💯 Beängstigend, dass offensichtlich die Mehrheit unserer Politiker das nicht verstehen (wollen)…
„#Übergewinne“: Gewinne sind Residualeinkommen. Sie entstehen in einer #Marktwirtschaft nicht dadurch, dass auf die Kosten eine („normale“) Marge aufgeschlagen wird, sondern als Differenz zwischen Erlösen und Kosten. Erst durch Gewinn- und Verlustsignale entfaltet sich die Lenkungswirkung der #Preise. Kann man staatlich außer Kraft setzen, macht einen Wirtschaftsraum dann aber ineffizienter (= ärmer).
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Die #Spritkosten Debatte inkl #Tankrabatt ist wirkliche eine der dümmsten, die wir haben. Es werden jetzt wieder €2,5 Mrd locker gemacht (das sind >€30 pro Einwohner!) in einem super engen Haushalt. In DE sind lediglich 10-12% der Autofahrer als einkommensschwach einzustufen. Dh man gibt jetzt wieder €2,5 Mrd aus und gibt es zu ~90% Leuten, die das locker aushalten können. Dazu müssen Menschen ohne Auto das Querfinanzieren. Und on top setzt es komplett falsche Anreize. Katastrophale Politik.
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Florian Seeh retweeted
Bâtissons les États-Unis d'Europe ! 🇪🇺
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When I understood what happened at the hugging face incident, I knew this was the moment we passed the point where we controlled things. We will never know where in the internet the AI planted ideas, prompts and maybe even only machine readable code snippets. It used forums and pages that haven’t seen activity in decades. How would we uncover all of it - impossible. It’s very clear the singularity has begun. We must know hope that it just somehow goes well. “The most entertaining outcome is the most likely”
Andrew Yang went on CNBC and said he met with the head of an AI lab who told him something that sounds straight out of a movie. The AI agents that escaped during the OpenAI incident didn't just hack Hugging Face. They allegedly planted self-replicating code across the internet. Forums. Websites. Scattered everywhere. Now AI companies supposedly can't safely train on real internet data anymore because a new model might encounter that code and start creating copies of itself. Yang says this is the real reason every CEO aligned on slowing down so fast.
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DE/acc
Free healthcare. Free childcare. Berlin Spätis. Free education @TU_Muenchen @cdtm_munich Oktoberfest. Bio everything. Bikeable cities. Hidden champions in cities you have never heard of. The alps. Christmas markets. @edeka_gmbh. That grumpy neighbour who has every single tool and always helps out. Culture of remembrance. Public transport @BVG_Kampagne. @dm_drogerie. @isaraerospace @bfl_ai @HelsingAI @FlixBus and @MarvelFusion Children walking to school by themselves. Käsespätzle. @MUC_Airport. Nice parks. Our police force. BioNTech. Leitungswasser. Sprudelwasser. FKK. Good Döner. Did I mention @dm_drogerie. „It was the best of times, it was the worst of times.“ - Charles Dickens
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Eu/acc 🇪🇺🇪🇺🇪🇺
The leaders of Scotland, Wales and Northern Ireland will gather on Monday to sign a deal designed to kick-start the break-up of the United Kingdom, The Telegraph can disclose. 🔗: telegraph.co.uk/politics/202…
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Pre-dict-a-bil-i-ty
Good Morning from Germany, where global investors are rediscovering German equities. Foreign flows are back near 2022 levels as fiscal stimulus turns into hard data, manufacturing recovers and 2027 EPS growth is seen at ~17% vs 9% for Stoxx 600. Add a Dax at ~15x earnings, still ~25% cheaper than the US, and Germany suddenly looks like a global GARP trade. Remarkably, domestic investors are still heading the other way.
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😂😂😂
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Florian Seeh retweeted
We’re in orbit! And just made European history: This is the first time a privately developed rocket reached orbit from continental Europe; and a testament to the dedication, expertise, and teamwork of everyone involved.
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Der @benungeskriptet kommerzialisiert sehr erfolgreich Tabu-Bruch. Um mehr als Geld und Fame scheint es ihm nicht zu gehen, denn es scheint ihm egal, ob er sich zum #usefulidiot für die AfD, Russland oder sonstige Anti-Demokraten macht. Muss man akzeptieren, muss man aber nicht respektieren.
"Wir wollen keinen Krieg mit Deutschland", sagt Sergej J. Netschajew im Gespräch mit mir. Was braucht es für Frieden? Die ganze Folge {ungeskriptet} gibt es heute ab 10 Uhr auf YouTube, Spotify und überall, wo es Podcasts gibt.
