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2026-10-28 23:15:09 UTC

TFTC on Nostr: "My dogs bark at the mailman, he leaves, and they think 'I did it.' No, you have a ...

"My dogs bark at the mailman, he leaves, and they think 'I did it.' No, you have a bad causal model. The mailman always leaves."

Paul Kedrosky on why AI capex is masking a weak economy and fooling policymakers.