ECONOMY

→ View original post on X — @garymarcus

Elon Musk and Tech Oligarchy: Libertarian Political Risk

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@garymarcus

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15 June 2025 22h42

If you are a libertarian and believe that companies should largely have autonomy and you supported Donald Trump, congratulations, you just got Musked. Same thing happened to many oligarchs under Putin. Sorry you didn’t figure it out.

→ View original post on X — @garymarcus

AI Job Replacement in Five Years: Role Context Matters

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@garymarcus

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15 June 2025 17h38

without knowing the role it’s hard to evaluate the claim. i don’t doubt that AI will replace some jobs in 5 years

→ View original post on X — @christinelu

40M Budget Allocation Raises Questions About Vendor Transparency

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@christinelu

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15 June 2025 7h08

Just my opinion. For $40M the optics of this could’ve been better. Where did all the money go? How many layers of vendors and subcontractors? https://t.co/RO9pVvtMEQ
— 🖤 Christine (@christinelu) 15 juin 2025

Just my opinion. For $40M the optics of this could’ve been better. Where did all the money go? How many layers of vendors and subcontractors?

Market Delusion: Understanding Historical Trading Failures and Systemic Risk

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14 June 2025 23h52

(Not every bad trade in history is 2008 repeating itself, but it is instructive to understand how actors and systems can delude themselves.)

Regulation T leverage caps prevent risk race-to-bottom dynamics

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14 June 2025 23h43

“And do we see this in traditional markets like e.g. equities?” This is one reason why Reg T (et al) put a maximum cap on how much leverage brokers are allowed to offer given certain collateral to prevent race-to-the-bottom dynamics with risk tolerance.

Volatility Manufacturing and Leveraged ETF Market Dynamics

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14 June 2025 22h52

(As an intuitive sketch, the convert arb shops are manufacturing vol to both the upside and the downside, which they want to sell to willing buyers. The ETFs which pitch leveraged MSTR to retail buy one side of their outputs in size; the other side is industrial waste of that.)

Long-term put strategy for market asymmetry advantage

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14 June 2025 22h01

(Have had these puts for more than a year now on the general theory that I get few opportunities in the public markets to look at the other side of a trade and not feel like they have overwhelming advantage over me.)

MicroStrategy leverage and exchange token holder dynamics

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14 June 2025 21h51

(I understand that MicroStrategy is the opposite of leveraged exposure from the common shareholder’s perspective but if someone with hands on keyboard believes they are allowed leverage if they hold more exchange tokens then the model happens regardless of whether that is true.)

→ View original post on X — @aravsrinivas

Search Decline Across Commercial Categories Marks Shift in Discovery

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@aravsrinivas

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14 June 2025 21h23

Some incredible changes are happening in the world and it’s just beginning. It’s not just informational categories where search from blue links is declining. Commercial categories too like Travel, Food/Drink, Fashion and E-commerce.