Macro Ghost

Macroeconomics, geopolitics, markets, and other macro events.

Critical thinking commentary. Meant to be thought provoking.

Not financial advice

[Macro Ghost @MacroGhost7]

@OHare888 @MidwestHedgie @evantindell @altcap He also said the 15 year old was running Monte Carlo analysis on the claude built DCF which sounds like hell. Its also a token expense that leads to nothing. There is nothing gained from a fucked up DCF on SPCX that is doing “Monte Carlo”…

[Macro Ghost @MacroGhost7]

@Mr_Rio_ @TMTLongShort The proper benchmark should be tokens used per task x token cost = cost

And even in your simplistic analysis you should consider TCO.

[Macro Ghost @MacroGhost7]

@nejatian @zerohedge Based

[Macro Ghost @MacroGhost7]

@SantiagoAuFund @moneillsf Based

[Macro Ghost @MacroGhost7]

@Futurenvesting How about finishing the projects they have had to cancel?

[Macro Ghost @MacroGhost7]

@tomwarren @asha_shar Fiduciary violation

[Macro Ghost @MacroGhost7]

@blitz0412 @edzitron “That’s almost nothing”

This is exactly the problem with the whole business model

[Macro Ghost @MacroGhost7]

@HighyieldHarry I think the quote tweet missed the fact that in this process Google destroys their FCF and dilutes their own equity.

[Macro Ghost @MacroGhost7]

@rohitdotmittal They do have AI execution.

This won’t age well

[Macro Ghost @MacroGhost7]

@8675309operator @MilkRoadMacro Its so exhausting

[Macro Ghost @MacroGhost7]

@RobertHarrisonv @bucketshopcap Yea agree. It is hard to see how “growing pie” is so easily used to dismiss economic surplus.

[Macro Ghost @MacroGhost7]

@traskjd @karrisaarinen This is illogical

[Macro Ghost @MacroGhost7]

@quantzoid @hissklarman @when_to_fold_em 1. Why do we need this many data centers? Why do we need to send them into space?

2. Sure the hyperscalers, VCs, and R&D budgets are paying today, but who ultimately pays for this stuff? Does the employee get fired/replaced?

[Macro Ghost @MacroGhost7]

@quantzoid @hissklarman @when_to_fold_em I mean you also have to take a step back and ask yourself… Why exactly do we need THIS much compute?

Who’s going to pay for it?

[Macro Ghost @MacroGhost7]

@quantzoid @hissklarman @when_to_fold_em This doesn’t answer either question

[Macro Ghost @MacroGhost7]

@taobanker @butonelli

[Macro Ghost @MacroGhost7]

@thomukas1 @LeMangy Yea what has anyone actually produced? How has any of this added value to society ?

[Macro Ghost @MacroGhost7]

@GavinSBaker Show the math please

[Macro Ghost @MacroGhost7]

@coatuemgmt Tokens, GW, Dollars, however you want to measure it... and what exactly has improved as a result?

[Macro Ghost @MacroGhost7]

@silvergoldiamon @business Indian comments are so obvious 😂