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@DKThomp Avatar @DKThomp Derek Thompson

Derek Thompson posts on X about money, meta, tariffs, market cap the most. They currently have XXXXXXX followers and 1343 posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social category influence finance technology brands countries stocks celebrities social networks

Social topic influence money, meta #1051, tariffs, market cap, $150b, $100b, open ai, coins, bubble, homes

Top assets mentioned Microsoft Corp. (MSFT)

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Top posts by engagements in the last XX hours

"Im in the S&P XXX youre into meme coins we are not the same was something you could have plausibly said for a while but Nvidia/Oracles ability to add half a trillion in market cap via rumor suggests the whole thing is a meme market"
X Link @DKThomp 2025-09-22T19:36Z 245.6K followers, 141.2K engagements

"Broadway is in trouble - XX new musicals opened on Broadway last season; none has made a profit - Since 2020 XX new musicals have opened on Broadway costing $XXX million; XX lost money - Jason Laks the president of the Broadway League estimates that the share of musicals that are profitable has fallen by XX percent in the last decade"
X Link @DKThomp 2025-09-22T17:22Z 245.6K followers, 1.2M engagements

"Data centers and AI are gobbling up electricity but the share differs significantly by state. Between 2010 and 2025 data centers went from less than X% to roughly XX% of Virginia's electricity consumption. Sweet jesus"
X Link @DKThomp 2025-10-01T16:01Z 245.6K followers, 838.3K engagements

"Still think the baby boom is underrated as an all-timer sociological mystery Everyone knows it happened. And its not clear that anybody has a completely satisfying answer to WTF to marriage and fertility between 1935 and 1965. Just a total cultural detour"
X Link @DKThomp 2025-10-07T21:32Z 245.6K followers, 577.6K engagements

"New newsletter: THIS IS HOW THE AI BUBBLE POPS I don't consider myself an AI doomer or pessimist. But I do try to be a historical realist. Almost every capex-heavy industrial revolution has passed thru a bubble phase. I don't know why we'd expect AIwhich demands that private firms spend an entire Apollo program's worth of money every XX monthsto be so different. A transcript of my excellent conversation with @pkedrosky on: - How AI capex break down - Why the AI build-out is different from past infrastructure projects like the railroad and dot-com build-outs - How AI spending is creating a"
X Link @DKThomp 2025-10-02T14:05Z 245.6K followers, 166.8K engagements

""Some of the most prominent anti-woke comedians are actually such pathetically cynical sellouts that I bet they'll X. Support Trump by claiming he's the real free-speech candidate X. Watch him become modern history's most anti-free-speech president X. Speak out against his policies but only by X. Taking a check they don't actually need to celebrate the virtues of free speech in Saudi Arabia" . genuinely sounds like some conspiratorial bullshit from the wokest person on your timeline in 2020. And here we are"
X Link @DKThomp 2025-10-02T18:19Z 245.6K followers, 96K engagements

"Quote tweet after quote tweet reply after reply telling me Im so stupid for finding it mysterious that America would have a baby boom after 1945. Except The baby boom started in 1935. So as I was saying: Nobody understands the baby boom"
X Link @DKThomp 2025-10-08T01:09Z 245.6K followers, 396.1K engagements

"I'm not ready to stake my reputation on the prediction that frontier AI is going to be nationalized in the next decade but: ". so there's an industry cluster spending trillions on a technology with huge geopolitical consequences and military applications for which the Pentagon might want stricter oversight oh and ALSO the whole thing is maybe a bubble whose popping could have significant macroeconomic effects that the govt might want to soften by bailing out the most important affected firms . " . sure sounds like the prelude to some kind of bailout and/or partial nationalization to me"
X Link @DKThomp 2025-10-13T15:09Z 245.6K followers, 102.1K engagements

