patrickhogan1

The discussion centers on speed and scalability. I recently used Neon in a project mainly because it was easy to setup.

Fair point. It seems largely that bitcoin is a store of value rather than a currency that you do stuff with at this point.

MSCI Europe is up about 8-9% in euros so far this year—roughly the same as the S&P 500 in dollars.

But the euro itself has climbed ~10% YTD vs the dollar (≈ $1.02 → $1.12-1.18). So you get an ~18% gain if you invest in MSCI Europe in dollars.

Europe hasn't "beaten" US stocks because its companies suddenly out-executed; most of the gap is the stronger euro.

Not that it matters who’s "winning." My gripe is with US headlines that shout "Japan stocks are on fire" or "Europe stocks are on fire," when what’s really happening is that global markets are rising together and currency swings make one region look better than another.

Volatility is normal - the main point is the index was lower than it is today (meaning we had a weaker dollar than this blog post is referring to as problematic) and the result wasn’t chaos - the economy grew.

Australia printed a lot more money relatively than the US from COVID-19 until now, largely to capitalize on a booming commodities sector. A factor that led to some do weakness.

But I think any weakness is temporary. With a stable government and abundant natural resources that will be even more sought-after in an AI-driven world and largely insulated from automation Australia’s long-term prospects look strong.

DXY index - often what these news reports use when talking about the dollars decline is ~97 today—still stronger than the ~90 it finished 2014 at and almost the same as 2018.

Ask yourself, did you panic during these years? Mostly no. These were pretty good years.

This is spot on and cuts both ways. Much of the Japanese market's recent "performance" in US media is actually just yen weakness against the dollar. Strip out currency effects and the story looks very different. Same with European markets "performance" - we're often seeing monetary policy divergence rather than genuine outperformance in foreign markets.

Always check both local currency and USD returns when evaluating international markets.

“It started talking differently than it normally did,”

This sounds like the sycophant version OpenAI retracted. https://openai.com/index/sycophancy-in-gpt-4o/

OpenAI’s o3 searches the web behind a curtain: you get a few source links and a fuzzy reasoning trace, but never the full chunk of text it actually pulled in. Without that raw context, it’s impossible to audit what really shaped the answer.

Interesting how DeepSeek didn’t need the list and just needed people to GSD instead of politics.

Wrappers absolutely have value. The same as software on the OS has value. The same as workflow SaaS has value.

I do not follow your point on privacy. AFAIK all tokens that perplexity sends to the foundation model APIs are stored by those companies. For example OpenAI is under court order to store everything. Is your point that because perplexity can trim off the metadata of who their customer is, the body of the content is harder to identify?

Uber is increasingly annoying where it will delay putting in an order for a ride and then try to upsell you. As in upgrade to Uber plus or black to get a faster time. If there is a concert or game and big demand spike I get it. But it’s doing it on almost every ride in SF. Upsell nags are annoying but seemingly extending my trip time to upsell is unforgivable.

Not how chapter 11 works. All debtors will be paid or assumed. They have to agree to the plan.

I agree with most of what you’re saying—especially the Unix pipe analogy and the value of building a prompt library while understanding which LLM to use.

That said, I think there’s value in a catch-all fallback: running a prompt without all the usual rules or assumptions.

Sometimes, a simple prompt on the latest model just works—and often in surprisingly more effective ways than one with a complex prompt.

The graph on page 6 makes it look like Waymo has overtaken "Ride Share" in general—but the chart is based on the data from page 302, which only compares Waymo and Lyft.

Waymo is clearly growing fast, but it's not bigger than Uber—yet. Super impressive its already surpassed Lyft. From personal experience, it also seems to have driven Uber prices down materially.

Page 6: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelli...

Page 302: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelli...

I agree with you theoretically. But this is a situation where LLMs are far better at surfacing relevant results than Google. Perhaps due to perverse incentives. Google might fight spam but seems to have started losing that battle a few years ago when it optimized for search quantity over quality.

Calling a recession prediction ‘perfect’ is bold—especially in a field where the only thing truly perfect is hindsight.

That's fair. You are correct on potential for addiction.

But let's be honest - most of these people, the ones the article is taking about, where they think they are some messiah, would have just latched onto some pre-internet cult regardless. Where sycophancy and love bombing was perfected. Though I do see the problem of AI assistants being much more accessible, so likely many more drawn in.

https://en.wikipedia.org/wiki/Love_bombing.

I was mainly referencing my own experience. I remember locking myself in my room on IRC, writing shell scripts, and playing StarCraft for days on end. Meanwhile, parents and news anchors were losing their minds, convinced the internet and Marilyn Manson were turning us all into devil-worshipping zombies.

1. It feels like those old Rolling Stone pieces from the late ’90s and early ’00s about kids who couldn’t tear themselves away from their computers. Fear was overblown, but made headlines.

2. OpenAI has admitted that GPT‑4o showed “sycophancy” traits and has since rolled them back (see https://openai.com/index/sycophancy-in-gpt-4o/).

We are. I’m hoping it’s temporary. I usually will ask the LLM to write in Hemingway style and it will cut it down really well.

Regular doxycycline treatment is 5-7 days. She used 21 days of treatment. Meaning she may have tried antibiotics at some point, we are talking about 5+ years of history.

I find it interesting reading old intelligence reports and court opinions. While it comes across as more articulate, and in these times we complain that people can’t write well. The older writing, while seeming very polite uses so many unnecessary words. There is so much filler. Which seems odd since transporting the messages was more costly.

That’s super cool.

He is not the president or vice president. This law would be more relevant https://en.m.wikipedia.org/wiki/Federal_Records_Act

Here, his signal comms are likely top secret and we would have no way of knowing if his office followed the legally allowed step of forwarding after the fact for many years.

Bingo. If a hacker did this it would be understood as a sign that the comms aren’t secure and praised. He was clearly briefed on Salt Typhoon.

The thing I am more bothered by is why would he take a picture of his desk, thereby narrowing the attack profile.

This is a good point. Even in totally unrelated forums, like a confirmation hearing, you will have the rep from Hawaii, have a 30 second infomercial. Oloha, have you tried macadamia nuts from Hawaii?

Was thinking the same. The ships (large commercial vessels) as shown on the website’s header image use special navigation routes and have difficulty changing course.

Question for you as a sailor in a lighter boat. If alerted, would you be able to change direction fast enough?

Also, I’m guessing at some point the collision is extremely dangerous for the boat not the whale.

Meaning the technology, if feasible, might have a market but just to a different buyer than large commercial vessels) (sail boats, yachts, speed boats).

Did you start tracking your co2 in house?

Are you sure that’s how it works? I know they say ‘compatible Xfinity gateway,’ but in the past that’s included a pretty wide range of third-party modems too—some of the best DOCSIS options out there. From what I’ve seen, as long as you’ve got a newer model with solid DOCSIS support and the right settings, performance is just as good, if not better. Totally agree though—if they’ve changed things and are charging differently now, that’s a big downside. Always better to have root access to the modem. Just doesn’t match how they’ve priced things before, at least in my experience.

It’s not just sentiment though. It’s reality. Before December 2024 timeframe Google’s models were awful. Now with 2.5 they are awesome.

There is no clear winner. The pace is fast.