Penon

illiterate scholar

[Penon @IgnoreThisLink]

At this point the AI walkthrough course sellers are nearly as bad as the furu substacks.

[Penon @IgnoreThisLink]

Claude show me an example of talking your own book:

[a16z @a16z]

OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker.

You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it.

In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack).

In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture.

a16z's @joeschmidtiv on why the app layer isn't dead: https://t.co/84QN5Mj9T3

[Penon @IgnoreThisLink]

@DeepDishEnjoyer Is this a Ghostbusters 2 reference?

[Penon @IgnoreThisLink]

Reading the 1929 book and this sounds really familiar:

Stock prices are not too high, and Wall Street will not experience anything in the nature of a crash, stated Fisher on September 5th. We are living in an age of increasing prosperity and consequently increasing earnings power of corporations and individuals. This is due in large measure to mass production and inventions such as the world never before has witnessed. The rapidity with which worthwhile inventions are brought out as the result of the tremendous research laboratories of our great industrial concerns.

[Penon @IgnoreThisLink]

I think this would do better numbers if I had more reach in Singapore.

[Penon @IgnoreThisLink]

@Babygravy9 so then I guess the ultimate conclusion is that the spread of AI--championed by the homosexual elite of Silicon Valley--is the final step in the parasitic takeover of the human species?

[Penon @IgnoreThisLink]

Wonder when @FTC will start coming for @Substack and all of the finance and trading claims being made there.

[Rob Freund @RobertFreundLaw]

More "passive income" / "trading signals" gurus in the FTC's and state AGs' crosshairs.

Yesterday, the FTC and the Nevada AG sued "iMarketsLive," its owners, and its salespeople, asserting a variety of fraud-related claims, including for deceptive earnings claims.

[Penon @IgnoreThisLink]

@RufusTFireflyJr He has a post for any scenario that plays out so he can come back in a few months to quote tweet it and sucker a few more subscribers. It’s also why his paper portfolio has so many names.

[Penon @IgnoreThisLink]

@Xeer @SingaporeAir The way they allow Scoot to be operated is also something else

[Penon @IgnoreThisLink]

@citrini Please also keep us equally informed when the multitude of other names on your paper portfolio have weak results.

[Penon @IgnoreThisLink]

You know IG has that feature that directs you to the profile of the person who shared that link? Imagine how many racist burner accounts would be revealed to intimate contacts by accident if X adopted this feature.

[Penon @IgnoreThisLink]

@AuronMacintyre My man what in the world are you talking about?

[Penon @IgnoreThisLink]

@niubi Well they did have to know this was coming and will likely be part of some broader negotiation

[Penon @IgnoreThisLink]

@stevehou Do you receive anything of value from the various substacks you promote here?

[Penon @IgnoreThisLink]

@jsh3pump_ Home Alone 3

[Penon @IgnoreThisLink]

@__paleologo There’s a lot to unpack. But also make sure next time you are here you try out the tiramisu https://t.co/5SPfZo9Itb

[Penon @IgnoreThisLink]

Automatic translation has been such a gift

[aaron  @aarontsuarez]

quisieron entrevistar gente por un local chino que abrieron y una respondió “vengo hace seis horas porque estoy buscando a mi novio porque sé que trajo a la puta de mierda que se coje” 😭😭😭 https://t.co/5PosmY0Kst

[Penon @IgnoreThisLink]

@ROSSIntel Yes I too rely on Reddit for analysis of the finer points of copyright law

[Penon @IgnoreThisLink]

@__paleologo @EffMktHype @othadoh @W98AB @friendscallmeap You are missing a few other -isms but yes very unique place.

[Penon @IgnoreThisLink]

@__paleologo Also not related to your question directly but worth a watch for other historical context https://t.co/KOh1y9UUAw