"New newsletter: The US economy is splitting in two. Theres a rip-roaring AI economy. And theres a lackluster consumer economy. - Macro: Last quarter spending on AI outpaced the growth in consumer spending - Stocks: In the last two years XX% of equity returns have come from AI-related companies esp the hyperscalers like Microsoft and Meta (per JPM) - Micro: According to Stripe firms on the platform that self-describe as AI companies are dominating revenue growt far surpassing the growth rate of any other group"
X Link @DKThomp 2025-08-07T14:08Z 245.6K followers, 3.2M engagements

"It is genuinely amazing to me how clearly the mid-century critics saw the future of media. Yes Postman nailed the uncanny spectacle of TV and McLuhan saw how media shapes message and Ong presaged the return to orality. But even less famous critics like Raymond Williams saw the future with such electric clarity. Television is different he said in 1974 () because it privileges "flow" over discrete content"
X Link @DKThomp 2025-10-10T12:31Z 245.6K followers, 159.8K engagements

"I think the answer to this question is clearly yes. The expansion of the autism diagnosis in the last few decades has created a mess of meaning. It's not helpful that "autism spectrum" now contains such an enormous bucket of symptoms that it applies to non-verbal adults requiring round-the-clock care and . Elon Musk"
X Link @DKThomp 2025-10-01T12:31Z 245.6K followers, 209K engagements

"The WSJ homepage right now"
X Link @DKThomp 2025-10-08T16:25Z 245.6K followers, 389.8K engagements

"Yes. Writing is not a second thing that happens after thinking. The act of writing is an act of thinking. Writing is thinking. Students academics and anyone else who outsources their writing to LLMs will find their screens full of words and their minds emptied of thought"
X Link @DKThomp 2025-07-21T01:34Z 245.6K followers, 2.6M engagements

"My baseline case is that the AI being built right now is overrated; soon it will be a disappointment; then it will be a bubble; and by the 2030s it will be world-changing. Self-driving cars are a model for this. - In 2015 I heard autonomy was X years away from taking over the roads. - In 2020 they were nowhere. - Even in 2022 you could say they were a huge disappointment. - Now they're quietly a revolution. Driverless taxi usage in CA grew 8x in one year and Waymo is expanding to other cities"
X Link @DKThomp 2025-09-17T17:42Z 245.6K followers, 686.8K engagements

"This is one of the more interesting revisionist histories of modern US economics I've heard in a long time. The story I thought I knew about China and the decline of US manufacturing is that opening trade with China created a "shock" to blue-collar labor that moved manufacturing to Shenzhen from Ohio. @pkedrosky offers a (somewhat complementary) counter-history: What also happened is that the broadband Internet build-out of the 1990s required so much capital that it sucked investment away from manufacturing. If that's true then the Trump administration's re-industrialization plan is"
X Link @DKThomp 2025-10-02T14:28Z 245.6K followers, 398.5K engagements

"Who wrote/made the smartest thing about why all the AI bubble talk is wrong"
X Link @DKThomp 2025-10-08T13:12Z 245.6K followers, 61K engagements

"I dont think the word fascism should be thrown around or depreciated through overuse but if your top advisers are going around calling for an autocratic executive to suspend the judiciary and declare martial law the whole dont call me a fascist thing loses its punch"
X Link @DKThomp 2025-10-05T15:15Z 245.6K followers, 107.2K engagements

"this is the hardest i've burst out laughing in the middle of a nyt story in i dont even know how long"
X Link @DKThomp 2025-10-09T18:40Z 245.6K followers, 1.6M engagements

"This sweaty online lust to obliterate the judicial system and declare martial law is genuinely disgusting stuff"
X Link @DKThomp 2025-10-05T15:09Z 245.6K followers, 1.4M engagements

"New newsletter: EVERYTHING IS TELEVISION - Social media is now X% following friends and XX% watching videos made by strangers - Every podcast is turning into a YouTube show - AI companies can't stop building TikTok clones on the way to building god"
X Link @DKThomp 2025-10-10T12:26Z 245.6K followers, 132.5K engagements

"me and my female friends think the male loneliness crisis is pretty funny is fine group-chat fodder but it's a weird thing to keep in a lefty essay that's ostensibly trying to figure out how and why men are fleeing the left"
X Link @DKThomp 2025-09-25T13:26Z 245.6K followers, 3.4M engagements

