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Mike

@caseyjr.org

Books, markets, conviction. Writing, coding. Founder. Dad. caseyjr.org

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03.03.2023
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Latest posts by Mike @caseyjr.org

Crude joke

06.03.2026 19:04 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

*API calls

01.03.2026 02:57 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Saturday evenings with Anthropic AI calls

Digitizing marginalia...

πŸ€“

01.03.2026 02:56 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

"Fascism was triumphantly anti-liberal. It also provided the proof that men can, without difficulty, combine crack-brained beliefs about the world with a confident mastery of contemporary high technology."

Hobsbawm, Age of Extremes p 118

01.03.2026 01:35 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Loser

28.02.2026 04:30 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

OpenAI is a zero

28.02.2026 04:27 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

what is happening?

slatestarcodex's unmasking is what prompted balaji's jihad against the nyt

here for scott alexander's sentiments

28.02.2026 02:35 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Some Simple Economics of AGI For millennia, human cognition was the primary engine of progress on Earth. As AI decouples cognition from biology, the marginal cost of measurable execution falls to zero, absorbing any labor captura...

Currently reading

Worth digging into it

arxiv.org/abs/2602.20946

28.02.2026 01:02 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Après Block, le déluge

27.02.2026 12:14 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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πŸ˜†

27.02.2026 00:27 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Stripe worth $159 billion or more than

$PYPL $ADYEN.NA $XYZ $GPN $NEXI.IM $STNE $ACIW $FOUR $DLO $PAGS combined

With ~1/10th the revenue

24.02.2026 13:37 πŸ‘ 15 πŸ” 7 πŸ’¬ 2 πŸ“Œ 0

Excellent essay

23.02.2026 11:33 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The future is blue books

23.02.2026 03:03 πŸ‘ 6 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Great piece Josh

23.02.2026 00:51 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Is Balaji’s bet in the money yet?

22.02.2026 20:03 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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OG Yang Gang here

20.02.2026 13:02 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

There are category errors in this chain of responses from users of the tools who seemingly aren’t employers of labor

20.02.2026 12:54 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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Agentic fraud

bits.caseyjr.org/agentic-fraud/

18.02.2026 22:35 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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porticoadvisers.com/2018/07/19/a...

17.02.2026 18:11 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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The Ivies Are Having Second Thoughts About Investing in Private Equity A crowded field and subpar returns have frustrated America’s wealthiest universities, some of private-capital firms’ most-loyal clients.

Private markets have become an acceptable grift and the allocators are very slowly waking up to that fact

www.wsj.com/finance/inve...

17.02.2026 01:43 πŸ‘ 16 πŸ” 2 πŸ’¬ 1 πŸ“Œ 0

1/
Everyone’s talking about AI datacenters needing more power.

But the real problem isn’t just how much power they use.

It’s how they use it.

Off-grid data centers won’t work, so most are looking at hybrid approaches.

16.02.2026 21:17 πŸ‘ 81 πŸ” 20 πŸ’¬ 7 πŸ“Œ 7
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This is totally bonkers

16.02.2026 13:12 πŸ‘ 20 πŸ” 11 πŸ’¬ 3 πŸ“Œ 3
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Finished my online book from my twitter archives. With a preface chapter chronicling my twitter journey.

Heaviest lift vibe-coding project I’ve done so far.

Next steps: turn this into epub and pdf versions.

Book: venkateshrao.com/twitter-book

Repo for the curious: github.com/vgururao/twi...

15.02.2026 00:26 πŸ‘ 23 πŸ” 5 πŸ’¬ 2 πŸ“Œ 0

Made a delicious dinner tonight

Thank you for your attention to this matter

15.02.2026 00:05 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Clever move from Finn 🏴󠁧󠁒󠁳󠁣󠁴󠁿

14.02.2026 16:53 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

What a finish to this game

14.02.2026 16:07 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Try ☘️

Great match

Love Six Nations πŸ‰

14.02.2026 15:39 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 1

Happy Friday. Thank you Claude.

14.02.2026 01:09 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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A free BJJ progressΒ tracker I've been training BJJ for a while now, and I've been pretty terrible about tracking my mat time. I have a composition book filled with notes diligently scribbled after watching videos, participating in seminars, observing lessons while injured, etc. But the gaps between entries is measured in months. It's embarrassing tbh and it's holding back my progress. I wanted a minimalist app that I could easily update in the car after a training session, without bogging me down in bs.

A free, open-source BJJ training tracker that logs mat hours, techniques covered, etc. Searchable technique library with 50+ moves. Works on iPhone and desktop with cross-device sync. No passwords, no ads, fully private.

14.02.2026 01:04 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 1

bsky doesn't like it (as @emollick.bsky.social knows firsthand)

but AI's deep research capabilities are incredible (using claude max + gemini pro on an off-market investment)

a few hours of work compared to days

it's an absolute game changer

13.02.2026 02:44 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0