yeah Carvalho was up to his heck in the whole thing at the time
i've suffered Masnick's writing since the early 2000s and he has never learnt to write any better
ehh. i'm not inclined to hand it to marcus. i can't think of an example of him saying something new and interesting.
the AI bubble, the private credit bubble (this one), the Wall St Bitcoin thing, etc. are all about writing down a big number with a $ in front on thin justification, then borrowing against it
this runs into issues tomorrrow. but not today!
CS 2005 is absolutely worth it, it's a version of Photoshop that does everything you actually need including CMYK with Pantone.
I also didn't say it's a good hedge. It'll stay uncorrelated right up to the moment you need it to, when it'll crash in lockstep.
amazed he got through that without somehow blaming sneerclub
"Dark Enlightenment" was invented for Nick Land for his essay of the same name.
more proximately, he also went to the Manifold Markets meetup for statistical predictors that just happened to include Jordan Lasker, which is why he keeps making these posts with curiously Lasker-adjacent talking points. It's very disappointing.
the rationalists are still not over thiel getting sick of them
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jesus fuck https://urbit.org/blog/olif-and-urbit-ids
with urbit, you can now sniff each other's farts