Sublime
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
The AI verticalization wars appear to be starting:
- API pricing going up
- Models trained for verticalization (arguably C3.7 is a sign of this)
- MCP for stickyness through local context
- MSFT removing support for extensions in vscode forks
Crazy... See more
martin_casadox.com📉 “Diversification is dead. If you’re not beating 11%, you’re getting poorer.” — @RaoulGMI and @BittelJulien
Governments are quietly debasing fiat. Hyper concentration may be the only way to stay ahead. Enter The Everything Code (2025 Edition) https://t.co/KudBf5RPzc
Real Visionx.com
The “debasement trade” - aka the “Turboamerica trade” after @FistedFoucault’s prophetic essay - is really starting to take off. When “debasement” becomes a consensus trade it’s hard to imagine putting the genie back in the bottle. 💵📉 https://t.co/t1zNICkSXE
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
This is absolutely insane…
This is Jared Bernstein. Chair of the Council of Economic Advisers.
He advises Biden on economic policy.
https://t.co/Gi2j99dn5d
Geiger Capitalx.comAbe
@billgates