@Sleepysolcap
Joined June 2022
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Prediction markets stay winning
Sleepysol@SleepysolcapOct 26
The only take away from the Brazilian election that really matter *right now* is that prediction markets are more vibes based idiots than actual prognosticators and it was only thanks to that French guy that they utterly nailed the 2024 presidential election.
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The structural problem with any non us potus election is that polling is really effing hard. Prediction markets make assumptions based on polls. Its bad data in, bad data out. And the PM create a reflective loop where ppl start to lying when getting polled. They're worthless.
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The only take away from the Brazilian election that really matter *right now* is that prediction markets are more vibes based idiots than actual prognosticators and it was only thanks to that French guy that they utterly nailed the 2024 presidential election.
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Ya listen I read the s-1 and investing opinions aside I do not think that AI is more disruptive and transformative than the actual creation and expansion of the internet.
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This Atlanta Falcons defense looks elite. I can't imagine there's a lot of teams that can give them a real challenge
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Sleepysol retweeted
Roy
@usr_bin_roygbivOct 24
In terms of who I would hire S: Dota Starcraft Eve OSRS Paradox games Factorio A Tier: Diablo/Poe Traditional MMOs Tekken Minecraft mods Wall of mediocrity/case by case F: League Cod Fortnite Vanilla minecraft It's far closer correlated to IQ than a degree is at this point
Andrew — e/acc@effaccelerationOct 24
Replying to @usr_bin_roygbiv
what's the most optimal video game for this question?
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Ucf > ND
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The Dow, that ancient index no one but Grandpa cares about, has been green 3 straight weeks.
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There's a biz parable, if you have a jar of perfect M&Ms but knew one was laced with poison you wouldn't reach in and eat any for fear of death. With talks of how AI is going to have access to everything, including bank accounts, ppl will not use the internet for the same reason
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There isn't a world where its 'hey if you put your CC data in here there's a 1% chance it will get stolen faster than you can stop it' and people will still actively online shop. That doesn't even include group chats, porn, and browsing history.
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My point is, if you're a believer in what Ant's AI future will look like you need to go long 3rd spaces and the real world and short the digital. All of the digital. No company that isn't physical product first will thrive with the one exception of maybe Microsoft.
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The kospi is up 25% ytd. Thats a solid year of gains. I imagine the Koreans are very happy with their returns this year.
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(I stole this joke from a friend but its a good joke and needs to be shared)
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Live view of people trying to knife catch this market.
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Sleepysol retweeted
Doggy Cap
@DoggyCapitalOct 22
Every situational awareness name is flat or down since this tweet on May 18th.
bacon
@steve2baconMay 18
leopold dickriding index is at all time highs
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Anthropic comms after a day when the ai trade implodes in real time: "Hey its gonna get worse"
Jason D. Clinton 🔸
@JasonDClintonOct 22
as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
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Great day guys! Let's do a few more times so we can maybe actually fix the market into 2027.
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Can we just puke and get this over with? This PA is annoying.
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Sleepysol retweeted
Sleepysol@SleepysolcapAug 18
All cycles eventually end. Even if you aren't ready for it
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Sleepysol retweeted
Sleepysol@SleepysolcapAug 19
The wheel of the market turns, cycles come and pass, leaving memories that become scars. Hype fades to sadness, and then sadness is forgotten when the cycle that gave birth to the bullishness comes again.
Sleepysol@SleepysolcapAug 18
All cycles eventually end. Even if you aren't ready for it
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