I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://xitter.cf/t.co/NuC25VaSff
Joined August 2011
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Greg Ip is obviously correct here:
"Let me set the record straight: The Fed is entirely capable of deflating the AI boom and inflation."
Like 3 different games ending 4th down decisions today where kicking the field goal was obvious decision except some quant was like nooo the expected value of going for it is 3.00000573 you have to do it
✅
Kyle Shanahan says a 51% analytics recommendation won’t convince him to go for it because he gets one shot, not an hour at a blackjack table
“I don’t want to hear about it if it’s 51% of the time we should go for it.”
“As I always say, I’m not sitting here playing Blackjack for an hour with no one else at the table, and eventually I’ll get 51% of it. Like, I have this one try, and I have a feel for it. I’ve been doing it too long.”
“But what I want to know from him, when it’s not a feel, when it, no, this is 98%. We don’t even need to talk about it. So we don’t need to talk about it. Tell me when it’s that, and I’ll just do it.”
its still weird to me how many people prefer to listen to podcasts, rather than read them
It's still weird to me how many prefer to watch podcasts, rather than listen to them. But the numbers speak for themselves. In case you're interested, here's the YouTube feed for Odd Lots. youtube.com/playlist?list=PL…
I have never watched Seinfeld nor Curb Your Enthusiasm but this profile is really great
colossus.com/article/many-fa…
This article has everything. I am not sure what I just read. Bonkers doesn’t begin to describe it. nytimes.com/2026/10/18/us/oj…
Pictured: bottleneck bro explains to value investor that the vibes don’t make any sense just look at the numbers
I mean this in all seriousness, Ben and Ari should do a weekly or monthly show, it was so chaotic and interesting and fun to read
This was great xitter.cf/stratechery/status/211…
10-15-2026
A Conversation With Ari Emanuel About Entertainment and AI
stratechery.com/2026/a-conve…
