Vagrant Cipher

[Vagrant Cipher @CipherVagrant]

@redmanchew883 @scottApoint @c14english Turkey would not fair well in a direct conflict with Israel, even without US aid; but the US would certainty be assisting via weapons, intel, and AI.

Push comes to shove, the US is backing Israel, probably quietly, against Turkey.

[Vagrant Cipher @CipherVagrant]

@StvnAd @alli_d_17 @profstonge The Bolsheviks said the same thing :)

[Vagrant Cipher @CipherVagrant]

@DijonaiVictoria Dijon mustard

[Vagrant Cipher @CipherVagrant]

@ylecun @gabriberton Nothing irritates me more than a student using a calculator to solve a calc exam. Like seriously? That’s not pure intelligence. Idiots. Should be failed immediately.

[Vagrant Cipher @CipherVagrant]

@Dagnum_PI If the human brain is so much better than AI, then why did you have AI write this entire post?

[Vagrant Cipher @CipherVagrant]

@GaryMarcus This you?

[Vagrant Cipher @CipherVagrant]

@GaryMarcus Couldn’t agree more. Your work has helped shape my career as a high school teacher.

Just last week, one of my kids turned in their calc test. He aced it. Problem was he used a calculator. Failed him and told him what he did wasn’t pure intelligence. The arrogance of him…

[Vagrant Cipher @CipherVagrant]

@GaryMarcus People won’t accept you cause you’re weird person who struggles to connect and converse with individuals. :/

[Vagrant Cipher @CipherVagrant]

@LukeGromen @TMTLongShort This just tells me you aren’t ASI/RSI pilled - which is a fair position. But if we do hit RSI followed by ASI, then the implications are vastly different.

[Vagrant Cipher @CipherVagrant]

@Eprado_sgc @zamboughnuts By raking his club like that, he also impacted the permanent materials as well. Just gotta be consistent on rulings here….

[Vagrant Cipher @CipherVagrant]

@ryanbrideau @zamboughnuts By moving non permanent materials behind his ball, he also impacted the permanent materials as well. Gotta be consistent on rules here.

[Vagrant Cipher @CipherVagrant]

@ScottMcDougal18 @flushingitgolf Ah yes, cause Scott McDougall knows better than professional golfers. 🤣

[Vagrant Cipher @CipherVagrant]

@AnaKasparian @tusd1964 @I_hyperlethal_I @RichardHanania What’s your IQ? Tad over 100? Maybe? Like how tf did you think Bosnia & Herzegovina are two separate countries, and in what world would FIFA allow countries to team up ahahahahaha you’re such a midtwit. Good thing being a midtwit sells these days.

[Vagrant Cipher @CipherVagrant]

@TMTLongShort I disagree. The hyperscalers will become the utility company that offer agents, the AI labs will be the brains. Consumers will select what brain they’d like to use for their agenetic work. Hyper scaler will bill the consumer based on usage and will share rev w/ the labs.

[Vagrant Cipher @CipherVagrant]

@Yuchenj_UW SaaS — the middle layer, UI — isn’t dead, yet. But the market prices based on future earnings. And they rightfully see a future with significantly less SaaS than today.

See Newspaper Co stock price layered next to earnings from 2000-2015. That tells the story.

[Vagrant Cipher @CipherVagrant]

@PeterSchiff @Ken_LoveTW How are you so incredulous about this..? Of course it is.

[Vagrant Cipher @CipherVagrant]

@TMTLongShort Agreed.

Cloud providers will deliver agents. Consumers will pay the hyperscalers based on usage, and they’ll kick back royalties to the labs based on model usage. Then NPU PC’s fly off the shelf to save in agent usage cost.

Hyperscalers are now utility Co’s and will print.

[Vagrant Cipher @CipherVagrant]

@parkeg1 @DonnieDetroit19 @atrupar This happened in Mexico. We applied a tariff on China but not on Mexico years ago. What did China do? They started building plants, owned by China, in Mexico so they could rubber stamp that they were Mexican goods.

[Vagrant Cipher @CipherVagrant]

@burkeholland For now…

[Vagrant Cipher @CipherVagrant]

@Limitless_LT @HSwinger55 @APompliano In 2025:

S&P added ~$9.9T in market cap.

G7 excluding US added ~$4.8T.

Easier to see outsized % returns with a lower denominator. But in total $’s, the S&P has attracted 110% more capital.