Mike @ Misaligned Markets

https://zirk.us/@MidniteMikeWrites

California native, chronic night owl, and writer managing a whole mess of personal projects (plus a sprawling homelab). Currently building https://misaligned.markets to discuss modern political economy. Previously ran a blog called Philosimplicity.

Blog: https://misaligned.markets/
How the AI bubble will pop: https://misaligned.markets/what-to-expect-ai-bubble/
Latest post: Big Egg: https://misaligned.markets/bad-eggs-market-collusion/

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Last Notes

2025-08-27 19:17:46 UTC

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@npub1388…sxrr
Consolidating all ML/DL to AI is definitely gimmick to pass off LLMs as huge slabs of raw intelligence that can serve as everything machines. But I’ve been disappointed with some of the critical discourse around AI, which feels like schismogenesis.
Yes tech is not neutral. And the abuse used to create and promote “AI” sucks. But shaming people who find use for any ML tech (even LLMs) isn’t useful. Pushing for regulation, education, nudging people to alternatives matter.

2025-07-24 21:51:14 UTC

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(2/6) As Peter Thiel tells us, "competition is for losers." The goal is to capture value (create rents) by becoming too big to ignore and shaping the world around you.
This idea is the new "companies only exist to maximize shareholder value" of our time. It's horrendous and actually ensures companies provide little value to society. More people need to point this out. Silicon Valley has been open about their business model and is celebrated for it.
https://www.wsj.com/articles/peter-thiel-competition-is-for-losers-1410535536