Steven Marks

Oligarchs R Us!

[brandon galang ▲ @brandon_galang]

if you know you're capable of more, have a bit of a chip on your shoulder, and are having way too much fun figuring out what AI can do, i think we'll get along

i'm brandon. i went from PM to an applied AI engineer (GTM Eng) at @vercel

i remember knowing i could solve problems and the pain of struggling to get people to acknowledge it. i was scared that the choices i'd already made would keep limiting what i could do next

getting into applied AI gave me newfound leverage and opened a new pathway. i could learn, make things, and start showing people what i was capable of

i want more people to get that 2nd chance

on this account, i share:
- the models, tools, and agent workflows i'm using, including some very off-the-cuff opinions
- what helped me change careers, make my work visible, and get people interested in what i could do
- what i'm building with AI and what i'm learning

if you're trying to make a similar move, i have a lot of time for you

if you already build with this stuff and like comparing notes, i want you here too. i have plenty left to learn

follow along if that sounds like your kind of thing! if you're already here, thank you. i invite you to comment below and introduce yourself 👋

what do you do now, and what are you building or hoping to move into?

[Shaun Terhune @Shaun_Terhune]

New Hampshire - yesterday. Still somewhat in awe, wrapping my head around all this. Up on that mountain, I experienced one of the most awe-inspiring moments I've ever been given as a photographer. This picture represents a rare confluence of contrasting elements: warmth and frost, transition and stillness - a reminder that the most breathtaking moments in nature cannot be rushed, like the dusting of snow and luminous high-country light of New Hampshire's Presidential Range we got to see yesterday. This picture will always be a special way to remember the incredible “snowliage” event of 2026. Prints available!

[Steven Marks @scobsd]

@JeffWellsRigInt A bigger war is coming so not so relevant. https://t.co/K0UICDYKi7

[The Watch @AccessTheWatch]

👀
Premiering on select @IMAX screens and streaming this November, THE WATCH: America’s Nuclear Mission offers extraordinary access to the most important mission in world history.

No CGI. No AI. Ever.

With @usairforce + @AFGlobalStrike + @USNavy

[Angela Nikolau 🐈‍⬛ @AngelaNikolau_]

Being an artist today isn’t just about mastering one beautiful painting technique. The form has to serve the idea.

I studied art for four years, but left a year before graduating because I got bored with just perfecting technique without any deeper meaning behind it. I’m much more interested in provocation, subtext, new materials, and using the place and the moment as part of the work itself.

I can paint and make sculptures too, but that’s only one part of what I do. A contemporary artist isn’t just someone who can perfectly recreate what they see on canvas. To me, an artist is someone who pushes boundaries, challenges what feels familiar, influences people, and creates change

[Daniel Swain @Weather_West]

Just did some number crunching using latest (Oct 1) ECMWF seasonal data, and I must say that I've never seen such high predictive confidence in a very wet California winter. This is a truly extraordinary forecast amid a record-strength El Niño event. [Thread: please read to end.]

[Luiza Jarovsky, PhD @LuizaJarovsky]

Unpopular opinion: AI is a non-essential technology.

[HumanityIsCooked⏹️ @Humanityiscookd]

@LuizaJarovsky

[Luiza Jarovsky, PhD @LuizaJarovsky]

Unpopular opinion: AI companies are pushing society to accept an unacceptable level of risk for a non-essential technology.

[Anonymous @YourAnonCentral]

An 18 year old rape victim murders another teenager after years of the system and adults repeatdly failing her, and millions of people call for her execution, but when an 82 year old pedophile murders over 100 little girls....

At some point, it's not about the death penalty, or who is or isn't guilty, but an out of control society that will rally to call for blood for one murderer and then cheer for another mass murderer and pretend that what he is doing is perfectly legal and normal.

[Dylan Ratigan @DylanRatigan]

Even in the face of an obviously broken government and openly corrupt administration. I have complete faith in the American people in our collective future.

[Zee Cohen-Sanchez @ZeeToTheHill]

There is one thing Trump will likely do before the midterms that will send our country into absolute chaos. Please hear this.

[MAGA Cult Slayer @MAGACult2]

We are to keep mocking this man. Make him the poster-board child of incompetence on the right.

[Deb Haaland @DebHaalandNM]

My grandparents survived the terrible abuse of the Federal Indian Boarding School Era. That trauma wasn't isolated to the past—it was carried down through my family all the way to me. And there are so many families like my own across Indian Country.

When I became Secretary of the Interior, I knew it was my duty to help heal those wounds. We launched the Federal Indian Boarding School Initiative to uncover records, bring these stories to light, and ensure the truth could no longer be hidden.

Today, I wear orange to honor the Indigenous children who endured these schools, the families who saw their children ripped away, and the generations who continue to carry that trauma. 🧡

We must remember, tell the truth, and keep working toward healing and a more just future. 🧡

[Clara @Claralkpz]

No husband, no children… just me today 🤍
It’s my birthday 🎂
A small wish, a follow, or a repost would mean everything 🫶✨

[Leo @Leooweb3]

My trading strategy

[Steven Marks @scobsd]

@HealthRanger OMG. 🙄 Universal DIGITAL FOOD STAMPS and a police surveillance state. That’s what the peasants get.

[Steven Marks @scobsd]

@truthstreamnews OMG. 🙄 Universal DIGITAL FOOD STAMPS and a police surveillance state. That’s what the peasants get.

[Steven Marks @scobsd]

@truthstreamnews https://t.co/q9p7XVOsVQ

[Shannon Joy @ShannonJoyRadio]

Guys … seriously?

You SERIOUSLY think these fuckers are going to gift you a universal HIGH income? Did you just fall off the turnip truck?

OMG. 🙄 Universal DIGITAL FOOD STAMPS and a police surveillance state. That’s what the peasants get.

I cannot believe people are falling for this bullshit.

[Steven Marks @scobsd]

@anabology Fluffing Brilliant!

[Jurrien Timmer @TimmerFidelity]

What happens to equities if yields continue to rise? The simple answer is that per the DCF model the present value of future cashflows will decline, all else being equal. Fortunately, all else is not equal and earnings are booming. That means that the stock market can withstand a P/E derating without causing a bear market. Remember that in 2022 the P/E ratio fell 33% while earnings only grew 8% (and were decelerating from the post-COVID recovery). The result was a 28% bear market entirely driven by contracting multiples. I fear that a milder repeat could lie ahead if this bond bear market continues. Again, as long as earnings keep growing at double digits, the damage to price could be modest. For instance, per the Fed model below (which compares equity valuation to bond valuation), if the 10-year yield rises to 6%, that suggests an equity P/E ratio of 16x. It is currently 19-20x. A 4-point drop in the P/E ratio is a 20% valuation haircut, but if it’s offset by 30% earnings growth, we could be spared the kind of drawdown we experienced in 2022. Maybe a 2022 echo or aftershock. 🧵(1/2)