The Saints are playing awful offensively and defensively. So as Giants fans, we should prepare for a good portion of this game to be absolutely unbearable and painful. And then somehow still be in it at the end, & regardless of the outcome we will be emotionally exhausted by 4:30
Ray Dalio lost an argument about who had the worst grades, and he was the one trying to win it.
He lost to Harvey Schwartz, now CEO of Carlyle. Today they’re 2 of Wall Street’s biggest names.
But before any of that, 1 of them was growing up in a house where both parents were seriously ill. The other was betting his caddy money on a company about to go bankrupt.
Harvey Schwartz runs one of the world’s biggest investment firms today. At 14, he had just lost his mother. Both of his parents had suffered from severe mental illness, at a time when the treatments were poor and the stigma was heavy.
Schwartz calls the kid he became “pretty feral.” He was the heaviest kid around, he ate his emotions, and he finished high school with no confidence and not much to show for it.
Ray Dalio’s problem was different. He was bored. Teachers stood at the front and told him to memorize things, his memory was lousy for that, and he didn’t care anyway.
So the future billionaire carried other men’s golf bags. The stock market was hot, so Dalio talked stocks with them on the course, then put his caddy money into the market.
His first pick came down to 1 rule: it had to cost under $5 a share. Cheaper shares meant more shares, and more money if it went up.
“Which was dumb.”
The stock should have gone to 0. The company was about to go bankrupt, until another company bought it and the stock tripled.
“I got hooked.”
So do grades predict anything on Wall Street?
This is my final setup (probably) for the next few months. (I already posted this once, but an agent deleted it by accident)
A 15U 10-inch rack with:
4 Sparks (NVIDIA GB10), 128 GB each
2x ASUS Ascent GX10
1x Gigabyte AI TOP ATOM
1x Lenovo ThinkStation PGX
Mac Studio M5 Ultra, 256 GB, my new workstation
Next to it:
System A: RTX 5090 32 GB, Ryzen 9 9950X, 96 GB RAM
System B: 2x RTX 5060 Ti 16 GB, i7-12700K, 32 GB RAM
MacBook Air 13-inch M4, 16 GB
I run local AI on this rack at home and post the real outputs and numbers here on X.
Until now my only workstation was the 16 GB MacBook Air. I kept switching between the standing desk (right in the last photo) and the main desk (left).
Hit the usage limit on my @bot@grok heavy account a couple of days before end of week despite offloading to cursor, devin, claude, codex (!) for anything that required thinking.
I think having dashboards/visualisations of where quotas go needs to be standard, codex good here
They opened just one blaster box of 2026 Allen & Ginter Baseball and found this Mike Trout relic auto numbered to just 25 😮🔥
📸: Joel Schreiner / @SCN_Pod
back in july, I put an ai agent in a big mouth billy bass bringing billai to life. some of you asked how (or why). well, now that bidirectional streaming is GA in strands, I wrote up a deep dive on the the whole thing 🐟 https://t.co/zaltI19uVq
I’m on my second coffee and still haven’t fully loaded yet
But one thing’s been stuck in my head this morning.
Most AI apps are really good at telling me what I should do. The annoying part is that I’m still the one who has to get up and do it.
That’s what I find interesting about @sleepagotchi.
It seems to be moving toward the part where AI doesn’t just give you advice, but actually handles the boring stuff booking, buying, sorting things out.
It’s still early, but I think that gap between “here’s what you should do” and “I’ve done it” is where consumer AI gets really interesting.
GM, have a good week