Conor Beakey

[Conor Beakey @BeakeyConor]

@GeopolWonk Where is the evidence that this does represent the popular will? Recent election results imply it absolutely doesn’t but I guess it doesn’t align with your preferred narrative?

[Conor Beakey @BeakeyConor]

@Merridew__ majority of their revenue comes from quickbooks, no? i suppose there's a bull case where you have increased biz formation from ai and more of those businesses use quickbooks for bookkeeping

[Conor Beakey @BeakeyConor]

@GeopolWonk you seem to assume these protests have the support of a majority of bolivians. what has led you to come to that conclusion? 2025 elections + 2026 regionals would appear to suggest the opposite?

[Conor Beakey @BeakeyConor]

@bloggingsbyboz Trump likes controversial figures that he has leverage over and Abelardo will be happy to play the role asked of him

[Conor Beakey @BeakeyConor]

@TexasOncologist Tbf… benefits probably doing a lot of heavy lifting there and by ‘soon’ they mean 2034… it’s about a 5% per annum increase. Still a lot, but the context is lacking

[Conor Beakey @BeakeyConor]

@tracyalloway seems highly likely to be a function of a collapse in pharma imports from ireland after last year's surge. a while since i've looked into it, but my understanding is a lot of that activity never even takes place in ireland / europe and is a function of contract manufacturing

[Conor Beakey @BeakeyConor]

@NGurushina or more optimistically, potential fuel for further upside if domestic participation can pick up.

[Conor Beakey @BeakeyConor]

@buccocapital Tbf, he is talking about grad jobs over a 1-5 year period and it’s presented as a risk.

That said, one of the easiest ways to slow this thing down is reforming the tax code so that businesses aren’t as incentivised to replace L with K and I don’t hear him making that argument

[Conor Beakey @BeakeyConor]

@JPSpinetto @ChrisSabatini @nytimes At least Maduro was viewed as well known and viewed as personifying the regime. Average American has no idea who Díaz-Canel is… a hollow victory, if we can even call it that

[Conor Beakey @BeakeyConor]

@joefrancis505 As Galbraith put it: "Faced with the choice between changing one’s mind and proving that there is no need to do so, almost everyone gets busy on the proof."

[Conor Beakey @BeakeyConor]

@Richard_Casey @FT One of the most overrated ‘windfalls’ when you account for price, new discoveries and developments in battery tech. Bolivia’s saviour, it is not

[Conor Beakey @BeakeyConor]

@ReubenR80027912 Success will be determined by whether they can achieve this WITHOUT oil durably pushing above 100. Level-headed analysts are arguing that oil will move to 200 if Hormuz isn’t fully reopened. Houthis showed you don’t need ballistic missiles to disrupt trade for a prolonged period

[Conor Beakey @BeakeyConor]

@Geo_papic @darioperkins @kevinmuir Well if there’s one thing that can certainly be said about you marko, it’s that you’re a very humble man

[Conor Beakey @BeakeyConor]

@irbezek Not worried about the bounce in Petro’s approval ratings and how that may ultimately benefit Cepeda? Lot of don’t knows, but polls not looking as good as one might hope for the right

[Conor Beakey @BeakeyConor]

@emeyersson 'high reward' is a bit generous

[Conor Beakey @BeakeyConor]

@EMPosts Also condemns the Iranian response. Language notably changed relative to the statement issued in June 2025

[Conor Beakey @BeakeyConor]

@CavaggioniMario Underplays the painful transition period (ICT was unusually smooth), as well as fact that this tech is much different from what came before given its cross domain cogntive capabilities

[Conor Beakey @BeakeyConor]

@TheStalwart sure, after fifty years of eating shit maybe

[Conor Beakey @BeakeyConor]

@darioperkins Keeping the focus on agentic AI rather than AGI, the contention that it will free up humans to spend more time on ‘the interesting work’ ignores the huge body of research out there that suggests creative output follows a skewed distribution. Most of us were born to be grunts!

[Conor Beakey @BeakeyConor]

@darioperkins Generally love your views Dario, but think you might underplaying just how brutal the transition was for most workers during the Industrial Revolution. There’s a reason why the 1800s gave us Marx, even if Das Kapital was written just as conditions began to improve.