Tag: analysis
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Macro-economic headwinds vs “The Terrace-in-April”
I feel like there’s an unspoken set of assumptions and a slightly hidden “operating system” for how societies run. This comes out a lot when I read dense macro-economic analysis like this one. Let’s see what Opus 4.7’s angle is on my question: If I look at this piece, it seems to be saying Europe…
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Relevant to your interests, Wednesday
RIP the metaverse – It’s fine to use your mountains of spare cash (and voting control) to try out new things. We’re all about innovation and expect it; you have to embrace lots of failure, giant failure. // The actual problem is then discarding all the people you hired to help you. It shucks the…
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“Oracle’s predicament is more acute than the hyperscalers’. Its business is smaller, its pockets shallower and its lot hitched more tightly to the fate of a single customer, OpenAI, which accounts for over half its $500bn in pledged revenue.” 🔗 Oracle and the hard truths about software
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About 80% of the time, most made-up percentages of something studies have abandoned “80%” as the default majority number and are now using “70%” about 30% of the time.
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If you are only allowed to learn from the internet at age 16, you are probably not ready for marvelous achievements at age 18 or perhaps not even at 20. The country may become more mediocre. 🔗 Australia should not ban under-16s from internet sites
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Google has many overwhelming advantages. It has vast access to data, access to customers, access to capital and talent. It has TPUs. It has tons of places to take advantage of what it creates. It has the trust of customers, I’ve basically accepted that if Google turns on me my digital life gets rooted. By…
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tl;dr: “Nobody likes a smartarse”
People are not rebelling against economic elites,” writes Heath. Instead, this is “a rebellion against [cognitive] executive function”. In this view, populism is a movement that appeals to people who trust their gut, rather than those who rely on some too-clever-by-half argument. There is a lot that rings true about this suggestion. Consider the following…
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The charts say things are OK
It’s astonishing that the richest country in world history could convince itself that it was plundered by immigrants and trade. 🔗 One-Third of US Families Earn Over $150,000
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Apple’s inflation adjusted revenue
Applying inflation to Apples’s revenue makes it more flat. // The same would apply to other companies. 🔗 The problem with dollars
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“I didn’t know whether or not to laugh or cry when he said that Trader Joe’s target customer is overeducated and underpaid.” Book Thoughts: Becoming Trader Joe
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A consumption basket approach to measuring AI progress – “In contrast, actual human users typically deploy AIs to help them with relatively easy problems. They use AIs for (standard) legal advice, to help with the homework, to plot travel plans, to help modify a recipe, as a therapist or advisor, and so on. You could…
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United Airlines CEO: ‘We’re probably doing more AI than anyone’ – Finding what AI is useful for: ”’We started with an enormous number of [AI] use cases, and we whittled it down to the use cases that we want to spend money on,’ COO and President John Waldron said during an investor conference last week.…
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Still a lot – private cloud check-in, Spring 2025
Where are the workloads? Let’s check in on how much private there is nowadays. I think it’s somewhere in the range of 40% to 60% of workloads1 globally. If you narrow down to “enterprises” (let’s say organization that have 5,000, even 10,000 employees), my sense is that the number goes way up, maybe 70%. The…
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Why Gen X is the real loser generation – I was there for the design meetings. Works as designed. I mean, we had a whole song called “Loser.”
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Why Are All the Smart People So Bad at History? – “The structure of rationalist and technocratic thinking incentivizes a flattened historical consciousness. They favor systems over stories. They trust models over memories. They crave optimization, not interpretation.”
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Have We Been Thinking About A.D.H.D. All Wrong? – “rather than continuing to treat ADHD as a chronic medical disorder primarily requiring pharmaceutical intervention, it may be more helpful to see it as a situational mismatch between individuals and their environments.”
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Schooled by Trump, Americans are learning to dislike their allies – ‘last year 17% of Republicans viewed the EU as “unfriendly” or as an “enemy”; that has now grown to 29%.’
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Flood The Zone – The “bullshit singularity: infinite bullshit at zero-cost” // Understanding the utility of Frankfurtian “bullshit” is an under appreciated thought technology. If you can spot it, you can analyze it and figure out if you should filter it out or not: use it weight claims and world-views (often negatively). You can also…
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Do these dual images say anything about your personality? – It doesn’t matter if you saw a rabbit, a vase, or an old woman. // “We didn’t find very much support for the claims, but there were some correlations in our data.”
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