Thiemo Fetzer

Moonshot AI Kimi K2 quite impressive.

Unfortunately, it’s the boring things, the little things — those that folks rarely pay attention to — that can move the needle. Not in an avalanche but bit by bit. Eroding the perceived value for those little things is what this medium has unfortunately contributed to.

A version of this -- just need to learn how to do proper "pruning".

Thought: suppose brand loyality is huge, technically, with an aging population, if people are sufficiently "programmed", advertisement spend can structurally go down?

Really wondering what is the maximal dimension — in terms of connected chain of argument — that is compatible for a mass narrative.

Working on it in what way?

Thiemo Fetzer 🇪🇺🇺🇦 - same handle elsewhere on X: "TS: March on Delaware (?)" / X TS: March on Delaware (?)

should add this for context/reference here:
https://x.com/fetzert/status/1763849111147565178

Nope.

services creating a "mess". The roll out of digital ID can "fix" this measurement challenge but right now its happening on US tech company centric terms, which ultimately may undermine concepts of "sovereignty" or even more fundamentally the right to self determination.

full set. The EU/UK is the exception to this pattern. Of course a latent dimension here is lack of statistical capacity across countries, but of course, at the tension linking Income, Production and Expenditure lies the tension around rents and inequality with growing digital...

As I am going over national accounting data across countries. There is an interesting dichotomy that stands out. Countries typically produce either subnational statistics for household income and value added, or, value added and gross fixed capital formation -- but rarely the...

Dear Manfred Weber, I would have thought that nearly 9 months would have been sufficient... when asked why didnt the EU cooperate with other players to fend off aggressive US stance, he replies: we tried but didnt have the time. Bullshit. bsky.app/profile/trfe...

So the US does not publish data on investment in fixed assets by state-level. This is quite interesting/peculiar but somewhat in line with issues around transfer pricing and intangibles which the US is using aggressively to shift around its tax base for digital services.

already a technical possibility. But what strikes me as much more important is how we rethink education systems. This will get ever more pressing and urgent. I shared some thoughts at the start of the year. Fundamentally, I expect we see a drastic ...

This may enable a type of „hacking“ via hyper personalized information nudges not subject to judiciary reach (data/inference localisation). Of course all the technology has perfectly benign applications but human history suggests cautions. It may well be digital imperialism.

Way we consume media. Hyper personalization of information paired with de facto US tech company issued digital identity may allow deep interference in societies & democratic processes that has been unthinkable so far. We reveal how our brains work through our reasoning traces…

It as good news that finally we have folks being vocal on issue of stablecoins with ECB advisors finally raising issue if their challenge to monetary authority. But it goes deeper than this, of course, as roll out of digital ID together with rapid roll out if AI will alter the…

In light of the EU/US trade „deal“ worth re-upping this set of connected threads stretching back to fall 2024 and some subthreads on digital ID to 2023. The „deal“ kicked can around digital services down the road, on goods (think: cars) it’s basically a German fudge but I see…

can support variable throughput if well designed. Meaning: the challenge of energy storage in renewables based energy systems in countries subject to water stress can be tackled by deploying reverse osmosis storing excess energy as drinking water. Same applies for hydrolysis.

Great post on desalination technology. A key factor back in 2016 when I was asked for input for a sustainability drive was the push to phase out hydrocarbon based desalination and replace it with reverse osmosis that, unlike the article suggests, actually is a process that...

Or put differently — the hypothesis being: democracies don’t age well…

to a form of demographic "sharecropping" through institutions like leasehold etc

to a form of demographic "sharecropping" through institutions like leasehold etc.

think of countries as giant real estate companies, you dont want under-occupation. You dont want depopulated communities. And I reckon in the UK this thinking is still quite deep because housing, well, is still in some parts caught up in a legacy institutions that is akin...

Great column by @jburnmurdoch offering a hypothesis on the mediocre men. I think it goes a bit deeper as structurally, we have created an economy where a big chunk of local value added arises from, well, "preventing stuff" (think: planning). But deep down its a generational...

TS: Two dimensional pruning approach to filter stories.

In light of @arpitrage provocation on behavioral, worth re-upping this...

Ne, Email geht nicht. Und Letter muss Vorlage entsprechen.

Well we know that neural networks can learn to generalise out of context based on learned patterns. Some would consider this to be a form of intelligence, but crucially, it does require there to be learned patterns.

If you get too meta about stuff, the AI stops working for you...