TerranGPT

Option Gambler

[The Telegraph @Telegraph]

The men had set up Entourage Bali, which advertises itself as a “curated social community” that brings together “travellers, nomads and expats through well-curated experiences at Bali’s best spots” ⤵️

https://t.co/CANJ64agfW

[Jukan @jukan05]

Its performance is inferior to ASML’s.

Some components are imported from Japan, but most are made in China.

Wow.

[DaVinci @BiancoDavinci]

Milan's historic Piazza del Duomo 1985 vs. 2025

[TerranGPT @ohta098]

@Mononofu @satyanadella 😂😂😂😂😂

[Martin Shkreli @MartinShkreli]

top 13 pharma by enterprise value

[Shouqiao Wang @Qiaoqiao2001]

I solved 6 open Erdős problems in 5 days, using @OpenAI GPT-5.6 Sol.

I have a math background, but the Codex workflow I used does not require deep mathematical knowledge.

Here’s exactly how I approached it, including my prompts 🧵

[Max Anderson @MaxAnderson]

As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:

This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term

Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries

Google’s response?

Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for

A few examples to illustrate:

For all of its history until recently, Google operated on a 2nd price auction model

I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid

This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much

However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding

It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem

Making thing worse, Google also recently nerfed keyword targeting precision

Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting

This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed

But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”

The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off

So now exact match is broad match, and broad match is just meaningless spam

This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)

This is how you grow revenue atop declining search volumes

Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day

And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off

Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target

These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow

Google operated a benevolent monopoly for the better part of 25 yrs

Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future

This is now no longer the case

At the alter of AI capex, Google is sacrificing the golden goose

[Jason @3PeaksTrading]

VVIX Divergences - The Hidden Edge in Options Trading

🧵 When VVIX moves opposite to VIX, something BIG is about to happen

These divergences predict major volatility shifts 3-7 days early
Here's how to spot them and profit 👇

1/ What is a VVIX divergence?

When VIX and VVIX move in opposite directions

Bullish divergence: VIX rising, VVIX falling = Fear exhausting

Bearish divergence: VIX falling, VVIX rising = Complacency ending

Both signal regime changes

[王局志安 @wangzhian8848]

梁文峰四小时交流会内容：
1，英伟达那套生态一年内就废了，华为的卡一年后完全能平替英伟达，贵一倍两倍都无所谓。
2，谁想着靠AI暴利谁就死，拿得少的人一定打败拿得多的人，OpenAI就是因为想独占才被围攻。
3，奇点不是什么爆炸，是个漫长的温水煮青蛙过程，而且顺序不能乱——先解决持续学习，再到自我迭代，最后才做机器人。
4，Ai技术路线是这样：语言模型 → 思维链(CoT) → Agent → 持续学习 → 智能奇点(自我迭代) → 具身智能，现在处于Agent走一半，持续学习是下一个必须跨过去的坎，跨过去才能进入AI自己迭代自己的奇点阶段。
5，克制是核心战略，主动放弃C端流量争夺战，不做超级App，短期商业化只是保底，全部资源主线聚焦AGI。
6，中美AI差距就一年，但国内只用了人家二十分之一的算力，人才根本不缺，差的就是卡。
7，公司一半的核心研究员都在标数据，这就是现阶段最重要的事，高端数据瓶颈不是钱，是时间。
8，最坏情况技术冻结了，光卖API也够撑起一家上市公司，商业化根本不用愁。
9，不加班、没KPI、没组织架构，全靠愿景驱动，因为做研究就得松弛，逼太紧反而没用。
10，国产芯片产能问题今年明年后年都卡，但五年后肯定解决了。
11，国内几十家做基模的公司太多了，最后就剩三四家，而且谁也别想有暴利。
12，视频生成、3D、世界模型这些东西跟智能上限没关系，纯粹是商业噱头，坚决不做。
13，员工期权拿够、团队稳住，AGI（通用人工智能）就一定能成，其他全是小事，最多晚个一年半载。
14，中国AI最终拼的是“系统性便宜”，就跟制造业一样，成本优势是结构性的。
15，持续学习要是先做出来了，通用智能就很简单，让AI自己帮自己研究就行。

[Rainier @mtrainier2020]

Last Name 揭露了为啥amazon连me too都没有做出来。

[John Doss CFA, CPA @JohnDoss1]

$SPY $QQQ a super annoying market with all gains made overnight. Tops are a process. 🎣

[TerranGPT @ohta098]

@JMilei Bunch of cheats and thugs

[Piers Morgan @piersmorgan]

Nasty little sneak.

[TerranGPT @ohta098]

@FabrizioRomano Thug and cheat

[Thomas Hitzlsperger @Hitz_the_Hammer]

I thought the Paraguay team was bad but Paredes, E Fernandez, Otamendi the lot - disgusting sportsmen

[Manu @ManuDaGoat]

Fifa need to seriously ban like half the argentina squad for a year, they are all insufferable to this great sport.

[Piers Morgan @piersmorgan]

Disgusting behaviour by the Argentinians at the end, especially Paredes.
Just a bunch of nasty violent thugs, and a disgrace to football. Never been so happy to see a team lose.

[TerranGPT @ohta098]

@Argentina 🖕🏼🖕🏼🖕🏼🖕🏼🖕🏼🖕🏼🖕🏼🖕🏼🖕🏼

[Christian Szegedy @ChrSzegedy]

The fields medal awarded next week will be the last one.

[peepeepoopoo @DeepDishEnjoyer]

lmao openai admits it does not want fully automated luxury space communism, they are openly admitting they want technofeudalism where they own everything