Sorta Fungible
@proformadjusted
My interests (in no particular order): tacos, finance, markets, grilling, sports, M&A, and memes.
You might like
You know ball.
I only had one burger in New York and I took an uber almost an hour to try it. You can find it at a tiny pizza place in Brooklyn called Emily. Many have said this is not just the best burger in New York but maybe in the US. I will say that this is one of the juiciest most…
When we were kings
what is the best album of the 2020s so far? i nominate IF I CANT HAVE LOVE I WANT POWER by halsey
🤢🤢🤢🤮
Excited to share Vibes — a new feed in the Meta AI app for short-form, AI-generated videos.
Halo LAN parties circa 2001-2004 were the apex of video gaming.
as for holding BTC and/or ETH long term: buy the ETFs
It is pretty wild to be a couple weeks into the GPT-5 experience and realize that yes, it may actually be worse than GPT-4.
ai has officially replicated the work of investment banking analysts
i tried @shortcut but 1) can't see the numbers for the model for some reason 2) did not do quarterly historicals or forecasts despite my asking it to 3) did not use intelligent revenue drivers despite asking it to AI for spreadsheets is still a ways away
This is like the Masayoshi Son quote from his biography where he says his peers aren’t Zuckerberg and Bill Gates, they’re Alexander the Great and Napoleon (or something like that)
NFL commissioner Roger Goodell: “We [the NFL] are not competing with the NBA… our competitors are Apple and Google.” 😳 (via PFT)
![LegionHoops's tweet image. NFL commissioner Roger Goodell:
“We [the NFL] are not competing with the NBA… our competitors are Apple and Google.”
😳
(via PFT)](https://pbs.twimg.com/media/GxsAufKW8AAQsdF.jpg)
Read the Heat 2 book a couple years ago and couldn’t put it down. If Michael Mann is directing the sequel film this could be a banger.
Michael Mann’s Heat 2 is facing resistance from Warner Bros. due to its $170M budget, prompting the studio to seek a co-financing deal with Apple. Leonardo DiCaprio has been in talks with Mann about a role — if he joins, the film is expected to move ahead.
Day 508 - Keenan Allen returned
Great deal for the NFL Unload their exposure to linear TV, keep control of production of red zone and its digital distribution and get 10% of the most significant legacy sports media brand to do it. Owners have got to be thrilled.
Walt Disney's ESPN has reached a landmark deal with the National Football League to acquire the NFL Network and other media assets from the league in exchange for the NFL taking a 10% equity stake in the sports network, the parties said reut.rs/40OnYDO
1/ On SBF & FTX I think this is not going to be a hugely long thread (I think). It is not going to be hugely insightful for anyone deep in crypto. But maybe it will help as a reference to our friends in the media who are struggling quite a bit with this topic
It seems that no one understands the PE shop playbook on display with @elonmusk and Twitter. This is all pretty standard, minus the public nature of it all and the fact that he got locked in to a high purchase price. But the rest, the rest is textbook if you strip away the weird
I was on the trading floor at Lehman when we went bankrupt. Some reflections and lessons learned as we digest the FTX insolvency. The similarities are eerily similar.🧵
Looking forward to the next million Twitter 🧵s explaining Specific Performance and Delaware Court of Chancery precedent
When I change my pfp the market will crank. This is the way.
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