I increasingly think the confluence of consultants and AI is “the main show”
In 2025 I wrote the “Big Rug” where I argued that AI was going to destroy software and IT services and managed to realize that wasn’t going to happen before the grenade wen...
@goodalexander
this is most important thing in Micron earnings. cyclical commodity business now transitioning into multi year lock up. now is 35% of customers. deals going out t+5 years.
they also said that they expect 2028 (not 2027) to be tighter than 2026. mem...
9/30/2026 21:17
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@goodalexander
Went on Threadguy, pitched Biotech (ARKG) long vs Google. Double digit outperformance since then. Took off Google short and rotated into MSFT CRM shorts due to googles new model
9/30/2026 20:46
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@goodalexander
Insane risk reward long Oracle short Apple imo. ROI on OpenAI and Meta AI products literally never better. Old GPUs ripping. People talking about Oracle like it’s going to default
Meanwhile Zuck is Jobs 2.0 while Apple trades richest it ever has in...
9/28/2026 18:12
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@goodalexander
The obvious take on Muse is they did a really good job turning it into an agent that can buy stuff on the internet
Checkout is abstracted from the user. Uses stripe natively. Stablecoins will be invisible to users and save on fees while also growin...
9/23/2026 17:07
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@goodalexander
it's worth reflecting that the reason why rates are so high is because:
1] AI didn't cause any slack in the labor market
2] AI, or AI augmented warfare was ineffectual at driving a military victor in Iran
3] AI did not make anything cheaper
the solu...
9/23/2026 16:34
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@goodalexander
So easy to live in the past
Men destroy themselves trying to reclaim hypotheticals that have been marred beyond recognition by the passage of time
Revenge. Lost love. Wasted youth
Freeze frames in your own mind while the world moved on. Throw th...
9/23/2026 05:44
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@goodalexander
cut:
- Porn
- Sugar
- Scrolling
- Television
add:
- Journaling
- Lifting
- Low impact cardio
- reading great books
sounds obvious. just try it. you'll like the way it turns out. I guarantee it
9/23/2026 01:04
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