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Danny Page
Danny Page
@danny.page
Sports, numbers, computers, pictures of blue skies. He/him.
3K followers1.3K following14K posts
Danny Page reposted
Danny Page reposted
Some context around this, from a markets person. Historically in LatAm, leftist victories have led to sharp losses over the ~3 months after an election where the left wins. Stocks also typically underperformed into those victories. But 3y post-election, returns for leftists have been *higher*.
It's very, very telling, I think, that the markets are so concerned about the pro-democracy incumbent winning
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big failure from the NBA to not get two of its teams to move one (1) regular season game. the NBA owns 42% of the WNBA (functionally more, since a lot of NBA owners own teams) and should be invested in wanting the league to grow, even at minor expense to its more popular product
BREAKING: Game 6 of the WNBA Finals will be held Thursday at 12:30pm ET at Atlanta’s State Farm Arena, sources told ESPN’s Ramona Shelburne. It will be a double-header with the Atlanta Hawks’ game, which will be moved to 8pm.
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One thing I've internalised in my career: there's basically no correlation between "code that is well-written" and "code that makes money"
I once inherited a python system that handled about $100m in ARR. It was a single Django class that was 25k lines long and had zero tests or docs that always called out to MySQL and postgres via fork+exec rather than actually using those client libraries
Full S-1 is out for $ANT - www.sec.gov/Archives/edg... Overall the picture seems similar to what was reported before: They are now making real money, inference is profitable, but also need to keep the growth rate to fulfill the commitments to the contracted compute.
anyway we just need to wait for the full S-1, not these (illegal!) leaks
If the DCs aren’t delivered at that pace, I wonder if that means they can re-negotiate the contracts for spend, thus lowering the necessary revenue goals? bsky.app/profile/dann...
what if the moratoriums and delays on data centers ensures that they built at a sustainable pace and there's no pop in the AI Bubble
even if there is slowdown, ANT would probably be fine (they’ll be big enough) but companies like Coreweave are in bigger trouble bsky.app/profile/isai...
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Look, I don’t want to get ahead of myself, but I think you should probably pencil AES in for winning the presidency in 2036
EL-SAYED: I get that the President takes personal offense to my first name. He doesn't mind as much when it's the Saudis who are funding his son-in-law's private equity. Doesn't seem to mind as much when it's the Qataris who are giving them a $400 million private jet…
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always important to do well in the first leg so you can win the second on the away goals rule
Lula has been reelected president, Brazilian media has now called. An extraordinary comeback for the left-wing politician who trailed by 2 points in round 1 but managed to hold off Flávio Bolsonaro, the former president's son.
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New blog post up: if you've been paying close attention to LLM prices, you may have noticed that they have dropped *significantly* over the past few months, which is not what I expected. minimaxir.com/2026/10/chea...
Danny Page reposted
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