Tony Lembke

Retired former credit hedge fund manager. Besides the markets, enjoys cooking, fishing, traveling, and spending time with family and friends.

[Tony Lembke @LemmerKey]

@Johnubacon Give up. This game is hazardous to your health. We’re being shut out by a decimated defense of the worst team in the BIG.

[Tony Lembke @LemmerKey]

@slmandel OSU was never up 14-0 and cruising against Michigan. Oregon had to run trick plays to get back into the game but then OSU just imploded. One of the most enjoyable games of the season so far.

[Tony Lembke @LemmerKey]

@TaylorLewan77 OSU embarrassed at home, esp after being up 14-0, is sweeter than anything in college football except a solid Michigan win!

[Tony Lembke @LemmerKey]

@stoolpresidente Don’t know, but it’s sweeter than honey!!

[Tony Lembke @LemmerKey]

@jwalkermobile Wow, ‘76. Be interested in how that’s drinking.

[Tony Lembke @LemmerKey]

@TaylorLewan77 Rock fight

[Tony Lembke @LemmerKey]

@DabillPaul Very cool. And such great clarity. Is this off one of the parks on Jupiter Island?

[Tony Lembke @LemmerKey]

@gietzschean All time classic. Worked on Lexington Ave for many years and always enjoyed seeing that profile and metal roof styling

[Tony Lembke @LemmerKey]

@TaylorLewan77 Definitely needed a break from the pain

[Tony Lembke @LemmerKey]

I’m a BIG fan and would readily admit the SEC is deeper, but the SEC has another ratings advantage this season: coaching drama! Even a casual fan tunes into to see if Kiffin will lose to his jilted former team. Will A&M ever get their money’s worth from a gold-plated coaching carousel? How far will Bama sink post Saban? It’s positively Southern Gothic!

[Tony Lembke @LemmerKey]

@NUCLRGOLF So many commercials on all the golf broadcasts. Have to either watch later on DVR, so I can blast thru the ads, or have something to read while on mute during multi-minute commercial breaks.

[Tony Lembke @LemmerKey]

@Chris_Grosse New Jersey has more toxic waste and New York has more lawyers. Why? Because New Jersey got first choice!

[Tony Lembke @LemmerKey]

@IAMANITABAKER Those two early albums had that New York edge with blues and jazz influences and some direct call-outs like East Saint Lous Toodle-Oo!

[Tony Lembke @LemmerKey]

@BeschlossDC Did it have Fillmore Derangement Syndrome then?

[Tony Lembke @LemmerKey]

Sacks likely had the right take on the All-In podcast. The big two frontier labs see the threat to their IPOs from open source models and want to scare regulators into helping suppress these low-cost competitors. Can Anthropic pull off a $2tril IPO if there are plenty of free alternatives in a rapidly commoditizing ecosystem? Sure, they’re showing exponentially increasing revenues, but with minimal transparency on how and when these values were derived, not to mention the absolute forest fire of cash-burn. The asymmetry of the AI trade in public names is degrading quickly IMO. Has the 2nd derivative of growth turned negative, especially if you subtract all the chip purchasing and cloud usage tied directly to Anthropic and Open AI? Two companies whose pitch is apparently “Stop us before we kill you all!”

[Tony Lembke @LemmerKey]

Appreciate the straightforward candor from Whitt vs the goofy obfuscation from Harbaugh and muddled propaganda from Moore. Like Coach Whitt’s calm demeanor too. Should have known Moore was off-the-rails after that Penn State rant where he thanked the Lord followed by a fusillade of obscenities!

[Tony Lembke @LemmerKey]

@DavidSacks Keep talking sense, David! I’ll tell you what’s scary: these two nut jobs running the biggest AI companies. Is this what it takes to invent the next transformative technology?

[Tony Lembke @LemmerKey]

He was my favorite growing up and I started playing with his racquet: the Wilson T2000. It was a stainless steel beast with poor control but massive power compared to the wooden alternatives. A booming serve but inconsistent ground strokes turned me into a doubles player (probably would’ve happened anyway).

[Tony Lembke @LemmerKey]

@Mathew_Wittwer Credit to the loyalty of the OU fan base. I haven’t seen that much red in the Big House since the last Ohio State game. Impressive non-conference turnout.

[Tony Lembke @LemmerKey]

@ColNicholson Nice violence montage.