X（推特）上的财经、科技与宏观账号
Not to be a cheerleader but need to celebrate the positive news & announcements of hypers commitments to being good partners. Amazon’s $1bn+ commitment over five years to U.S. data center communities is welcome. Alongside Microsoft’s earlier commitments, it reflects broader https://t.co/WKzUcpNwft
Have to imagine the slate has been ready to go for a while now with this either or but feels like you have to be comfortable in the product pipeline and compute availability to even suggest it 引用 @thsottiaux：Over the next 28 days, each day we’ll either ship one thing that is a clear improvement and
船舶经纪公司 Poten & Partners 估算，目前运费占原油抵达炼厂门口时每桶成本的逾25%，战前为3%。
波斯湾至远东航线超级油轮的日租成本进一步升至约130万美元。作者称，战争开始前日租成本低于5万美元，9月首次发布图表时约为110万美元。
… Manager. • By Apr 2026: Scarlett Chen, Google Data Center Engineer, Advanced Technology and Innovation → Member of Technical Staff. • May 2026: Mike Brinker, Google data-center services/construction/program management → data-center team. • Jun 2026: Marcus Fontoura,
Scraped together via GPT & Claude and scanned for a few of the folks I was thinking of. Just open up LinkedIn and you’ll see plenty of announcements. Notable hyperscaler talent moves, Oct 2023–Oct 2026 generally NEOCLOUDS CoreWeave • Mar 2024: Nitin Agrawal, Google Cloud VP
Shanu Mathew称，JERA、Dell与RHAELM宣布一项在日本建设400MW数据中心园区的MOU；Apollo的融资角色被描述为意向。400MW约相当于日本约1.8GW在运营数据中心市场按名义MW计算规模的五分之一，尚未扣除设施开销。正文提到3–4GW的规划规模和1400亿美元的总资本支出目标，但原文在“roughly 8–10”处截断。
People building in finance & AI… here’s a great product roadmap to aspire to get to 引用 @lefttailguy：I wonder what's next. I suspect one interesting endpoint is that the excel model becomes the quantitative surface of a much deeper research graph / self-constructing ontology. I could imagine somethi
I think the reason people love Opus 5.5/GPT 6 Astra/Sol 6.1 is that they are both insanely intelligent but also token efficient + fast. Prior iterations of models thought for a really long time and you got a quality answer but felt more like 'consult with this model' when
My colleague @alexlongley1 speaks to the captain of an oil tanker doing Strait of Hormuz crossings. “Tankers are always at risk all the time,” the captain said. “It’s a very dangerous vessel.” https://t.co/2ARuar25xu
Another great MacroTalk this week with @AahanPrometheus covering: - Signs of cracks in the commodity bull market. - How far the dissaving-driven expansion / earnings boom can really run. - And... the perfect pre-pod / meeting energy shot. https://t.co/fI9uhSh8E2
"i don't trust that [tanker/satellite imagery/flow] data, it's obviously manipulated" <shows multiple independent estimates all roughly indicating the same pace and trend> "see, that's the proof—collusion! you should instead trust my skeptical VIBES" https://t.co/TuUtftU9wL
The most interesting cut of the labor market data from yesterday. https://t.co/v0ydXQk959 引用 @EPBResearch：A new cycle high for cyclical payrolls. https://t.co/9OcEXfq4wU
Fire, smoke seen near Aramco facility in Riyadh, witness says - https://t.co/m7MelUJZzH
Reuters: “A large plume of smoke and fire was seen rising in the vicinity of an Aramco facility in Riyadh on Saturday” https://t.co/tYnedQpCTm
近期石油流量确为战争期间最高，但作者称这一流量代价极高，当前结构不可持续。早期数据已显露波动迹象，或至少显示近期增幅放缓。引用内容称，赫格塞思表示，由于飞行员控制空域，目前通过霍尔木兹海峡的石油量超过冲突开始前。
for anyone following the oil market for more than the past few months, it’s *very* funny seeing people start to say that observed data (Kpler/Vortexa/satellite imagery) is manipulated and for proof we should look at the *implied* estimates from IEA/EIA/Chinese government data 😂 https://t.co/beRZCx7
Scenario (absolutely no relation to today) >oil experiences largest-ever supply shock >record pace of stock/emergency buffer drawdown >stocks fall from really high to precarious levels >supply fights to recover >mounting risk to 15 MMbpd of recovered supply Where are prices?
