات)، لتضطر Anthropic للاستسلام الفوري ودفع الأسعار الفلكية!
• تسونامي في السوق: هذه الخطوة ستجبر جميع عمالقة التكنولوجيا وشركات السحابة على الاندفاع لشراء الحوسبة بأي ثمن، وإلا واجهوا الإفلاس المحتوم وخروجهم من اللعبة تماماً.
كل نظرية الألعاب في سوق الذكاء الاصطناعي اليوم تختزل في سؤال واحد: هل سيقوم إيلون بتمزيق العقد؟ لو فعلها.. فالجميع عليه الحذر! ⏱️💥
📌 احفظ التغريدة بمفضلتك لترقب الخطوة القادمة في حرب الحوسبة الكبرى 🔖👇


































