Ryan Casey
@ryansweb
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Product Exec at https://t.co/EDV8xePGjU & https://t.co/Q58EEHXEIS | Ex. Workfront, Toast, Acquia | Startup guy that builds B2B ML/AI products
Salt Lake City, UT
Joined March 2012
1/6 In case you missed it, I dropped an article about a concept called Probabilistic Knowledge Synthesis yesterday as a way to creating probabilistic reasoning systems using LLMs, Knowledge Graphs, Graph Language Models, and Probabilistic Databases. Here's a quick recap 🧵.
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My wife started work at 7am today and i brought her lunch at 11am. She had 17 patients in the ICU. The avg. patient cost is $2.5k. People have no idea how much money there is in vet medicine. It will likely be a $60k revenue day for JUST HER SHIFT. .
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The rest of the world on the internet on July 4th. But we don't care 🇺🇸🇺🇸🇺🇸
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This has happened before and in recent history with similar geopolitical heuristics. 13 years of >10% growth.
Now that Trump's Big Beautiful Bill has passed, the race is officially underway. The US will need to grow GDP by an average of 4%-7%+ per year - for the next 10 years - to offset the spending in the bill. That's 10 years of GDP growing 4% to 7%. Without it, the deficit and.
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Humanity's greatest era of flourishing is here. Everyone is focused on fear and pessimism, but I see a much more probable outcome of inspiration and optimism. It's my opinion that we are on the cusp of the most prolific and robust confluence period in history. Article 👇.
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🎯.
This is exactly what the whitehouse wants, which is what I have been saying for the entire year. They want the DXY at around 90, oil below $60 and interest rates below 3%. The world is breathing a sigh of relief that the DXY it's going down. Remember the worlds problems arise.
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More relevant than ever.
Mark Zuckerberg on the best advice Peter Thiel ever gave him. “Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”. Mark continues:
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Can you run efficient deficits while achieving substantial GDP growth? Yes. USA between 1970-1995, 6 of those years were at >10%.13 of those years were at >8%.So yes, through a combination of domestic and international policies, it's 100% doable.
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Other controversial takes:.- As the reserve currency, inflation is more tied to supply chains and foreign currency fluctuations than it is money printing.- If we expect GDP to explode due to robots + AI, its a moot point.
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IMO - You can run massive deficits as the de facto global reserve currency for a very very long time through global debt monetization. And if it ever becomes an issue, you can devalue the currency as has happened multiple times.
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🎯 Exactly.
Donald Trump used and betrayed Elon Musk. Fact. Humanoid robots solve the debt issue. Fact. Politics is an absolute black hole. Fact. Listen to your friend Peter Thiel. It's not worth it. $tsla
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IMO - this is the actual reason there are blatant and systemic issues in the government. Protectionism of the old vs. facing the reality of the new. The old enslaves the new, knowingly or unknowingly, to protect relics of the past.
Congress is old. Therefore members have less incentive to spend wisely because it’s the next generation that will be liable for paying off the debt accrued by reckless spending. They won’t feel the consequences so they spend and spend because it’s an easy way to win reelection.
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I can say this with a very high degree of confidence:.This is straight up bullshit and he's saying whatever to pump the stock up because Saleaforce is screwed. No joke, their AI division is what people joke about out in SV. Too many politics to actually ship anything.
AI is doing 30%-50% of the work at Salesforce, $CRM, CEO Marc Benioff has said.
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Oof. sorry man. Someone pick this guy up!.
Welp. The startup I was working for has run out of money and has stop sending paychecks out. 1 week before my child will be born. If you know anyone looking for a solid developer, please send them my way.
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Great thread. Fwiw, I suspect coastal texas will be the same.
Here’s what smart CRE investors need to know about a sleepy beach town that's quietly mutating into the Silicon Valley of Space. $3.74 billion is reshaping Florida's Space Coast commercial real estate market right now. THREAD by @ReachCRE:.
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