Monday, September 8, 2025

Not so much the fact itself as the fact people are talking about the fact

›
  U.S. Stocks Are Now Pricier Than They Were In The Dot-Com Era - WSJ [image or embed] — Nicholas Brown ( @nicholasabrown.bsky.social ) Sep...
Friday, September 5, 2025

Dispatches from a still-not-burning Los Angeles.

›
This is one of those times that you are faced with a lie so shameless, outrageous, and despicable that you need to step back for a moment an...
3 comments:
Thursday, September 4, 2025

Nothing to worry about here -- Nvidia edition

›
As this chart dramatically illustrates, the story of Nvidia is the story of the AI bubble. This is a 32-year-old company which, up until 5 y...
3 comments:
Wednesday, September 3, 2025

More (non)weird weather

›
We’ve been having one of those Labor Day heat waves so common in Southern California, so I spent the afternoon in the vicinity of the air co...
Tuesday, September 2, 2025

This is probably a non-story, old news about the president's health blown up by internet buzz and wishful thinking, but it's also a reminder of how strange and unstable the dynamic of this White House is and of the gaping double standard in recent press coverage.

›
From The Daily Beast :  Conservative political consultant Rick Wilson says a “MAGA Hunger Games” is playing out in Washington as President ...
Monday, September 1, 2025

It's Labor Day, so we're taking time off and running a repost

›
  It's Labor Day weekend so let's stop by Emma Goldman's ice-cream shoppe in Worcester for a hot fudge sundae and some anarchy. ...
Friday, August 29, 2025

Are LLMs a Langley steam plane? A Newhart airline? What's the best metaphor for the current state of AI?

›
The technology of the late 19th and early 20th centuries is filled with neglected but interesting bits. One that I come back to frequently i...
1 comment:
Thursday, August 28, 2025

Shadowy surveillance company started by a reactionary Bond villain suddenly started trading at a P/E over 500 shortly after Trump was elected -- probably nothing to see here

›
  In case you missed it.      Palantir is pretty much exactly the company you would expect from the cartoonishly evil Peter Thiel: ethically...
Wednesday, August 27, 2025

Whether it's due to battered spouse syndrome or dumb money, the entire stock market is now one big this is fine meme.

›
Monday night... In a sane world, this kind of attack on the Fed would cause market panic. [image or embed] — markpalko.bsky.social ( @markpa...
Tuesday, August 26, 2025

How to report on an obvious lie

›
From the Guardian [and no, I didn't edit the word "billion" out of my excerpt. The absurd but relevant fact the Melania was c...
Monday, August 25, 2025

More on AI and Wall Street

›
Picking up from last Thursday.  Meta, Amazon, Alphabet, and Microsoft are on track to invest hundreds of billions of dollars in AI this yea...
Friday, August 22, 2025

The people who are surprised by the rise of the Silicon Valley alt-right are the people who weren't paying attention to Silicon Valley

›
The presence of the far right in tech culture predated Trump by at least a couple of decades, going back to the very beginning of the dot-co...
Thursday, August 21, 2025

If the AI Boom turns out to be a bubble, how loud will the pop be?

›
We talk a lot about AI here at the blog, but so much of our time is spent down in the weeds that it's easy to lose sight of just how mas...
Wednesday, August 20, 2025

This is why women love the Three Stooges

›
[I wrote this twelve years ago then apparently got distracted and forgot to post it. Since we're still having the same silly conversatio...
Tuesday, August 19, 2025

In completely unrelated news, Tesla closed yesterday with a P/E ratio of 194

›
I have a scene for/from a horror film in my head (I have no idea whether I’m making this up or remembering it). It’s a group of people in ...