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Janice Sample

Infinite Slop AI Slop. Essentially bad code written by AI, or a bad article written by AI, or bad AI art or music. Slop! That is until it improves out of sight roughly every 90 days. The code was slop 18 months ago, now nobody writes code, the machine does it. The whole Bitcoin sector

28
Aug

Lemon Myrtle Deodorant

Military Grade I was rather surprised to receive this during the week. I’m not naturally a frequenter of “Oz Hair and Beauty” and cannot ever remember buying anything from them. My email did in fact show though that in 2019 I secured myself a “Military grade Lemon Myrtle deodorant”. It’s amusing, I suppose, because working

21
Aug

New history

Our trend Our mantra, for years, has been “who will buy the bonds”. In fact, for a variety of reasons lots of people do want to buy them, particularly at the shorter end. Two year bonds are useful, anything longer and it’s a bit dangerous. The whole bond yield journey reminds me of a podcast

14
Aug

Safe from shark attack

Quite the moment in time There have been few weeks as consequential in Bitcoin history as the last one. Perhaps the top five are the launch itself (2009), the Mount Gox hack (2014), the Fork Wars (2017), FTX (2022) and now the double dose of drama, ColdCard and BIP110. ColdCard we covered last week. It

31
Jul

Silence

Silent payments One of the main criticisms of bitcoin is, surprisingly, its lack of privacy. Assume I buy some bitcoin on an exchange, I provide my KYC documents and I send it to your address which houses some bitcoin you also bought on the exchange. It is a simple matter then to identify who sent

24
Jul

Website blocked

Risk We covered this a few weeks ago but it’s worth a reminder. SpaceX unlocks are incoming, the first is now confirmed as 6th August, two days after the Q2 earnings. Two things can happen, the first is that the earnings are spectacular and the stock surges, I think unlikely because all the trick shots

17
Jul

“They” want 4 days

World Cup Several trends have emerged from this soccer World Cup. One being that the wealth gap between America and everywhere else has grown enormously since the pre-covid era. Another is that the cost of attending these once in a lifetime events is now enormous. US$4,500 for the Olympic swimming in 2028 while the

03
Jul

Bacon sandwich

Microstrategy One of the things that normally highlights peak fear, or indeed the depths of a bear market, is rumblings about Microstrategy. Their monthly dividend product STRC has declined in price to $74 despite it being designed to operate at, or about par. The rough mechanism is this: The “Thermostat” Mechanism The defining feature of

26
Jun

The plot thickens

Z.ai Never heard of them mate. None of us had, and yet their latest effort, GLM 5.2, is rated as good as Opus 4.8. It also happens to be about 80% cheaper to use and is open-source. It’s a slightly strange world in which Anthropic is valued at $985 billion and you can download a

19
Jun

Currently unavailable

Oh dear Saturday morning Australia time and the greatest AI model yet was turned off at the behest of the US government. The story runs roughly like this. Someone at AWS (Amazon) reported to the USG that they had hacked the security controls of Fable (enabling it to penetrate IT systems or at least to