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Patrick Boyle 💎

@pboyle.bsky.social
3.7K followers 471 following 251 posts

Founder of Palomar Capital | Visiting Professor at King's College London | Financial Author | YouTuber & Podcaster

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Reposted by Patrick Boyle 💎
Ann M. Lipton @annmlipton.bsky.social · 18h
*raises hand* if they're retail-ized, can we really say they're private? www.sec.gov/newsroom/pre...
sec.gov
SEC Proposes Amendments to Expand Responsible Retailization of Private Markets
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Cape Fear Advisors @capefearadvisors.com · 21h
One SpaceX arrangement, four filed figures: $84,500m at the outside, $3,750m at the inside. Every one accurate about a different question. Adding them describes an obligation no party has. Four questions to ask of any AI headline, free to read:
capefearadvisors.substack.com
Adding It Up: How to Read an AI Headline
Four announced figures, four different measures, and the documents that tell them apart
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Niko Stratis @nikostratis.com · 30/09/2026
So much of the lens on culture has been turned into a numbers game, where everything is about chart placements and streaming numbers and data. Its a horse race to who gets to do data best, and all of these dorks forget that people just want a song that will make them cry at the grocery store.
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David Milliken @davidmilliken.bsky.social · 29/09/2026
Britain sold £4.25 billion of 10-year government bonds this morning at an average yield of 5.383% – the highest borrowing cost for newly issued 10-year debt since 1999. Yields were higher in the secondary market in 2007, but no 10-year bonds were actually issued then so the cost wasn't locked in.
Table of results from the UK Debt Management Office's 29/09/2026 auction of £4.25 billion of the 4.875% 2036 gilt
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Quantian @quantian.bsky.social · 29/09/2026
I assume the Anthropic IPO will be one zillion jillion times oversubscribed, pop 50-100% on day 1, bleed out down 50-75% over the next eight months, and finally rally back from the dead, aka the exact same pattern every IPO has had for the past five years
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Justin Wolfers @justinwolfers.bsky.social · 29/09/2026
"Why is your channel called Platypus Economics?" Time to share the back story.
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THE NERVE @thenerve.news · 28/09/2026
“Same goes for the claims that these companies are already profitable… [essentially] the companies are claiming that they are so cool that their profitability can only be measured using a novel, secret form of mathematics.” www.thenerve.news/p/cory-docto...
thenerve.news
Cory Doctorow: AI’s big beasts aren’t really scared of their products. They’re scared of their competition
The US giants would love to stop battling each other and be protected from China – and they might have hit on just the narrative to make that possible, writes our tech columnist
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Dennis "dejay" Koch @dennisjkoch.bsky.social · 27/09/2026
Is the AI Bubble About to Be Tested? @pboyle.bsky.social #AI youtu.be/T-oXyXwD6sE
youtu.be
Is the AI Bubble About to Be Tested?
YouTube video by Patrick Boyle
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JonZoidberg @jonzoidberg.xyz · 27/09/2026
Radosław Sikorski, Poland's minister of Foreign Affairs, has more balls than the entire Republican party. Meanwhile, our president is blaming Ukraine for diesel prices. What a fucking embarrassment.
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Patrick Boyle 💎 @pboyle.bsky.social · 27/09/2026
Economist article on how Aughinish Alumina in Ireland exports alumina to Russian smelters - feeding the Russian war machine. www.economist.com/europe/2026/...
economist.com
Ireland is helping supply Russia’s war machine
The EU considers putting an Irish alumina refiner on its sanctions list
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Lia @liasae.bsky.social · 24/09/2026
I am now keeping this on speed-dial
Edited old IBM printout in black caps on off-white paper.
'A computer can never be held accountable
Therefore a computer must always do the hacking haha what are they gonna do, put a computer in jail? Haha "oops it's alive" lmao'
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Gerard @groverxv.bsky.social · 27/09/2026
This is AI garbage.
