pb
@msansnom
dei trust fund reality artist τ→0 Be kind. Do good. Dream big. I'll be 15 minutes late.
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TLDR crypto peaked its now considered cringe to be in crypto there's too many scams for the average degen to handle kids would rather work in AI or something on the flipside, whatever inefficiency was there, it has been or is on the way to be exploited by tradfi entrants…
Younger brother came into town for the holidays, we were talking about crypto yesterday. Trying to figure out why it's been so weak, even with strong equity markets. He threw me a curveball. "Crypto isn't that cool anymore." Blew my mind. The kid is 22. "Prediction markets…
How is it possible to be politically conscious and not full of despair right now?
THE GRID WILL BREAK FIRST Texas just received requests for 226 gigawatts of data center power. The entire state runs on 85 gigawatts. Here is what nobody is telling you. ERCOT's interconnection queue nearly quadrupled in twelve months. From 63 gigawatts in December 2024 to…
Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it "digital transformation." The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I…
About five years ago, there were some fashion editorials about whether Sambas were dead. One started with a hip New York scenester who went to a hip book reading at a hip bookstore and was turned off by seeing some other hip people she deemed not as hip as her wearing Sambas. So…
taps the sign
Oracle currently carries $127B in debt, with $25B due within three years. Despite this, the company is free cash flow negative, reporting roughly –$13B over the past 12 months, and it's not expected to be FCF + before 2028! Are you kidding me? $ORCL
finally: an English-language piece about South Korea's birth rates that 1) avoids easy, sensationalist buzzwords 2) lays out how this is an after-effect of a successful, highly effective mid-century public policy program 3) refers to Korean-language sources
Every 100 South Koreans today will have only 6 great-grandchildren between them. Men and women are coupling up at the lowest rates ever. Korea's baby subsidies – $22k per kid – are usually seen as having failed. But, actually, there is some evidence that they are working and…
About a ~ dozen years ago it became clear to me it is physically impossible for autonomous cars to solve most of the problems caused by cars, but also, the people who think otherwise would probably have to figure it out on their own. Welp. They're figuring it out on their own.
Waymo costs $97 more (13× the price) and still 9 minutes slower than Caltrain on the same San Francisco → Palo Alto route (despite having Waymo freeway access and this Caltrain being local)
i lived it and they're right. nothing was "cringe", social media was just your friends, you could thrift a whole outfit for $5, kegs were affordable, and everyone was in a band
This is a great way to dilute your already heavily diluted brands with so much gen AI slop that nobody ever watches a shitty Marvel movie again.
BREAKING: Disney, $DIS, has reached a deal with OpenAI to allow its characters into their video generation platform, Sora.
Can't wait to spend a transatlantic flight next to some sweaty meatball who decided to fit in a workout right before boarding. Yep, can't wait to spend 8 hours packed like sardines in a tin can full of stinky sweaty body odor reeking primates. The golden age of travel is here!
Gyms are coming to airports… I had the privilege of spending time with @SecKennedy and @SecDuffy as the DOT announced a new initiative to bring gyms into U.S. airports. This is a $1B grant program that airports across the country can apply for to build real spaces for people…
The collapse of First Brands’ DIP financing (about $1.1B iirc) is a story that needs more attention. All I can figure is that FB was a Madoff-level fraud *and* the actual business of selling retail auto parts has fallen off a cliff. (that last part has broad implications)
this is precisely what I call the "pseudo-cinematic socialization ritual" or what you people call, in your naive way, "movie night." you invite me to watch a film, yes? not to attend some kind of bourgeois cocktail party, not to engage in what Lacan would call the "petit objet a"…
it's very hard not to argue we are in late-stage capitalism. most obvious signs: - "enshittification" of most things while corporate profits keep hitting record levels - corporations emboldened to raise prices beyond cost increases in unison - conspicuous corporate capture of…
For decades the idea that made Vegas great was the idea that the gamblers subsidize cheap fun for everyone else. Then private equity has said "well, what if we take away the cheap fun and just bleed the gamblers for more." A great piece on the decline of Vegas by Luke Winkie
This is a well-written account about the troubles in Vegas by Luke Winkie. It’s the kind of long article The New Yorker used to be very good at. slate.com/business/2025/…
Architecture was better when the cocaine was clean and people prioritized spaces where they could stay up and talk all night
First gold, then copper, now oil and gas
Energy stocks keep inching higher, quietly building the pressure for what I think could become a sharp, decisive breakout. You can’t perfectly time these inflection points, but the macro pieces are falling into place: ▪️Positioning remains deeply bearish. ▪️U.S. oil and gas…
"The historian Johan Huizinga, writing about the twilight of the middle ages, argued that as things fall apart sadism is embraced as a way to cope with the hostility of an indifferent universe. No longer bound to a common purpose, a ruptured society retreats into the cult of the…
This is the AI revolution in a nutshell: - Only ~10% of the committed data center build outs are actually underway - Circular financing is being used to manufacture demand - Data centers are already waiting years for grid access - Gas turbine order books are beyond production…
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