Jake Grosek

Data Engineer 🇺🇸🇵🇷keeping a log for myself; opinions my own

[Jake Grosek @JakeGrosek]

@ProblemSniper You might like this book. It discusses cycles in depth. He argues there’s 4 major cycles (54, 18.3, 9, and 3.4 years).

It too tracks with major booms and busts

[Jake Grosek @JakeGrosek]

@ballstothis @1936biere @estrellagalicia @CastleLagerSA @PilsenPy @CervezaAguila @BrahmaCerveja @Quilmes_Cerveza @GrupoModelo_MX @Beer2DAY @SignatureBrew The answer for USA is Yuengling and it’s not even close.

[Jake Grosek @JakeGrosek]

@owroot My wife and I eloped during Covid. There was only the officiant (our friend) on a hilltop and then we went for a luxurious brunch.

We’re planning for our 10-year anniversary to throw a big party. I still love how we did. It was right for us and the time in our lives.

[Jake Grosek @JakeGrosek]

@ramit @Jason Ramit. Yes, tariffs have an impact on prices (obviously). Yes, Beef prices have gone upward for two decades.

Lots of reasons for that—more demand, reduced size of cattle herds, drought, processor centralization, etc.

This is not a binary issue.

[Jake Grosek @JakeGrosek]

@SubwayTakes @JLo

[Jake Grosek @JakeGrosek]

@BenBrey 🚀 GET ONBOARD!!

[Jake Grosek @JakeGrosek]

@NaithanJones How do you think it’s being mis-deployed?

[Jake Grosek @JakeGrosek]

👇

[Naithan Jones @NaithanJones]

Literally all new technology goes a through the trough of disillusionment before reaching the initial hype. I’m not sure why people thought this one was different. The same thing just happened literally four years ago with crypto. What should excite investors is that both AI and crypto are about to be simultaneously under valued as irrational behavior starts to cut the other way.

2027 will be an all time buying super cycle (not investment advice) as influencers and labs start to admit this can’t replace jobs (today) and as a few high profile stories emerge of CEO’s getting over their skiis and firing a ton of people prematurely backfiring.

Eventually we get to true price discovery in late 2027. Which trickles back into a real estate and energy re-pricing. Housing over supply, interest rates around 4.5 - 5%.

Late 2028/early 2029 AGI actually arrives and ironically both consumer and enterprise don’t buy in immediately. Companies that built AI tools natively on Crypto concepts, shared energy and infra networks where pricing and resources are both consumable and trade-able

[Jake Grosek @JakeGrosek]

@ZaidJilani It’s early, but Beto ran a more moderate campaign in 2018. Talarico has to deal with the 2020 hysterias.

If generic ballot goes to D +11 then call me. Beto lost by 2.5 in a D +9 year, and Texas has a lot of GOP migrants from the Covid era…we’ll see.

[Jake Grosek @JakeGrosek]

@NaithanJones Beautiful in every sense. God bless.

[Jake Grosek @JakeGrosek]

@yieldsearcher Lol. I hear this chorus daily omw to drop off. Plz, not here too.

[Jake Grosek @JakeGrosek]

@ericprydz Vinyl

[Kumar🇺🇸 @datarade]

Gm. It's time for Texas.

We're gonna slap every other state in the union.

No unions, no income taxes, 20% of the country's port tonnage, professional engineers can work in the entire state, and best of all little to no coastal elites.

[Jake Grosek @JakeGrosek]

The Fed has been in fiscal dominance since 2008, meaning Treasury’s decisions (ie Congress, POTUS) compel the Fed to maintain low rates due to debts and deficits.

The great smokescreen has been that Trump is “threatening Fed independence”

Buddy, that shipped sailed looooong time ago…

[The Associated Press @AP]

BREAKING: Jerome Powell says he plans to remain on the board of the Federal Reserve after his term as chair ends next month “for an undetermined period of time.” https://t.co/A1dGS51qwC

[Jake Grosek @JakeGrosek]

@ZaidJilani To break through, you have to own an issue. Ask 100 people on the street, they’d have the same 1-2 answers for Obama, Trump etc

Andrew Yang was synonymous with UBI. AOC had green new deal for a time. Was Harris synonymous with any issue? No, and thats not changing

[Jake Grosek @JakeGrosek]

@LoewyLawFirm https://t.co/j8KrhFCXGI

[Jake Grosek @JakeGrosek]

@JacobShap Trump settled on Marco a long time ago. The public is only now just coming around to witnessing why.

https://t.co/gTPSKHlzNh

[Jake Grosek @JakeGrosek]

@BowTiedLobster What do you think decolonization meant? Vibes? Essays?

[ib @Indian_Bronson]

Making this corridor something filled with carefully planned, thoughtfully executed; energy production, housing, great architecture, nature preservation, law & order, near zero bureaucratic obstruction, all secured against global threats, is a national project worthy of America.

[Jake Grosek @JakeGrosek]

@moseskagan Everyone should try stealing.

Oh me? Oh no I never would.

Jfc

[Michael Dell 🇺🇸 @MichaelDell]

I started @DellTech from a dorm room @UTAustin, and it shaped everything that followed. Building Dell showed me what’s possible when a company grows alongside a top-tier research university in a city that fuels new ideas.

For more than 25 years, Susan and I have partnered with UT on nearly 200 projects to expand educational opportunity, advance research, reinvent medical education, and strengthen life in Austin. Today, we’re making a new commitment to help build what comes next in health and life sciences — bringing our total giving to UT to more than $1 billion.

We’re excited about what this will make possible for people in Austin, across Texas, and far beyond for generations to come. 🤘

https://t.co/op5U2UgR5J

[Jake Grosek @JakeGrosek]

@kunley_drukpa @FistedFoucault Someone gotta break it to James