Narrative violation: Met a fisherman from Santa Cruz last night who’s been fishing for over 50 years. He said the ocean is the healthiest he’s ever seen it. More fish than ever, whale populations are booming, species that had nearly disappeared are coming back. Not all doom and gloom out there.

Narrative violation, but @Polymarket just had its best week ever in terms of volume, revenue and average outstanding OI. Catch me talking about this and the future of institutional and non sports prediction markets this afternoon at @nextpredictio

Narrative violation: Gen Z is out-earning what millennials made at their age Adjusted for inflation, zoomers earn 20-40% more than millennials did a decade ago, at every income level Charts of the Week:

narrative violation: crypto native founders are building the compute frontier neoclouds @CoreWeave @CrusoeAI @Hut8Corp @TeraWulfInc @togethercompute token markets @OpenRouter @PrimeIntellect @hyperbolic_labs agent / harness @NousResearch @AskVenice more to come 🫶

Narrative follows price. Expect Wall St narrative on the AI bottleneck trade to change. New narrative: peak earnings are in. You were warned. TSMC delivered record Q1 2026 results: revenue up ~40%, profit up ~58%, margins above 50%, driven by AI/HPC demand. Yet the stock reaction was Muted. Reflecting stretched valuation and geopolitical risk, and a growing consensus that earnings growth is near its peak, so no one should be surprised the market didn’t reward the beat.

Narrative violation: "The type safety we gave up hasn’t been noticeable in any concrete way yet, especially considering our test coverage has never been better." But exactly what we see with Rails and LLMs. They're a beautiful and effective combination.