MrQuick_ @MrQuick_
Popular opinions only. On Vacation. Never got my pen licence. https://t.co/rsvrETmOkF ausyield.com.au Aus Joined August 2011-
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there is a company clearly stating they want to invest in aus and become a source of national income for us, so why in the world are we not trying to do a deal and extract as much $$ out of this as possible? they’re literally trying to give us money, holy wtf
Australia will enact laws to regulate how AI data centres use power and water, and to protect creative copyright, Prime Minister Anthony Albanese said The announcement comes after it emerged this week that US startup Anthropic has lobbied Australian officials to change
@RonShamgar @sentinel1221 @ryu_tay I think best fund in that space actually for fy26 That’s after tua blowing up too
@RonShamgar @sentinel1221 @ryu_tay But only a 45% uplift after divvies and fees Does ol mate Geoff still own 100% equity in the mgmt co?
Said it before and will say it again, investing in software dev tools is a huge game There is literally no lock in and no switching cost moving from one LLM to another, especially an API x.com/mrquick_/statu…
Dude the vibes for Anthropic are not good right now. Multiple people telling me the ROI is not there, wanting to switch to Codex. This is people using both fable and non-fable users. Like all at once. Last five business days the levy is breaking.
Latest edition of Sydney property buyers. The issue is the properties in demand don’t come up for sale that often. The “entry level” 2-3 bed for <$3m is getting crunched but the >$4-7m wide frontage terraces all get snapped up in 72hrs.
Sydney property, hook it into my veins $70-$100m of demand sitting right there, beaut
@PegasusFund The quantum of incentive for poor behaviour is just too large No way to change that, everything has a price
@joshwoodward @GeminiApp Chain of thought being displayed again, ridiculous I cannot see the thought traces on how a response was formed. Fine for personal use but for enterprise work it’s an immediate no go.
I don’t get the doompoasting Why is this a bad outcome? Someone had a nice house over their heads for a decade in a nice spot. Ave inflation was 3.0% and Ave wage growth was 2.6%. House price tracked in line with that measure.
2.5% gross CAGR over 9 years. Please don't mention inflation, stamp duty, holding costs or opportunity cost...
There is a genuine possibility meta have caught up to the frontier. Spark is a VERY good model. Zuck also saying progress on AI agents technology has been slower than expected. I think he’s saying that the competition are moving slower than expected
SCOOP: Alexandr Wang says Meta's upcoming AI model - codenamed Watermelon - has caught up to OpenAI's GPT-5.5. "Watermelon uses an order of magnitude more compute than Avocado," he said in an internal meeting, referencing Meta's previous AI model. businessinsider.com/meta-ai-model-…
@spudheadcapital What you mean by capex turns into revenues?
@john_macgowan Are we talking less PR migration or less skilled migration or less student visa aka I’m here to get a PR migration? Less immigration = less people into Aus every year = from where? Whats the answer?
@DadInvest The answer to the ultimate question of life, the universe, and everything. Hitchhikers guide to the galaxy nailed it
@plebcapital Imagine being the pref Even the mezz is filthy work
@eigenrobot a structural issue for which you gotta go back Millenia Roman/medieval Catholic Church banned cousin marriage & ultimately created concept of “nuclear family” Church of England (+ monarchy) and Islam never structurally enforced the nuclear family model. Keep it in the family!
@rev_cap Claude significantly better outside US hours, Gemini doesn’t have to deal with the lack of compute/lobotomisation issues. Try Gemini flash for coding, its Forrest Gump
@usr_bin_roygbiv Why not 3.5 flash for implementation/workers + 5.5 for /plan? Cost lower and faster? But is quality lower?
@TheStalwart Don’t get high on your own supply
@IFM_Economist I always wonder how much of this is backward looking vs forward looking Expectations are informed by the priors? Also, XDJ bottomed at -30% from last rate cut, similar to last rate cycle. suspect if you plotted 12m rolling XDJ in similar percentile graph, that they’re left tailed
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