Terminal Value🧃
@valueterminal.bsky.social
Cruise ship Zumba instructor. Lapsed CFA Charterholder. Banned from Boat Owners Forum (unjustly)
Reposted by Terminal Value🧃
After USAID got cut, I asked GiveWell if @planetmoney.bsky.social could ride along as they tried to figure out if and how to jump into the void. They said yes. They recorded weeks and weeks of deliberations. Here is the episode about it: www.npr.org/2025/11/26/n...
www.npr.org
November 27, 2025 at 1:38 AM
After USAID got cut, I asked GiveWell if @planetmoney.bsky.social could ride along as they tried to figure out if and how to jump into the void. They said yes. They recorded weeks and weeks of deliberations. Here is the episode about it: www.npr.org/2025/11/26/n...
Reposted by Terminal Value🧃
That escalated fast
14-Nov: "Domino’s $DOM turns to fried chicken as chief says Britain nearing peak pizza" (FT)
Today: "Andrew Rennie is stepping down as CEO ... with immediate effect" (RNS)
www.ft.com/content/23c2...
14-Nov: "Domino’s $DOM turns to fried chicken as chief says Britain nearing peak pizza" (FT)
Today: "Andrew Rennie is stepping down as CEO ... with immediate effect" (RNS)
www.ft.com/content/23c2...
November 25, 2025 at 1:34 PM
That escalated fast
14-Nov: "Domino’s $DOM turns to fried chicken as chief says Britain nearing peak pizza" (FT)
Today: "Andrew Rennie is stepping down as CEO ... with immediate effect" (RNS)
www.ft.com/content/23c2...
14-Nov: "Domino’s $DOM turns to fried chicken as chief says Britain nearing peak pizza" (FT)
Today: "Andrew Rennie is stepping down as CEO ... with immediate effect" (RNS)
www.ft.com/content/23c2...
Isn't it crazy how if somebody asked you to tell them the hotkeys to, say, freeze panes in Excel, you can't tell them, but when Excel is open in front of you, you can do it in a microsecond without thinking (Alt, W, F, F)
November 24, 2025 at 7:19 PM
Isn't it crazy how if somebody asked you to tell them the hotkeys to, say, freeze panes in Excel, you can't tell them, but when Excel is open in front of you, you can do it in a microsecond without thinking (Alt, W, F, F)
Reposted by Terminal Value🧃
Extremely strong service work here
I only just saw this thanks to @ed3d.net and I don’t have time to do a full fisking before my daughter’s bedtime but a few hundred words in and it’s utter nonsense.
substack.com/inbox/post/1...
substack.com/inbox/post/1...
The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme
On November 20, 2025, trading algorithms identified what may become the largest accounting fraud in technology history—not in months or years, but in 18 hours.
substack.com
November 24, 2025 at 1:42 PM
Extremely strong service work here
Reposted by Terminal Value🧃
Reposted by Terminal Value🧃
We back!
Spoos open green. Bitcoin has been trading higher as well this weekend
November 23, 2025 at 11:35 PM
We back!
Michael Burry just launched a paywalled Substack 👀 michaeljburry.substack.com/p/the-cardin...
The Cardinal Sign of a Bubble: Supply-Side Gluttony
Part 1 of The Heretic’s Guide to AI’s Stars
michaeljburry.substack.com
November 24, 2025 at 12:50 AM
Michael Burry just launched a paywalled Substack 👀 michaeljburry.substack.com/p/the-cardin...
Reposted by Terminal Value🧃
I only just saw this thanks to @ed3d.net and I don’t have time to do a full fisking before my daughter’s bedtime but a few hundred words in and it’s utter nonsense.
substack.com/inbox/post/1...
substack.com/inbox/post/1...
The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme
On November 20, 2025, trading algorithms identified what may become the largest accounting fraud in technology history—not in months or years, but in 18 hours.
substack.com
November 23, 2025 at 12:07 AM
I only just saw this thanks to @ed3d.net and I don’t have time to do a full fisking before my daughter’s bedtime but a few hundred words in and it’s utter nonsense.
substack.com/inbox/post/1...
substack.com/inbox/post/1...
Reposted by Terminal Value🧃
The buzz is building about Finance Bluesky! Thank you @downtownjoshbrown.bsky.social for supporting the community! #FinSky
November 22, 2025 at 6:33 PM
The buzz is building about Finance Bluesky! Thank you @downtownjoshbrown.bsky.social for supporting the community! #FinSky
Reposted by Terminal Value🧃
The way both Ryan Lizza and Olivia Nuzzi are now selling their personal lives like melodramas while also both still supposedly being serious political journalists makes me deeply uncomfortable
November 18, 2025 at 1:32 AM
The way both Ryan Lizza and Olivia Nuzzi are now selling their personal lives like melodramas while also both still supposedly being serious political journalists makes me deeply uncomfortable
I was assuming they’re around the same age! They’re not, Lizza is 51!
