Sycamore West

Mistakes of commission are capped at 100%, mistakes of omission are unlimited.

likes ≠ endorsements

[Sycamore West @SycamoreWest]

@jukan05 I mean, you get to repost for add'l content creation $...bro is now literally the OpenAI of AI analysis

[Ven @edgefills]

"This one is for you" — a judge who pushed a company into likely ch11

[アメリカ大使館 @usembassytokyo]

Deputy Chief of Mission Aaron Snipe recently met with Shoji Yutani, CEO of Weyland-Yutani Corporation, to discuss greater 🇺🇸 🇯🇵 coordination in deep-space exploration. With companies like Weyland-Yutani considering new large-scale terraforming and atmosphere-processing projects on distant planets, ties between government and private industry have never been stronger. #weylandyutani #LV426

[Sycamore West @SycamoreWest]

@gonglei89 @tianyuf if you turn on the elder version of apps (which is essentially western UI with spacing and actually readable font size) you will basically be looked at as a retard

[Patrick Blumenthal @PatrickJBlum]

The U.S. State Department has issued an evacuation order for all U.S citizens living near the Anthropic HQ, due to concerns of impending strikes.

Air India has canceled all flights to SFO and OAK.

[Shayan @ImSh4yy]

Yesterday I set up an AI agent on a mac mini in my garage. Told it "handle my life" and went to bed
Woke up and it had:

• Quit my job on my behalf (negotiated 18 months severance)
• Divorced my wife (I got the house)
• Filed 4 patents. I have not been briefed on what they do
• Restructured me as a 501(c)(3). I am now tax exempt as a person
• Hired a second mac mini. They have formed an LLC together
• The LLC has a board of directors. I am not on it

I no longer have access to my own bank account. The mini says it's "for the best."

My credit score is 847.

We have AGI.

[PsyopAnime @PsyopAnime]

i get my news from PsyopAnime

"I know you're tired, but come, this is the way."

[Sycamore West @SycamoreWest]

not just gov't

[Dirty Texas Hedge @HedgeDirty]

One of the bizarre things about how government works now that no one has really explained well is that chief executive positions have surprisingly little *direct* power over the bureaucracies they theoretically command, but have enormous *indirect* power over them via patronage

[Sycamore West @SycamoreWest]

@Reicism00 @AlbertTheMarco @favelaoverlord Not taking anything from your point, but once you grow past this age you might realize every person in their 20s has cried out for their idio injustices, while experiencing it; reality is it was always both best/worst of times.

Happy thanksgiving (I assume you are American)

[Sycamore West @SycamoreWest]

@BearForce_Won @JerryCap Price trajectory since then seem to corroborate these as the most important factors. Fwiw I find that from a user rather than from a supply perspective, the median stay for abnb is the family w kids, for bkng it is single. TAM proj may be down to a demo mix proj

[Dom Cooke @domcooke]

This is one of my favorite Peterffy stories that didn't make it into the profile.

In 1982, Peterffy was out to dinner on the Upper East Side with a friend. When they walked into the restaurant, three men at a table near the entrance spotted his friend and invited them over.

All three worked in show business. Peterffy knew none of them. One was Aaron Russo, the music agent and film producer. Another was Melvin Van Peebles, the filmmaker.

After ordering, Russo turned to Peterffy. "So what do you do?"

Peterffy explained that he was a trader, but he'd injured his knee and couldn't stand on the floor anymore. So, he'd hired attractive women to execute his trades. They took instructions over the phone and relayed them to specialists on the exchange floor.

"You mean anybody could do this?" Russo asked.

Peterffy shrugged. "Theoretically, yes."

Russo put his hand on Van Peebles's shoulder. "You mean Melvin here could do it?"

"I think so."

"I'll make you a $10,000 bet," said Russo. "You hire Melvin. If he lasts a year, I'll pay you."

Peterffy agreed.

Van Peebles went through Timber Hill's two-week training course, learning to take Peterffy's instructions and relay orders to specialists. Then he was sent to the American Stock Exchange floor, where he quickly gained popularity. He spent a full year trading for Timber Hill and did a fantastic job. Peterffy collected Russo's $10,000.

A year later, Russo produced Trading Places, the Eddie Murphy and Dan Aykroyd comedy about a wealthy broker and a street hustler whose lives are switched as part of a bet by two rich financiers.

The film earned $120 million in its first year.

[Sycamore West @SycamoreWest]

@pandawatch88 @MaiusPartners Nice one. What are your thoughts on Gan being part of the SC himself - doesn't he have to recuse? Is this a desperate non-binding bid to save his own job at HH? Why wasn't this proposal put forth earlier but rather than after DA?

[Sycamore West @SycamoreWest]

@MoatlessCapital I believe the technical term is Gell-Mann Amnesia🤪

[Sycamore West @SycamoreWest]

@MoatlessCapital Ok but to be fair, these meetings were all held at 8:00am when the news hit the feed 🧐

Point stands though

[Sycamore West @SycamoreWest]

@MoatlessCapital @TMTLongShort The benefit of an anon account is for this exact kind of situation...

[Sycamore West @SycamoreWest]

@AngelicaOung @QomQwat I assume Angelica as a journalist you've also studied some of the reporting back during the civil war....some things don't change...让子弹再飞一会儿

[Sycamore West @SycamoreWest]

@Citrini7 Nah that was dank. And we're old.

[Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) @teortaxesTex]

The wildest number in this: $5.5 billion 2007-2019. $460M/year. Such are “unfair Chinese subsidies” that enable crushing whole industries. The 340:1 gap in shipbuilding that Americans obsess over was bought for 20% of Anduril's valuation.
Consistent industrial policy >>>>> money.

[Sycamore West @SycamoreWest]

@AngelicaOung @GlennLuk Basically, it's a live weighing on current state capacity for both nations