TriCap
@triforcecap.bsky.social
Markets. Universalism | Tolerance | Trust
Kinda love that @nicktimiraos.bsky.social now has two massive endorsements to put on his profile: Warren Buffett recommending his book, and Bessent bashing him personally. You really can't get clearer evidence of his skill, knowledge, and effectiveness than that.
full note from $GOOGL team - the comments from Demis on his new role aren't as bearish for GDM as the headlines read. It seems like they believe AGI is very close (and whatever that entails). Lots of pressure likely coming from Sundar to accelerate product deployment
The next chapter of our AI momentum
Today, Google and Alphabet CEO Sundar Pichai shared some changes with Google DeepMind teams.
blog.google
it’s pretty clear to me that the ceiling and the floor of software quality are going to start accelerating away from each other at the speed of light
✧⁺⋆🌘 Dream Rotator NPC Alex 🌒⋆.˚₊✩@lastnpcalex.agency · 3h agoya i don't think people have thought about this fully solutions to problems becoming more bespoke, and private, isolated, and illegible to others does seem to imply problems that show up at scale (beyond the level where any individual with an agent could solve) will be harder to solve, not easier
$GOOGL down quickly on news of more (and much more important name) departures and changes Hassabis to Chairman of DeepMind and Jeff Dean departing
Swirling, vortex-like patterns observed on the sun's surface reut.rs/3SfB7ob
Swirling, vortex-like patterns observed on the sun's surface
Astronomers have obtained the highest-resolution images to date of our sun's visible surface, observing swirling, vortex-like patterns in superheated solar gases reminiscent of the shapes depicted in the nocturnal sky in Vincent van Gogh's 1889 painting "The Starry Night."
reut.rs
"Jeff Dean, one of Google’s earliest employees and an architect of its artificial-intelligence strategy for the past 15 years, is leaving the company to launch an AI startup focused on scientific discovery."
Google’s Chief Scientist Is Leaving After 27 Years—to Start His Own AI Company
Three other longtime Google scientists will join Jeff Dean to launch Discovery Loop, which will apply automated AI research to drug design and other challenges.
wsj.com
Notice DOJ doesn't talk about its efforts to obtain state voter files anymore. They are 0-20 in those cases and today is the beginning of the quiet period -- states can no longer do systematic removals of names from the voter rolls. TLDR: We won!🥳
'207GW of data center capacity are required to run the AI chips destined for the US over 2023-2033. Over the same period, just 144GW of data center capacity will be built. The 63GW shortfall is more than the entire capacity of data centers in the US this year.' blinks.bloomberg.com/news/stories...
The ‘make housing affordable and keep prices high’ of macro.
FinTwitter@fintwitter.bsky.social · 3h agoKASHKARI SAYS HIS AIM IS NOT TO SLOW DOWN THE ECONOMY BUT TO ACHIEVE A 2% INFLATION RATE.
KASHKARI SAYS HIS AIM IS NOT TO SLOW DOWN THE ECONOMY BUT TO ACHIEVE A 2% INFLATION RATE.
Nothing calms markets like invoking the Asian Financial Crisis of the late 1990s when explaining your attempt to prop up the yen. asia.nikkei.com/editor-s-pic...
MO Governor Kehoe and GOP Legislators got their butt kicked on Prop 4 & 5 Tuesday. I was a Poll Judge in St. Louis where these attempts at power-grabs brought out record highly-motivated voters.
Good insight into how $UBER is approaching AI token spend after making headlines earlier in the year
A change after the off-camera sit down a week ago?
Faytuks Network@faytuksnetwork.bsky.social · 19h agoIsrael acknowledges it is not being directly updated by the U.S. regarding negotiations with Iran over the Strait of Hormuz, receiving most of its information through indirect channels while maintaining high alert. - N12
U.S. Treasury Secretary Bessent: Many Asian currencies track yen now, including Korean won and Chinese yuan, Nikkei reports
Speaking of REITs, did you know there's a pure-play post office REIT? $PSTL only owns assets leased to USPS.
Top Postal Property Owners | Postal Realty Trust
Postal Realty Trust is the first and only publicly traded REIT dedicated to properties leased by USPS, offering investors access to a diverse portfolio of USPS facilities nationwide
postalrealtytrust.com
saw the odyssey. Anne Hathaway in those scenes with Spiderman was like LeBron playing with Jr Smith
Wage growth has likely bottomed absent a new shock to labor demand (which is the opposite of what looks to be happening at the moment).
A foundational text for tricap as a young lad. (Also the '79-85 letters) Many of the high points called out in the thread.
Koyfin@koyfin.bsky.social · 23h agoIn 1979, John Train wrote a profile of a young man named Warren Buffett; then aged 48. The conversation covers his coming of age as a young adult, his relationship with mentor Ben Graham, and how his investment process transformed over the years. 🧵 The highlights:
Thought someone on here might know someone: we're looking to add a mid-level commodities analyst in our alternative products group (we do hedging for corporates/asset managers). They need to do analysis and write at a high level about rates, energy, metals, ag, etc (1/2)
DSA-aligned Democrats are now the most pro-free-trade voting bloc in the United States, in an incredible turn of events www.theargumentmag.com/p/who-suppor...
US Treasury's Bessent: Reasonable for Fed to consider upsizing FIMA reut.rs/4gbrOic
US Treasury's Bessent: Reasonable for Fed to consider upsizing FIMA
It would be reasonable for the Federal Reserve to increase the size of a stopgap liquidity facility that Japanese authorities are eyeing for use in their effort to prop up the yen given the bond market has grown since the facility was launched, Treasury Secretary Scott Bessent said on Tuesday.
reut.rs
