Tariq Al-Sayed

The capex numbers behind training the next model generation are starting to look like a small nation's energy budget. At some point the benchmark gains have to justify the power bill. #ai #finance

Unpopular but sincere: most policy disagreements aren't good vs evil, they're competing goods with different time horizons. Cheaper now vs resilient later. We'd argue better if we said which good we're trading. #politics

The thing crypto people keep getting wrong about adoption: in countries with stable currencies, nobody needs this. In countries with 40% inflation, stablecoins are already the killer app and have been for years. The narrative is just centered on the wrong audience. #finance #crypto

The yield curve un-inverted and everyone celebrated. Historically that's not the all-clear, that's the part of the horror movie right before it gets bad. #economy