Piotr Wislowski

financial systems and ops

[Piotr Wislowski @pwislow]

A może spojrzysz na revenue breakdown? NVidia robi zyski między innymi pożyczając pieniądze swoim kontrahentom poprzez posiadanie udziałów w owych firmach.

Stock market nie opisuje tej sytuacji, ale bond market juz tak. nvidia ma aktualnie prawie dwa razy wyższe koszta obsługi nowego długu, bo nie jest już tylko producentem chipów, ale dosłownie inwestorem w startupy AI

[GBC @GBC_Press]

🚨 BREAKING:

Professor John Mearsheimer:

"If we held Nuremberg-style trials, Joe Biden, Donald Trump, and their top aides would have been hanged."

[Don Johnson @DonMiami3]

It’s a good thing we can eat data centers

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Total nonfarm payrolls were revised down by another -79,000 jobs for the 12 months ending March 31st, 2026, in the BLS's preliminary benchmark revision.

This follows last year's record -911,000 revision and marks the 4th consecutive annual downward adjustment, matching the streak that ended in 2010 after the 2008 Financial Crisis.

This also marks the 7th downward revision over the last 8 years, with cumulative revisions of nearly -2.5 million jobs over this period.

The latest revision was driven by a -178,000 downward adjustment to private payrolls, partly offset by a +99,000 upward revision to government payrolls.

The US labor market has been weaker than initially reported for years.

[Mitchell Hashimoto @mitchellh]

Quick Superlogical demo to end the week. This demo is just of the basic functionality, but I want to highlight just how FAST it is. There's a WHOLE lot more functionality already present and coming but I wanted to keep the demo short. But seriously, check out that speed.

I'm showing the macOS app here and I get asked a lot so let me just say up front: its not macOS only. We're still figuring out exactly what platforms will be stable enough for the initial public release, but we're working on others. In particular, the web interface is very functional but I'll demo that another time (or someone else will).

This is also all showing off the architecture I previously talked about for terminal multiplexing which is significantly different from other mainstream multiplexers: this is all a custom binary protocol where the server is maintaining N replica distributed terminal state machines. It works!

Tons of hard work going into this by the team @almonk @dizzyup @pearkes. Hope we can bring you something you can use soon. ❤️ Happy to answer questions in the replies.

[Barchart @Barchart]

Uranium hits highest price in almost 7 months 📈 📈

[Alok Kumar @Alokkumarzz]

In 1997, a developer publicly told Steve Jobs he had no idea what he was talking about. Jobs paused and answered with the most important business lesson ever delivered under pressure.

Bookmark & watch today, no matter what.

[TraderSZ @trader1sz]

$BTC - im macro bullish but been playing this range seperately both sides

if we deviate back below i'll look for short term shorts to take out clean lows

if we hold above and confirm the breakout...i'll add to long term swing longs

moment of truth soon

[Piotr Wislowski @pwislow]

Also I've made some product branding on a side to kind of prove myself to potential employers – https://t.co/oWSJErhyYz

[Piotr Wislowski @pwislow]

I've just reached out to 5 people on LinkedIn and privately. Let's see if they reply lol

[Piotr Wislowski @pwislow]

In spirit of building in public, I’ll network in public and post the progress over here.

I build finance domain systems and optimise operations. Any tips for networking?

[Piotr Wislowski @pwislow]

@Options4Fire Jak tam te 60 USD premium? XD

[Piotr Wislowski @pwislow]

@Options4Fire Fajnie, ze sprzedajesz puty, ale nie zaznacz, ze naked put wiąże się z ogromnym ryzykiem za które dostajesz usd 60. Pomimo ze strategia 'działa od lat', nie oznacza to ze ryzyka nie ma. Przy obecnym volatility o wiele lepiej dokupić OOM calla jeśli to się nadal kalkuluje

[Finn Mallery @fin465]

old way to build a $10m startup:

– do yc
– relocate to sf
– close a $5m round
–hire 5 engineers
– build for 12 months
– launch in techcrunch/media

new way playbook:

– find a real problem ai can solve
– ship it yourself with ai tools
– post to x, insta, reddit, tiktok, do ugc
– growth = 'just email ppl who can buy' + warm outbound
– ship a bunch, double down on winners

[aether @bluewdrift]

the gap between where you are and where you want to be is called work.

it's not magic. it's not luck. it's not talent. it's work.

boring, repetitive, uncomfortable work done consistently over time.

[aether @bluewdrift]

i regret to inform you that personal growth rarely comes from acquiring new knowledge and almost always from:
•getting humiliated
•showing up terrified and doing it anyway
•admitting you might be the problem

[Citrini @citrini]

Indeed.

[Małomówny @MOmowny]

Skończyło się tak jak musiało się skończyć. Giełda w Korei się zawaliła, milion Koreańczyków (lewarowali się) dostało wezwanie do uzupełnienia kont, 300 tys. kont wyczyszczonych do zera. Głównie ludzie w wieku 20-30 lat Odwołują śluby, popełniają samobójstwa. Rynki są bezwzględne

[The Factor Report @PeterLBrandt]

My STRONGEST RECOMMENDATION
To Z gens who think they will score big as active traders
is
Don't even try
Invest as much as you can at the end of each month in a real job (80% into SPY, 10% into PSLV and 10% into SGOL) and retire worth millions in your late 40s
Hope for a price collapse so that you can cost average lower

[P Equity Research 📰 @pequityresearch]

Morgan Stanley: Bearings

The Big Picture: Bearings as a Core Robotics Play

> Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor.

> Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050.

> Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them.

> OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category.

Content Scales with Robot Complexity

> Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts.

> Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies.

Small quadcopter drone: Requires 8–12 bearings.

Humanoid robot: Requires 70 or more bearings.

> Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100

Global Bearings Market Dynamics

> Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%.

> Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels

[shadcn @shadcn]

Introducing shadcn/typeset.

You know how you render markdown and get back plain, unstyled HTML? Headings, paragraphs, lists, tables. So you style the elements one by one: font sizes, line heights, spacing.

You do it for your blog. Then you do it again for docs. Then again for the chat. Every time, you're fighting the same thing: sizing and spacing.

To fix this, we created typeset.css: one file that styles everything inside a typeset container. It lives in your project, so you can change it directly when you need to.

And we made it work beautifully with streaming markdown.