Joe Weisenthal
@TheStalwart
One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
7.3K Following 454.4K Followers
$CRWV fell nearly 10% today
Anthropic perps on Hyperliquid up about 5% today and 9.5% over the last 5 days. OpenAI down 1% over the same period.
ODD LOTS LIVE, NYC, 12/9
Get your tickets NOW to our final show of the year
@tracyalloway and I have some unambiguously amazing guests lined up, and you WILL feel dumb for not having gotten a ticket when they were still available.
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THE HUGE WIN FOR PREDICTION MARKETS
My only take from last night. Both in the runup to the vote and on election night, the prediction markets did exactly what they were supposed to do. A big confident forecast in the runup, and incredibly timely conveying of data as it dropped.
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"I'm not a Wall Street newsletter" -- Kevin Warsh
Neither am I, but I do co-write a newsletter which you should subscribe to here.
It’s sad. There used to be good replies and back and forth interactions on here. There are probably a few factors that drove everyone to QTing instead. But one of them is the explosion of AI reply bots, seriously degrading the status of replies. A kind of Gresham’s Law at play.
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Unfortunately I didn’t get a chance to speak at my local community board meeting.
Fortunately the folks who did speak out in saving the exercise bars at Tompkins Square were all excellent and compelling.
Here’s what I would have said had I gotten the chance.
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Sorry to Matt and everyone else. I support liberalizing staircase requirements in multifamily housing.
people are texting me about joe's tweets again
@TheStalwart Oh wow. Those are cool. I’d kill for adult size monkey bars near me
CB3 meeting beginning now
@TheStalwart Oh wait it is
FUCKKK
@TheStalwart Tbf these are some cool looking bars.
It’s another beautiful night at the Tompkins Square fitness bars
In about 30 min, I’ll be at the Tompkins Square exercise area. Maybe some of you will be there too, and if you are, you should say hi.
in this case I suspect doing things in person will become, far and away the easiest way to do anything. taking the example of restaurant reservations which tech people believe is society’s biggest problem—going to a restaurant during off hours and talking to the host stand works!
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@TheStalwart i’ve recently decided to lean into it as hard as i can. i now have strong opinions about the cheesecake factory, monkey bars, pet squirrels, harry potter fan fiction, etc. it’s been pretty fun
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Thinking about this GOATed Caroline Ellison quote
This is quite the story. Flavio Bolsonaro may have put his name on a decoy flight manifest from Brazil to the US, while in reality he was slipping into Argentina, from where he may now be en route to the US
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As @tracyalloway writes in today's Odd Lots newsletter... The logical endpoint is my agent battles some company’s algorithm until they reach the same equilibrium we would reached before AI, except we both spent a lot on tokens and the whole thing is value destroying.
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