CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held. 🇦🇺 🇬🇧 🇬🇷 🇮🇱 🌻🦁🌞 🏉 🥊 🏊

London, England
Joined December 2021
Advocating for: Humanism, universalism, liberty, free inquiry, reason, rationalism, open society, secularism, pluralism, truth-seeking and science. Supporting: the Enlightenment, the West, Israel and Iranian freedom. Arguing against all tyrannies of mind & state: Islamism, fanaticism, totalitarianism, pseudoscience, Marxism, intersectionalism, historicism, scientism, and all dogma that fears criticism.
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I simply can't fucking believe this is happening. How the hell is the Islamisation of the world allowed to happen everywhere? In Israel, of all places, a party whose Muslim leader refuses to recognise Hamas as a terrorist group has more seats in parliament than Jewish Israeli nationalists, after Hamas's massacre!!!! In the US, Muslim Brotherhood candidates are running for the senate, with the full backing of the Democrats. And, Western Europe is entirely captured by the Muslim Brother and Jihadists! What the fucking hell is wrong with you all? Are you so despicable and cowardly that you're literally allowing the scum of the earth yo take over your countries? What the fuck is happening? Did you look at places like Iraq and Lebanon and decided "ah, we'd love to be like these countries"? This is sickening!
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Alphabet CEO: "Google Cloud revenues grew 103%. Our AI infrastructure and solutions are the major drivers for cloud growth,...We are working hard to bring more capacity online to meet this long-term demand." $GOOG $GOOGL
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$GOOGL is down ~$400B after hours, which if it holds tomorrow would make it the second-largest single day market cap decline in history... sitting only behind the $NVDA ~$590B decline in early 2025.
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As a gentile who has been to Israel multiple times this is utterly accurate.
I was expecting Israel to be a little America—mostly English-speaking, a land full of convenience. What I found was distinctly Middle Eastern—the people are brash, speak with their hands, and often don't know a lick of English. There are stray cats everywhere, mopeds, and graffiti. The street signs are in Hebrew, English, and Arabic. There is a mosque on prime beachfront property in Tel Aviv. There is every kind of citizen imaginable. I saw Ethiopian Jews serving in the IDF. While touring an ancient Jewish site, I ran into a group of Arab schoolchildren also there to learn. I met a Mizrahi cab driver whose parents fled Morocco in the 50s. Douglas Murray famously made Americans irate when he flamed Dave Smith on an episode of Joe Rogan for having never traveled to Israel—but he’s right. Visiting Israel shows you just how wrong the west is about the Jewish state. Just go there.
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i think Sergey Brin getting directly involved and Google going code red is finally paying off, much like openai's response to opus 4.5 and gemini 3 brin recently said google is getting onto the "RSI treadmill" with AI models helping build the next generation of models argon will be an early sign of that acceleration
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$GOOGL Alphabet CFO: "With respect to cloud margins, given the supply constraint environment, we started utilizing third-party compute capacity at the end of Q3, and will ramp usage in Q4. We expect margin headwinds in the near term as we utilize this capacity."
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Microsoft Q1 Results Azure +48% Microsoft 365 Cloud +17% Productivity & Server Licensing -3% Search & Advertising +10% XBOX -2% Industry Solutions +9% Windows OEM & Devices -22% Frontier & Support +4% $MSFT
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Reprise de l'entraînement pour Mbappé après la polémique avec la Chine.
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Five books I recommend without hesitation.
5 books I recommend without hesitation.
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$MSFT: Microsoft FY2027 Q1 Revenue by Product and Service [USD, YoY]: Total Revenue: +18.8% to $92.28B —Azure: +48.2% to $33.17B —Microsoft 365 Cloud: +17.2% to $27.78B —Productivity & Server Licensing: -3.1% to $8.41B —Search & Advertising: +10.3% to $6.55B —Xbox: -2.3% to $5.38B —Industry Solutions: +9.1% to $5.34B —Windows OEM & Devices: -22.0% to $3.55B —Frontier & Support Services: +4.3% to $2.11B Azure was the main growth driver, adding $10.78B in revenue and accounting for ~74% of Microsoft's total revenue increase.
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A happier time… @MrMBrown *he had a full head of hair back then, too xitter.cf/piqmarkets/status/2037…
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$GOOG Alphabet Q3 FY26: • Revenue +25% Y/Y to $127.6B ($0.3B miss). • Operating margin 32% (+1pp Y/Y). ☁️ Google Cloud: • Revenue +106% Y/Y to $30.7B • Operating margin 36% (+23pp Y/Y). 🔎 Search +12% Y/Y to $63.4B.
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The intense backlash for plainly describing Mao as a dictator is an exercise in psychological conditioning. Consider what is actually happening when activists insist that others affirm that biological males can become women. Publicly endorsing claims that contradict observable evidence and common sense imposes a significant reputational cost on the speaker. That cost makes defection more expensive and demonstrates that the speaker is a fully committed member rather than a free-rider who might abandon the tribe when conditions change. The more prima facie absurd the claim, the stronger the signal. In this respect, “Mao was not a dictator” functions in the same way. Its defiance of readily available historical evidence turns it into a sacred shibboleth - those who affirm it at the expense of their own credibility show that the group’s moral authority supercedes everything else. It is therefore a mechanism for sorting the compliant from the non-compliant. The people who readily accept the claim or remain silent while others are punished for rejecting it, are those who prioritize commercial access, relationships, and social standing above dignity and truth. The tremendous penalties incurred by Mbappé and La Liga for failing the slightest of slights on Mao’s legacy are meant to be noticed and internalized by everyone else. They illustrate the practical consequences of refusing to toe the line. What follows is a gradual narrowing of acceptable statements that foreign individuals can hold without commercial penalty. You may not be a Chinese citizen, but you will live under their moral codes and law. Each time someone subordinates evidentiary scrutiny to the demands of solidarity, this habit is reinforced. Repeat a falsehood often enough, and the distinction between what is useful to believe and what is true begins to erode. ✍️ Me in @TheSpectator: spectator.com/article/why-ch… (btw I'm quite proud of the title IYKYK)
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Since many of you have asked me privately for introductory material on analytic philosophy after the Kripke post, I wanted to propose to you Michael Dummett's ''Origins of Analytical Philosophy'', a nice short read which requires very little technical knowledge, outside of the basics of logic, as the book focus on the history of the ideas found in analytical philosophy.
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Terrible form by the Daily Mail. Watch for the community note.
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The overarching dilemma Israeli Jews face is that another race want to, at best, dominate them and, at worst, exterminate them entirely, but ANY attempt to defend against that is spun as racist. Its an inversion of truth, but they are trapped regardless.
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