tmtlongshort · TEXXR

If you're a PM and none of your analysts were imaginative enough to describe a scenario like Citrini just did months ago at a minimum ...as well as what the likely measures the govt would take to mitigate the probabilities in response... you are not properly equipped to deal with

2026-02-24 View on X

Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …

View original

If you're a PM and none of your analysts were imaginative enough to describe a scenario like Citrini just did months ago at a minimum ...as well as what the likely measures the govt would take to mitigate the probabilities in response... you are not properly equipped to deal with

2026-02-24 View on X

Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …

View original

If you're a PM and none of your analysts were imaginative enough to describe a scenario like Citrini just did months ago at a minimum ...as well as what the likely measures the govt would take to mitigate the probabilities in response... you are not properly equipped to deal with

2026-02-23 View on X

Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …

View original

I'm insanely bullish and think this story way overstates the issues but it is also mildly concerning that the relevant parties weren't sufficiently hopped up on Adderall and had to duck out to 7-11 for sustenance. The labs need more pod-bros. [image]

2026-02-23 View on X

The Information

How OpenAI scrambled for compute as Stargate stalled amid clashes with SoftBank; sources say OpenAI building its own data centers is not its near-term priority

When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged …

View original

Burry is making the mistake of anchoring his probabilities based on existing model capabilities in a linear fashion therefore assuming model IQ increases slowly and open-source vs closed-source model capabilities continue to converge. That is wrong. It's certainly a

2026-01-11 View on X

The Substack Post

Michael Burry, Anthropic co-founder Jack Clark, and Dwarkesh Patel on the future of AI, whether AI tools improve productivity, job losses due to AI, and more

The man who predicted the 2008 crash, Anthropic's co-founder, and a leading AI podcaster jump into a Google doc to debate the future of AI—and, possibly, our lives

View original

Burry is making the mistake of anchoring his probabilities based on existing model capabilities in a linear fashion therefore assuming model IQ increases slowly and open-source vs closed-source model capabilities continue to converge. That is wrong. It's certainly a

2026-01-10 View on X

The Substack Post

Michael Burry, Anthropic co-founder Jack Clark, and Dwarkesh Patel on the future of AI, whether AI tools improve productivity, job losses due to AI, and more

The man who predicted the 2008 crash, Anthropic's co-founder, and a leading AI podcaster jump into a Google doc to debate the future of AI—and, possibly, our lives

View original

Now might be a good time to resurface this nugget from META's 10k last week re benefit from TEMU/Tok spending like drunken sailors before user retention turned negative late last year. Skeptical this repeats in '24: [image]

2024-02-13 View on X

Bloomberg

Temu bought six Super Bowl ad slots, likely for tens of millions, to win back US shoppers; US observed sales fell 12.5% MoM in December 2023 and 4.8% in January

the results of running the same commercial 5 times Gabrielle Fonrouge / CNBC : Temu returns to Super Bowl ad slate as lawmaker ire swells X: @tayredacted : Temu used y'all's credit...

View original