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I'm bearish on humans. Hard to see people still having a job if humanoids come out at <$15K mass production. No insurance, no JP Morgan HR cannon scandals. And can do everything a person can, but better + 24/7.

French Embassy in Beijing (with AC blasting 24/7) lectures Chinese on Weibo: "Air conditioning isn't the solution. Focus on emissions and adaptation~" Meanwhile: In France people fighting over Chinese ACs, elderly dying in heat EU Commission in Brussels turns off AC on lower floors for low ranking staff, keeps it cool for senior officials Some of you may die, but it’s the sacrifice I’m willing to make for the environment I guess. (Btw China does better in renewable energy without making their people suffer just saying) Elite climate hypocrisy is truly refreshing.

Growth and inflation land at the same time. Q2 GDP and June PCE hit at 8:30 a.m. ET. Two numbers that can move stocks, gold, oil, and BTC. Watch the reaction. Trade it 24/7. →

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My codex /goal run had been working for the past 96 hours nonstop (probably poorly), and I’m just a hobbyist with no real CS background. Kind of gives me similar feeling of CC spawning agents / subagents and running for half hour on its own (think back in Feb / Mar?) It kind of felt obvious to me at that time that the agent fan-out is gonna drive material CPU demand. This continuous run kind of makes me feel like the token usage is gonna take another leg higher and feels massively bullish to the already bullish compute. Also feels pretty bullish OAI I’m sure some chads are already token maxing for days on end autonomously; I’m just a noob but even if I can pull this off, it does feel like a bunch of agents working 24/7 for a lot of white collar isn’t that far out.