Aidan

[Parallel Web Systems @p0]

Today we're announcing our product integration with @googlecloud for agentic web search on the Gemini Enterprise Agent Platform.

[Parag Agrawal @paraga]

Before agents, there was no reason to optimize web search to the extreme.

[Aidan @aidansinclair_]

How to still find secrets on the internet:

[Parallel Web Systems @p0]

Introducing Parallel Search Turbo: the fastest and most affordable way to bring the web to your AI.

[Parallel Web Systems @p0]

Introducing Parallel Search Turbo: the fastest and most affordable way to bring the web to your AI.

[Aidan @aidansinclair_]

@blueprintsmb22 If he comes on as a sub I’ll be happy

[Aidan @aidansinclair_]

@AahanPrometheus Nice pod!

[Aidan @aidansinclair_]

@lebas_janney 😂

[Aidan @aidansinclair_]

@TotemMacro How do you size the passive bid for US equities in this architecture? Anything better than payrolls to proxy it? Or weekly 401k/ETF flows? How long can the passive bid backstop multiples once EPS rolls and the reflex flips?

[Aidan @aidansinclair_]

@Viraelum @nope_its_lily 🔥

[Aidan @aidansinclair_]

@DerivativesDon @countdraghula 💯 if dollar is also down, its probably bad!

[Aidan @aidansinclair_]

@Etiam_Aliquam @WarrenPies But fundamentally do you think the admin still cares about lowering the deficit?

[Aidan @aidansinclair_]

@MelMattison1 Looking forward to read!

[Aidan @aidansinclair_]

@NickWoolos Just make it to opex.

[Aidan @aidansinclair_]

@AahanPrometheus @BobEUnlimited Nice!

[Aidan @aidansinclair_]

@DerivativesDon Curious how long it would take to change regulation that exempts treasuries from the SLR? Is it something that takes time and we will see coming? Or can it be done over night?

[Aidan @aidansinclair_]

@fejau_inc I think I read the work of nearly everyone on fintwit and nobody has nailed this dynamic more so than @TotemMacro. Would be epic if you can interview her.

[Aidan @aidansinclair_]

@Brad_Setser @DerivativesDon 💯

[Aidan @aidansinclair_]

@DerivativesDon @TheFoundationAi Definitely, but I imagine he will wait until equities recover before he tries to address it? My understanding is there is nothing actually necessitating he extend WAM within say the next 18 months.

[Aidan @aidansinclair_]

@DerivativesDon @TheFoundationAi As you know, Bessent already postponed fixing ATI in recent QRA. Probably because he anticipated the current disruptions. Why wouldn't he just keep postponing it until he knows he has a cushion he can extend the WAM into? This is pretty much what he said he'll do.