Leif Foged

software craftsman. owner @turboscribe. ✝️🇺🇸💻

[Leif Foged @leiffoged]

Doug is far more positive than Wiley. I thought his first couple articles on AI were cringe and focused too much on the "AI as blaspheming oracle" angle, but Doug sees that this is a tool that can be wielded well.

There's also a big generational divide here. Older people don't have as much imagination for what zealous young people could use these tools to accomplish.

[Leif Foged @leiffoged]

Some anecdotes from both Moscow and the CREC more broadly:

- Several software companies in Moscow, all using AI tools
- A friend runs an AI startup in Moscow
- Talked to a CREC woman on Sunday yesterday who is using Claude Code to build an app to automate knitting measurements
- Met an accountant last week using Claude Code to automate big chunks of his work

[Leif Foged @leiffoged]

@dokimazete I don't think this is accurate. Moscow is filled with scrappy, industrious people and they are all using AI tools.

[Leif Foged @leiffoged]

@dylthorn Yes, this is the norm in the Seattle metro. I saw a brand new home last year in Juanita that sold for $2.4m and immediately rented for $7,300/mo.

A friend rents a $1m home in Kenmore for $2,600/mo.

Home prices are significantly unanchored from rents.

https://t.co/RldZ15W6O8

[Leif Foged @leiffoged]

Eddington vindicated once again

[nicolas, 30 ans @nic_carter]

It’s a moral panic.

People “dislike” data centers

But they like
- paying lower property taxes (direct effect of DCs siting near you)
- the internet
- smartphones
- consumer applications
- AI - yes, everyone uses it and is reliant on it

I don’t really care what people think they know about data centers.

[Yashar Ali 🐘 @yashar]

Gwyneth Paltrow says her husband is a progressive and that he “wants to make sure everybody’s looked after.”

Paltrow says that she’s “pretty centrist” and adds that her husband “thinks I’m a Republican.”

She says she’s not a Republican, but an independent, and that she doesn’t “feel anything right now…”

[Josh Billinson @jbillinson]

EDDINGTON vindicated once again

[Marc Andreessen 🇺🇸 @pmarca]

100%.

[Leif Foged @leiffoged]

@jakozloski "Stay-at-home mom" as an aspirational identity is concentrated among religious working/middle class people.

Most people who desire this life are in like-minded communities and pair-off early.

I know many of these people. They never even made it to online dating.

[Leif Foged @leiffoged]

@dokimazete @TrevinWax

[Leif Foged @leiffoged]

@blueprintsmb22 I hope they really like each other.

[Leif Foged @leiffoged]

Two things are true:

1) AI labs absolutely have a "comms problem", because they regularly signal that they don't like humans very much.

2) We're in the middle of a multiple large-scale shifts: economic restructuring (normal-ish interest rates after a decade of funny money, new technology like AI, etc), generational turnover (Boomers dying), political/geopolitical realignment, and more.

We're living through a period of transition and nothing will ever be the same afterwards. So some level nervousness is reasonable.

[roon @tszzl]

the frontier labs don’t have “comms problems”. reality right now has a comms problem. what is happening is a little scary and there’s no nice words anyone could say, especially not those profiting from it, that’ll make it feel that much better

[Leif Foged @leiffoged]

By the way, after inflation this is a 5-6% YoY drop!

In fact, after inflation, home values have been dropping for years.

Nobody knows this because of Real Estate Agent Propaganda and the American Religion of Home Ownership ("it's a great investment!")

https://t.co/lorFkarV5o

[Leif Foged @leiffoged]

Either rents are going to increase 50%... or pretty much every home is dramatically overvalued.

(And nobody believes rents are going to increase 50%, rents are dropping in most major metros)

[Leif Foged @leiffoged]

Inflation calculations (CPI) measure "owner's equivalent rent" instead of home prices.

Home prices are ~50% dislocated from rents (and have been for 4+ years).

[Leif Foged @leiffoged]

In most metro areas, it is not possible to buy a single family home and profitably rent it out.

[Leif Foged @leiffoged]

Inflation calculations (CPI) measure "owner's equivalent rent" instead of home prices.

Home prices are ~50% dislocated from rents (and have been for 4+ years).

[Leif Foged @leiffoged]

@HwsEleutheroi Pretty sure Provisionists openly embrace God determining *many* things, including the judicial hardening of rebelious creatures (e.g. Pharaoh to bring about the Exodus, 1st century Jews to bring about the crucifixion, etc)

Pretty easy to verify by watching any of their content.

[Leif Foged @leiffoged]

@aaron_renn Lots of enterprises and governments can't/won't buy directly from hyperscalers or AI labs.

Access to their budgets is gatekept by firms like Accenture who (for better or worse) know how to sell to and work with them.

[Leif Foged @leiffoged]

@jakozloski "committed partnership" (aka fornication, living together outside marriage) is not something to celebrate.

[Leif Foged @leiffoged]

@pmarca