Lihan

Emerging value is not quantifiable on spreadsheets. Link the world.

[Lihan @Postulate5]

after the low margin physical infra gets dense enough, this commoditization / margin killer has been forced upward to more complex outputs like cars and semiconductors.

In software, if AI is killing software margins, AI itself is being commoditized.

Looking forward to what capital will do when literally all margin is competed away.

[Lihan @Postulate5]

issue is this is "volume of freight" not "freight value", which favors agricultural and industrial products.

Most of modern commerce arrives on the west coast from Asia, and CA has disproportionate infrastructure to distribute it in land.

Consider why Long Beach is one of the largest ports.

[Lihan @Postulate5]

Renaissance and the best funds close off their investor access to only insiders. Because their models lead and are worth more closed off.

For hundreds of billions $, what exactly is Claude gaining by letting chinese firms and any public user access to their top models? They can, like you said, just clean up multiple verticals if their agents are truly more useful than the median knowledge worker.

God forbid they reach AGI like they were so scared of last year. Instead they are collecting revenue from 1 person startups ideated by a zoomer.

[Lihan @Postulate5]

@voooooogel i feel seen

[Lihan @Postulate5]

@DefiDrew at this point Sergey on TV feels like watching someone from my high school. Glad our boy has got so far.

[Lihan @Postulate5]

@beanytuesday food is medicine.

[Lihan @Postulate5]

@omgsidewalks Lord of the Rings

[Lihan @Postulate5]

Gold is reported to be all there. VERY INTERESTING.

[Senator Rand Paul @SenRandPaul]

Yes, the gold is there all (approximately) 147 million ounces. It is impressive, but the real point is what it still teaches in 2026.

In 1971 we severed the dollar from gold. Since then the currency has lost roughly 85% of its value. Prices are higher because the money itself is weaker.

A family making $50,000 with two kids that has not received a 25% raise in the last five years is falling behind.

This is now often called “affordability,” but the the accurate word is inflation.

We run annual deficits of two trillion dollars. The Federal Reserve buys about a third of that debt by creating new money. Every new dollar dilutes the value of the dollars already in people’s pockets. Gold does not expand when Congress spends. Paper does.
That is the difference.

[Lihan @Postulate5]

Lot of millennials and (to a lesser extent) boomers cant model economic effects of a policy in their head. Like basic reasoning and thinking things through.

Most of the errors come down to "imagining supplying something is a given", never an issue. Products and services just appear at the price they imagine (or free) because of America's past abundance or they instinctively abstract away the effort to provide it.

Healthcare, housing scarcity and affordability / cost of labor all fall under this.

So the country keeps on re-learning basic economics, a lot more lessons incoming.

[Justin Amash @justinamash]

One of the worst things about Trump is that he’s ushering in more corporate welfare, cronyism, and socialism while parading it under the banner of capitalism, so we end up with all the failings of those ideologies but with a generation of young people blaming the market economy.

[Lihan @Postulate5]

if recipes are graphs, with ingredients as nodes and cooking steps as edges, all recipes that can be represented in this format are cycle-less graphs.*

recipes that take an intermediate object and recombines them in different ways cant be represented nicely. For example, using the cooked pasta and pasta water at different stages. Or when you discard and reuse clarified butter. This forms a cycle.

* There are steps where an oven is independently pre-heated (with oven as node), so I dont think it has to be a connected graph. If it needs to be connected and cycle-less, recipes in this format must be a tree.

[Lihan @Postulate5]

@jimiuorio NYC could also start a TikTok go viral contest by blocking off time square weekly and invite the city's teens and young adults to a dance off, rap off, and other talent showing.

That week's winner gets $1 million of taxpayer money.

[Lihan @Postulate5]

@jimiuorio most of the base generally believes what they are doing because they are not modeling second and third order effects like you. Or citing outcomes from past programs.

plebians love a handout and entertainment. We know this since Rome.

[Lihan @Postulate5]

@DeItaone 2027-2030 is actually pretty fast if rare earth projects are carried out in a similar timeline as precious metal projects (gold and silver). Just make it reliable and scalable.

[Lihan @Postulate5]

Nox Metals is a new US metal foundry that's in a startup vehicle. Which is such a bizarre result of the degree of financialization inverting lessons since the Industrial Revolution. Do clothing manufacturers need to first join Y-combinator and find a lead for its series A?

More important, how are advanced asset manufacturers like Anduril producing at scale, for an extended conflict, if its upstream components and metals are not found in the US at *competitive cost*? (startups famously address cost last)

Congress dosen't understand the depth of this problem because for every decade they've lived, the US held hegemony with reserve currency status, and financialization (at the expense of production capacity) was always rewarded.

We need legal and finance reform for factory groundbreaking, a trained workforce (and culture to acclimate and support this), concluding with foundational production in processing and source materials.

After all that we are at the starting line.

Is the journey painful and long? Yes. But now is the second best time to plant this tree, and we need to plant the tree now.

[Vestigia Labs @VestigiaLabs]

Chinese shipyards have effectively monopolized global commercial shipbuilding.

Chinese shipyards are operating at maximum capacity with delivery slots fully booked through 2028–2030.

New Orders: 121.06M DWT (up 173.1% YoY), capturing 82.3% of the global market. This six-month haul exceeds the 107.82M DWT secured in all of 2025.

Orderbook Backlog: 363.25M DWT (up 54.9% YoY), representing 71.2% of total global tonnage on order.

Production Output: 36.5M DWT delivered (up 51.2% YoY), accounting for 62.2% of global completions.

China controls over 80% of the global market share across all three major vessel classes: dry bulk carriers, container ships, and crude tankers. The surge is driven by a massive 54.5M DWT in VLCC (Very Large Crude Carrier) orders and a 13M TEU container ship boom.

Key corporate beneficiaries include CSSC, Yangzijiang Shipbuilding (backlog of 252 vessels worth $22.3B), and New Times Shipbuilding (secured 4.63M CGT in orders).

[Lihan @Postulate5]

@jeremie0117 wouldnt an incoming recession or stagflation kill electrification and grid buildout projects, which drives copper demand?

[Lihan @Postulate5]

@BrianRoemmele assembling the god body (AI is the god mind).

[Lihan @Postulate5]

As someone who has gone through the academic gauntlet and surpassed by better peers now in AI labs, organic US talent in AI is elite.

The confusion is the scale at which our ecosystem can cultivate STEM talent and its derivative, AI talent. There's cultural and systemic factors that discourage STEM pursuits. As long as this is a "sports team issue", eg "we invented XY in the past therefore..." like a championship win, its wasted breath.

How does China train 10x the amount of engineers, relative to US? Answer: government policy.

And what do American zoomers think about a STEM path today? Answer: they dont want to do it. Relative to immigrants.

[Lihan @Postulate5]

not only is politics and market manipulated, but now we're suppose to believe Christopher Nolan has made the greatest film of this century.

It is the blatantness and thoroughness of the manipulation (on a film rating aggregated from critics and consumers) that's surprising.

[Pirat_Nation 🔴 @Pirat_Nation]

The Odyssey has officially overtaken The Lord of the Rings: The Return of the King on Rotten Tomatoes.

Christopher Nolan’s The Odyssey sits at 95% reviews, edging past The Return of the King, which holds 94%.

On the audience side, The Odyssey also leads so far with a 97% Popcornmeter score from verified ratings, compared to The Return of the King’s 86% audience score.

[IMPERATOR @IMPERATORAUS]

Truth, Goodness, and Beauty will always prevail.