Niko (@nikodemuskell) header
Niko (@nikodemuskell) profile picture

Rugged Individualist. I say what I think from behind a Rorschach mask. Financial markets, politics, licorice, cheap cigars. Every club I applied to said no.

Brooklyn, NY
Joined June 2008
Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)Photo by Niko (@nikodemuskell)
Greg Abel: - sells $UNH at the bottom - buys $LEN - buys $BSP (lol) - buys $GOOG Tell me again what is the purpose of Berkshire?
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Gold up 0.9% to 4,075 and the dollar index up to 102.33 on the same day. Somebody is buying insurance before the Fed, and gold is behaving recently as a risk asset
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$EWZ fell 19.8% Monday. Today's bounce is 34.15 to 34.55. That isn't buyers. Lula won promising more money that is not his.
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The layers of self-delusion required for grown adults to get behind this Anthropic deal are wild. The *only* way Anthropic survives is if they make some sort of near-term technical breakthrough that suddenly makes Claude “superintelligent.” Psst. That’s LITERALLY IMPOSSIBLE. LLMs are a commodity search product. You can run them on a laptop. They will get marginally better at mimicking the stuff in their training data over time. That’s it. There is not even a good theoretical model for how it leaps beyond the training data—except in cases where there is an external verifier like Lean you can brute force solutions in a limited set of dimensions from the pieces left by humans. Anthropic is now down to searching for Bigfoot—the notorious RSI. Recursive self improvement is nonsense. There is no mechanism for “FOOM” “takeoff” or any of that other doomer lingo. It’s exactly like trying to create perpetual motion, or “free energy.” They will always be “80% of the way there” because there is no external verifier to tell it what it’s doing better. You can’t take humans out of the loop. The LLM is made of humans. The company, and the entire chatbot industrial complex, is reliant on a religious conviction that has no scientific or logical rationale. Anthropic is an extension of the Yudkowsky Rationalist/Effective Altruist doomer cult. It’s run by people who believe in their hearts that they are the chosen ones to raise the digital messiah from the chaos of humanity, and teach it not to kill us. In short, they’re fucking nuts and so is anyone who invests in them. Anthropic is worth zero dollars. Claude help us all if they go IPO.
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Do not take anyone seriously again if they are cheering on the Anthropic S1. Apart from the ridiculous governance structure and the ridiculous cash position Anthropic IPO lists 400+B in compute obligations, and God knows how much of the stuff is hidden or off balance sheet.
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Soon added to LinkedIn 'Open to work', a good portion of the notified Microsoft employees, while 'Sathya' keeps churning out the same mediocre products, cashes in gains on their portfolio of corporate investments and we pretend this de facto monopoly is a 'Magnificent 7'
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Selling off the hope that Brazil is not going to degenerate in a future parody of the United States
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Torsten Slok at Apollo delivers in today's daily spark the clearest and starkest judgement on the productivity of AI for ANY company outside the Tech circularity bubble. Answer: zero.
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Grok Bot pre-market earnings summary directly in my inbox. Very nice customizable recap.
