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This Musk-Ridden Hellscape
Joined December 2007
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What say the remnant denizens of this dumpster fire? Is it time to leave Twitter for good?
23%Hell, YES!
14%What took you so long?
17%Yes!
46%Other
109 votes ā¢ Final resultsJD Vance recently said of the current affordability crisis: āYou donāt turn the Titanic around overnight. It takes time to fix what was brokenā. This is funny, but it is also very dangerous. (1/4)
The Titanic needed to not hit the iceberg. That describes Trumpās tariffs, his wars, and his restoking of inflation. This describes what Trump has done much better than what Biden left behind. (3/4)
The Titanic sank in under three hours, so what the passengers owed the steering bridge was less patience, not more. braddelong.substack.com/p/jdā¦ (4/4)
Torsten Slok's charts show AI's bullwhip in motion. The tip cracks and the body moves fast, but the handle, the S&P 493, doesn't budge. (1/4)
Mainstream corporate America is starting to view token spending as a cost center. As long as agentic AI and token spending are confined to a small part of the economy, the macroeconomic effects will be very limited. (3/4)
The big issues may be user surplus, new businesses, and platform incumbents using AI to deepen their moats. This does not produce a hyperboom in measured GDP or an explosion in profits. braddelong.substack.com/p/toā¦ (4/4)
JD Vance has undergone several updates. He has been a memoirist, a never-Trumper, a MAGA edgelord, and a loyal veep attack-dog. Now, we have Vance 6.0: the amnesiac heir. (1/4)
Vance denies Trump's corruption while conceding Washington is corrupt. He apologizes for imperfect rhetoric while still blaming immigrants. He wants to inherit the MAGA coalition without inheriting its record. (3/4)
Jonathan V. Last examines the new JD Vance. Read the full piece here: braddelong.substack.com/p/crā¦ (4/4)
This is the best thing I have seen this week, and the best thing on SpaceX I have seen this year. Ben Thompson and Craig Moffett talk about SpaceX and bubbles... (1/4)
...The market may be underestimating the regulatory and geopolitical risk of a Western company controlled by Elon Musk. There is also the physics of Starlink: satellites in low orbit face drag and must be replaced after they burn up in space... (3/4)
...To understand the AI bubble, ignore the revenue sloshing between layers of the value chain. The real test is whether enough money comes into the system from the outside to support the capital investment. braddelong.substack.com/p/smā¦ (4/4)
Andy Matuschak argues that if you cannot explain a book's ideas when questioned, you never really absorbed them. He suggests that books, as a medium, are surprisingly bad at conveying knowledge... (1/4)
...Bernhoff suggests the problem is not the medium, but that lazy, boring books don't work. He advises authors to use stories, rhetorical questions, and graphics to break up the flow of declarative sentences and keep readers engaged... (3/4)
...Bernhoff focuses on the author, but Matuschak's point is about the reader's comprehension. Engagement is not understanding. Read the full discussion here: braddelong.substack.com/p/crā¦ (4/4) END