Post BAXEe07KZge8QESWqe by capt_whitebeard@nicecrew.digital
(DIR) More posts by capt_whitebeard@nicecrew.digital
(DIR) Post #BAXEdzZIcDQMigXLns by jb@nicecrew.digital
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Friday morning #headlines recap BoJ hikes 25bp to 1.25%, yen weakens anyway. Highest policy rate since 1995 and the shortest interval between Japanese hikes since 1990. USD/JPY promptly went the other way. Analyst take: the market's message is that 25bp isn't enough, and the only remaining lever is FX intervention that burns reserves. Rinse-and-repeat expected until Japan runs out. On the US front, Analysts are saying another hike before midterms is all but inevitable. Don’t worry, Buttboy Bessent will save the day for everyone… Aramco admits the East-West pipeline is down and is now buying diesel. Apparently yesterday’s boast about fixing the pipeline quickly was the usual PR bullshit.
The previous attacks on the Yanbu terminal show target selection precise enough to imply insider information, killing ~400km of flow and any bypassing redundancy. Like the pipeline, it will take 3 to 6 months to repair, not weeks. Heavy equipment for the repair now has to be airlifted because the sea routes are shut. Meanwhile Yanbu was struck again overnight and is still burning. Saudi Arabia asks Oman to broker a two-week Houthi ceasefire. Sounds like the classic “y’all stop shooting at us so we can reload”. Reports of struck vessels in Hormuz continue to come in while Trump decides whether to “annihilate them or not”. He has no cards to play unless he’s gonna drop a nuke. Regardless, it has a “fiddling while Rome burns” vibe to it. US diesel hits $6.40 record as a major Midwest refinery in Joliet Illinois drops offline (floodwater took out a pump at the facility). As one analyst put it: “diesel is trading as if Brent were $180”. In response to the crisis Washington issued a 90-day emergency waiver letting fuel truckers run 16 hours instead of 14. Analyst notes that longer hours move diesel faster but do not create any. Not only that, it involves greater danger for motorists sharing the road with the streetshitters that are driving the trucks. Germany is weighing market incentives to lift record-low natural gas storage; Dutch storage sat at 47% at end-August against 83% in Italy, and only 53% by mid-September. Eurobros facing a long cold winter thanks to Trump and the jews. JP Morgan's commodities desk: "For the first time since the start of the Iran conflict, we don't have a baseline view. We simply don't know how to model the endgame”. Palantir's Alex Karp on CNBC says AI companies "have to be nationalized”. Regulatory capture in 3… 2… 1… Ten US military aircraft lost on US soil in six months, all ruled accidents. The most recent incident was an F-16 crash in Michigan on Thursday. Fly the deadly skies of DEI…
Headline from Polymarket: Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god. Those jews love themselves a golden calf to bow down to, don’t they? Odd corners of the commodity tape: lumber at its lowest close of the year, coffee lowest since June. Take your scraps of good news where you can find them. Enjoy your weekend frens, maybe try to take a nice walk in the woods…
(DIR) Post #BAXEe07KZge8QESWqe by capt_whitebeard@nicecrew.digital
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Big reason why these AI companies are begging for government intervention is because they need an out for when they can't deliver. They are circular scam eventually is going to end. Companies like openai sign billion dollar contracts with nvidia, then Nvidia invest billions of dollars and openai and so forth and so on and so forth. All of this is dependent on end users continuously buying these products. Problem is, when a cheaper alternative comes along or one that's just as good for a little bit less, nobody's going to buy the Nvidia shit. Or the open AI shit. So it ends up happening is they cannot deliver on there stock value. The stock plummets and a big wad of companies have to take huge losses. The whole thing is Jewish and slimy even if it's not technically illegal. What they need the most is the government to stop any startups or cheap Chinese models from competing against them
(DIR) Post #BAXYvt2bcXZ8lt3TZQ by BroDrillard@nicecrew.digital
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>Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god.The LLM is profiling you, anecdote:I once asked ChatGPT to guess my profession based on the style of our interaction history. I explicitly told it to ignore the content of our interactions. It guessed correctly. I asked it how long have I worked in the field. The answer was reasonably good. Finally I asked if it can guess which companies I have worked at. He correctly guessed the major company and was close at guessing how long.Bottom line: "AIs" seem surprisingly good at profiling you and may tune the interaction based on that. With susceptible people that might spiral to weird places.
(DIR) Post #BAYvuAOsm0ZVJrrmym by gav@cawfee.club
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@jb >Saudi Arabia asks Oman to broker a two-week Houthi ceasefire.oman is the real winner in the middle east
(DIR) Post #BAZ5GNCyjWZp07xjEG by TheTeka@tsundere.love
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@jb Triple T is really sahooming that trussy. fr fr