KKGB Profile picture
Mar 1 5 tweets 1 min read Read on X
I despise the mollah regime, but killing Khamenei was a miscalculation, typical FAFO move. He was the highest living Chiite religious figure, killing him is akin to eliminating the pope or the Dalai Llama. This is not how you creat the conditions for a popular uprising.
1/5
And unsurprisingly the new IRGC head Vahidi is a hardened blood thirsty radical, makes the previous eliminated commander Pakpour look like Mother Theresa in comparison. True Larijani is pragmatic and he is now central to how things move forward, but killing the highest cleric
2/5
does not create favorable conditions for an uprising. This is a time of national mourning and solidarity for Iranians. It also makes immediate compromise less palatable. And it achieves exactly nothing as succession was planned and he was 86, so was almost there anyway
3/5
This seems like a textbook Diderot effect syndrome. Drunk on his Venezuela hubris, Trump took an unnecessary risk by eliminating the devil he knew and has danced with opening up a Pandora box full of potential blowback risks
4/5
from uncontrolled freight disruption to a gas supply shock to the structural destruction of critical ME generation and refining infrastructure to a prolonged period of instability in the whole region and above all to a worldwide Chiite radicalism quest for revenge.
5/5

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More from @INArteCarloDoss

Feb 25
A large chunk of this AI debate - other than its superlative nature - sounds like debating what is the best cassette player in the digital age of streaming.

What I mean is that it’s applying a totally antiquated interpretation grid to a problem of a new era.

1/12
Don’t get me wrong, there will be pain : short- and medium-term effects still matter and transition will need to be managed.

The issue is all these debates center around whether intelligence will become a utility and human timeless of a scarce resource

2/12
But the problem is all these debates use the same antiquated economic framework stuck in a 20th-century framework. People argue passionately using the old scoreboards, GDP growth, employment rates, consumption spending, labor productivity,…

3/12
Read 12 tweets
Feb 13
I keep reading these arguments and I think they show a deep misunderstanding of what exactly is unfolding.

1 - AI is quickly shifting from passive generation to active, verifiable reasoning, through Retrieval-Augmented Generation (RAG) + Model Context Protocols

1/10
multi agent systems (think of them as safety layers) and semantic layers. All these are making the probabilistic outputs of 23/24 and 25 much more deterministic.

2- models are becoming much more specialized and narrow as opposed to the very generalist early generation.

2/10
These are domain specific trained on high quality data with much less exposure to degraded web sources. Think financial analysis, legal research, code generation, medical imaging…

3- Models now handle complex, multi-hour software engineering problems with high reliability

3/10
Read 10 tweets
Dec 25, 2025
It’s Christmas! I had promised that I would pop my ugly head once in a while. So on Christmas I wanted to share some thoughts about the meaning of Christmas and now that I will no longer be posting here, an advise to those who followed me for years about how to discern talent
1/4
Christmas is essentially a parabole of extreme generosity. The supreme being, God, offered humanity his own son, predestined to sacrifice. Cut it which ever way you want, there is no higher degree generosity. What can it teach you, about life and about who to trust?
2/4
In life my compass to trust anonymous people has always been generosity. Don’t ever trust someone who displays traits of stinginess, whatever thin veil of logic or morality is used to justify it. winners, those who can bring something, are always generous. Losers are stingy
3/4
Read 4 tweets
Dec 17, 2025
So I guess it’s time to expand a little on my decision to stop engaging on my public account.

Before I go into it, I want to wholeheartedly thank everyone who followed me and particularly those who were early hours readers. It was a pleasure to interact with you all.

1/10
To address the negatives first. My decision was not taken in protest of anything, has nothing to do with X, has no political dimension, is not a protestation and is not a burst of emotional fit.

It’s a personal decision that was in the making for a long time now.

2/10
Now let’s address the positives. No one is irreplaceable. There are and will be lots of good and emerging voices who won’t be grifters, will have good alpha and content and will constitute a good relay for everyone who was here with curiosity and a desire to learn.

3/10
Read 11 tweets
Sep 5, 2025
There is a theme out there about likely upcoming acceleration in the labor market.

The issue with this is that beyond headline, underlying trends have been deteriorating for a while and lots of key variables are at negative feedback-back loop thresholds.

1/4
Healthcare (and government) jobs have been holding it all together recently. Excluding Healthcare, jobs have been contracting significantly in the recent months.

This trend can’t continue, and as a matter of fact JOLTS have shown a pronounced slowdown in Healthcare.

2/4
So the balance needs to rebound very sharply to make up for this. But highly cyclical sectors like Construction are starting to show signs of breakdown. Some leading indicators like Quits have literally collapsed of late. Unsurprisingly, given the sector’s rates sensitivity.

3/4
Read 4 tweets
Aug 15, 2025
I will respond to this gross misunderstanding of monetary policy once and for all, and only because it’s been vulgarised by Bessent which made it ubiquitous, while being totally wrong and unfounded.
1/5
Last year, Fed faced a totally different set of uncertainties:
- UR had moved up by 70 bp from its cycle lows and that was historically a good indication of forward accelerated rises in Unemployment
- mid-term market inflation measures were falling
- real rates were rising
2/5
The Fed HAD to cut proactively, especially that their starting level was 100 bp higher than today and had been held high and tight for a year. Financial conditions were tight and they were firmly above neutral.

Today? Rates are 100 bp lower, mid-term inflation is too high
3/5
Read 5 tweets

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