If this many more men were showing up to church, we’d notice
Posts by No Sunk Costs
I’d bet good money that most of the men answering yes to this aren’t religious and follow no religious doctrine in their daily lives
It’s just a vibes based answer to a survey question
Hungary is going to vote out fascism
Fucking great slogan
It's funny that millennials are most interested in watching AI-generated movies and TV shows -- moreso than Gen Alpha + Z -- probably because the latter don't watch long-form content at all 🤣
De-Orbanization is going to be a decade long project in Hungary if done right
Preview of what will also be needed here
Ben Thompson has so fully lost the plot that he cannot conceive of anyone having principles of any kind
Too much time glazing tech bros
Boot-strapped electrical equipment business doing $200mm+ in revenue started by 2 Texas A&M guys by watching YouTube videos to deal with a component shortage for their natural gas flaring Bitcoing mining operation
America man
There was an effort from some sober, well-meaning, left-leaning economists to 'debunk' the idea that consumption is increasingly being driven by the top 1-10% of households and the data isn't crystal clear, but if you have a first-principles model of today's economy, you know K-shaped is a fact
How China's online gaming industry is different -- regulatory protection for incumbents allows them to internalize efficiency gains
Had this thread 2 weeks after ChatGPT was released
I think the Logical Progression has held up pretty well
x.com/nosunkcosts/...
Github
www.nytimes.com/2026/04/07/u...
Occam's razor
Hotel breakfast where the fruit section has 3 watermelon trays, 3 mango trays, and one tray for all other fruit
Breakfast buffet market efficiency is increasing
I wonder if there is any self-reflection on the part of Tyler Cowen as to the cesspool that has become Marginal Revolution
These are the top 2 comments
marginalrevolution.com/marginalrevo...
I still think it's notable that the US is currently running a fiscal deficit ~100-175bps above NGDP growth i.e. fiscal policy remains expansionary while the median DM is running ~100bps *below* NGDP growth
(the oil shock may change things for them fwiw)
RoW equity returns from Trump 2.0 election to pre-Iran war and to today have been ~2x US equity returns, mainly driven by a ~20% relative re-rating of ex-US equities vs. US equities
"Prominent, perhaps previously politically ambiguous, person accused of serious crimes suddenly goes hard, far-right" is a secular megatrend
bsky.app/profile/nosu...
If you like to crime, there is a cozy political home for you bsky.app/profile/nosu...
Vast majority of crypto-whining during Biden was simply "they won't let us defraud people legally"
bsky.app/profile/nosu...
Scams, grifts, crypto, financial fraud, crime are fully intertwined with the 'Conservative project' -- there is a clear selection effect at play here: if you enjoy criming and scamming, the GOP is the party for you -- kick back some funds in political support, rinse your audience, get pardoned later
Had a thread on this last year, but this article gives you numbers and explains why right-wing dominance of social media is structural: right-wing influencers see their audience as suckers and marks, which allows them to garner the marketing dollars from the highest GM companies like gold scammers
So OpenAI has unfunded commitments/implicit liabilities on delays and overages related to $ORCL's cloud capacity additions that it would need to fund with equity
What is OAI's implicit cost of capital vs. $ORCL's cost of debt?
www.theinformation.com/articles/ope...
Apparently Altman is keeping OpenAI's CFO out of discussions that relate to financing and spending
Honestly, she may end up being grateful that she wasn't in the room eventually