Bruno

Finance Nerd | Heavy Metal Enthusiast
Documenting my thoughts on markets

[Bruno @MarketsAreMetal]

@DemSocialists When the Berlin wall came down which way did people run?

[Bruno @MarketsAreMetal]

@helplesspittfan @gavinmchughh only 1.4% of white Americans owned slaves at the peak.

Even if you make it just white men it was 7%

There are more slaves today in the world then there were in the USA at the peak of American Slavery.

Oh yeah not to mention the Revolutionary War.

[Gavin McHugh @gavinmchughh]

Maybe the greatest American video ever filmed

[Novig @Novig]

Oh so this is how red cards work in FIFA

[Bruno @MarketsAreMetal]

@sourceoftruths yeah its to the right of Italy. Now find Kentucky on the Map of the united states.

Our states are larger than the average European country so it shouldnt be too hard. I heard the Europeans are geography experts.

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[Yersinia @Yerxinicolitis]

Debe ser horrible no tener Twitter en época de mundial.

[Aesthetica @Anc_Aesthetics]

You just pardoned a child rapist

[Sana Ebrahimi Ledene @__Injaneb96]

+The guest: “I’m a socialist”

-Caleb: What Socialism are you in favor for?

+ Ummm I believe…

-Take a system that you are in favor of, that you would rather be our system.

+”I just don't want it to be Capitalism”

- Take a system that has been proven to work anywhere in any country that is better than our system.

- “Unfortunately, imperialism is hurting those socialist countries.”

These people are genuinely ignorant and stupid. They just repeat the talking points that they have been given!

[Troll Football @TrollFootball]

Italy died for this

[Bruno @MarketsAreMetal]

Mauricio Pochettino walking through the pitch while “free bird” plays after a game like that feels like I’m watching a movie.

[Bruno @MarketsAreMetal]

I think for red cards you should be able to call a VAR review. This is sad especially since our next game is likely Spain, Portugal, or Croatia. Ref did Balogun and the USA dirty.

[Bruno @MarketsAreMetal]

@Praneeth1002 You are one to talk Mr Argentina

[Jay Martin 🏠 🏢🏚️🌇 @jaymart222]

There are 60,000 vacant rent-stabilized apartments in New York sitting vacant that carry rents below what it costs to operate them, three times what the entire tax credit pipeline will produce in a year. Every one could be brought back without a dime of subsidy in months. They sit empty because the state won’t end vacancy control.

And the number grows every year. Roughly 5,000 long-term tenants pass away in their units annually, never mind those who move or are removed for cause.

When a unit turns over, the owner is required to offer it at the last tenant’s rent, which after decades of long-term occupancy is often set well behind the actual cost of housing. Filling it means a renovation of $100,000 or more.

So the math is simple and grim: it’s cheaper to leave the apartment empty than to fix it and rent it at a loss.

We then hand out tax credits so developers can build 99 unit projects, deliberately undersized, on cheaper labor, because construction costs are now so high that subsidy is the only way anything pencils out.

So here’s our housing policy in one sentence: strand the bulk of the existing affordable stock behind rules that make repair irrational, and price new construction so high it only rises on tax credits.

Two systems, both broken, aimed in opposite directions.

Well done, everybody.

[Bruno @MarketsAreMetal]

@schadjoe @2028Pete @DNLSHLR It wouldn't have been Yikes Americans actually like Mexico and Canada.

We don’t like people flooding our boarder without us knowing who they are but thats not to say Mexico doesnt have an amazing culture, people, and geography.

The same way any other country would feel.

[C3 @C_3C_3]

So…

Ro Khanna is worth $250 million and accepts donations from billionaire George Soros as he’s been attacking Elon for being rich.

What a fraud.

Man of the people!

[Bruno @MarketsAreMetal]

@IcyVert i mean Texas alone is 13 times larger than both countries combined....

[Bruno @MarketsAreMetal]

@Polymarket guys this is good i think there should honestly be 4 parties

DSA (everything i don’t like is a rich persons fault), Democrats, Republicans, Everything I dont like is Israel's Fault.

The two extremes can go sit at the kids table. Everyone is tired of these people

[C3 @C_3C_3]

The Bolsheviks weren’t a problem then they were a major problem.

A 10 million dead problem.

The Democrat Socialists of America are the same.

They don’t seem like a problem now but will be a major problem if not stopped.

Communist movements can’t be allowed to fester and grow.

[J.K. Rowling @jk_rowling]

You mean men, men who claim to be women. You are a national broadcaster that consistently obfuscates facts around sex because you’ve taken an ideological position the public overwhelmingly rejects. This isn’t news, it’s propaganda.