Week 15 of 2025- W152025
Some people dislike rules
Disclaimer: The views and opinions expressed in this blog are entirely my own and do not necessarily reflect the views of my current or any previous employer. This blog may also contain links to other websites or resources. I am not responsible for the content on those external sites or any changes that may occur after the publication of my posts.
End Disclaimer
Some people dislike rules and have never met a lock they couldn't pick.
— Seth Godin
Note #1: Some of these articles are from before the 90 day pause on tariffs.
Note #2: To my trading friends-I feel for you.
AIML
Google Is Winning on Every AI Front -
“Neither OpenAI nor Anthropic have a chance at this point”
ChatGPT can now remember and reference all your previous chats
‘AI’ shopping app found to be powered by humans in the Philippines -
“Saniger raised millions in venture funding by claiming that Nate was able to transact online ‘without human intervention,’ “.
Stanford HAI: The 2025 AI Index Report -
Recent AI model progress feels mostly like bullshit
A Gentle Introduction to How LLMs Understand Nullability -
“Do LLMs ‘understand’ the code they are writing?”
Painting
Hirō Isono (磯野宏夫), (1945-2013)
Cyber
“a new supply chain threat where AI-assisted code generators recommend hallucinated packages that attackers register and weaponize.”
*Before tariffs got put on pause:
Markets
Howard Marks: Nobody Knows (Yet Again)
What just happened in the U.S. Treasury market?
U.S. 10 Year Treasury:
How much do you think it costs to make a pair of Nike shoes in Asia? -
“Everyone needs to fixed percentages to avoid losses.”
But what if I really want a faster horse? - Everything is becoming Tik Tok
The Atlantic: The Relentless Rise of Jensen Huang -
“The new tech titan built Nvidia into a nearly $3 trillion business by not thinking about how his computer chips would be used.”
Since 1940 there have been 46 double-digit corrections.
Bloomberg: Buffett’s 2025 Wealth Gains Stand Out Amid Billionaire Wipeout -
Why Do Domestic Prices Rise With Tariffs? -
Fake job seekers are flooding U.S. companies that are hiring for remote positions, tech CEOs say -
Misc
WSJ: Navy SEAL. Harvard Doctor. NASA Astronaut.- his podcast with Jocko Wilink is excellent.
“In half a lifetime, Jonny Kim has achieved the American dream three times over. He was a Navy SEAL. Then he graduated from Harvard Medical School. And on Tuesday, he blasted off as part of his latest act: astronaut.”
Middle-Aged Man Trading Cards Go Viral in Rural Japan Town -
“Why kids in Fukuoka are obsessed with collecting cards with middle-aged men on them”
WSJ: How a Secretive Gambler Called ‘The Joker’ Took Down the Texas Lottery -
“A global team of gambling whizzes hatched a scheme to snag the jackpot; millions of tickets in 72 hours”
The Dire Wolf Is Back - “Colossal, a genetics startup, has birthed three pups that contain ancient DNA retrieved from the remains of the animal’s extinct ancestors. “
Quanta: Intelligence Evolved at Least Twice in Vertebrate Animals -
“Complex neural circuits likely arose independently in birds and mammals, suggesting that vertebrates evolved intelligence multiple times.”
Podcast
Had this Fridman one up here for like a month- Still one of the best I’ve listened to.
Please send me suggestions- Machine Learning Street Talk (MLST) is also very high on the signal to noise content ratio scale.
5 hours. Watch. the. whole. thing.
The ratio of useful/interesting information per minute in this one is terrific.
Shows
Severance - For me, smartest, most thought-provoking show I’ve watched in a while.
Games
SKYJO- Had good friends of ours show us this game. Easy to learn and very playable. I found myself shouting out SKYJO!!!! a lot during the games. Feels good saying it. SKYJO!!!!
Crokinole - Buy a set, thank me later. I have this starter one (affiliate link). Super fun.
Podcasts for a Road Trip
The Superhero Complex - superpower-less humans get dressed up in costumes and fight crime in Seattle
Chameleon: Hollywood Con Queen
Books
My Favorite Business Mischief Books
4 books I’ve read and 5 books I want to read
AI and ML Reading List: My Favorites