cl42

6 ms·

1.
Medog Hydropower Station (60 GW hydropower project)(en.wikipedia.org)
3 points by cl42 22h ago|1 comments
2.
by cl42 10d ago
Thanks, that makes sense. I wasn't sure why The Economist would make this distinction, though I can see why certain companies (e.g., 'poorer' non-hyperscalers) might opt for cheap/loud options.
3.
by cl42 11d ago
Given your experience with data centers, what do you think of this quote from the article? > In any case, even the noise worry is overstated: many viral videos of supposed AI data centre noise are really Bitcoin mines, not state-of-the-a
4.
Understanding China's Frontier AI Landscape(emergingtrajectories.com)
3 points by cl42 12d ago|0 comments
5.
by cl42 13d ago
I'm a founder who went through YC (S12), raised VC funding, etc. Now working on other businesses. I also know a few other founders who raised tons of VC funding on their first go, some who have succeeded and some who shut down. Anecdot
6.
Anthropic launches AI agent blueprints for retailers ahead of holiday shopping(reuters.com)
2 points by cl42 14d ago|0 comments
7.
by cl42 15d ago
I recently read a few articles about how the harness is a bigger factor to successful LLM usage and wish they discussed this here. I use GLM-5.3, Qwen3.8, Claude (all of 'em), GPT Sol/Luna/Terra across direct API calls + loca
8.
by cl42 20d ago
Meta is also one of Microsoft's largest AI customers. https://www.bloomberg.com/news/articles/2026-08-20/meta-has-...
9.
Charting the trillion-dollar TAM wars(ft.com)
3 points by cl42 21d ago|0 comments
10.
The AI Trade Is Becoming a Macro Trade(emergingtrajectories.com)
3 points by cl42 22d ago|0 comments
11.
Greenwich moon time? The high-stakes race to set lunar clocks(ft.com)
3 points by cl42 25d ago|0 comments
12.
Inevitable Architecture(lebbeuswoods.wordpress.com)
2 points by cl42 26d ago|0 comments
13.
by cl42 26d ago
> Citadel has sold more than 80 per cent of the portfolio it took on from buying the majority of Situational Awareness’s stock bets last month after the AI-focused hedge fund was almost toppled by the recent tech sell-off. ... > “Over
14.
Citadel offloads 80% of portfolio scooped up from Situational Awareness(ft.com)
4 points by cl42 26d ago|1 comments
15.
Option Prices Imply Little Will Happen This Coming Month(emergingtrajectories.com)
2 points by cl42 1mo ago|0 comments
16.
by cl42 1mo ago
I see. Well, feel free to disagree with my insights and ideas; it makes us all better for it. But refrain from unfounded allegations of AI slop or incompetence. Gatekeeping is even worse. EDIT: you keep editing your comments. I'm going
17.
by cl42 1mo ago
Author here. Everything is written by me, by hand. What makes you think it's AI slop? I see you edited your comment. Yes, we use LLMs to monitor news --- otherwise we wouldn't be able to read Japanese news sites or policy document
18.
The Tradeoffs Facing Japan's Economy(emergingtrajectories.com)
48 points by cl42 1mo ago|45 comments
19.
by cl42 1mo ago
This goes into the details of the mechanics of what an intervention entails---who does what, why, etc.
20.
Japan and the US Supported the Yen Last Week(emergingtrajectories.com)
2 points by cl42 1mo ago|2 comments
21.
by cl42 1mo ago
I'd be more concerned about private credit socializing losses and being bailed out, than bad AI loans leading to private credit problems which then lead to the bailout. Private credit has a million other problems right now, like bad lo
22.
by cl42 1mo ago
I generally agree with you but given your comments, you might enjoy some additional details... Or please challenge me if you think I am wrong. I've been paying for order-level data feeds on stocks and one thing you'll find is that
23.
by cl42 1mo ago
Author here. There is absolutely no AI used in any of the writing I do. We use AI to track news and better understand global and economic developments.
24.
by cl42 2mo ago
You'll have to clarify -- do you mean the fund, or our hypothesis on reflexivity and the value of AI assets?
25.
Situational Awareness and the Impending Stock Market Volatility(emergingtrajectories.com)
72 points by cl42 2mo ago|55 comments
26.
by cl42 2mo ago
LTCM didn't crash the global economy thanks to a bailout orchestrated by the US government. If anything even close to this is currently happening with Situational Awareness, then we're either about to crash hard or realize that AI
27.
by cl42 2mo ago
Situational Awareness will be a good case study for whether or not circular deals unravel, or if the AI industry is more resilient than critics fear. Here's why: 1. Situational Awareness was recently leading Fluidstack's $830 mill
28.
Citadel buys Situational Awareness after steep AI losses(ft.com)
15 points by cl42 2mo ago|3 comments
29.
by cl42 2mo ago
Two contradictory thoughts based on the article: 1. One thing you could do is look at free cashflow. The actual cash a company generates and keeps on its balance sheet would be a clear indicator of retaining profit or resources after ci
30.
by cl42 2mo ago
Not sure if you're referring to dollars as an alternative to other forms of cash (e.g., treasuries, money market funds, etc.) or as an alternative to other currencies (e.g., Euro, Yen, etc.). If it's the latter, then I think we&#x

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