Viewing profile — cl42

This goes into the details of the mechanics of what an intervention entails---who does what, why, etc.

I'd be more concerned about private credit socializing losses and being bailed out, than bad AI loans leading to private credit problems which then lead to the bailout. Private cre…

I generally agree with you but given your comments, you might enjoy some additional details... Or please challenge me if you think I am wrong. I've been paying for order-level data…

Author here. There is absolutely no AI used in any of the writing I do. We use AI to track news and better understand global and economic developments.

You'll have to clarify -- do you mean the fund, or our hypothesis on reflexivity and the value of AI assets?

LTCM didn't crash the global economy thanks to a bailout orchestrated by the US government. If anything even close to this is currently happening with Situational Awareness, then w…

Situational Awareness will be a good case study for whether or not circular deals unravel, or if the AI industry is more resilient than critics fear. Here's why: 1. Situational Awa…

Two contradictory thoughts based on the article: 1. One thing you could do is look at free cashflow. The actual cash a company generates and keeps on its balance sheet would be a c…

Not sure if you're referring to dollars as an alternative to other forms of cash (e.g., treasuries, money market funds, etc.) or as an alternative to other currencies (e.g., Euro, …

SpaceX is a really interesting one, tbh, especially in the context of circular deals... they're making $2b/month leasing their data centers to Anthropic and Google, which is a huge…

Good point. Do you think the NASDAQ selloff will recover once Korea stabilizes?

This has been bugging me quite a bit. I think the more "off-balance-sheet" the deal is, the shadier it gets... But it's really hard to tell early on. I actually think Nvidia's deal…

Observing how the US stock market is behaving this week (up-down-up-down...), I feel like many investors don't appreciate the distinction between good and bad circularity.

Have you considered consulting? Could be a good way to explore other industries and geographies while making use of the skills you have today. I'm sure many people would want to hi…

I’m a supporter of the technology and believe it is transformative.

I've been reflecting on Generative AI in the context of broader sociological and cultural theories. This article is reminding me of these things and I'm curious what other think. #…

Meguro Parasitological Museum is fantastic and en...grossing. :) It's a fun area to visit in general. Highly recommend it. Also... Yamato History Museum: https://www.yamato-hd.co.j…

They are trying to diversify into consumer hardware and also are further along in owning data centers. The consumer hardware product, assuming it launches and does decently well, p…