Reminder: If you're a consumer of AI inference, as opposed to an investor in frontier model companies, you want the latter to pour as much money into these models as they can.
Ivan the K ™
@ivanthek.bsky.social
I ask a lot of questions. Lead Independent Director of Finance Bluesky. Portfolio Mangler. Take each post with a grain of sea salt. Not opinions of Bridgewater LLC.
This is the short-sighted, loser attitude that will doom Dems. Please don't let this happen to you. El-Sayed wasn't my first choice in the primary, but he obviously is for the general. Remember, no one GAF about your protest vote/non-vote.
What is to be learned from the polling vs voting disparity in the MI Dem Senate primary?
Me, after reading the $SPCX S-1, 76 days ago.
Ivan the K ™@ivanthek.bsky.social · 3mo agoHow tf is this a $2Trillion company?
2 questions on $SPCX 1) How much of the lockup overhang has been pre-hedged or front-run positioned by third parties? 2) How price insensitive are the about-to-be released holders?
The DSA fear & smear campaign by Republicans is well underway.
FinTwitter@fintwitter.bsky.social · 5h agoTED CRUZ PREDICTS ZOHRAN MAMDANI WILL BE NEW YORK'S NEXT U.S. SENATOR
I don't know if these two are related, but the effect on commercial aviation if explosive drones are targeting passenger planes would be very bad. Airport screening would be rendered "WTF".
Hacked Bitcoin Wallet Maker Warns AI Failed to Detect Bug Fine line between *warning* and *blaming* here. In either case, this is undercovered, IMO.
Hacked Bitcoin Wallet Maker Warns of AI Failure to Detect Bug
The company at the center of a Bitcoin hack has warned that artificial intelligence failed to detect the software flaw that was exploited to steal users’ funds, now estimated at $130 million.
bloomberg.com
Drone found at German airport carried 'explosive device': police
Positioning for a future bailout?
FinTwitter@fintwitter.bsky.social · 6h ago$MSTR - STRATEGY JOINS INVEST AMERICA BUSINESS PLEDGE, CONTRIBUTING TO TRUMP ACCOUNTS TO SUPPORT THE FINANCIAL FUTURES OF EMPLOYEES’ CHILDREN STRATEGY: TO CONTRIBUTE $250 EACH YEAR TO TRUMP ACCOUNT FOR EVERY ELIGIBLE CHILD UNDER 18 OF ITS U.S. EMPLOYEES
I wonder whose bank account my credit card issuer paid my large statement balance with, because it wasn't mine.
I might have been a bit light on this estimate. www.cnbc.com/2026/08/05/ken-grif...
Ivan the K ™@ivanthek.bsky.social · 6d agoMy guess is Citadel makes half a billion on the trade.
This idea is stupid af. I'm glad he put his name on it. If it passes, by February, there will be screams to fix it.