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The Economist @economist.com · 26/09/2026
In America the tax code is so confusing that most taxpayers have to pay for professional help. This is absurd. A new book points to another way
bit.ly
Uncle Sam thinks your time is worth nothing
How and why governments waste the most precious resource
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Patrick Boyle 💎 @pboyle.bsky.social · 26/09/2026
New video just went live on YouTube. youtu.be/T-oXyXwD6sE
youtu.be
Is the AI Bubble About to Be Tested?
YouTube video by Patrick Boyle
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Tony Tassell @tonytassell.bsky.social · 26/09/2026
JPMorgan and the broking fetish for conviction calls - and why William Butler Yeats would not have done well as head of research at an investment bank -great column by @dsquareddigest.bsky.social as.ft.com/r/6862e493-c...
as.ft.com
JPMorgan and the broking fetish for conviction calls
An admission by some analysts at the bank of an inability to form a baseline view should be thanked rather than mocked
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The Hollywood Reporter @thr.com · 26/09/2026
The Major Social Media Platforms Are All Rejecting Paid Ads for Alex Gibney’s ‘Musk’ (Exclusive)
bit.ly
The Major Social Media Platforms Are All Rejecting Paid Ads for Alex Gibney’s ‘Musk’ (Exclusive)
So much for free speech.The studio releasing Alex Gibney’s new Elon Musk documentary Musk is finding itself unable to buy an ad on the biggest social platforms.YouTube, TikTok, and Instagram and Facebook owner Meta are all declining to run the trailer for Musk, along with X itself, The Hollywood Reporter has learned.That last one is perhaps understandable, given its owner. But the rejection by the other platforms has taken distributor Bleecker Street by surprise, and it is internally scrambling to understand why the ad has been rejected, according to a person familiar with the company’s processes who is not authorized to talk about them publicly.The unwillingness of platforms to accept even paid advertising is sure to raise concerns about free speech and the dwindling number of companies that control many of the platforms in this country — and ironically provide a proof-text for the very point the film is coming to make. Gibney’s doc is a four-hour look at a title character who attempts to control the conversation in various ways, including with alleged suppressions on X, which he bought in 2022.
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Katie Martin @katie0martin.ft.com · 25/09/2026
I have blamed The agents That hacked Your website And which You probably Reasonably thought I controlled Forgive me I am rich And unaccustomed To taking responsibility
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pixelatedboat aka “mr bluesky” @pixelatedboat.bsky.social · 24/09/2026
A warning about the supposed final Fall album that’s coming out soon: it is NOT a real Fall album, it’s just Mark E Smith rambling nonsense over music that has no connection to the vocal
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The Economist @economist.com · 23/09/2026
Do you dream of writing for The Economist one day? The aim of this internship scheme is to find our future journalists. Find out more and apply here by October 30th
bit.ly
Paid interns on The Economist’s foreign desk
An opportunity to write for The Economist
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Patrick Boyle 💎 @pboyle.bsky.social · 22/09/2026
I think this is the best piece I have seen or read on AI safety. youtu.be/claxN4oxDuY
youtu.be
I Read the AI Doomsday Papers. I Wasn’t Expecting This.
YouTube video by House of El: AI
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Philippe Auclair @philippeauclair.bsky.social · 22/09/2026
The London sky is putting on quite a show this morning.
A photograph of a fragmenting "mackerel sky" coloured by the just-risen sun in London.
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Patrick Boyle 💎 @pboyle.bsky.social · 22/09/2026
I feel that there is an easy joke here with the FBI dropping charges - Kash Patels recent HR decisions and the fact that this is being reported by "The Daily Beast" - but I won't make that joke...
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La Coalición @lacoalicion.bsky.social · 20/09/2026
I really enjoyed this one. Thank you.
