oswald.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

gonna have to do it

submitted 18 days ago • 1 comment

Elon’s been quite clearly signaling an attempt to return to legitimacy, and this is so obviously part of it that I cannot enjoy it at all. If anything, it makes me hate him more.

submitted 20 days ago • 0 comments

I’m taking the other side of this. He’ll forget this happened by Friday.

submitted 28 days ago • 1 comment

Weird Bluesky debate today where both positions are verifiably, hilariously false. ❌ Video games are expensive media ❌ Labor earns a material portion of incremental profit

submitted 33 days ago • 0 comments

submitted 36 days ago • 1 comment

VIX is too low

submitted 69 days ago • 1 comment

It’s over.

submitted 72 days ago • 0 comments

I was thinking about this Joe and Tracy anecdote from the supply chain crisis on gummy bears. Things are probably going to get really weird in a few weeks in unexpected ways:

submitted 74 days ago • 117 comments

bro I am so serious right now

submitted 78 days ago • 0 comments

I wonder if now that we have a unitary government figure imposing massive restrictions on trade, implicit price controls, investment mandates, and extreme corruption, people might seriously reconsider what it means to be a “threat to capitalism.”

submitted 83 days ago • 1 comment

Unfortunately I think I’m developing the most galaxy brained take of all time and it’s actually kinda bullis

submitted 83 days ago • 0 comments

My opinion is that we will drip positive tariff news all day from here, stocks will rise materially, and everyone will celebrate for 2-3 weeks. Forgetting that even the “upside” scenario will be crushing.

submitted 84 days ago • 1 comment

It’s getting really, really bad

submitted 91 days ago • 0 comments

Love to be an agentic AI solution that says “you must adopt this exact data architecture” to work. Oh also we’re super expensive

submitted 104 days ago • 1 comment

I have never seen a bigger gap between end customers and suppliers visions of the future than LLMs/AI.

submitted 111 days ago • 1 comment

Capitalism wasn’t quite working as well as it used to and we got kinda bored

submitted 113 days ago • 0 comments

It took a while for people to see the GFC as a “before/after” event, and it’s disappointing so many people can’t see that this year is one of those.

submitted 119 days ago • 1 comment

You can also buy critical infrastructure assets, such as this offshore driller

submitted 121 days ago • 0 comments

It’s uncertain times like right now that I turn to high confidence compounders like PBI or SEDG

submitted 121 days ago • 0 comments

I think people are wrong if they say AI could save US markets. The AI trade seems more reliant on short term stability than it ever has been.

submitted 125 days ago • 0 comments

There’s a consistent expression among AI maximalists that this is a leap forward like the invention of the printing press. I’m starting to think of it very differently. We might have already passed a point where sharing valuable information between communities no longer a positive sum behavior.

submitted 129 days ago • 1 comment

APP needs to take additional action to drive shareholder value. A 10:1 share split should do the trick.

submitted 132 days ago • 1 comment

I dare you to nail a call as much as @lowgravzone.bsky.social just did

submitted 134 days ago • 0 comments

I’d suggest you ignore our slowing business and instead consider what AI is meant to be.

submitted 135 days ago • 0 comments

For some reason, this insane idea is so pervasive that I think the announcers are holding back on Mahomes. Rookie level pocket presence.

submitted 136 days ago • 0 comments