What is this excerpt from?

Weber was a real one

Agree. 5 years was my lower bound guess as well. The X-factor to me is design - how they decouple themselves from TSMC?

People don't understand that TMSC's moat is manufacturing PLUS design (PDKs).

Lmao, 18mos is the lead time for equipment purchases, nevermind install and qualification

(Unironically/laudatory in case this is seen as throwing shade)

"You're allowed to say good things are good and bad things are bad"

Tattoo this on my forehead

It's crazy how none of these tweets include the ACTUAL DATE. Like c'mon let's make it easy to make the compilation of all the times the date has been pushed

this is a True Statement

I also pattern-matched LLMs to cryptoshit and the metaverse stuff until I finally sat down and actually used them and went, like, "ah. well then."

and this was like Sonnet 3/3.5, I was early but not that early

I Was an Enthusiastic Early Adopter of AI Scribes. Here’s Why I Stopped A GP reflects on what eighteen months of ambient scribing taught them about the consultation they thought they already understood.

My reflections on ambient scribes in primary care medicine.

Head line: “AI saves you time.”

Well, I think you’ll find it’s a bit more complicated than that.

open.substack.com/pub/benngooc...

Here's my attempt at collecting the pessimism in one place:
1. AI bubble and tech exec rhetoric
2. DOGE
3. Slashing of federal research grants
4. Hostility to immigration
5. Health insurance tied to employment
6. Opacity of health care costs
7. End of life care for parents approaching

I was way wrong. Thank god.

Here's my attempt at collecting the pessimism in one place:
1. AI bubble and tech exec rhetoric
2. DOGE
3. Slashing of federal research grants
4. Hostility to immigration
5. Health insurance tied to employment
6. Opacity of health care costs
7. End of life care for parents approaching

Lmao

That book about partying by the model-turned-anthro(?) professor?

Ashley Mears I think was her name

The Clode Code:
1. Big Z 30 minutes a night
2. Bergy for every d-zone draw
3. No PP for Marchand

Wait. NIGELTHORNBERRY WAS VOICED BY TIM CURRY?!?!?!

Claims. I am convinced. They are all going to die.

Would love to be proven wrong.

THE AMERICANS (dumb version)

It is an absolute crime that Crystal is not on here

That said, Cholula and Frank's

Call me a doomer but I think we are definitely in "more likely than not" territory

The fundamental fact is the guy is a one-way ratchet. He can only escalate

Given his reluctance to commit to a proper ground invasion, he will try to use the biggest weapon he has to get Iran to submit

I swear to god he is going to get desperate enough to try to nominate one of his kids

One I haven't seen mentioned yet, and my wife and I quote it ALL THE TIME

My favorite Psycho Joe fact is that Josh Waitzkin - the kid from SEARCHING FOR BOBBY FISCHER - is his coach. So, during all these interviews, Joe knows Josh is watching

On a personal note: I first watched THE SOPRANOS in 2015, and it immediately became my favorite TV show. I watched it again in 2018 and suddenly all of Tony's antics weren't funny anymore. Still an amazing show, but Trump really exposed the dark attraction we have for figures like him and Tony

This is a great post. One thing worth mentioning is that David Chase made Tony go to darker depths in S7 - and had Melfi fire him - because he was tired of viewers continuing to root for an evil man

Happy 94 Meetings Day to all my April Ludgate and Ron Swanson homies

Co-signed

Fire sale – Margin Call (2011) YouTube video by Weyland

5 minutes earlier....

Second alternative with some romance: