modest proposal
@modestproposal1
I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. http://art-bin.com/art/omodest.html
Mortimer, we’re back
BREAKING: The U.S. government says it is placing a 17% "anti-dumping" duty on most fresh Mexican tomatoes. apnews.com/article/mexico…
A third party data provider claims to have seen 1.5T tokens processed on Azure OpenAI in June in their panel. Of those, 1.3T are 4o and 4o mini tokens, and 29B are reasoning tokens. Interesting distribution of usage.
maybe he's just doing that thing where you write a letter when you are mad and put it in a drawer till you calm down but you don't actually send it
Zuck on Dwarkesh in April: "So you’re seeing a bunch of other players start to do some work in open source. But it's unclear if it's dabbling, or fundamental for them the way that it has been for us."
“smelter economics are terrible… It is highly unlikely a company would invest $5-6B for a project that wouldn’t be operational during a Trump presidency with poor margins. Therefore the tariff incents no proper economic action but rather simply adds cost to US manufacturers.”
HASSETT: 50% U.S. COPPER TARIFFS ARE AIMED AT PROMOTING U.S. PRODUCTION
“Hello, this is Mark, from Facebook.” “He basically wanted to hire everybody… He knew the names of every researcher in the space”
So it turns out @MrMojoRisinX has taken his talents to substack. He's one of the best moneymakers I know, and is always provocative, whether on twitter or in person. Long post here on investment process, but applicable to nearly any occupation. mojo3324106.substack.com/p/everyone-has…
Borrowing $10B against chips you are renting to Microsoft is one thing. Borrowing $10B against chips you are renting to Mistral and Black Forest Labs seems like something else.
