Kokomo

just shitposting. no alpha.

[Kokomo @SS13291]

@DRTnky It’s a mindset, not a financial issue. Mindset in the sense of the moving goalposts on quality of life for the kid - enrichment lessons ($$), private pre-schools ($$), organic food ($$), comfortability ($$), planning your retirement ($$), planning their retirement, like wut ($$)

[Kokomo @SS13291]

@michaelxpettis People need to be kept busy with work. Otherwise it breeds social and political instability

[Kokomo @SS13291]

@pandawatch88 How do they explain the 3x server cost?

[Kokomo @SS13291]

@AKL_019 Why do you think AI capex spending is rewarded for US tech but fudded to death for Chinese tech?

[Kokomo @SS13291]

@jameskwho Say what you want, but Carlyle still made a good profit when it sold supreme to VFC

[Kokomo @SS13291]

@poezhao0605 That's clearly due to lower token prices. Question is how much of it runs on indirect subsidies (company, govt) vs how much is structural (cheap energy, labor, capex, etc.)

[Kokomo @SS13291]

@DRTnky that's why it's called the rat race

[Kokomo @SS13291]

@DRTnky Don't get married earlier how to BTO earlier. Now even EC MOP is 15 years, so must start earlier if want to live the Singapore dream BTO->EC->Condo->Downgrade

[Kokomo @SS13291]

@DRTnky People like to feel important

[Kokomo @SS13291]

@thomasdggeddes Please share access

[Kokomo @SS13291]

@KseniiaBaziian No space

[Kokomo @SS13291]

@EdSander They are implementing Xi’s push for common prosperity

[Kokomo @SS13291]

@BrianTycangco Easy to spend, hard to monetize AI
1) Unlike the West, the Chinese do not have a habit of paying anything material for AI
2) Chinese govt is not in favour of sacking employees and replacing them with AI. Job instability = political instability

[Kokomo @SS13291]

@pandawatch88 Now do Japan

[Kokomo @SS13291]

@pandawatch88 When HSI or HSTECH, if ever?

[Kokomo @SS13291]

@Xeer 2026 is not over yet. Too early to conclude.

[Kokomo @SS13291]

@TGTM_Official So.... is HK part of China?

[Kokomo @SS13291]

@popsicle7631 Trust is still lacking towards chinese linked companies. Hard to see any non-Chinese companies using Alibaba

[Kokomo @SS13291]

@DRTnky ST using caifan as proxy for “average” meal cost is disingenuous. Should rename it “minimum”.

[Kokomo @SS13291]

@MaxJerneck Why do they need 1.5 homes? There’s more homes than people living in them?