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Doug Aoki 青木定夫 @nantanreikan.bsky.social · 20/09/2026
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Patrick Boyle 💎 @pboyle.bsky.social · 21/09/2026
I had the pleasure of joining The Rest is Money Podcast this week to talk about Japanese interest rates and Activist Treasury Issuance. youtu.be/tU73BsLSIjU
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Walter Olson @walterolson.bsky.social · 20/09/2026
Is impeaching RFK Jr. more or less urgent than impeaching Hegseth? Should we be comparing their respective body count?
thebulwark.com
RFK Jr.’s ‘Medical Freedom’ Comes With a Body Count
Measles showed up at a children’s hospital. The health secretary showed up at an anti-vax conference.
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John P de New 🇦🇺🇨🇦🇩🇪🇪🇺 @denewjohn.bsky.social · 20/09/2026
Yet another incredibility fascinating video from Prof Patrick Boyle @pboyle.bsky.social on the Anthropic "Great Escape" / "Ocean's 11". Appreciate the excellent insight and lateral thinking. Also the IRN BRU reference. Highest 0.001% podcast quality on internet, says I. youtu.be/luXnftoxCaM?...
youtu.be
The Doomsday Cult Inside OpenAI
YouTube video by Patrick Boyle
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Tuffy @smtuffy.bsky.social · 20/09/2026
I know we’re all sick of the Ed Sheeran discourse but, nonetheless, we really need to discuss his haircut. Like what the hell?
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Patrick Boyle 💎 @pboyle.bsky.social · 19/09/2026
New video premiering on YouTube in about five minutes. Hopefully I will see some of you in the premiere chat.
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Tamara Keel [Scary Remix] @tamslick.bsky.social · 18/09/2026
I hate myself for laughing at this.
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Jason Leopold @jasonleopold.bsky.social · 18/09/2026
HUGE EXCLUSIVE from @bloomberg.com Inside the US ‘Kill Chain’ That Destroyed an Iranian School Pentagon investigators discovered that flawed intel, outdated imagery & overreliance on AI contributed to a missile strike that killed 123 children in Minab 🎁 www.bloomberg.com/graphics/202...
bloomberg.com
Inside the US ‘Kill Chain’ That Destroyed an Iranian School
Pentagon investigators have discovered that flawed intelligence, outdated imagery and an overreliance on AI contributed to a missile strike that killed 123 children in Minab.
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Katie Martin @katie0martin.ft.com · 18/09/2026
The AI lab has previously said: “This case is not about human authorship versus AI. It’s about The New York Times looking for an undeserved payday at the expense of progress that benefits everyone.” Benefits or kills? Make your minds up lads
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Dan Davies @dsquareddigest.bsky.social · 18/09/2026
The late DJ John Peel apocryphally once said to a colleague at radio 1 "I don't understand why this record isn't in the charts - everyone I know has bought it". The colleague replied "no John, you know everyone who bought it"
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Jim Pickard @pickardje.bsky.social · 18/09/2026
my brilliant colleague @robertshrimsley.bsky.social on the threat from Elon Musk’s X platform www.ft.com/content/f270...
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The Onion @theonion.com · 17/09/2026
Mitch McConnell Returns To Capitol Hill In Jar Of Formaldehyde
Mitch McConnell Returns To Capitol Hill In Jar Of Formaldehyde
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Waldo Jaquith @waldo.net · 15/09/2026
Please admire this slop-guide to the U.S. government that my kid received in his ninth grade government class. “Watergsstate Impreachment Imeachment bolity Precedent”
A sort of map of US government, with lots of arrows and words. It’s labelled “SIMPLIFIED CONCEPT MAP: U.S. GOVERNMENT.”Close up of the diagram:

Example: Watergate Impeachment Key 2473 - Watergsstate Impreachment
Imeachment bolitiy Precedent
Legislative Checks
Executive
Veto
No
Executive Cheeks
Example:
Washington's 2-Ter-in Precedent
Example 3: Impeachment Precedent Key 2016 - Declares political inconinitional comnoladunt precedions hutsite avothov Uncostitutional: Bleachmens on the divisience of the Barizon Precedent
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Demetri Kofinas @kofinas.bsky.social · 15/09/2026
I'm joined on Hidden Forces by Nicolas Colin an Marieke Flament to discuss why the global financial system may be on the cusp of a structural transformation comparable to the Nixon shock and the end of Bretton Woods. hiddenforces.io/podcasts/the...