"interesting that strategic optimization has pushed basketball and football in opposite directions: long shots vs. short passes NFL in 2025 has: - highest QB completion % ever - lowest INT% ever - fewest yards/catch ever - and sort of a separate thing but: most long field goal attempts ever"
X Link @DKThomp 2025-10-13T15:33Z 245.6K followers, 236.8K engagements

"@DavidEpstein and my hat is off to joyce but it's sort of like . just bc tom brady won that SB against the falcolns doesnt mean other quarterbacks should try to go down 28-3 in the playoffs. sometimes GOATs should not be emulated"
X Link @DKThomp 2025-10-09T19:27Z 245.6K followers, 271.9K engagements

"in all seriousness one of the stranger things about political commentarysomething I do from time to time but frankly isn't my favorite thingis that ppl with other ideologies hate that work (fine expected normal; it's politics disagreement is inevitable) and then criticize all of my non-political stuff by associating it with my politics me: Raymond Williams who is less famous than Marshall McLuhan nonetheless had interesting things to say about television in the 1970s response: pathetic that is exactly what somebody who wants to accelerate permitting for urban infill in San Francisco would"
X Link @DKThomp 2025-10-10T14:51Z 245.6K followers, 29K engagements

"Trump is pursuing a protectionist economic policy with a massive carve out for AI where admin policy is quite globalist so what youve got is a proudly anti-globalization agenda nestled inside a de facto pro-globalization AI agenda thats actually driving the economy"
X Link @DKThomp 2025-10-05T15:28Z 245.6K followers, 100.4K engagements

"What do we want Restore US manufacturing How we gonna do it Force a shrinking US manufacturing industry to pay import taxes to the feds and then re-route the money to soy farmers"
X Link @DKThomp 2025-10-02T20:12Z 245.6K followers, 204.6K engagements

"Some personal news. Today Im leaving The Atlantic after almost XX years and moving my writing to Substack. It would be convenient for the purposes of crafting an exciting departure announcement to have a dramatic exit story: a fight a grievance a shouting match with an editor that ended with me hurling a bunch of leather-backed Thoreau volumes across the open-plan office. That is not the case here. I love The Atlantic and I'll remain a contributing writer there. But after almost two decades at one publication I wanted to write for myself. The things I've published that I'm most proud"
X Link @DKThomp 2025-06-20T13:18Z 245.6K followers, 1.3M engagements

"New study: Research shows liberals have worse mental health than conservatives. But what if you ask about "mood" to avoid possible conservative stigma around "mental health" issues A: "When respondents were asked to assess their mood the gap between liberals and conservatives disappeared. Conservatives were actually somewhat less likely than liberals to provide a highly positive rating of their overall mood.""
X Link @DKThomp 2025-09-26T17:44Z 245.6K followers, 1M engagements

"2 kinds of ppl "be productive now so that you can eventually do nothing" "do nothing today so that you'll be super productive tomorrow""
X Link @DKThomp 2025-10-14T18:56Z 245.6K followers, 30.1K engagements

"California should be an advertisement for what Democrats can do with power. But for too long it's been an advertisement for the opposition. Rising home prices in the state have contributed to several crisis: an affordability crisis a homelessness crisis and an exodus crisis as the states population growth has sagged in recent years as families leave for cheaper states. @GavinNewsom has a huge opportunity to rewrite California's modern history by signing and implementing SB-79. It would announce a new era for housing growth and affordability in California. It would be a sign that Democrats can"
X Link @DKThomp 2025-10-04T20:16Z 245.6K followers, 155.1K engagements

"What's the best source -- from an article bank analyst note etc -- for the level of "AI revenue" that hyperscalers are seeing right now (Yes I know this can be fudged in a million ways; eg Meta can always claim that X percent of its ad revenue is thanks to AI.)"
X Link @DKThomp 2025-10-14T14:06Z 245.6K followers, 26.9K engagements