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When the Muslim population in a country is less than 2%, they are a peace-loving minority that poses no threat to other ethnic groups. United States 1.1%, China 1.8% for example. When the Muslim population is 2-5%, they begin to push for government authorization to enforce Islamic law in Muslim enclaves, recruiting new members from prisons and the streets, with disturbances occurring in Muslim enclaves. Such countries include: Australia 3.2%, Canada 4.9%, Italy 4.8%. Denmark 5.4%, Germany 6.7%, United Kingdom 6%, Spain 5.3%, Thailand 5.4% When the Muslim population reaches 5-10%, major disturbances erupt in Muslim enclaves; they advocate for the introduction of halal foods, ensuring that halal food practitioners are Muslims; they pressure chain supermarkets to label shelves with halal certifications, threatening those who refuse to comply. Such countries include: Denmark 5.4%, Germany 6.7%, United Kingdom 6%, Spain 5.3%, Thailand 5.4%, Philippines 5%, Sweden 7.1%, Switzerland 5.9%, Netherlands 5.5%. When the Muslim population approaches 10-20%, nationwide riots occur; Muslims issue a series of demands, such as building large mosques in enclaves, granting super-national and super-legal privileges, forcing non-Muslims to follow Muslim customs, and criminalizing "expressions of dissatisfaction with Islam." Such countries include: France 10.8%, India 14.6%, Israel 18.4%, Russia 13%. When the Muslim population is 20-60%, jihadist militants sporadically massacre non-believers, burning down Christian and Jewish places of worship; other ethnic groups either convert to Islam out of fear of being killed or are killed by Muslims; the country experiences massacres and ongoing terrorist attacks. Such countries include: Ethiopia 33%, Bosnia 50.7%, Chad 55%. When the Muslim population reaches 60-80%, Islamic law replaces secular law, establishing a theocratic regime that persecutes all other non-believers in the name of the state, massacres Christians, and imposes taxes on non-believers using Islamic law as a weapon. Such countries include: Lebanon 67.8, Albania 60%, Malaysia 63%, Qatar 77.5% (Qatari citizen 100%). When the Muslim population is 80%-98%, the country lives in daily intimidation, violence, and jihad, carrying out ethnic cleansing and massacres, with the state expelling non-believers. Such countries include: Sudan 96.6%, Bangladesh 90%, Egypt 93%, Indonesia 87%, Iraq 99.6%, Pakistan 97%, Palestine 98%, Syria 90%, Turkey 94%. When the Muslim population is 98 to 100%, the Islamic people welcome the "House of Islamic Peace." In theory, this should be a time of peace, as everyone is Muslim, living in harmony without internal strife—but in reality, it is nothing like that; peace is not achieved, because in 100% purely Islamic countries, Muslim groups of different sects attack each other, vie to become the leaders of domestic Islamic law, and seek to eliminate other Muslim factions for all sorts of reasons. Such countries include: When the Muslim population is 80%-99%, the country lives in daily intimidation, violence, and jihad, carrying out ethnic cleansing and massacres, with the state expelling non-believers. Such countries include: , Afghanistan 100%, Somalia 99.6%, Yemen 100%. Maldives 99%, Mauritania 99.6%, Morocco 99%, Niger 98.2%, Iran 99.5%
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He even made Comic Book Guy look like Mr Satan. Absolute perfection.
Lend me your energy!
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The XX century had Tank Man in Tienanmen Square. The XXI century has the French Comic Book Guy from the Simpsons posing next to a cardboard of Goku after he is getting his ass kicked by Maghreb Islamists.
This is what France needs. The autists to go ultra instinct and stand up. This photo deserves a Pulitzer. The autism shield says “Not today, villains.” He’s channeling his inner Goku. Iconic photo.
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It is interesting how on X it seems we are living one of the Sacks of Rome, while in the meantime: - riots similar to the 'mostly peaceful' crap the US experienced in 2020 and 2021 - 550k protesters is not outstanding compared to previous French protests - police not going to do anything concrete, as state has swept away most previous events (see Bataclan) - Marine LePen immediately supports Islamists, showing power of Uniparty The only ones suffering are those who pay taxes for the monstrosity that western governments have become
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We are going to stop falling in the Nasdaq when the likes of Vara and Leopold have been completely taken out.
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List of things Koreans have abused and destroyed (so far): - Starcraft - Squid games --> Netflix - Bitcoin - Microchips - Their own demographics
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I was told by that deadfish Brian Moynihan that the mantra was 'responsible growth'. In the meantime: - massive insider selling - money laundering and OCC fines - holding Treasuries with a massive loss goven rise in rates $BAC #failure
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Gold and silver are the sacrificial lambs for the Warsh regime, until the Lauder scion finally capitulates
BREAKING: Over $350 BILLION wiped out from gold and silver in just 5 minutes after CPI came in higher than expected.
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I was out yesterday evening around the POD around Times Square. Given ComicCon is in town, I expected prices to be higher, but dang. $352/night for a bunk bed in a dorm room.
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