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jaykwonovich.bsky.social

@jaykwonovich.bsky.social
56 followers 103 following 428 posts
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 1m
Her under your bed and Laura loomer in your closet. Night night, sleep tight
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 24m
People coming out for 5.3%
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 41m
All those in front of him are hung over too or in some cases still drunk.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 1h
Open source models run locally will eat this as well. Large SaaS is already doing so.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 1h
And even then I don't know how that affects real hypersclaers. Sell coreweave oracle memory Buy goog amzn aapl Nvda $180-230 til heat death of universe?
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 1h
Fwiw we went from token maxxing ( can't stress enough the maxxxxxx) all summer to a ~$500/ea month budget at a large saas . Personal use on Claude you're looking at heavy subsidies. When this hits? I agree with Eisman of end of Q4 / 27Q1 anthropic reports slow down.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 2h
static.klipy.com
Danny DeVito in Always Sunny: Oh No You Don't
ALT: Danny DeVito in Always Sunny: Oh No You Don't
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 2h
These are the new lows!
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 2h
static.klipy.com
Kids Play Gone Wrong: Run Over
ALT: Kids Play Gone Wrong: Run Over
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 4h
Sample size of one... For an app feature design and a code base review i think opus5.5 on ultra code did better in "taste" and functionality than fable. If you still have your Opus 5.5 reset for October give ultra code a spin.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 11h
I'm saying in the moment of a botched execution
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 11h
Wait that other dude replying to this blocked me because he got caught trying to straw-man an argument? lol 😂
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 11h
AI could never do this.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 13h
Technically correct, best kind. 👍
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 13h
"... be justified in the same, I guess? " You guessed wrong. Not arguing with someone trying to put words in my mouth.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 14h
So is torture and smashing a head with a rock.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 14h
i see your point and agree in principle (not the world i want to live in). It is amazing there isn't an alternate plan for this situation.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 14h
If you're found guilty of murder. And don't get the death penalty, you still get the years. Not arguing for the death penalty.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 14h
static.klipy.com
That's Not How It Works! That's Not How Any Of This Works!
ALT: That's Not How It Works! That's Not How Any Of This Works!
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 14h
static.klipy.com
Jennifer Lawrence: Yeah Sure Ok Eye Roll
ALT: Jennifer Lawrence: Yeah Sure Ok Eye Roll
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 14h
Not commute, this bitch sucks. Life, no parole
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 16h
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 19h
Respect. Tag me in for "The Razors Edge".
static.klipy.com
Scott Hall Razor Ramon
ALT: Scott Hall Razor Ramon
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 19h
"Bring back the good ol boy network"
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 22h
Dollar losing it's special little boy status would mean both can happen.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 22h
Debasement trade time?
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 22h
static.klipy.com
Snatch: Doug The Head - Yes Dad You Told Us
ALT: Snatch: Doug The Head - Yes Dad You Told Us
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 22h
That's why the witch hunt should start with Musk, Kash, Pete, Noem etc. for policies etc Then go after trump via 25th
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 22h
static.klipy.com
Donald Trump Says 'CHI-NA'
ALT: Donald Trump Says 'CHI-NA'
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 23h
AXIOS JOKES AND REAL LAUGHTER SOON TO REACH DEAL -BARAK RAVID REPORTS
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 06/10/2026
Ties everything together much better than whatever the hell I watched.
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Reposted by @jaykwonovich.bsky.social
Tuffy @smtuffy.bsky.social · 06/10/2026
SportsCenter
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 06/10/2026
What used to be...
static.klipy.com
Sportscenter: Sizzling Bacon Action Touchdown
ALT: Sportscenter: Sizzling Bacon Action Touchdown
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 06/10/2026
4chan came up with a better ending anyway
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 06/10/2026
static.klipy.com
Omar Little from The Wire: Oh Indeed
ALT: Omar Little from The Wire: Oh Indeed
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 06/10/2026
static.klipy.com
Bill Clinton Says Zero
ALT: Bill Clinton Says Zero
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 06/10/2026
Ahh 👍
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
Probably just landing on a ship
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
Lean. Turning Texas Purple. We're still talking about voting right?
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
Preach!
static.klipy.com
Nothing bad can happen it can only good happen
ALT: Nothing bad can happen it can only good happen
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
If they added JPY to QQQ it would solve a lot of issues! 'The House' wouldn't have to bust out his checkbook by midterms
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
agreed. I assume this is how it ends:
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
Or why he didn't see Charlie Kirk there.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
rambling into the void: I also don't understand/see how Japan and downstream Asian countries get out of this energy/rates/de-globalization shock. Maybe oil trends to 'fixed' by early 2027? but my theory is 30Y doesn't go below 5% for a long long time for numerous reasons
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
I thought this would break by now, but I also use so many god damn tokens every day I see why it hasn't. and even if rates break, probably the dispersion trade remains as the dollar falls and stocks again are flat/up?
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
IMO rates don't matter (to a point) & mechanics will continue until morale improves Not until something like: - a hyperscaler says "we don't need as many datacenters" - their earnings don't show the profits/margins expected. market likely flips stocks keeping indices flat/up until rates are 6%
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
static.klipy.com
Barbie Disgusted
ALT: Barbie Disgusted
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
I would like to see them spend their initial time throwing the book at Trumps underlings. Factions of MAGA hate: Hegseth, Kash, Noem, Homan, RFK, SCOTUS etc. Once they're dealt with then go after Trump. Otherwise it looks like Trump I with impeachments that go nowhere due to SCOTUS immunity.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
Iran keeps hitting tankers. I asked how many oil tankers they have. And they said the just ask for more. So I said it sounds like you're just feeding tankers to Iran and MBS started to cry.
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jaykwonovich.bsky.social @jaykwonovich.bsky.social · 05/10/2026
Koreans are way ahead of us.
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