Tech Media Torture

l/s tech, media, and pain

[John Brennan @brennanjp]

CINEMA

[Tech Media Torture @TMTorture]

@TBU12345678 Schilsky at Citi (prev Bernstein) also very good

[Tech Media Torture @TMTorture]

@BluthCapital Separating the algo, data, talent, etc. from Byte (and giving up 996) probs weakens the asset. Doubt ORCL, WMT, Bobby K, etc. could run it nearly as well. That said, I'm sure they'd see ad dollars that were previously afraid of reg risk. No way $GOOG ever had a shot at owning it

[Tech Media Torture @TMTorture]

RemindMe! 4Q27 $META leap-year tailwind in the 1Q28 rev guide will raise FY28 EPS ests by 5% (partly offset by late Easter) as internet analysts continue to shun consumer analysts' gypsy ways

[Tech Media Torture @TMTorture]

The year is 2034. Tinder is on its 12th CEO and Bumble is about to release its 6th product re-launch. Gen Z median age is 28 and payers are finally accelerating as loneliness at last overwhelms "fuck online dating". Elliott has delivered an 11-year 2.5x on FCF yield. All is well.

[Jerry Capital @JerryCap]

When you Google "Sydney Sweeney" this is what comes up. It takes 30 seconds (practically infinite in internet time) to scroll past this to get to Google's "10 blue links".

Compare this to Perplexity where all you get is the Wikipedia section.

What are we even talking about at this point?

Perplexity is 1) obviously worse 2) not free and 3) no distribution.

You have all lost your minds.

[Tech Media Torture @TMTorture]

Awfully brave of you to think YouTube gives a fck about you continuing to use the service if you have adblock on...

[Titanhunter143 @titanhunter143]

Awfully brave of YouTube to think i'm gonna stop using AdBlock before i stop using YouTube.

[BuccoCapital Bloke @buccocapital]

How come we haven’t seen any climate change deniers rush in to fill the insurance provider gap in Florida?

Seems like easy money since risk isn’t actually going up, just wokeness

[Tech Media Torture @TMTorture]

@vtmtrading Dang, don’t do Uerk dirty like that. My guy is at Jefferies

[Tech Media Torture @TMTorture]

$GOOGL I/O honestly a pretty great showing so far -- the generative AI integrations into Search look awesome (tho TBD what they look like when broadly available...)

[Tech Media Torture @TMTorture]

@PhillipsRelic The idea of $PARA getting $3.5 billion for BET is so absurd it's laughable...literally what a joke

[Tech Media Torture @TMTorture]

@brightideas44 $EVO might fit the bill

[Tech Media Torture @TMTorture]

These deep state conspiracy theorists need to chill about the RESTRICT Act. Is it perfect? No. Are they trying to arrest you for your tweets. Also no…lol

[Be the change you want to be @AgBioWorld]

So a new First Minister of Scotland, of Pakistani-origin, will be negotiating with the Indian-origin Prime Minister on the partition of Britain? https://t.co/32jrXZ3wkF

[Pythia Cap: Partially Conductive @PythiaR]

Literally the worst part of the whole SVB thing is that we are back to hearing VCs opinions on something they know nothing about.

[Tech Media Torture @TMTorture]

@altcap @theallinpod Communication could be better, but I’ll guarantee you most will recover 90%+ in short order. The bank (and potentially others) was insolvent given the HTM portfolio, but it’s not some pool of crap. Fear mongering like this doesn’t help.

[Tech Media Torture @TMTorture]

Loving the juxtaposition of every fireside involving discussions of cost cutting, versus some dude in Allbirds with a Meta backpack job hunting in the Bluestone Lane around the corner

[Tech Media Torture @TMTorture]

@gimmeTheLute @ShortSightedCap Not sure what you’re talking about. They run insanely lean. The investment team is like 20 people split btwn publics and privates. Marginally better stock picking is REQUIRED after the unforced errors of 2021/early 2022

[Tech Media Torture @TMTorture]

@JerryCap $20bn of net profit from ByteDance China, still growing nicely. Peak negative sentiment on TikTok. Doesn’t feel like the worst setup, even if TikTok gets banned in US/UK/etc…
What makes you think it’s a zero?

[Tech Media Torture @TMTorture]

@gimmeTheLute @ShortSightedCap Plus, they’ve already massively overhauled the way the privates side is operating. No longer an issue about “adult supervision”

[Tech Media Torture @TMTorture]

@gimmeTheLute @ShortSightedCap I think he can walk and chew gum lol. Taking Monday-Thursday to attend a conference that is highly relevant to the public portfolio doesn’t mean he won’t spend next week tending to the privates with Scott