@Matt_Levine_1@ericjackson I think kaz's appointment bred new life into a meme run way above fair value and without his apt. It would have dropped much closer to the .55 it ran from, instead of running up to 10 and eventually settling at 5 despite a massive erosion in macro expectations re rate cuts
@Noahpinion@mattyglesias Was intending to find a gotcha for Noah about ridership over time, and it does look like ridership declines before violent crime increases(cars?), but it's more complicated than I expected...
@ScrollnKey@pmarca Forgot the first tenet of good interview is defer to whatever the most powerful say and don't dare insult them w/ follow ups cuz they're smart and your dumb. Either Jensen had real answers he wouldn't say out loud or he revealed the truth that he doesn't take AI, or natsec srsly
@ScrollnKey@pmarca Chip controls are important national security policy, Jensen single handedly overturned. Pressed to walk through his case, and he threw a temper tantrum. I'm a winner, boo hoo, anthropic is cheating, no fair. Stop chinese hacking w/dialogue. That's what you tune in to hear???
@ScrollnKey@pmarca This is a ridiculous take, Jensen did all the talking, all the name calling, all the yelling, and all the contradicting. He should have just done a different pod if his strategy was to try to bullshit past crystal clear questions.