SWL Week in Review

Slop

October 10, 2025

More or Less The 7% GDP Growth Problem

Maybe if they keep the GOVT shut down long enough it only needs to be 6%... but IMHO this is the real only story behind the story. Without AI narrative we can't get even close to GDP growth needed to deal with our debt (it is our Chinese housing for computers since we have fewer people..., or higher-minded less violent Ukraine strategy because we don't want to solve the problem by lowering the population?) so if everyone is kinda colluding believing the story, so be it… maybe collective belief is a strategy? . That doesn’t mean AI workloads are going to go up (they obviously will) - but the infra spend isn’t necessarily good business… Also, is there really a ‘SF tech week’? Wut.. a city where every week is tech week (host not-tech-week if you really must). what hotel marketing association genius came up with that…

Hot Takes:

Best,
Sam

P.S. Congrats to Yoni on his promotion at slow… and well played on how he got it done. — if you want to climb ladders in venture you gotta be pretty scrappy TBH. Pls make money thx.

P.P.S hat tip to Trump for the middle east. Maybe this nixon madman thing works?

P.P.P.S and of course to Bari as well... pls do good... and glad so many people hate it -- if you have no haters you probably aren't trying hard enough

← Sora So What? Religion →