KC

[KC @KC_69420]

life was so much simpler when cookout trays were $5

[KC @KC_69420]

@Narddog4747 a population less than 1.5% of the US is somehow capable of taking over all the largest companies and you’ve never stopped to think more critically about that?

[KC @KC_69420]

@SouthernValue95 35% total EBIT growth at META 26-28 relies on very generous assumptions re DAUs, pricing, and ad load. US DAUs are flat and have been slammed with a nauseating amount of ads already. results don’t show *that* much of a GEM lift vs pushing more impressions

[KC @KC_69420]

@greenbanana071 @CatSE___ApeX___ yes, no, not necessarily

[KC @KC_69420]

@SouthernValue95 ebit estimates are *very* optimistic, esp. for meta. wouldn’t be achieved purely via optimization, implies a favorable growth in DAUs + view time + conversion + compounding favorable macro. also assumes eating whatever margin passthrough from CSPs given those are on the same page

[KC @KC_69420]

@AnalyticaCamil1 @captgouda24 1) the first letter in the arabic spelling is a “T”
2) which is only irrelevant because arabic doesn’t have a natural “ch” sound
3) you’re just digging deeper into the larp
4) T’chad would be confused by most americans as shorthand for terrachad anyway

[KC @KC_69420]

@AnalyticaCamil1 @captgouda24 it’s actually the exact same word, which you would know if you were an actual subject matter expert instead of a pedantic larper whose entire worldview is based on skimming wikipedia pages

[KC @KC_69420]

@WCF512 @MarketPalmer_ @theficouple no, anything past is only reported and docked against the $15mm lifetime exclusion. if you have total $5mm and give your kid all of it in one year and later die with nothing, it wouldn’t be taxed.

[KC @KC_69420]

@AnalyticaCamil1 @captgouda24 so is arabic, yet you couldn’t provide a cogent explanation why americans should use تشاد

[KC @KC_69420]

@AnalyticaCamil1 @captgouda24 can you tap the mike and loudly say that the french colonial transliteration of the country’s name is the proper one?

[KC @KC_69420]

@AnalyticaCamil1 @captgouda24 what do you think of when you hear the word Chad?

[KC @KC_69420]

@George_A_Callas it’s not like there’s an illegitimate point in saying that 1BR rents in manhattan averaging 5,100/mo might be an issue…

[KC @KC_69420]

@cunninghamjeff @LevineJonathan ironically, the “it’s the $5 lattes” and being willfully ignorant to housing (and everything else) 2xing in cost in less than half a decade is the conventional 55+ take

[KC @KC_69420]

@cunninghamjeff @LevineJonathan if you believe that, you can expect to keep being surprised by DSA elections wins. the conditions that produce these voters are not disappearing

[KC @KC_69420]

@cunninghamjeff @LevineJonathan no, it’s 100% economy. it’s people who are valiantly hopeful that the life of abundance they were promised can return despite short-term pain and they are not quick to abandon this ideal.

[KC @KC_69420]

@dalibali2 @TBU12345678 the E is just an abstraction of their customers’ P

[KC @KC_69420]

@matthew_sigel wouldn’t that high of IRR imply 85%+ EBITDA margin? but more importantly a ~50% residual value of gpus after 5 years?

[KC @KC_69420]

@arbuge @ariana785582 @johnarnold that supports the point. people pay up for FCC bc you have higher on time rate and lower disruption risk. LCCs sacrifice that and consumers in the US don’t mind. crew gets higher pay, routes are wider and deeper, and trunk routes are insanely cheap

[KC @KC_69420]

@ariana785582 @arbuge @johnarnold this implicitly assumes everyone wants the cheapest possible flight when most people here just don’t. the median traveler is marginally price sensitive but very sensitive to worse schedules, worse soft product, extra fees, and getting stranded when things go wrong

[KC @KC_69420]

@ariana785582 @arbuge @johnarnold i mean yeah that’s the point, a wealthier country has higher labor input costs for an end market that tolerates it and a lot of the infra cost is already privately subsidized via PFCs

[KC @KC_69420]

@ancerj @arbuge @johnarnold fuel is a fairly minor input at the margins for fare. labor, block hours, and system scale is much bigger. people don’t want to be packed in and stranded if they can pay a few bucks more (and they can afford it, so they will).