Actual amount that SpaceX saved taxpayers is even higher now 引用 @TeslaLarry：The Washington Post famously claimed Elon Musk's companies received $38B from US governments. The truth? Elon Musk's company, SpaceX, SAVED the US Government (and taxpayers) an estimated $14B. I've covered that in detail in
After selling his Bentley to buy a Model Y: “[FSD Supervised] is life-changing. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the 引用 @OppenheimJason：A publ
2026.40: Dots and Question Marks The best Stratechery content from the week of September 28, 2026, including Meta's focus, what OpenAI is doing, and Mao and NBA Media Day. https://t.co/4gi1glx7RT
Geeze wonder if this has influenced compare pricing & availability when buyers are like “Company is completely price insensitive” 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a PortCo. Company is completely price insensitive and has billions behind it. Ideally electri
I think you are translating the SV experience - employees, management, etc. Meet many leaders from a variety of cap sizes that do not really play around with AI at all despite communicating that their company is heavily investing into it Average person I know has never vibe 引用 @krishnanrohit：Eve
OpenAI and Anthropic are the two largest customers of compute and rumors are they both run 30-40% inference so training definitionally has to be bigger than inference today? 引用 @jessiedong_：inference will be the biggest market. it's already bigger than training and I bet this is going to change how
Reason people aren’t controlling the full stack is the capital intensity Hypers will and can underwire the power, shells, chips, etc Others like neos and managed inference provides can barely execute the IT before trying to move upstream This is a capital problem vs lack of 引用 @kellyjgreer：lot
I fully agree here but I think one thing that’s under appreciated is people talking about the duration mismatch Lot of forward credit for TAM penetration x steady state economics when in reality extremely early in usage and adoption That means compute demand going up but it 引用 @nicbstme：This is m
Brother, what will your ARR do That answers your capex question 引用 @firesidealpha：Anthropic's Sholto Douglas says AI capex could rise from $1 trillion this year to $4 trillion in 2028 and begin doubling humanity’s GDP by the early 2030s “Over the course of the last four or five years, we’ve been
Men will literally offer infinite money from a mysterious portco with billions of capital behind it for the most precious resource in all of technology & capital markets right now instead of going to therapy and it’s gross 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a P
You literally could open this app and see 100 of these “The market is asleep at the wheel. I’ve found the next HUGE AI bottleneck. Follow me for more posts like this” *stock up 5,000% in the last 6 months already* **half the time it was literally just pitching nvidia again** 引用 @ParadisLabs：I'm p
Citadel is impressive man, consistently putting up #s 引用 @nishantkumar07：We have some initial hedge fund returns for September. Looks like machines scored a win over humans. Traders faced a volatility month as inflation concerns pushed bond yields to multidecade highs and hit fixed-income wagers. h
One notable trend that goes against my priors is seeing a lot of long time veterans from the hypers move to Neo clouds That doesn’t mean it’s bulletproof or anything but people with many years and in senior positions of the companies with the most flexibility are moving to
Bessent: "I can't control the bond market. What I can do is try to get people to slow down and think." "What I meant by 'I am the house' is that I have superior information." https://t.co/gWNMqc6992
Axios' @mikeallen asks Treasury Secretary Scott Bessent if he regrets saying "I am the house now." Bessent: "No, because look, the house doesn't win every hand. The house plays percentages." https://t.co/W7JkS3WqAV
图表显示，政府利息支出已升至 GDP 的 3.2%，为 60 多年来高位；非金融企业利息支出降至 GDP 的 0.7%，为 60 多年来低位。
Markets Weekly October 3, 2026 Bonds behave badly Le spread Anthropic IPO https://t.co/z4A7UCjuDI
One fun thing about reading old finance books is that they’ll talk about how shocking some number was when we’ve since blown past it. For example, here’s a book that came out on Tuesday: https://t.co/1xy8FDlqtf
Color-coded real yields. Even with the recent spike, 10-year TIPS (2.91%) are only back to the pre-QE average (2.74%). Back then, debt held by the public was ~35% of GDP. Now it's ~100%. If debt were the driver, real yields would be far higher than pre-2008. https://t.co/3G49zfzkwk
S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD; Communication Services, buoyed by Meta, has more recently joined rally (S&P 500’s best performers in September); yet, credit markets are signalling greater caution; option-adjusted spreads https://t.co/NjNtKd
In September, % of unemployed for more than 27 weeks came in at 27.1%, up from 27.0% prior https://t.co/9exCEHKR80
美国非农就业人数两个月净修正减少6万个岗位。