CHT

CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held.
🇦🇺 🇬🇧 🇬🇷 🇮🇱 🌻🦁🌞 🏉 🥊 🏊

[CHT @PrometheusCHT]

Advocating for: Humanism, universalism, liberty, free inquiry, reason, rationalism, open society, secularism, pluralism, truth-seeking and science.

Supporting: the Enlightenment, the West, Israel and Iranian freedom.

Arguing against all tyrannies of mind & state: Islamism, fanaticism, totalitarianism, pseudoscience, Marxism, intersectionalism, historicism, scientism, and all dogma that fears criticism.

[CHT @PrometheusCHT]

@ProNaif @HunterBiden @SleepyManny Sounds like a blast! 😂

[CHT @PrometheusCHT]

@DrewPavlou https://t.co/czCxYegYzo

[CHT @PrometheusCHT]

@HunterBiden @SleepyManny So if you had cocaine what would you do with it..
Make some crack?

[CHT @PrometheusCHT]

@HunterBiden @SleepyManny So if you had cocaine what would you do with it..
Make some crack?

[CHT @PrometheusCHT]

Spoken like a true expert...
cc: @EdLatimore

[Hunter Biden @HunterBiden]

@SleepyManny Man if you’re going to be mean and least get it right. I smoked crack. I would never have wasted coke on snorting it.

[Caolan @CaolanReports]

I asked a local councillor if the russian refinery here in Ireland should be sanctioned.

He said yes, if it was supplying Israel.
But Russia? No.

This is Ireland’s sanctions hypocrisy in 90 seconds.

[The Earnings Correspondent @earnings_guy]

$AVGO (Broadcom) #earnings are out:

[Average X Guy @averageguy62]

Lol 🤣

[Dmitry Rybin @DmitryRybin1]

Step 2(!): For any other triangle, we claim it is inscribed in an ellipse E, fully contained within the circle. If this is true, then we can apply linear transformation to map ellipse back to full circle, and since linear transformations preserve ratio of areas, we are done.

[CHT @PrometheusCHT]

@fkpxls It was a lay-up, thank you! 😂

[CHT @PrometheusCHT]

@vader7x DM'd you.

[CHT @PrometheusCHT]

The EU is preparing to prepare to make a decision. @BaldingsWorld @Jkylebass

[外汇交易员 @fxtrader]

彭博：欧盟正为与中国的贸易战做准备。欧盟委员会上周召开全专员级别闭门会议。欧盟委员会认为，当前中欧经贸投资关系难持续，计划出台新型限制性经贸工具、向欧盟民众与企业预警对华贸易战风险。

拟落地贸易管制手段包括，以中方产业补贴、产能过剩为由，计划启用进口配额、加征关税、反胁迫机制等强力贸易工具，针对中国光伏、造船、钢铁、汽车、风电、半导体等优势产业；同时评估新设专项贸易法规，约束被欧方认定获政府补贴的对华出口商品。

内部知情官员坦言，欧盟清楚相关举措大概率招致中国对等反制。

[Joe Weisenthal @TheStalwart]

Don't know if this will catch on, but Ben Emons of Highline Asset Management calls Sandisk, Marvell, Micron, Intel, Dell, AMD and Broadcom the Parabolic 7

[CHT @PrometheusCHT]

Patrick is on an absolute tear with his guests at the moment!!! 👏

[Patrick OShaughnessy @patrick_oshag]

My conversation with @dkhos, CEO of Uber.

Dara took over in 2017, when Uber was losing roughly $4.5B a year.

Today the company generates $10B in free cash flow and is worth about $150B.

We discuss:
- How Daniel Ek convinced him to take the job
- How Uber spent a full year of its AI budget in a single quarter
- Uber's approach to autonomous vehicles
- Drones, hotels, and building a superapp
- Lessons from Allen & Co, Barry Diller, and Reed Hastings

Enjoy!

Timestamps
0:00 Intro
3:44 Bringing Order to Uber’s Chaos
7:22 Managing Stress and Going All In
14:28 Why Uber Is at the Center of AI and Physical
22:39 How to Win in Autonomous Vehicles
32:25 The Trillion-Dollar AV Opportunity
37:05 Drones, Robotaxis, and Global Adoption
38:20 Uber Eats, Uber One, and Aggregating Supply
47:00 The Future of the Uber App
55:55 Lessons from Barry Diller

[CHT @PrometheusCHT]

@ALBACapMgmt Solved for a couple of pints. 🍻

[CHT @PrometheusCHT]

@simon_ree Happy Birthday mate. 🥂

[CHT @PrometheusCHT]

@RickyTheGuido Bruh, you look indigenous to the Jersey shore.

[Laura Loomer @LauraLoomer]

I don’t think conservatives realize how much Russian propaganda we have been fed over the last few years as “independent journalism”.

It’s starting to become very clear to me how many people who claimed to be defenders of the West were just saying that to suck in a pro-West audience so they could slowly brainwash them with foreign propaganda until they could convince their viewers to work against the West.

Those “interviews” we all defended were not actually interviews. They were psychological operations meant to weaponize political factions in America for the purpose of pushing foreign interests.

And many of us fell for it because we let our anger with the system get the best of us and we decided to trust personalities who have never been honest about who they are and where they come from.

I’m starting to think the entire podcast ecosystem is and always has been on giant psychological and information warfare operation.

Criminals and terrorists no longer need billions of dollars for weapons and aircraft. They just need an influencer and podcast budget to create more damage to our society than high powered weapons.

I hope the DOJ will investigate all of this.
It’s a shame so many false accusations of Russian collusion were spread over the last 10 years as a way to smear Donald Trump and his allies with lies, because now that actual Russian interference is here in our media and on social media, nobody believes it’s real.

It’s starting to get very creepy just how coordinated, organized and well funded this OPP is.

[CHT @PrometheusCHT]

@mattwridley In other words, you're only permitted to be upset about injustice that fits the intersectional model.