hiddenforces.io
The Great Financial Reset Has Begun
Marieke Flament and Nicolas Colin on why we are in the cusp of a great financial reset, the central role of dollar-backed stablecoins, agents commerce, and programmable money in that transformation.
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Patrick Boyle 💎 @pboyle.bsky.social · 15/09/2026
As cool as this looks - a trailer hitch mounted to a 1970's era volkswagen's rain gutters does not strike me as particularly safe...
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David Dayen @ddayen.bsky.social · 14/09/2026
It's Monday, so a deeply compromised Kirsten Gillibrand is trying to enable Trump fraud www.politico.com/live-updates...
politico.com
Gillibrand privately urges Dems to advance crypto bill
Sen. Kirsten Gillibrand's posture on the legislation puts her at odds with progressives in her party.
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Anne Applebaum @anneapplebaum.wsocial.eu · 14/09/2026
Some details: Kremlev, the Russian who sponsored Don Jr's wedding, is a former member of the Night Wolves biker gang, went to China with Putin and is personally sanctioned by Ukraine for his role in abducting children www.propublica.org/article/dona...
propublica.org
Donald Trump Jr.’s Wedding Bankrolled by Putin-Linked Russian Oligarch
The oligarch, Umar Kremlev, spent hundreds of thousands on expenses like renting out a private island. He appears to have met Trump Jr. only recently, but he attended the intimate wedding with a large...
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BrokenBanker @brokenbanker.bsky.social · 14/09/2026
'5' handle within touching distance now on the US 10 year:
US 10 year yield
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Sam Bright @writesbright.bsky.social · 13/09/2026
Not to be pedantic but Christopher Harborne has already given £25 million to Reform and Ben Delo £8 million. So the figure isn’t £72 million - it’s £105 million.
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Andrew Lawrence @ndrew.bsky.social · 13/09/2026
“why are all the ai ceos all of a sudden saying this weird thing?” burning man was last week and this may actually just be the explanation
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Patrick Boyle 💎 @pboyle.bsky.social · 13/09/2026
The first downloadable single turned 30 this week. share.google/ljDJWBzhF2J3...
share.google
David Bowie Changed The Music Industry Forever 30 Years Ago Today
David Bowie helped shape the future of music distribution 30 years ago when he released “Telling Lies” through his website on September 11, 1996.
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Patrick Boyle 💎 @pboyle.bsky.social · 12/09/2026
They probably won't need to go public - as they claim that money soon won't matter...
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Amanda Scott @amandascott2023.bsky.social · 11/09/2026
Apple Computers 1984 vs 2026 Cartoonist Michael de Adder @deadder.bsky.social Substack: deadder.substack.com/p/apple-comp...
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Patrick Boyle 💎 @pboyle.bsky.social · 12/09/2026
New video premiering in around ten minutes on YouTube. Hopefully I'll see some of you in the chat.
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Ramin Nasibov @nasibov.me · 12/09/2026
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Robert Saunders @robertsaunders.bsky.social · 12/09/2026
The ability of the richest & most powerful men in the world to position themselves against "the elite" - a category that excludes the world's richest man, its biggest media magnates, the UK's richest party & the biggest donors in UK history - may be the most effective lie in modern political history
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MꙬse Allain @mooseallain.bsky.social · 10/09/2026
A man in a face covering talks to another man who is looking disappointedly at a small box he is holding. Man 1 “What's that?”. Man 2 “Baklava. I misread the WhatsApp”
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