Carl Spackler

Investing and markets.

Gambling is illegal and I never slice!

[Carl Spackler @BushwoodCap]

Sure why not

[Carl Spackler @BushwoodCap]

@DavidSacks How’d I do?

[Carl Spackler @BushwoodCap]

“These models are very dangerous. We need regulation. Lots of regulation. Even more regulation than you realize. And we (Anthropic) would like to help you figure out how to regulate it. To benefit us? No! Absolutely not. For humanity!”
- @AnthropicAI

[Carl Spackler @BushwoodCap]

This Cubs team is such a bummer to watch

[Carl Spackler @BushwoodCap]

@cliffcornell_ I was 9 - saw it coming.

My beanie baby collection was getting frothy af

[Carl Spackler @BushwoodCap]

@BeenThereCap @compound248 @agnostoxxx Easy argument to be made people hate Anthropic the most

Anytime their CEO speaks a significant portion of people want to puke - that guy sorta sucks (no offense to him)

[Carl Spackler @BushwoodCap]

Did I capture the Anthropic regulatory capture strategy correctly @bgurley?

[Carl Spackler @BushwoodCap]

“These models are very dangerous. We need regulation. Lots of regulation. Even more regulation than you realize. And we (Anthropic) would like to help you figure out how to regulate it. To benefit us? No! Absolutely not. For humanity!”
- @AnthropicAI

[Carl Spackler @BushwoodCap]

@WaddleandSilvy @DriveToyota Team stinks so bad it would be impossible to drive over its heart w/ a Toyota because they don’t have a heart

[Carl Spackler @BushwoodCap]

If you want to use AI, you need GPUs.
If you want to use AI, you need security.

$CRWD CEO:

[Carl Spackler @BushwoodCap]

Cybersecurity - huge opp. to win new business.

Gap between AI adoption and AI protection is the widest asymmetry in security since the cloud transition.

$CRWD CEO:

[Carl Spackler @BushwoodCap]

Cybersecurity - huge opp. to win new business.

Gap between AI adoption and AI protection is the widest asymmetry in security since the cloud transition.

$CRWD CEO:

[Carl Spackler @BushwoodCap]

@BeenThereCap One word: turbines

[Carl Spackler @BushwoodCap]

It’s June 3rd - the Cubs season is over.

[Carl Spackler @BushwoodCap]

Bears QB on Madden cover? Never thought I’d see the day.

[Adam Schefter @AdamSchefter]

The #Madden27 Cover:

[Carl Spackler @BushwoodCap]

Maybe (just maybe!) $GOOG is pursuing this equity raise because they have growing confidence in the returns associated with these investments.

Could they be wrong? Yes
But do they have a track record of being good about this stuff? Also yes

[Carl Spackler @BushwoodCap]

Let me get this straight. You're comparing a company w/ arguably the largest distribution network, $120B in cash, some of the best AI infrastructure, and Ruthless Ruth Porat in the capital allocator seat to shale drillers ... because of one equity raise? $GOOG

[Kuppy @hkuppy]

Remember when shale companies would keep drilling negative ROIC wells and fund them with debt or equity or converts or literally any idiotic funding source. That’s why they’d trade at 3x EBITDA. $GOOG just told you that it’s basically a shale company. They cannot stop spending on negative ROIC datacenters…

[Carl Spackler @BushwoodCap]

If you know Terry Duffy, you know he's not going down without a fight.

$CME down almost 20% in 2 weeks on this news.

[Carl Spackler @BushwoodCap]

@CHGO_Cubs @JoeySportsGuy @LukeStuckmeyer Bus ticket to Des Moines

[Carl Spackler @BushwoodCap]

Starbury’s 2.0

[Shams Charania @ShamsCharania]

Golden State Warriors star Stephen Curry has signed a shoe endorsement contract with Chinese company Li-Ning -- a landmark 10-year deal, sources tell ESPN. Li-Ning extends his Curry Brand venture globally and encompasses basketball products, athleisure, the ability for Curry to sign athletes under his brand, and a full golf line.

[Carl Spackler @BushwoodCap]

@CHGO_Cubs Why is Dansby Swanson still in lineup? And still have a uniform to wear?

Discuss.

[Carl Spackler @BushwoodCap]

I don’t want to watch another Dansby Swanson at-bat for the rest of my life.