Kunal Shah 🗽
@realKunalAShah
ex GS (The Other Kunal is Still Happily at GS). First amendment advocate. Becoming a fan of the Fifth too. Okay the fourth too. Here to learn.
7.9K Following 7.2K Followers
Great podcast
Cc @Brad_Setser @RushDoshi
SOH is irrelevant to US. All about nuclear issue.
BREAKING: AI stocks are “massively outperforming” the global market, surging 118% since 2024 compared with just 57% for global stocks.
BREAKING: China is reportedly considering allowing ByteDance and Alibaba to buy Nvidia’s newest chips, potentially “reopening access” to advanced U.S. AI hardware.
I think this was the best move of Verlander’s career though 😅
$AXP American Express CFO: Gen Z lifetime value is estimated at ~2x that of a 40–45-year-old Gen X Platinum customer.
“We measured actually the lifetime value of those card members. And it's about 2x the lifetime value of a 40- or 45-year-old like a Gen X Platinum Card.”
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In 2014 Justin Verlander tossed a baseball to Kate Upton. In 2017 they were married. 9 years later, their eldest daughter brought her dad off of the pitcher's mound one last time. 20 years of baseball and a beautiful family. This is the quintessential American game.
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The whole conversation between Klein and Huang is excellent. The section "Do we need more regulation?" starkly shows two different worldviews.
BBC: Israel kills cyclist.
AI is not a risk to humanity, but Anthropic may very well be.
Last week, Andrew Yang said on CNBC that bots had gotten loose and planted self-replicating code all over the internet. This was received with much consternation and skepticism. He later clarified this on his blog.
Andrew Yang:
'On CNBC, I shared the belief of the head of one lab that bots had left prompts to self-replicate in forums and on various websites during a training run.'
It turns out that OpenAI documented self-replicating prompt injections in training in June, and has now published this report.
Source:
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Accurate af depiction of western leftists
Ms. Rachel hasn’t said a word.
Weird.
Good to see the WSJ finally writing about things for the bottom 99%.
President Trump has personally invited Dario to a private dinner tonight at the White House. This will be the first time they've actually met one-on-one. Big chance to patch things up. Or crash the plane into the mountain.
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I’m sure Macklemore will come to her defense.
please @ajassy
Seriously trolling him hard
And part of the answer is that aggregates can mislead.
The US flow data is derived from the custodial data, and China's shift out of US custodians registers as a "fake news" net sales of bonds of US bonds
(depressing the total for Asia, as the shift registers as higher european purchases)
3/
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Part of the answer is that Asian investors (Singapore really matters here, as of course does Korea) are joining the party and buying US equities ... the US data shows ~ $250b in equity inflows from the big East Asian economies
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