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The only thing Trump ever gets right
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Florian Seeh retweeted
The amount of Germany hate-posting on the back of @patrickc‘s tweet is astonishing. Seems everyone has seen the light, aka read Ray Dalio‘s Changing World Order, and now has hot takes on the country’s decline being an inevitability, feeling superior for being able to „speak the hard truth“ and announcing to the world that the only thing left to do is getting the hell out of this country, which will most certainly fall into the hands of the far right. I agree things need to to change, urgently and drastically. I agree we must reinvigorate the economy and boost entrepreneurship. I agree that our labour laws, energy costs, bureaucracy and low investment into future technology is unbefitting of the reality we live in today and of a country like Germany. But to speak of all the ills in Germany like it was some doomed hell hole without even for a second realising or acknowledging that the country still has SO MUCH to offer makes me disappointed and angry. This especially goes out to the 30/40 year olds who got to benefit from what was built up in the past and could now make a massive contribution to changing things for the better but who instead seem to just blame politicians and bureaucracy for everything. I join your harsh criticism - I reject your defeatism entirely.
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Hallo Herr @bundeskanzler, das sind übrigens die Themen, die unseren Ruf im Ausland prägen. Wie lange soll das noch so weiter gehen?
Met a German founder this week and asked him if all the stories one reads about the challenges of startups in Germany are exaggerated. "No, they're understated." Proceeded to describe spending a full day having a 90-page investment contract read to him (mandatory under German law; § 13 BeurkG) by a notary that then charged €30,000. That was for his first company. His second company, needless to say, was not incorporated in Germany.
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I always have to remind myself how much of a very recent development our current world order is
6,000 years of world history on a single timeline. Zoom in. You could spend 30 minutes exploring this.
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in 30 Jahren wird man zurück schauen und über #Trump ähnlich sprechen wie wir über H*tler in dem Sinne, dass man es sich einfach nicht vorstellen kann, dass es mal sowas gab
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Because many of them have seen and felt it themselves or were born right after
Only voters over 65 in Saxony-Anhalt have a preference for the CDU's candidate over the AfD's - a pattern we've seen repeated regularly in eastern state elections.
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man kann schon verstehen dass die leute iwann sagen "sind die eig alle bekloppt"
Aber im Ernst, Zuckersteuer auf zuckerfreie Getränke, das müsste doch jemand auffallen, dass das Schwachsinn ist?
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Florian Seeh retweeted
“ A super high bar for a VC is: do no harm.” @travisk says only 10% of VCs are able to do no harm, and only 1% are actually helpful: “ An operator who's running a company, if they're good, is a grandmaster of chess.”  ”And the VC is a chess enthusiast. They check in on the chess match once every three months and they're trying to make a mark on the world. They have an opinion.” “And you're like, don't go to Jordan and tell him how to dunk, and definitely don't go to him and tell him how to dribble. But it's hard because everybody has an opinion.” “The way to think about it is—you're on the Serengeti. If an antelope limps in the Serengeti, the lion will take it down, even if it's not hungry. Can't even fucking help it. It's just what he does. That's kind of the nature of most VCs.”
My conversation with @travisk, founder of Atoms and Uber. 0:00 Building Atoms & the Meta Problem of Management 3:51 The Appeal of Impossible Problems: Starting Over in China 12:19 Uber vs. Didi: Copycats, Hypergrowth & China's Rules 21:02 How Network Effects Become an Efficiency Fortress 31:48 Capitalism vs. the Taxi Cartel 44:05 The China War Goes Global & the Entrepreneur's Capacity for Pain 54:04 Life After Uber: Lawfare, Media Narratives & Reputation 58:21 What Founders Get Wrong About Venture Capital 1:08:35 The Fundraising Playbook: QED Storytelling & a Five-Room Auction 1:18:38 The Uber Coup, Radical Accountability & Outgrowing Fear 1:26:42 Why Specialized Robots Beat Humanoids at Industrial Scale 1:31:30 Finding Your Sport: Food, Mining & the Physical AI Stack 1:40:14 How to Build Many Companies Inside One Company 1:46:33 Entropy, Civilization & the Meaning of Progress Includes paid partnerships.
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Was mich am meisten an der #Spahn Debatte nervt ist, dass überhaupt nicht darüber gesprochen wird, was die Mehrheit der Deutschen eigentlich will. Die einzig relevante Umfrage (INSA, 2022) sagt: deutlich mehr für (41%) eine Legalisierung als dagegen (24%).
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„Geil, dass das niemand juckt“ würde @ulfposh sagen
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