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VOICE ARCHIVE

Adam Ozimek

@modeledbehavior
20 posts
2026-02-25
Citrini piece may be nonsense but it's the kind of impact professional take havers dream of
2026-02-25 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

2026-02-24
Citrini piece may be nonsense but it's the kind of impact professional take havers dream of
2026-02-24 View on X
Financial Times

An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise

Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.

2025-08-11
I don't really understand. It's a national security issue or it isn't. If it is, how does a tax mitigate the risk?
2025-08-11 View on X
Financial Times

Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week

Chipmakers agree to unusual arrangement to secure export licences from Trump administration  —  Nvidia and AMD have agreed …

2025-04-10
Keep in mind, the tariffs were good, but ending the tariffs having achieved nothing is also good. [image]
2025-04-10 View on X
CNBC

President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”

- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.

2025-03-10
Easy to imagine trust being an important feature of agentic AI and consumers around the world not trusting a company in china https://marginalrevolution.com/ ...
2025-03-10 View on X
TechCrunch

Some early Manus users say the agentic AI is no panacea, with long waits, errors, unsatisfying answers, and endless loops often plaguing the experience

Manus, an “agentic” AI platform that launched in preview last week, is generating more hype than a Taylor Swift concert.

Easy to imagine trust being an important feature of agentic AI and consumers around the world not trusting a company in china https://marginalrevolution.com/ ...
2025-03-10 View on X
Forbes

A look at Manus, which its Chinese creators claim is the world's first fully autonomous AI agent, as some say it might be China's second DeepSeek moment

Manus is a general AI agent that bridges minds and actions: it doesn't just think, it delivers results. Luiza Jarovsky / Luiza's Newsletter : ✋ Manus AI: Why Everyone Should Worry ...

2025-02-04
Its a good time to ask. If this existed, how would it be used right now? Its a terrible idea.
2025-02-04 View on X
Bloomberg

Donald Trump signs an executive action to direct officials to create a US sovereign wealth fund and says that it could be used to facilitate a sale of TikTok US

- Fund could be used as US facilitates TikTok sale, Lutnick says  — Bessent says fund will be created in the next 12 months

2024-03-07
@robinhanson @Noahpinion Maybe there is some different formulation for why this doesn't make sense as a policy, I am very sincerely open on this. I just don't think that a portfolio of suppression that includes CCP suppression is a good description of what consumers are thinking when they use tiktok
2024-03-07 View on X
Punchbowl News

The White House is backing a bipartisan bill that would force ByteDance to sell TikTok if the company wants to keep the app in US app stores

namely, TikTok's actions that demonstrate a clear national security risk—conduct that is not protected by the First Amendment. Dr. Neal Dunn / @drnealdunnfl2 : Take or leave it! We...

2023-10-24
New @tylercowen book about who is the greatest living economist, plus an accompanying AI. Rockets to the top of my book pile of course Tyler promises: “I tell you exactly what I think” https://econgoat.ai/en
2023-10-24 View on X
Marginal Revolution

Tyler Cowen announces econgoat.ai, the first “generative book” that lets readers query the material to create more content, derived from a 100K-word manuscript

I am pleased to announce and present my new project, available here, free of charge.

2023-04-10
This is like Spotify trying to replace the record labels. Fundamental misunderstanding of the core value of the platform, and because he is a low information news consumer, he doesn't understand the core value of the media either https://www.wsj.com/...
2023-04-10 View on X
Forbes

Elon Musk claims Substack links “were never blocked” and Substack tried to “download a massive portion of the Twitter database to bootstrap their Twitter clone”

This is like Spotify trying to replace the record labels. Fundamental misunderstanding of the core value of the platform, and because he is a low information news consumer, he doesn't understand the core value of the media either https://www.wsj.com/...
2023-04-10 View on X
Engadget

In a reversal, Twitter lets users like, retweet, and reply to tweets with Substack links, but searches with “Substack” still just give results for “newsletter”

In a reversal of a limitation the platform put in place earlier in the week, Twitter is once again allowing users …

2023-03-28
Fees and prices can absolutely be part of making a two sided marketplace function efficiently. But extracting value and calling it adding value is a real risky move. https://twitter.com/...
2023-03-28 View on X
The Verge

Elon Musk says only verified accounts will be recommended in Twitter's For You tab and be able to vote in polls to address “AI bot swarms”, starting April 15

Twitter users will need a “verified account” to get recommended on the platform's For You page starting on April 15th …

2022-11-01
The optimistic twitter take from @mattyglesias. I put the odds even higher https://twitter.com/...
2022-11-01 View on X
New Statesman

Elon Musk's plan to monetize Twitter verification would generate little revenue, even at $20/month, and could create myriad issues, including enabling spammers

Elon Musk's latest brainwave risks alienating the users Twitter depends on and would expose it to lawsuits.

2022-05-25
So Walmart is ramping up drones, but driven by a human pilot, which clearly will be at a loss. But the plan is to make up for that by having them also take pictures??? https://www.cnbc.com/... https://twitter.com/...
2022-05-25 View on X
CNBC

Walmart plans to expand drone deliveries with DroneUp to cover 4M households in Arizona, Arkansas, Florida, Texas, Utah, and Virginia from 37 stores in 2022

Melissa Repko / CNBC :

2022-05-09
Wow, I'm sure someone will scoop him up and be happy to let him be remote https://twitter.com/...
2022-05-09 View on X
@zoeschiffer

Ian Goodfellow, Apple's director of ML, is leaving due to its return to work policy, saying in a note that “more flexibility would have been the best policy”

2022-05-08
Wow, I'm sure someone will scoop him up and be happy to let him be remote https://twitter.com/...
2022-05-08 View on X
@zoeschiffer

Ian Goodfellow, Apple's director of ML, is leaving due to its return to work policy, saying in a note that “more flexibility would have been the best policy”

Ian Goodfellow, Apple's director of machine learning, is leaving the company due to its return to work policy. In a note to staff, he said “I believe strongly that more flexibility...

2021-04-11
This is a big deal to a lot of small & medium sized businesses https://twitter.com/...
2021-04-11 View on X
Wall Street Journal

Some SMB owners who advertise heavily online say Facebook is speaking the truth about how iOS privacy changes might disproportionately affect such businesses

With big changes coming to iPhones, small online merchants are bracing for lost sales.  ‘Why is Apple now the decider?’

2021-02-20
A real deal prediction market coming. Hopefully no bet limits and low trading costs. And contrary to this reporting I hope they DO get into elections https://www.wsj.com/...
2021-02-20 View on X
Wall Street Journal

Kalshi, an online trading startup letting users bet on “yes/no” questions about future events, raises $30M from Sequoia and others ahead of planned March launch

Sequoia, Chuck Schwab are among those backing Kalshi, which plans to launch in March

2020-12-23
I don't understand why Apple would go after cars while skipping televisions. They are increasingly becoming computers, which is their wheelhouse & better economics. https://marginalrevolution.com/ ...
2020-12-23 View on X
Reuters

Sources: Apple is planning to manufacture a car by 2024 which may include self-driving tech, internally developed lidar sensors, and “breakthrough” battery tech

2020-12-22
I don't understand why Apple would go after cars while skipping televisions. They are increasingly becoming computers, which is their wheelhouse & better economics. https://marginalrevolution.com/ ...
2020-12-22 View on X
Reuters

Sources: Apple is planning to manufacture a car by 2024 which may include self-driving tech, internally developed lidar sensors, and “breakthrough” battery tech

(Reuters) - Apple Inc is moving forward with self-driving car technology and is targeting 2024 to produce …