PapiiLlame

Just here to correct people

[PapiiLlame @PersonClone]

@raptalksk Can any moment actually ever top this?

[PapiiLlame @PersonClone]

Are analysts and retail investors only now realizing that giant software incumbents with massive balance sheets were never going to sit on the sidelines and let AI-native startups take their lunch?

I've said this before: many investors have dramatically underestimated the ability of incumbents to defend their turf. Distribution, customer relationships, cash flow, and embedded workflows matter.

A lot of the capital chasing nascent, unproven AI tools is going to learn that lesson the hard way.

[PapiiLlame @PersonClone]

SpaceX may ultimately justify its valuation. I genuinely hope it does.

That said, paying what amounts to an extraordinary multiple for a company that remains unprofitable, based largely on ambitious long-term TAM assumptions and massive future market opportunities, is the kind of market optimism (borderline hysteria) that makes me uneasy.

My concern isn't that SpaceX is a bad company. It's that even great companies can become overvalued. When investors become willing to pay almost any price for a compelling narrative, valuation discipline erodes, and markets become increasingly vulnerable to disappointment.

If those assumptions prove wrong, the resulting correction rarely affects only those who bought in.

[PapiiLlame @PersonClone]

Does Barry Weis and CBS realize people watch the celebrity and reliable journalist over the unreliable network?

CBS is going to become worthless to Ellison real quickly, when all these newscasters go elsewhere and peel audience away.

[Russell Wilson @DangeRussWilson]

Thank You, Football.

Love, #3

[PapiiLlame @PersonClone]

@KendrickPerkins I know Perk trying to curse the Knicks, like he did to TWolved and Thunders. I see what you doing big man!

[PapiiLlame @PersonClone]

Not saying Drake London don’t deserve to be 3rd highest paid receiver in the league. He’s extremely talented and absent injuries, he’s been pretty good 70%+ of the times.

The glaring point is in 4 years he has 0 pro bowls, 0 All pros, never led the league in major statistical categories (came 4th in Rec. Yards 2024), and highest top 100 finish was 97th.

We’ll see if it’s a bargain in a year or two.

[PapiiLlame @PersonClone]

Very excited about this. But you’re telling me BET been around for 45 years and never ever had a Board of Advisors/Directors?!!!

[BET @BET]

BET President Louis Carr is bringing together six cultural and business heavyweights to help shape the next chapter of the 45-year-old media institution. https://t.co/S7OomEbQ2T

[PapiiLlame @PersonClone]

@BleacherReport @RapSheet @TomPelissero I just know in 2 years one of them going to be on a podcast talking about how Eagles could’ve won 3 super bowls.

[PapiiLlame @PersonClone]

@CraigCartonShow @craigcartonlive @TyJohnsonNews The extent of some of these pundits athletic feat is being a t-ball benchwarmer in middle school. The audacity.

[PapiiLlame @PersonClone]

@redraiderman1 Y’all nonchalant, underachieving niggas are sad.

[PapiiLlame @PersonClone]

I had no idea this would go THIS viral for me.

Thank you all for laughing with me. And thank you, Wemby and the Spurs!

[PapiiLlame @PersonClone]

@redraiderman1 Y’all nonchalant, underachieving niggas are sad.

[PapiiLlame @PersonClone]

It feels like they're going all in for a Super Bowl this year, since they re-signed Matt Stafford for a year as well. It's the only way this move makes sense to me, personally. I am a big fan of both, and I think Jared has the potential to be a tier-1 defensive player in a year or two, and a potential defensive player of the year candidate.

Yes, Myles Garrett is all-world talented, and one of the 2/3 greatest defensive players of the past decade (incl. AD99 and Von Miller). But JV is 5 years younger and cheaper, a 2-time Pro Bowler, 2 years removed from DROY, and has improved every game and in both seasons since entering the league.

[Adam Schefter @AdamSchefter]

🚨🚨🚨

Bombshell: The Browns are finalizing a trade that will send two-time Defensive Player of the Year Myles Garrett to the Los Angeles Rams, per @rapsheet, @TomPelissero and me.

In exchange for Garrett, the Rams are expected to send Pro-Bowl edge Jared Verse, a 2027 first-round pick and other draft-pick compensation still being negotiated to the Browns.

[PapiiLlame @PersonClone]

The Minnesota Vikings are an example of how people and organizations can get overwhelmed by their own good fortune.

They struck gold with Sam Darnold. The easiest play that offseason would've been to keep Darnold and have JJ do what Jordan Love did, be an understudy. There were always questions about whether he could be the prime featured QB. He wasn't that at Michigan; he was a winner surrounded by elite talent in every position, not the main gunslinger.

Instead, Minnesota got too giddy and set itself back 3-5 years. Now they're back in the same place they were with Darnold and McCarthy, now with Murray and McCarthy. Makes you wonder at times the level of IQ in these front offices.

https://t.co/G23LpTX5A1

[San Antonio Spurs @spurs]

The city was alive tonight! We love y'all San Antonio 🖤🏠

[Playoff Gifted🏀🎮 @GiftedHoops_]

Wemby got the anime community, leftists community, chess community, the monk community, & all of San Antonio & France behind him that’s actually insane PR😭

[Mark Gunnels @MarkAGunnels]

The NBA went from Jordan to Kobe to LeBron to Wemby. The league always finds its next superstar.

[Yahoo Sports @YahooSports]

Playoff experience is DEAD? 👀

@KevinOConnor and @tomhaberstroh analyze the "fearlessness" of the young Spurs 😤

(via The Kevin O'Connor Show)

[☕︎︎ @j7zaza]

This nigga Wemby got Reddit genshin & anime fans communists kpop twitter egirl twitter and all of San Antonio behind him bruh he finna have the greatest PR of all time 😭

[Shea Serrano @SheaSerrano]

spurs up by six with the ball and less the five seconds to go lol this was the most FUCK YOU GUYS dunk i’ve seen in a game in a looooong time 😂😂😂😂😂

[Won’t Delete This Until OU Scores @Doc_Texas]

Fellas, is it corny to be happy about living out your dreams?