Tommy

[Tommy @earlycareerRE]

@realjoelroberts @jakeonrails You are silly to cede reasonable positions as ‘this is conservative’. Allowing conservatives to claim policies like public safety is counterproductive to liberal politics.

Public safety and reducing crime is or should be a huge left/liberal initiative. It’s effective government!

[Tommy @earlycareerRE]

Could go back to space but noo gotta have an airshow for boomers
As cool as this is, c’mon, this is a wildly expensive waste of money

[OSINTtechnical @Osinttechnical]

NASA reached out to multiple former SR-71 Blackbird staffers in recent weeks to help restart the program and return to flight -Aviation Week

[Tommy @earlycareerRE]

Real issue with AI agents is that they allow stupid people to be on the internet more than once at a time.

[Tommy @earlycareerRE]

Fully AI generated too, what the fuck are we doing?

[Damin Toell @damintoell]

lol what the hell is this garbage? “I make phone calls!��� Okay bro.

[Zach Weinersmith @ZachWeiner]

Artists: but I don't want to lose my job. I love it.

Mathematicians: but I don't want to lose my job. I love it.

Economists: LONG HAVE I AWAITED THIS HOUR! DESTROY ME, EFFICIENCY, AND LET UTILIZATION-ADJUSTED TOTAL FACTOR PRODUCTIVITY RISE ON THE WIND OF MY ASHES!

[Tommy @earlycareerRE]

@the_transit_guy Gotta be Dallas

[Tommy @earlycareerRE]

straight to jail

[MTS @MTSlive]

SITUATION DETECTED: Anthropic has set up a wet lab in the San Francisco Bay Area for physical biology work. It wants to unlock treatments for rare diseases, and its research has now gone beyond in silico evaluations, per Reuters.

[Tommy @earlycareerRE]

@NoMoreBikeLanes @criticalurban The point of tax increment financing (which is temporary, by the way) is that it’s a free way for cities to encourage development and increase the tax rolls years later. Taxes are how cities pay for stuff they buy. If you don’t tax landowners, you tax people via sales tax.

[Tommy @earlycareerRE]

@echavis @criticalurban How many affordable units does the parking lot have currently?

[Tommy @earlycareerRE]

@marcjoffe This is a lot of complaining when the obvious issue here is police abusing overtime. Are you going to hold SFPD responsible? Or just complain about BART?

[Tommy @earlycareerRE]

@JeremiahDJohns Same with Anthropic’s report about how militias were using Claude to create missile guidance systems. That’s actually *your company* helping Islamist militias build missile guidance systems, which is undoubtedly a crime.

[Tommy @earlycareerRE]

348m people x $12k = $4.1 trillion
Most fiscally responsible admin in history

[Morning Brew ☕️ @MorningBrew]

For those keeping track—

• Tariff Rebate: $2,000
• DOGE Dividend: $5,000
• Midterm Dividend: $5,000

That tab is getting pricey

[Tommy @earlycareerRE]

Wow, so it’ll either be good or bad, riveting stuff from our top thinkers on AI.

[ℏεsam @Hesamation]

Anthropic modeled the economic impact of AI and their extreme scenario is WILD:

> unemployment: 11.9%
> knowledge worker unemployment: 17.9%
> knowledge worker wages: -11.5%
> knowledge worker employment: -21.5%
> GDP: +32.4%
> labor’s share of income: 60% → 45.2%

so it basically reflects what Dario has said: the economy gets dramatically richer while the average worker gets absolutely wrecked.

there is also a “modest” scenario in which the impact is les substantial:
> unemployment: 3.9%
> knowledge worker wages: +0.4%
> GDP: +1.6%

also, I may not like Anthropic, but I definitely love their taste in blog design.

[Negligible Capital @negligible_cap]

From a valuation perspective, does this mean we should be discounting the terminal value by a flat 10%? Or is this something we should start baking in around year 4 or 5 in our DCF?Appreciate any color thanks

[Tommy @earlycareerRE]

Once again, I have a *trade deficit* with thr grocery store, and that’s totally okay. It’s not bad. Someone *needs* to explain this concept to him.

[Acyn @Acyn]

Trump: We could do tremendous good for ourselves by just not trading with countries.. We lose with Mexico $195 billion a year. They have nothing that we have to have, I mean. Hot tamales, tomatoes, a couple of things

[j aubrey 🤠 @jaubreyYT]

Not really what I want the Vice President to be saying

[Tommy @earlycareerRE]

corruption in LA? no way

[Nick Gerda @nicholasgerda]

NEW: An LAist investigation finds LA officials awarded millions to a homeless services group even after it was flagged as “High-Risk” for failing to do its job.

Its leader is now charged with pocketing $10 million in funds meant to house and serve people.
https://t.co/KH51s43a3k

[Skanda Amarnath @IrvingSwisher]

Obvious political tampering with the Census Bureau on display in this report. Lacks the most basic of standards. No transparency on methods or data

This is the road to Argentina-fying statistical agencies. Bad bad bad

Lutnick has a lot to answer for.

https://t.co/5wafDhldn6

[Tommy @earlycareerRE]

Making the chatbots overly verbose and flowery in their responses to burn more tokens is an objectively hilarious form of enshittification

[Tommy @earlycareerRE]

@credealjunkie Yeah if it seems too good to be true, it’s because its tenant occupied and their rent is $900/month forever