Discussion

• @mikeisaac Rat King on x

  the most useful thing about the “citrini report” — now referenced like some clandestine dossier — was the way it showed how little the market seems to actually understand about AI if a blog post equivalent to Herbert-level fanfic can swing indices that much, we're in trouble [ima…

• @mansourtarek_ Tarek Mansour on x

  The Citrini report caused a market sell off. But Citadel and others published rebuttals. Pricing the likelihood of this AI doomsday scenario could decrease uncertainty in the broader market and make asset prices more efficient. Kalshi has it at 11%. https://www.citriniodds.com/

• @pitdesi Sheel Mohnot on x

  Everyone dunked on the DoorDash part of the Citrini piece, but replace it with OTAs. Why would an AI agent use Expedia? It can check every airline/hotel directly. OTAs exist (& charge hotels ~15%) because comparison shopping is tedious for humans. Hotels will opt out, right?

• @mikefritzell Michael Fritzell on x

  Some of you newsletter / Substack authors are playing too fast and lose. There will be a backlash.

• @the_ai_investor @the_ai_investor on x

  Wow, about the Citrini's article: “the authorship attribution on a report attributed to market-moving was changed after publication, and the co-author is the managing partner of a $262 million SEC-registered hedge fund who confirmed short positions in the companies the report

• @burggrabenh Alexander Stahel on x

  Citadel fills in some of the blind spots of the ⁦@Citrini7 note, which I enjoyed reading as much as everyone else. Let's keep the healthy debate going. 2026 Global Intelligence Crisis https://www.citadelsecurities.com/ ...

• @david_tracey @david_tracey on x

  So the co-author of the Citrini piece was a hedge fund manager with short positions in tech. As I said the other day I had my suspicions.

• @stevehou Steve Hou on x

  This is effectively a long winded bullish thesis for why SaaS isn't dead. We live in a world full of frictions that AI cannot easily overcome and software are tools that help us overcome those frictions. AI + software >> software and “human + AI” >> “AI alone”.

• @anistotle_ @anistotle_ on x

  Vibe Laundering, Pt. 2: Citrini, the Co-Author and the Edit (remix not featuring the SEC)

• @vchampain Vincent Champain on x

  AI productivity gains are just enough to partially compensate diminishing economic growth https://www.citadelsecurities.com/ ... [image]

• @marthagimbel Martha Gimbel on x

  Citadel analysts as they're writing this piece: https://www.citadelsecurities.com/ ... [image]

• @bryntalkington @bryntalkington on x

  Great read by Citadel. The dystopian bears always sounds so smart, but as we know the optimists make the best long term returns