Ruthless

A political inflection point combined with deteriorating credit conditions in the sector driving GDP growth while the broader economic indicators still look reasonably healthy. Seen this movie before

Overall, it again shows these are outlandishly high capital needs for an industry that hasn’t shown it is capable of earning a sufficient return on capital

My quick take, the Anthropic S-1 is impressive but not $1-2T impressive.

Obama is taking advantage of DC’s tenant-friendly eviction laws because he’s been living rent free for over a decade in Trumps head

How does any Republican member of the House or Senate stay on the Trump train if they have losses this bad? Self preservation is the only certainty in Washington

Wall Street realizes AI does great analyst/intern level work. Format this, spread these financials, research this topic. But judgement is still necessary just like reviewing the work of a 1st year analyst. That ain’t exactly the productivity we’ve been promised.

Congressional hearings are going to be must-see TV next year

Someone should tell him that just because one administration gives a thumbs up to something, doesn’t prevent the next one from coming in and dropping a hammer on you. Jamie Dimon can tell him all about that one.

The mask is so far off that it’ll be impossible to go back to a time everyone had their heads in the sand

I’m surprised nothing is being written about how JD is incentivized to get Trump booted after the midterms. It’s likely the only way he serves as President and helps him fend off Rubio at al

People are going to need to prepare for how quickly this Presidency will unravel after this midterm election.

So what are the Q3 numbers?

I, for one, am happy that we are probably witnessing the end of Vivek’s political career

www.wsj.com/tech/ai/anth...

I think the Kobe Mamba Barca jerseys 100x more than these orange highlighter jerseys

Paris looks more in disarray for the PSG vs Barcelona match than any of that stuff Trump posted

I wonder how many people in this administration already have their resignation letters printed, signed and ready to go for after these midterms

GOP policies hurt their voters the most and actually make the most compelling case for a lot of Dem policies. Folks that bought EVs aren’t complaining about gas and diesel prices

You know it’s bad when Kevin McCarthy is the “reasonable” choice for anything

Congratulations, you played yourself again

Does that include JD?

LOL

So…. When are we getting the public Anthropic S-1?

John Osoff’s disdain for Mike Collin’s is 50Cent hatred of JaRule or Kendrick’s hatred for Drake level at this point.

This is a high volume day of insane B level news.

I guess fixed rate loans aren’t for suckers

www.wsj.com/livecoverage...

By this time next year, what’s left of the GOP will be begging for him to be impeached

Who is calling the shots here, Dan Quinn?

The desperation being exhibited rn will just add to the articles of impeachment we’ll see sometime next year

I hope one of these days Gorton gets the Nobel Memorial Prize in Economics he’s deserves

I wonder if we’ll get a Dave Chappelle hosted SNL the weekend after the midterms

It feels like they know the window is closing so Putin is making his move.

Why does Kegseth look like a Metal Gear Solid villain in this photo

It feels like the entire US real estate market (ex datacenters) is upside down with current rates and the question is how long can that remain without things breaking

You get to 25% with hearing and revelations on public corruption and coverups (Epstein, Iran War true cost and deaths), etc

Nobody is talking about the gutting of disaster relief and how that’s going to impact the aftermath of these storms.

Great headline for the GOP going into the midterms

Remember when we were “meeting” with them on a Thursday and starting a war at 3am on Saturday.