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Posts by No Sunk Costs

If this many more men were showing up to church, we’d notice

4 days ago 11 1 2 0
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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

4 days ago 16 1 1 0
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The Extremes of Israeli Public Opinion Israeli voters are against a ceasefire with Iran, and think Netanyahu has not gone far enough.

New Interview: www.newyorker.com/news/q-and-a...

5 days ago 96 38 8 8

Hungary is going to vote out fascism

1 week ago 474 61 14 4

Fucking great slogan

1 week ago 26 3 0 0
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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 🤣

1 week ago 8 3 0 0

De-Orbanization is going to be a decade long project in Hungary if done right

Preview of what will also be needed here

1 week ago 22 1 0 0
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1 week ago 4816 1160 43 16
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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

1 week ago 10 0 0 0
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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

1 week ago 18 2 0 0
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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

1 week ago 24 5 2 0
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How China's online gaming industry is different -- regulatory protection for incumbents allows them to internalize efficiency gains

1 week ago 6 0 0 0
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Had this thread 2 weeks after ChatGPT was released

I think the Logical Progression has held up pretty well

x.com/nosunkcosts/...

1 week ago 5 1 0 0
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Github

1 week ago 7 2 0 0
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www.nytimes.com/2026/04/07/u...

1 week ago 6 2 1 0
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1 week ago 4 2 1 0
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Occam's razor

1 week ago 6 2 1 0

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

1 week ago 9 0 1 0
2 weeks ago 7 3 0 0
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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...

2 weeks ago 12 1 1 0

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)

2 weeks ago 14 2 0 0

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

2 weeks ago 13 2 1 0

"Prominent, perhaps previously politically ambiguous, person accused of serious crimes suddenly goes hard, far-right" is a secular megatrend

bsky.app/profile/nosu...

2 weeks ago 17 3 0 0
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If you like to crime, there is a cozy political home for you bsky.app/profile/nosu...

2 weeks ago 15 2 1 0

Vast majority of crypto-whining during Biden was simply "they won't let us defraud people legally"

bsky.app/profile/nosu...

2 weeks ago 8 1 1 0
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All that glisters: Maga influencers promote gold but investors feel short-changed Marketing pitches tell retirees the precious metal is a safe harbour amid claims of misrepresentation and exorbitant fees

www.ft.com/content/de54...

2 weeks ago 2 0 1 0

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

2 weeks ago 7 1 1 0

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

2 weeks ago 50 11 2 1
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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...

2 weeks ago 9 1 0 0
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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

2 weeks ago 10 1 2 0