never forget Nikita's Second Law
Normal real estate cycle: some bullshit about interest rates
Rincon Hill real estate cycle: $2 trillion dollar company pops up a 15min walk away
@TheStalwart everything screams adverse selection but the candy looks good
the funniest part about the datacenter backlash is that it is currently tougher to bribe the residents of middle America than it is to bribe the federal government
Researchers are crying out for American made humanoids
But every humanoid company’s brand team would have an aneurism if all the robot fail videos contained Figure/Neo/Optimus instead of Unitree
I feel like a wealth tax will always have a gut-level appeal as long as asset prices continue to grow wildly faster than wages (S&P has doubled since this chart was published, wages have … not)
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