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The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event

The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event By Peter Tchir of Academy Securities A Bridge Too Far? The AI TRANSITioN? Last weekend we discussed Molotov Cocktails, Volatility, Stability, & Faux Liquidity. In a nutshell, it was about: The transition from one steady state to another steady state can be volatile. A rules-based world, dependent on trade, to a ProSec-based world where each country operates more independently. The transition from a pre-AI world to an AI world. Faux liquidity – or our assessment that market structure is set up to...
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Aug 14, 2026 / Tyler Durden
America Enters FAFO-Land: Election Sabotage & Blue-State Mutiny As Communist Jihad Escalates
America Enters FAFO-Land: Election Sabotage & Blue-State Mutiny As Communist Jihad Escalates Authored by James Howard Kunstler, Things Get Spicy “The left are incompetent biotrash who purge everyone too attractive, too capable or too intelligent to uncritically accept their retarded worldview.” - Aimee Terese on “X” And so, all of a sudden, having failed to subvert or assassinate the president they abhor, and foil his attempt to repair our country, the combined forces of the Democratic Party, the seditious news media, and a traitorous government bureaucracy resort to communist jihad in their crusade...
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Jun 15, 2026 / Tyler Durden
Domesticating AI - It's Not Coming, It's Already Here
Domesticating AI - It's Not Coming, It's Already Here Authored by Howard Armitage via New Atlas, When my neighbor wanted a vision of what his fence could look like, I didn't hesitate to ask ChatGPT to create a mock-up. I took a photo of the fence and asked it to overlay a potted Jasmin espaliered to it, after a couple of tweaks, and all of about one minute later, it gave me this: AI-generated mock-up created from the author’s original fence photograph Howard Armitage During a recent conversation with a diving buddy, he pulled...
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Apr 15, 2026 / Tyler Durden
Kering And Hermès Sink As War Batters Earnings; Goldman Warns Luxury Dip-Buying Is "Premature"
Kering And Hermès Sink As War Batters Earnings; Goldman Warns Luxury Dip-Buying Is "Premature" Goldman's Natasha de la Grense summed it up well this morning: "Money was waiting on the sidelines to buy luxury for a de-escalation play – that feels premature with three misses in three days."  Disappointments from Kering and Hermès, both of which fell short of analyst estimates, reinforced the view that the industry of fine wine, overpriced shirts, shoes, belts, and designer bags, is not yet out of the woods and sent the Goldman Sachs EU Luxury...
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