It remains hilarious to me that Ryan Lizza is seemingly oblivious to the fact that he, too, was just a creepy older man taking advantage of Olivia Nuzzi
November 22, 2025 at 2:43 PM
I was assuming they’re around the same age! They’re not, Lizza is 51!
Reposted by Terminal Value🧃
Social media is making us paranoid and afraid of each other. Maybe that's the point. www.bugeyedandshameless.com/p/the-eye-th...
The Eye That Never Sleeps
Social media is making us afraid and anti-social. What if that's the point?
www.bugeyedandshameless.com
November 21, 2025 at 11:56 PM
Social media is making us paranoid and afraid of each other. Maybe that's the point. www.bugeyedandshameless.com/p/the-eye-th...
Reposted by Terminal Value🧃
Clear implication of this: it's completely inconsistent with the AI investment story topping out near-term. Q4 sales estimates smashed estimates, Q3 actuals were very strong, there's just nothing here to suggest we're done yet (though, ofc, we will be eventually! just not yet!)
That's a beat
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. $49.34B
*NVIDIA SEES 4Q REVENUE $65.0 BILLION PLUS OR MINUS 2%
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. $49.34B
*NVIDIA SEES 4Q REVENUE $65.0 BILLION PLUS OR MINUS 2%
November 19, 2025 at 9:48 PM
Clear implication of this: it's completely inconsistent with the AI investment story topping out near-term. Q4 sales estimates smashed estimates, Q3 actuals were very strong, there's just nothing here to suggest we're done yet (though, ofc, we will be eventually! just not yet!)
Reposted by Terminal Value🧃
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
November 19, 2025 at 10:08 PM
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
Now I know ChatGPT didn’t just tell me to calm down
November 19, 2025 at 10:47 PM
Now I know ChatGPT didn’t just tell me to calm down
Olivia Nuzzi took down Cloudflare to shut off the internet after that blog post. Girl, I feel you, I'd be so mad too
November 18, 2025 at 3:54 PM
Olivia Nuzzi took down Cloudflare to shut off the internet after that blog post. Girl, I feel you, I'd be so mad too
Once again a Cloudflare engineer has shipped to prod and immediately passed out in a food coma from too many Hot Pockets
November 18, 2025 at 3:53 PM
Once again a Cloudflare engineer has shipped to prod and immediately passed out in a food coma from too many Hot Pockets
Reposted by Terminal Value🧃
Some great charts on #AI from the Wall Street Journal. t.ly/xvvbw "AI products would have to create an additional $650 billion a year, indefinitely, to give investors a reasonable 10% annual return. That’s more than 150% of Apple’s yearly revenue"
November 16, 2025 at 8:15 PM
Some great charts on #AI from the Wall Street Journal. t.ly/xvvbw "AI products would have to create an additional $650 billion a year, indefinitely, to give investors a reasonable 10% annual return. That’s more than 150% of Apple’s yearly revenue"
Anybody else wanna get a disruptive edge by taking an ancient bath? I know I do
November 15, 2025 at 3:23 AM
Anybody else wanna get a disruptive edge by taking an ancient bath? I know I do
Your everyday use of voice typing could help a Latvian hacker scam thousands of dollars from naive seniors who still answer unknown numbers
November 14, 2025 at 4:49 AM
Your everyday use of voice typing could help a Latvian hacker scam thousands of dollars from naive seniors who still answer unknown numbers
Maybe later. Maybe never
November 14, 2025 at 4:48 AM
Maybe later. Maybe never
Reposted by Terminal Value🧃
Recently we hired @jimray.bsky.team as a new devrel at Bluesky, and I wanted to give him an overview of the Atmosphere. We recorded the session!
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
Squeeky Board with Paul and Jim
YouTube video by Paul Frazee
www.youtube.com
November 11, 2025 at 11:33 PM
Recently we hired @jimray.bsky.team as a new devrel at Bluesky, and I wanted to give him an overview of the Atmosphere. We recorded the session!
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
I give you: Squeeky Board with Paul and Jim, a detailed overview of AT://
Top 10 Man-Made Horrors Beyond Your Imagination That Had Us Screaming (Number 6 is INSANE!!!)
November 11, 2025 at 10:43 PM
Top 10 Man-Made Horrors Beyond Your Imagination That Had Us Screaming (Number 6 is INSANE!!!)
You can now send voice notes and videos in LinkedIn InMail messages, and people are actually doing it… everything after the transistor was a mistake
November 11, 2025 at 10:39 PM
You can now send voice notes and videos in LinkedIn InMail messages, and people are actually doing it… everything after the transistor was a mistake