C'est si bon

ya - its great

his analysis was solid, but it sounded like he was trying to teach 2nd graders how to spell 6 letter words.

I actually didn't know who Pape was when your original post was written. It was pretty then already. But it was at least 5x funnier when I actually listened to him prattle on about geopolitics.

@rajakorman.bsky.social the best part about the Papeist tweet is imaging the Professor read it in his 80's sitcom voice and then go off on a long tangent about the danger of the (Social Media) Engagement Trap.

I have no clue how I missed that one.

Including Summer Flame?

omg - I only realized now that those Knights of Solamnia had 3 orders too.

full disclosure: I may or may not have a signed Elmore print of Dragons of Autumn Twilight, lol.

I should have just posted "Shirak"

@profgabriele.com its a lock young Prof. Gabriele read a lot of Dragonlance.

my guess is that most of the operators also don't factor in higher feedstock cost for all of this - whether its from the electrical grid or from turbines.

I look forward to reading your work. As someone who runs a tiny data center in my basement, I know the struggle...on a pico level!

Trumpthansa

appreciate you sharing that detail!

also: a lot less easy/willing capital out there to fund the wildcatters in this space.

Gaslightios

That weird nutcase Hugh Hendry was making a similar argument in a YouTube video today, but I changed that so fast when it became clear how lunaticky the monolog would get.

Doubtful. Plus Cursor uses Anthropic lol

its the Brazil of tech fantasies

@profgabriele.com

The Patron Saint of FAFO

Stick with it through the horrible first season. The plot gets better in Season 2 re: closer to real finance and better story arcs. Still a lot of pointless f*cking, but at least there is some other substance.

should be called F*cking

So does the entire Iranian military.

I don't buy it - he's a low credibility source.

BLOCKADE IS STILL UP TUESDAY

STRAIT OF HORMUZ IS STILL CLOSED TUESDAY!

more importantly - STRAIT OF HORMUZ IS STILL CLOSED!

yup - the only thing that gets fooled by this horseshit is stupid investors and algos - neither of which have any memory, situational awareness or common sense.

...and $CAR sells off on the lost JD Vance income from Islamabad International Airport

this post even has its own OST

www.youtube.com/watch?v=_FdE...