Quantum Entanglement (A Love Story)
It's the bottom of the 12th inning, The Tigers need to stave off 3 more outs and it's back to being game on. But JFC I feel the end is coming. About to sacrafice a lamb or something.
It's the bottom of the 12th inning, The Tigers need to stave off 3 more outs and it's back to being game on. But JFC I feel the end is coming. About to sacrafice a lamb or something.
I pretend a lamb has been sacrificed every time I get chicken and lamb halal.
I'm planning on driving to Colorado at the end of the month. They have soft poker and good hotel rates so yolo.
How was Thanksgiving? I hope you played Thanksgiving weekend like a true degenerate.
I dusted off $200 at a 1/2 game I found, you wouldn’t believe it but it’s literally a 10 min drive away. I told the guy running it that location is probably the biggest factor having me as a player. Besides it’s either that or drive 45 minutes to the “local” casino.
How was Thanksgiving? I hope you played Thanksgiving weekend like a true degenerate.
I dusted off $200 at a 1/2 game I found, you wouldn’t believe it but it’s literally a 10 min drive away. I told the guy running it that location is probably the biggest factor having me as a player. Besides it’s either that or drive 45 minutes to the “local” casino.
Thanksgiving...I watched baseball and did American things.
I've been grinding online the past week pretty hard. I feel like I've got the game solved again.
I wonder if:
- A collection of stocks
- They all go down a bunch together
- As they recouperate, does money tend to flow into the stocks that are best?
- So that the result is the best stocks will recover better than the others, and the initial downturn was beneficial to the better stocks?
I'm asking Grok.
Yes, there's substantial evidence from historical market data and investment research supporting this dynamic. When a broad collection of stocks experiences a synchronized downturn (like a market correction or crash), the recovery phase often favors higher-quality stocks—those with strong fundamentals such as robust balance sheets, stable earnings, high profitability, and competitive moats. Investors tend to rotate capital toward these "best" stocks during rebounds, as they signal lower risk and higher potential for sustained growth, leading to faster and stronger recoveries compared to lower-quality peers.Why Money Flows to Quality Stocks in RecoveriesDuring downturns, fear drives indiscriminate selling across the board, but as economic signals improve (e.g., better earnings reports or policy support), capital reallocates strategically. Quality stocks attract inflows because:They exhibit lower earnings volatility and better cash generation, making them more resilient and appealing to risk-averse investors.
Institutional and retail money seeks "flight to quality," prioritizing companies that can weather storms and capitalize on upswings.
Historical patterns show this rotation: For instance, in recoveries following bear markets, quality portfolios have delivered significant outperformance, with an average cumulative excess return of 22.4% over the market in examined cases.
This isn't just theory—studies confirm the pattern. A analysis of Nifty 500 stocks from 2012 to 2025 found that high-quality stocks recovered to prior peaks in just 148 days after drawdowns, versus 958 days for low-quality ones, while delivering far superior long-term returns (₹100 invested grew to ₹1,022 vs. ₹302).Do Better Stocks Recover Better, and Was the Downturn "Beneficial"?Absolutely on the first point: Quality stocks not only bounce back quicker but often outperform the broader market by wide margins post-downturn. Examples include portfolios tracking MSCI USA Quality indices, which have historically led rebounds after recessions due to their emphasis on profitable, conservatively managed companies.On the "beneficial" angle: In a relative sense, yes—the downturn acts as a reset that highlights quality, weeding out weaker players and allowing superior stocks to gain market share and investor favor. While no one "wants" a drop, it creates buying opportunities in resilient names, amplifying their long-term edge. For example, during the 2020 COVID crash and the 2025 market selloff, quality-focused portfolios rebounded 31% in the following year versus 11% for the S&P 500. Over full cycles (bear through recovery), this leads to compounded outperformance, turning the pain of the dip into a catalyst for the strong to get stronger.In short, your intuition holds up: Downturns level the playing field temporarily, but recoveries reward the best, with money flowing disproportionately to them for good reason. If you're building a portfolio, tilting toward quality can help navigate these cycles.
I'm currently in 1st place on the weekly BetRivers Cash leaderboard. That's rake paid, not winnings. It's also the micro leaderboard, first place is $100.
Unfortunately I'm a popular guy and am being dragged out to dinner and then a burlesque(???) show afterwards. I'll probably finish in 2nd place for $85.
Next week I'm going to start moving up from NL10 to NL20. I will do this by adding one table of NL20 to my spread of games, and then as I continue stacking money I'll continue adding tables.
I recognize this reference.
Shifting from transformer-based LLMs to bio-mimetic or scalable designs for energy efficiency and adaptability.
@karpathy
says that LLMs currently lack the cultural accumulation and self-play that propelled humans out of the savannah:
Culture: > “Why can’t an LLM write a book for the other LLMs? Why can’t other LLMs read this LLM’s book and be inspired by it, or shocked by it?”
Self play: > “It’s extremely powerful. Evolution has a lot of competition driving intelligence and evolution. AlphaGo is playing against itself and that’s how it learns to get really good at Go. There’s no equivalent of self-play in LLMs. Why can’t an LLM, for example, create a bunch of problems that another LLM is learning to solve? Then the LLM is always trying to serve more and more difficult problems.”
I asked Karpathy why LLMs still aren't yet able to build up culture the way humans do.
> “The dumber models remarkably resemble a kindergarten student. [The smartest models still feel like] elementary school students though. Somehow, we still haven’t graduated enough where [these models] can take over. My Claude Code or Codex, they still feel like this elementary-grade student. I know that they can take PhD quizzes, but they still cognitively feel like a kindergarten.”
> “I don’t think they can create culture because they’re still kids. They’re savant kids. They have perfect memory. They can convincingly create all kinds of slop that looks really good. But I still think they don’t really know what they’re doing. They don’t really have the cognition across all these little checkboxes that we still have to collect.”
Dinner plans:
Driving 10 minutes to a place with really good Curry Pad Thai. I am going to eat it, obviously, and then try to shake off the dust from my poker game which hasn't been the best the past couple days.
I'm driving to Colorado in a few weeks, or whenever my new Drivers License comes in the mail.
Price of 1 Bitcoin today: $109.8K
Price of 1 Bitcoin in the future:
$425K
but it might crash to $1 tbh
Recommendation:
up to 50% of your net worth
Let's say it takes a sale of $500M bitcoin to move the price of the token.
So there's 1000 guys with these sized wallets.
They all agree in private to never sell.
Most of them follow the agreement.
They all transfer their BTC to loved ones at end of life.
Attached to the coins are written instructions to not sell.
Over enough time, they will all sell.
I just asked GROK and it said the supply shock will offset the gradual decay of bitcoin. And a lot more stuff that I didn't understand. Its probably not going to $1.
I wanna start a home poker game but the logistics make it impossible.
Even if you do everything perfectly and take no rake, someone will wind up having a bad time.
