Dell Msft

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.

Chips. Salsa. Unrequested. Free.

I stopped the waiter. "We have not earned these."

"They just come with the table, man."

They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.

This is not an appetizer. This is a declaration: we trust you. Eat.

I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.

"Did we…?"

"Refill," the waiter said. "It's bottomless."

Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.

My friend warned me. "Don't fill up on chips, dude."

Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.

I was not hungry. I was not comfortable. I had been defeated by a courtesy.

Generosity that arrives before the request cannot be repaid. It can only be survived.

I know the rule now. I have made my peace with the basket. One basket. Two at the most.

Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

[Dell Msft @dellmsft2]

@bsromine @BrianRoemmele @CharlesSchwab Might be a blessing if it goes down

[Alex @ajak1033]

I’m speechless. I have no speech. The man himself had acknowledged me.

Thank you to everyone who’s liked, commented, reposted and reached out to me these past 36 hours. Never in a million years did I expect this to happen.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Citadel Securities just put institutional weight behind what the AI bulls won't say out loud.

In a new macro note titled "Tokenomics," Citadel makes the argument plainly: even the most powerful technology on earth still has to pass through the boring discipline of cost curves, capacity limits, and marginal returns.

The evidence is piling up:
– Amazon removed its token usage leaderboard
– Microsoft cancelled Claude Code subscriptions
– Multiple companies reporting unexpectedly massive token bills

Their conclusion is the part that matters.

Adoption is no longer about what AI can do in principle. It's becoming about the price and scarcity of the inputs needed to run it at scale. Compute. Power. Cooling. Memory bandwidth. Inference budgets. All real, all binding constraints.

And here's the kicker from the chart.

The Silicon Data LLM Token Expenditure Index, a benchmark for how much the market is actually spending on AI tokens, has started rolling over. Citadel reads it as a shift toward cheaper models. Companies substituting away from expensive frontier AI toward "good enough" alternatives.

That's economics 101 doing what it always does. When the price of something rises, people use less of it, or find a cheaper version.

Citadel sees a bifurcation forming. Frontier AI concentrated among a few firms with the balance sheets to absorb the cost. Everyone else quietly downgrading to simpler, cheaper models.

This is the part of every technology revolution the early narrative ignores.

The technology being real was never the question.

The question was always whether the economics could carry the valuations.

When one of the most sophisticated trading firms on earth starts writing about AI in the language of cost curves and rationing instead of limitless demand, the conversation has quietly changed.

The hype was about what AI could do.

The reckoning is about what it costs.

[Joel M. Petlin @Joelmpetlin]

If someone was pitching an SNL comedy bit about how Graham Platner was recruited to run for Senate in Maine, they could not have come up with a better script or better casting than what we see in this actual interview of the people who gave us the Nazi tattoo candidate.

[James Surowiecki @JamesSurowiecki]

In 2024, Kamala Harris got 70% of the vote in L.A., and Trump got 26%. In this year's mayoral election, the two top Democratic candidates got 63% and the Republican candidate got 26%. That's as ordinary and unsurprising a result as you could imagine.

There's nothing about this election that suggests fraud. The fact that candidates' vote shares rose and fell as more votes were counted is not only not improbable, it's expected. People suggesting otherwise are innumerate.

[Brian Roemmele @BrianRoemmele]

“It was a thriving city with a postcard view. Now it's home to America's emptiest downtown, house prices are TANKING... and experts fear the rot has already spread”

The city concept has ended in The Age Of Abundance.

We have 5000 Days to shift or be shifted.

[Ganso @GansoConABomba]

Wemby is our generations Lafayette. In a time of great need, a French teenager/ young adult came to America and helped lead his new adopted country to victory against tyranny (foul baiting unethical OKC bullshit)

[Dell Msft @dellmsft2]

@LukeEpplin I’m with you Luke. I’m Anti-MAGA and find Dems supporting this guy to be the height of hypocrisy.

[Dolores G. Morris @DoloresGMorris]

Rare political post. My hot take is that if you are barely 3 years into marriage & you need your wife to do a campaign video for you because you’ve been flagrantly cheating on her, you’ve made so many missteps it’s time to sit down & be quiet. Nobody needs you as a leader.

[Justin Stapley @JustinWStapley]

Look, both political parties are clearly nominating poor candidates, and instead of arguing over who's worse and acquiescing to a fight to the bottom, we need to consider why our meritocracy is so broken. There are nearly 350 million Americans, and plenty of upstanding and incredible people who are above and beyond better than people like Ken Paxton and Graham Platner, just to name the most obvious instances of civic failure. So the question shouldn't be "who is worse," it should be why people like this are currently rising to the top of consideration and what we need to do to get better people running for office and winning primaries.

[Dell Msft @dellmsft2]

@Wilson__Valdez Agreed with them on Biden. Agree with you on Platner

[Ricky Spanish @jibbs_mcge76431]

@jonfavs Like his tattoo. Comment of vets, rape, soldiers being shot, nepo baby.

Damn you’ll jump thru a lot of hoops.

[Dell Msft @dellmsft2]

@USAP_COG @neeratanden @jonfavs So we don’t care about the Nazi tattoo anymore?

[Centrism Fan Acct 🔹 @Wilson__Valdez]

Man... Literally every piece of evidence we have from this guy (that hasn't been manufactured by his DC consultants) shows that he is a massive piece of shit and a really bad person.

His entire pitch is that he has changed and redeemed himself and there is just zero evidence of that. Really not great.

[Candidly Tiff @tify330]

I’m curious, why is it so hard for people on the left to understand that some folks are ‘uncommitted’ to backing the Nazi Tattoo guy in the primary and may end up being “Never Platner” in the general.

Could you at least try to be consistent and stop being hypocrites?

[Dell Msft @dellmsft2]

@steady_drumbeat @ScamNetwon He’s totally right. How do you not see this as the ethically wrong choice? I can’t stand Trump and hope for a blue wave but supporting this guy is so hypocritical.

[𝙎𝙋𝙊𝙊𝙆𝙔 𝙁𝙊𝙍𝘾𝙀 𝙂𝘼𝙕𝙀𝙏𝙏𝙀 ™ 🇺🇸🇺🇦 @FrancisWegner]

BREAKING: Marco states he’s ready to step in for Milli or Vanilli if necessary at Trump’s Freedom 250 concert.

[Governor Newsom Press Office (parody) @AwesomeNewsom]

American soldiers die in Trump's war, not a word from Donald. Gas and food prices skyrocket, not a word from Donald. People demand the Epstein files, not a word from Donald. But the minute you take his fat name off a building, Donald writes Mein Kampf for Morons.

[Covie @covie_93]

A Democrat running for office must provide detailed plans on how to fix every issue while a Republican running for office just need to come up with a nickname for their opponent.