Cole Page

[Cole Page @colepage]

@UTDIMole Golden boot James eh?

[Cole Page @colepage]

@HighyieldHarry While seemingly so real @sama wouldn’t dare use so many capital letters

[Cole Page @colepage]

Well that was fun @perplexity_ai, thanks for the competition!

https://t.co/Zpsp4NLhSe

Keep an eye out this weekend for a follow-up piece on some of the more interesting learnings and takeaways from the competition.

@AskPerplexity @PPLXfinance

[Cole Page @colepage]

@Eyal__Weiss clearly I don't know how to use twitter or organize these things linearly - oh well 🤦‍♂️

[Cole Page @colepage]

@Eyal__Weiss (1) not only is almost all of their claims over 3 years old mostly pre-ipo, but this whole thing reads like short driven fan-fic with an absurd amount of supposition. The "young CEOs/Execs" linked in "research" is absurdity that is either willfully malicious and lazy

[Cole Page @colepage]

@Eyal__Weiss (6) if $DLO is indeed a "mafia-style" money laundering operation (and happy to hear it) you are going to have to do a lot better than this poorly put together string of Charlie Day Pepe Silvia creative writing nonsense

[Cole Page @colepage]

@Eyal__Weiss (5) quantitative recent claims to say for sure that there’s no fire. but the amount of shit they are throwing at the wall here gives my gut pause. The legal and optics cost could still be substantial but it feels most of the real smoke has been covered

[Cole Page @colepage]

@Eyal__Weiss (4) but with current managements focus on compliance I’m hesitant to think they either aren’t on top of it or are intentionally complicit in those risks. Would have to dig into some of the few

[Cole Page @colepage]

@Eyal__Weiss (3) The Argentina bond claims are creative, but backed by nothing but speculation. The Money Transmitter liability risk might be something to keep an eye on for subsidiaries focused on higher risk clients

[Cole Page @colepage]

@Eyal__Weiss (2) or speaks to a lack of understanding of both the meaning of titles and the current world of early stage fintechs. Not to mention just a tad antisemitic (kidding, mostly…). Who knew people hire people they knew and interact with!

[Cole Page @colepage]

@tmulpuri @YaronKeren @Eyal__Weiss yeah, as far as I can tell, all recent non MW info is speculation and supposition not backed by anything other than some creative what-ifs. The take rate part isn't exactly strong investigation, and is also, not recent like most of the quantitative pieces of data thrown in here🤷‍♂️

[Cole Page @colepage]

@YaronKeren @Eyal__Weiss wait and see is the correct response. There very well may be some real issues, or at a minimum liability risks that have been suppressed, but going to need a lot better work than this to not assume short-driven motivations....

[Cole Page @colepage]

@kelvin_zhg @brian_lovin adding layers down the road without having to reindex 👍

[Cole Page @colepage]

@kelvin_zhg @brian_lovin Hey kelv - long time bud. Nice solution - if you make sure to never hardcode new zindexes and keep the enum description and constantly updated thats a fun solution. If implemented I would also add scale dependent gaps between the initialized layers (10,20...) so you can scale

[Adrian Wojnarowski @wojespn]

The Celtics were among the teams at very top of Holiday's wish list in recent days and expectation is Celtics are eager to retain him long-term, sources said. Holiday has a year left on deal. Boston beat out several teams in both conferences with a significant trade package.

[Ike Reese @Ike58Reese]

RIDICULOUS

[Cole Page @colepage]

@wojespn @WindhorstESPN @TimBontemps 👀

[Cole Page @colepage]

@wojespn @NBA_Coaches 🤦‍♂️ NN

[Cole Page @colepage]

@GreatDismal only Amazon BRA I guess, regional licensing and such. I'll find a way, need the set, art is too good. Have a great morning WG

[Cole Page @colepage]

@GreatDismal Any chance you know of a way to get the new Sprawl Brazil box set in the US? Gonzalez's work is an amazing compliment to yours