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Michael Batnick x.com
How could that be the bottom? We haven't even felt the impacts of tariffs yet? I have no idea if that was the bottom, but the market bottoms during the storm, not after it passes. 2020 was the perfect example of this. Stocks bottomed 13 months before EPS did.
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
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17 September
16 September
5 September
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Their words
We are quite confident that drops should be attributed to the WR, not the quarterback.
31 August
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Lovedrcmnd.app
The Coming Storm: Power, Conflict, and Warnings from HistoryTheir words
It is a quick read, an excellent book whose main virtue is not, in my opinion, direct analogy with the World War I, but a treatment of how in a multipolar world relatively small international events, misunderstandings, idiosyncratic fits of leaders, “hubris and fear” (as Westad often writes), resentment of the elite and of the public prodded by the media, can produce colossal miscalculations which then produce even more colossal wars and, in the era of the weapons of mass destruction, may end the civilization.
25 August
17 August
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Their words
The catch is that the future world that has been warmed by greenhouse gases and a present-day world that has been temporarily warmed by El Niño can have the same global-average temperature while having significant differences in the impacts of this warming.
12 August
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Their words
This should turbocharge our resolve to reduce emissions of greenhouse gases.
7 August
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Their words
I think the best companies in my experience come from what might be characterized as scenes. There's like a moment that enables a new company to be born and there's a bunch that comes together that really creates this like unique nucleation for the new company.
2 August
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korrents.com
Deciding on averages is how product teams destroy the small group for whom a barely-used feature is everything.Their words
there are real downstream impacts to people's businesses that often come from just like a lack of nuance in understanding metrics, particularly averages.
1 August
29 July
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Their words
The transformation to come will be decidedly nonlinear, meaning it will not occur as small impacts over many years but rather a series of infrequent, huge events of enormous destructive power.
7 June
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Their words
you can have an agent make code for you and it could work and it could test, but is it secure? Is it maintainable? If there's something going wrong, can you roll things back and understand what's going on?
4 June
13 May
From one piece Why Anthropic’s ultra-dirty deal shouldn’t surprise you at all 2 beliefs, in the piece's order there
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Their words
there is nothing fundamentally inherent to the concept of a building full of computers that causes choking air pollution, water impacts and climate change.
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Their words
The fundamental drivers of this change are panic and impatience, and that is what is behind the worst impacts of data centre growth, including a material risk to decarbonisation and climate action.
29 April
13 April
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Their words
From now until forever, most people regulating, protesting, and talking about AI will not be interested in AI per se, but rather how it impacts their preexisting belief systems and political agendas.
4 April
19 March
From one piece Simon Willison: Engineering practices that make coding agents work - The Pragmatic Summit 2 beliefs, in the piece's order there
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Their words
And what you can do if you've got one of these conformance suites is you can give it to a a good agent and say, "Write code until this test suite passes." And it kind of will.
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Their words
just cuz the test suite passes doesn't mean that the web server will boot. You know, there's there's always a chance that when you actually try in the real world, something's not going to work.
16 March
4 March
9 February
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Recommendsrcmnd.app
Meat: How the Next Agricultural Revolution Will Transform Humanity’s Favorite Food—and Our FutureTheir words
If you’re interested in the environmental impacts of our current food system and want to dig into the opportunities for meat-like products without the animals (and their impacts), I really recommend it.
24 January
16 January
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korrents.com
Advice to never give up becomes dangerous once a venture passes an unknowable tipping point.Their words
"Don't give up" is really, really useful advice-until a certain point. After that, it becomes extremely dangerous.
1 January
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Likedrcmnd.app
1913: The Year Before the StormTheir words
1913: The Year Before the Storm presents a whimsical slice of Central Europe. Art historian Florian Illies collates fragments of leading figures month by month, diary-entry style.
28 November 2025
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Their words
the depth of a coffee bed, contrary to the width of the coffee bed, is a variable that impacts the flavor of the coffee being brewed significantly, and in a way that you cannot easily compensate for by changing other brew variables.
18 September 2025
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Their words
And you know what no sci-fi author dared to predict is that the Turing tests just passes by.
31 December 2024
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Lovedrcmnd.app
Cathedral of the SeaTheir words
Cathedral of the Sea by Ildefonso Falcones - One of the biggest recent creative impacts of my life was a trip I took to Barcelona in 2023.
9 December 2024
16 October 2024
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Their words
So the suggestion is that it wasn’t one impact, it wasn’t two impacts, it wasn’t three impacts, it was hundreds of air bursts all around the planet.
20 September 2024
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Usesrcmnd.app
PHPStormTheir words
These are integrated directly into my IDE (I use PHP Storm).
11 August 2024
1 July 2024
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Recommendsrcmnd.app
The Wages of DestructionTheir words
Some audiobook recommendations: The Story of Civilization by Durant Iliad (Penguin Edition) The Road to Serfdom by Hayek American Caesar by Manchester Masters of Doom by Kushner The Wages of Destruction by Tooze The Storm of Steel by Junger The Guns of August by Tuchman
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Recommendsrcmnd.app
The IliadTheir words
Some audiobook recommendations: The Story of Civilization by Durant Iliad (Penguin Edition) The Road to Serfdom by Hayek American Caesar by Manchester Masters of Doom by Kushner The Wages of Destruction by Tooze The Storm of Steel by Junger The Guns of August by Tuchman
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Recommendsrcmnd.app
The Guns of AugustTheir words
Some audiobook recommendations: The Story of Civilization by Durant Iliad (Penguin Edition) The Road to Serfdom by Hayek American Caesar by Manchester Masters of Doom by Kushner The Wages of Destruction by Tooze The Storm of Steel by Junger The Guns of August by Tuchman
+ 2 more
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Recommendsrcmnd.app
Storm of SteelTheir words
Some audiobook recommendations: The Story of Civilization by Durant Iliad (Penguin Edition) The Road to Serfdom by Hayek American Caesar by Manchester Masters of Doom by Kushner The Wages of Destruction by Tooze The Storm of Steel by Junger The Guns of August by Tuchman
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Recommendsrcmnd.app
American CaesarTheir words
Some audiobook recommendations: The Story of Civilization by Durant Iliad (Penguin Edition) The Road to Serfdom by Hayek American Caesar by Manchester Masters of Doom by Kushner The Wages of Destruction by Tooze The Storm of Steel by Junger The Guns of August by Tuchman
22 April 2024
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Their words
This is the 2001 monolith hypothesis. I would be less surprised to find a quiescent alien artifact in our solar system than I would to catch a radio signal from an intelligent civilization.
12 August 2023
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Their words, before
Reading the book had not changed my fundamental belief that, in balance, we were on a good trajectory with AI research: good for science and good for society with expected positive impacts in many domains.
Their words now
I now believe that I was wrong and short-sighted to ignore that dual-use nature. I also think I was not paying enough attention to the possibility of losing control to superhuman AIs.
13 March 2023
1 April 2022
22 November 2021
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Likedaffiliate linkrcmnd.app
Anthro-VisionTheir words
Gillian Tett, Anthro-Vision – my colleague Gillian Tett makes the case for thinking like an anthropologist in business and in life. The description of how KitKats took Japan by storm is a particular delight.
8 August 2020
31 October 2018
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Their words
On the other hand, by avoiding foundations, projects also avoid the question of how to formalize their governance, thus risking a “tyranny of structurelessness” that might range from projects living inside a company forever, to disorganized chaos that negatively impacts project velocity.
13 June 2018
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