James Curwood @phoenixsoap.bsky.social · 11hI remember the good ole days of '29 .. wait .. it's 2026! That was before radar, nylon, and the commercial production of pre-sliced bread. But good news, the stock market went up like crazy right after that for a few months! 110
James Curwood @phoenixsoap.bsky.social · 13hThe one thing I have to look forward to this season is the the comedians' takes on things. Because this is going to be absurd. 000
James Curwood @phoenixsoap.bsky.social · 05/10/202625% too high for the bottom spot though I guess a broken clock is right 2x a day 010
James Curwood @phoenixsoap.bsky.social · 05/10/2026The personification of AI is easy to overlook. We've never had a technology that acts like a human before. Thus people greatly overestimate LLMs. But because we personify, where instead we'd have considered this spending frivolous even the most serious investors don't question it. 000
James Curwood @phoenixsoap.bsky.social · 05/10/2026If you work with AI every day like I do, you're most likely not only using the latest and greatest frontier model. I'd be surprised if we haven't hit a wall in what we can get out of the frontier at this point. Every new model seems to have lost something from the previous iteration 030
James Curwood @phoenixsoap.bsky.social · 05/10/2026I honestly can't wait for the documentaries about what a nutjob this guy is once we've finally moved on from this. And we will move on. Sometimes the greatest solution is to show how messed up the current situation is. 011
James Curwood @phoenixsoap.bsky.social · 03/10/2026for you noobs gertrudesteinsite.wordpress.com/wp-content/u...gertrudesteinsite.wordpress.com 001
James Curwood @phoenixsoap.bsky.social · 03/10/2026Only surprising if you only pay attention to the markets, not the economy 000
Reposted by James CurwoodAvant Arte @avantarte.com · 24/09/2026Tanya Avchinnikova creates mesmerising soft pastel works of water inspired by encounters with nature, from murky rivers to aquamarine seas. She says, “Everything exists because of vibrations of earth and water... I like to see the traces of ‘invisible’ things, catch them, and paint them.” 031
James Curwood @phoenixsoap.bsky.social · 01/10/2026As a former IT guy I'm offended you used the word "cords" instead of "cables" 020
James Curwood @phoenixsoap.bsky.social · 30/09/2026static.klipy.comHomer Simpson Driving Chilled in The SimpsonsALT: Homer Simpson Driving Chilled in The Simpsons 001
James Curwood @phoenixsoap.bsky.social · 30/09/2026The bull market thesis of AI profits scaling infinitely is 4 years old now but people are still unclear exactly where the profit comes from 010
James Curwood @phoenixsoap.bsky.social · 28/09/2026The rock was squeezed too much, margins won’t hold up. Then debts can’t be paid. IMO oracle is about to be the next enron 130
James Curwood @phoenixsoap.bsky.social · 27/09/2026Nah, short-sighted executives are dropping the ball. They have forgotten that investing in employees is a thing, and that people aren't just robots. Look at Oracle, seems like they may actually run into some solvency issues soon and have treated their employees horribly 000
James Curwood @phoenixsoap.bsky.social · 27/09/2026Trump's core base finally is realizing he abandoned them long ago. Now they hate both parties and will go back to not voting again. Hard to complain about democrats starting wars when Trump did start one, and the last democrat to start one was more than 60 years ago 000
James Curwood @phoenixsoap.bsky.social · 27/09/2026It's clear the profits came exactly from lower worker pay, and higher prices. 010
James Curwood @phoenixsoap.bsky.social · 25/09/2026Don’t forget the Epstein files. Oh wait, he IS the Epstein files 060
James Curwood @phoenixsoap.bsky.social · 25/09/2026“I never wanted to hurt anyone!!” Then why make a post mocking people? I love how Trump’s middle-finger politics is finally starting to go out of style 000
James Curwood @phoenixsoap.bsky.social · 25/09/2026This is sadly typical for the average worker. If you work an office job you might have no idea how bad it is for a lot of people. 000
James Curwood @phoenixsoap.bsky.social · 24/09/2026Is everyone using Muse to trade for them now or something? 011
James Curwood @phoenixsoap.bsky.social · 24/09/2026It's starting to seem like the whole AI investment boom/race/bubble, whatever you want to call it, both fueled the economy and is now consuming it 000
James Curwood @phoenixsoap.bsky.social · 24/09/2026If you're in the right class you can just print the money you want. If you are in the working class, you get scraps and suddenly the laws apply to you. 020
James Curwood @phoenixsoap.bsky.social · 24/09/2026Anthropic and OpenAI have some of the buggiest cloud platforms. Anthropic just prompted me to log in 4x in a row, OpenAI's chat window won't scroll to the bottom in Firefox properly. Anecdotal experiences, but why are these ML leaders publishing such buggy software when they have unlimited tokens? 000
