AmericanIndic

Interests: Truth, Music, Software Views Change. Rhetoric is not lack of nuance, just word play.

[AmericanIndic @AmericanIndic]

@CXCarroll I am enjoying using this, as is my full team.

Does everything Google Voice does and more.

https://t.co/uJyzLJzRCT

[AmericanIndic @AmericanIndic]

@lilastories So you are not off when you say, a lot of what makes good society and community is function of those that accept lower economic value in exchange of their time.

[AmericanIndic @AmericanIndic]

@lilastories I run a health care business, and quickly figured that the entire system runs on low paid, over worked labor.

[AmericanIndic @AmericanIndic]

Actually, I’d like to see if Britain can still beat Pak in a diplomatic crisis.

[Sky News @SkyNews]

"Pakistan says this is a British problem, and Britain should deal with it."

Pakistan politics expert Dr Farzana Shaikh says the deportation row around grooming gang ringleader Shabir Ahmed "points to a brewing diplomatic crisis".

More details 🔗 https://t.co/K1bV1qkfhb

[AmericanIndic @AmericanIndic]

@CXCarroll China will give "Children of Men" vibes by 2030!

[AmericanIndic @AmericanIndic]

wow!

[Blume Industries CEO Balding 大老板 @BaldingsWorld]

Kindergarten enrollments in Beijing are down 42% since 2020-2021. The population collapse is coming fast

[AmericanIndic @AmericanIndic]

@sreesub @vijaythirumalai Operational Efficiency, driven by AI.

[zerohedge @zerohedge]

AI Capex: US vs China (the new arms race)

[AmericanIndic @AmericanIndic]

@CXCarroll What are you building?

[CG @cgtwts]

Notion engineers watching their note-taking app become a CRM, Jira, GitHub, docs and now an AI software company.

[AmericanIndic @AmericanIndic]

@GS05445168 @romlib_ Norway’s entire wealth with disappear with a stroke of pen, should US & China decide.

[AmericanIndic @AmericanIndic]

If US fails, Blue America might survive due to better economic climate and institutions, much of Red America will turn into Latin America, with Florida & Texas being exceptions.

[genzcash @genzcash]

Naval Ravikant on what he thinks happens if the United States collapses

“If the US were to collapse, first of all, I think freedom bleeds out from the rest of the world”

“You can already see what's happening in Australia and the UK with the speech laws, the censorship and the weird arrests”

“If the US degenerates and falls, it doesn't fail like Europe did”

“It fails like a Latin American country fails because it is bordered by Latin America. So you're looking at much more cartel, drugs, crime, violence and those kinds of institutions”

[AmericanIndic @AmericanIndic]

Lol

[Ethan McKanna @ethanmckanna]

Uber is doing everything they can to slow down autonomous vehicles. This is absolutely absurd and will cost lives

They want autonomous vehicle services to have human drivers serve 85 percent of rides???

[Arpit Gupta @arpitrage]

The median renter in New York pays $1,641, while market rate asking rents in Manhattan are >$5k.

We have an insider-outsider housing market. Long tenured tenants (in or out of rent control) enjoy large discounts, so the small market rate segment for outsiders costs a lot

[AmericanIndic @AmericanIndic]

I think half the misery in US stems from young people debt maxxing to get a degree. Its puts tremendous amount of pressure to make good on the degree, as opposed to being flexible with their first jobs..

H1B will become even more unpopular..regardless of the merit..

[Financial Dystopia @financedystop]

Older generations need to start realizing if young people can’t get jobs, buy homes, or start families, things are not going to end well.

That’s the basic social contract

Work hard, build a life, own something, get married, have kids, feel like the future is worth investing in

[AmericanIndic @AmericanIndic]

@CXCarroll lol

[AmericanIndic @AmericanIndic]

Precisely why he is worth taking seriously..

[Hamid @hamids]

Sam does not seem like a good guy. List of people pissed with him just keeps growing:

- His sister (sexual abuse allegations)

- Elon (for making openAI private)

- Former employees that started Anthropic

- Previous OpenAI board (fired him, then rehired him and fired themselves)

- $MSFT has contentious relationship and considering suing

- Now $AAPL suing

🤔

[AmericanIndic @AmericanIndic]

@MauiBoyMacro Just saying its not code red, even of the ROI on this zero, its survivable.

[AmericanIndic @AmericanIndic]

Pulled some numbers, major AI hyperscalers collectively generate roughly:

• $2.2T in annual revenue
• ~$600B in annual profit
• $600B+ in cash & liquid investments
• $830B+ in operating cash flow

$350 billion debt should be seen in that context.

[Kalani o Māui @MauiBoyMacro]

“I don’t know that we know whether Amazon, Google, Microsoft and Meta are actually going to get a ROI on this,” said Jason Pompeii, a corporate debt analyst at Fitch Ratings. “It seems like a lot of demand hype that is very aspirational at this point.” 👇🏼

https://t.co/NbJPh70W6S

[AmericanIndic @AmericanIndic]

@MauiBoyMacro Free cash flow is not same as Operating Cash Flow, their Operating Cash Flow gives plenty of options.