Anthony Bardaro
@AnthPB
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PM²; capital markets and tech/media/entrepreneurship; leave your mark: https://t.co/zlM0K4rIHR #DYODD #NIA
Boston, MA
Joined February 2015
Naisbitt once said “We're drowning in information but starved for knowledge.” 58% now suffer fm info overload -- so Annotote’s knowledge network gives highlights of everything u need to read and lets u annotate anything u want to save or share. Do it >>> https://t.co/IjCHcprVg9
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if agentic AI shopping and ecommerce (pushing predictive purchasing recommendations then converting via auction among sellers), then quality scores to supplement pure price auctions and backend ads a la Qualtrics $xm surveys to solicit buyer feedback in lieu of user reviews…
@modestproposal1 /4 …TLDR – even if AI has perfect information on a buyer's preferences: many dimensions to purchasing decision beyond price (e.g. product damaged/used/knockoff and seller shipping/returns/customer service) 👇 agentic AI shopping auctions will need something akin to "quality
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…reminder: > "most people [only] acknowledge the ~170k monthly average net jobs growth that headlines US unemployment reports [but] few are aware that such reports include ~2.5M monthly average gross job growth. That’s a lot of creative destruction and a lot of quality job
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…updated impact of tariffs (thru 8/31¹) – still transpiring as economists had predicted²: 💸 CPI inflation: +0.7pp (to 2.9% yoy vs 2.2% control net of tariff effects) ➡️ passthrough: 20% to US consumers ¹ https://t.co/XUNVq2BIVx ² https://t.co/Rp3uy1KhSf
…more on impact of Trump tariffs – prices thru 6/30 (Goldman): 🌐 foreign exporters: 14% absorbed 🇺🇸 US companies: 64% " 👨👨👧👦 US consumers: 22% " 💸 core PCE inflation: +0.2pp thru 6/30 +0.66pp in 2025h2 (to 3.2% yoy vs 2.4% underlying net of tariff effects)
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…Daily Treasury Statement payroll tax withholdings¹ proxy for income growth – deceleration continues, but up from mtd lows and looks better (+7.5% yoy) were to start 10/1 instead of 10/6: $9,826 mtd daily avg² +2.1% yoy -2.2pp mom +2.0pp wow ¹individual/FICA
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…construction lead times for various energy sources ("time from planning approval to commercial operation")¹: ☀️ solar: 1.5 years 🔥 gas: 2 (turbine) 3 (combine cycle) 🌬️ wind: 2 (onshore) 3 (offshore) 🪨 coal: 4 ♨️ geothermal: 4 ☢️ nuclear: 6 ¹ https://t.co/Bby95B8Twv
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...TLDR ( https://t.co/lO6p7zGKby): motivated reasoning is stronger than reasoning
Like religion's decline in the developed world was accelerated more by the circumstances of living standards and social trends than the science of Darwinism or Copernicus, perhaps politics' reformation will be provoked more by the lived experiences of economic shocks and
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...related 🧵s: 1️⃣ https://t.co/dfL1vDbxvv 2️⃣ https://t.co/3mfOZWwTMG.
@phl43 /3 …your "because people are economically illiterate" is Dunning-Kruger Effect, Maslow's Hierarchy, etc: most people have their hands full just trying to get through the day – economics and politics are luxuries crowding-out sustenance for some (e.g. https://t.co/AMHbukEjrJ)
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Like religion's decline in the developed world was accelerated more by the circumstances of living standards and social trends than the science of Darwinism or Copernicus, perhaps politics' reformation will be provoked more by the lived experiences of economic shocks and
Chart of the share of the population who believes 'God exists without a doubt' (2018) – remarkably steady among the Silent generation/Boomers/Gen X starkly contrasted vs plummeting Millennials/Zoomers... from "Culture Wars Are Long Wars": https://t.co/ovfHVkK0YX
#religion #faith
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@X @XCreators can you please make links that appear "below the fold" (i.e. after 280 characters for Premium users' long posts): 1️⃣ quote tweet/website embedded preview 2️⃣ accrue metadata backlinks to original post's stats for links to X tweets/posts - so you can see it under
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...how it ended – patent breakdown for $stx: -55% to lows -25% to closing low #technicals #charts #crypto
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...draftkings $dkng joining it in the H&S breakdown corner – now a duet singing "head and shoulders knees and toes": #technicals #charting
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@GregorPepe @KevRGordon You both misunderstand what that data you're presenting are communicating – the "BLS CPI Imputation Percentage" data you're despicting are an identity¹ showing the two types of imputed for each category, which add up to 100% for each category: 🅰️ Housing survey: non-interview
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> How long have you been out here? Jensen Huang: I don't know, I quit wearing a watch when I moved out here > That is so cool Jensen: My cell phone has a clock so I don't need it > Oh, so its basically the same thing. How old are you? Jensen: I don’t really believe in age or
Nvidia, $NVDA, CEO Huang: “Very few people know this but I don’t wear a watch,” Nvidia founder Jensen Huang begins. “And the reason I don’t wear a watch is because now is the most important time. Just dedicate yourself to now.”
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> How long have you been out here? Jensen Huang: I don't know, I quit wearing a watch when I moved out here > That is so cool Jensen: My cell phone has a clock so I don't need it > Oh, so its basically the same thing. How old are you? Jensen: I don’t really believe in age or
Nvidia, $NVDA, CEO Huang: “Very few people know this but I don’t wear a watch,” Nvidia founder Jensen Huang begins. “And the reason I don’t wear a watch is because now is the most important time. Just dedicate yourself to now.”
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@GavinSBaker @DKThomp > re https://t.co/vXNM2n0vlo and https://t.co/5N0ocxIYP7 September 2018-December 2019: ‘Stock market and job openings were highly correlated for decades. No longer.’ #JOLTS $spx
Really interesting chart from @DKThomp Stock market and job openings were highly correlated for decades. No longer. Stock market up 75% and job openings down 33% since 2022. Would think at least partially due to AI.
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…related – don't call it stealth QE¹: "US banking system reserves continue to go lower…below the important $3T [LCLoR²] level… Fed [will have to] hit the brakes on QT and balance sheet reduction [but] can't stop the liquidation of its MBS [$10-$20B monthly P&I, so will have
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…previously – generative AI video game UI/UX design: "most of the objects and textures you find in games are effectively hand-drawn… Offloading more of those manhours from highly-skilled humans to highly-automated AIs will eviscerate the large, upfront, fixed costs associated
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…generative AI UI/UX succeeding a lot of finite frontend design: "a paradigm of user interfaces and user experiences generated on-demand by AI" ( https://t.co/71rSZiXNwh)
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...related: ¹ https://t.co/b41Vga2YSM ² https://t.co/mJDLorUsBX
@benthompson /1 I'm referring more to the "duration mismatch" between chip innovation (Moore's Law) and $BTC scaling -- rather than the environmental/electrical consequence. But, yes, 👏, you nailed the upshot...
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…if Bitcoin miners shifting chips and datacenters to AI because impossibly higher relative ROI/ROA (significant scarcity/shortage premium), then $btc hashrate truncated in shortrun – likely won't, but could test elasticity/utility and "security budget" https://t.co/b41Vga2YSM
/1 ...on proof of work security budget: "Eventually [$btc block rewards] will [end] but then Bitcoin will start to deal with...how to make sure that it stays secure...when there's $5T btc, but it only takes $5B to attack the chain" https://t.co/rKIeVo7UcY $eth #PoS #PoW
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