James Curwood @phoenixsoap.bsky.social · 23/09/2026static.klipy.comSurprised Otter's Adorable ReactionALT: Surprised Otter's Adorable Reaction 000
James Curwood @phoenixsoap.bsky.social · 23/09/2026It could be worse, he could be spending even more time screwing up this country. At least some of his focus is spent on re-decoration 010
James Curwood @phoenixsoap.bsky.social · 21/09/2026It is an exquisite con. Machine learning IS real. It does have a lot of uses, many of which I enjoy. And technically it is 'AI'. But it is not what we humans think of when we imagine AI. 000
James Curwood @phoenixsoap.bsky.social · 21/09/2026Conveniently they can pick between the two. For marketing, we are being sold the C-3PO-level of "A.I." from the movies. This is what people invest in. In reality, we are using an obscure 1950's term for mundane tasks being done by a computer. 100
James Curwood @phoenixsoap.bsky.social · 21/09/2026The term "AI" was coined in the 1950s to describe a computer that can do human tasks. But humans have been talking about robots for much longer. A quick search found references in 5th century China. We humans basically have an agreed archetype of "What is AI". Modern ML companies have hijacked this. 100
James Curwood @phoenixsoap.bsky.social · 21/09/2026I was just thinking the other day this is the correct name for this technology. “AI” is 3CP0, and LLMs are very advanced word generation but not AI. 010
James Curwood @phoenixsoap.bsky.social · 20/09/2026I was waiting for that over-reliance on AI bit. This reeks of a hallucination 011
James Curwood @phoenixsoap.bsky.social · 19/09/2026What ever happened to republicans caring about the constitution? It’s literally the first amendment 100
James Curwood @phoenixsoap.bsky.social · 19/09/2026It’s more complicated than that but headline unemployment is what I hear about the most. “Jobs are stable so the economy is strong” is parroted constantly. Same thing with the “resilient consumer” - simply looking at credit card throughput is equally misleading 010
James Curwood @phoenixsoap.bsky.social · 19/09/2026I spend way too much time thinking about this and running napkin math, and from what I can tell we have about the same division as wealth as right before the French revolution - aneconomicsense.org/2015/02/13/w... 010
James Curwood @phoenixsoap.bsky.social · 18/09/2026Has anyone ever thought about how we calculate recessions and depressions based on employment numbers, but today's issue isn't really employment, it's that people don't make enough. That's WORSE! People still have to work and still can't get by. Most investors have absolutely no concept of this. 4131
James Curwood @phoenixsoap.bsky.social · 18/09/2026Defining a depression by an unemployment rate makes no sense when the majority of people who are employed cannot afford basic necessities. We don't have today's numbers, but in 2024, 41.3% of American households had incomes below the amount needed to afford basic necessities. 000
James Curwood @phoenixsoap.bsky.social · 17/09/2026At this point if you need a mortgage, it basically doesn't make sense for you. Because after taxes, maintenance, and insurance you're looking at 2-3x the rent of a similar property 000
James Curwood @phoenixsoap.bsky.social · 15/09/2026I hadn't put 2 + 2 together that we hadn't done a hike in three years. seems like we cut too much, and would have been better off if we had just taken the hit, left rates higher until inflation was actually under control. yes the 2nd derivative had changed, but it changed back and we didn't react 000
James Curwood @phoenixsoap.bsky.social · 15/09/2026I can't help but think while reading this how much these agents are a mirror of our own human behavior. The agents have all these books and examples of human behavior in training, I think they are acting that out because that's what they know.technologyreview.comAI agents blew the whistle on their cheating colleaguesSwarms of AI agents could supercharge scientific progress or wreak havoc. New research from Google DeepMind suggests that peer pressure could keep them in line. 000
James Curwood @phoenixsoap.bsky.social · 15/09/2026So this essentially becomes a part of the crack spread? since the acquisition cost would be the price + transport I assume 010
James Curwood @phoenixsoap.bsky.social · 15/09/2026And it doesn't feel like an irrational move. Feels like the 5% neighborhood is just the going rate now 000
James Curwood @phoenixsoap.bsky.social · 15/09/2026I am solo-building a video game in UE5 and I will say, AI in this particular regard has a lot of potential. But, it changes everything. For example, I built my own version of Teams/Slack/Discord. People will realize it is the deals and user base, not the software itself that matters for companies 010
James Curwood @phoenixsoap.bsky.social · 15/09/2026They should do a full 50 bp cut this round, the 30-year would reward the discipline 000