Sleepysol (@Sleepysolcap) header
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Joined June 2022
Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)Photo by Sleepysol (@Sleepysolcap)
Sleepysol retweeted
As MACtion kicks off tonight, we have to pay homage to the greatest comment ever posted 💀💀
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Sleepysol retweeted
you can actually prevent yourself from becoming victim to most of the pitfalls of modernity by simply treating all new technology with a healthy distrust
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Xlp has a larger percentage of stocks that will benefit from the next wave of ai than XLV does.
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I do love how people are just now realizing that ai is going to destroy google search. Yes. Year of the lord 2026. That wasn't obvious 3 years ago
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Okay this is a load of dribble that's functionally meaningless. Vibe coding took off because every CTO had a laundry list of things they wanted to do but couldn't because of labor and time costs. Vibe coding meant they could just try things for a relatively fixed fee 1/x
goodalexander explains why people are second guessing the AI trade "Right now if you look at the overall state of the inference market like, Claude Code or vibe coding, those are starting to clump very negatively quarter over quarter. I think this is happening because vibe coding was hot and now it's not hot. People didn't get the ROI. They thought they we're going to make an app that made money but they just didn't" "I also think a lot of these AI driven narratives from these publicly traded companies are not paying off. Google just imploded, their advertising business is decelerating. Fortinet said AI was gonna cause an acceleration in cybersecurity and it didn't. ServiceNow just dropped a ton of FDEs" "So, you have three different segments, advertising showing a deceleration, Enterprise/SAAS showing a deceleration and cyber security that was supposed to be a massive acceleration, showing a deceleration"
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Suddenly the project that would've taken 2 years of 15ppls salary will take 1 month of the same. And the CTO would get to see if it was a real value add. This backlog has mostly been cleared at the corp and personal level. Hence less omgbbq vibe coding.
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Prediction markets stay winning
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
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
Replying to @usr_bin_roygbiv
what's the most optimal video game for this question?
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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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