James

[Arvind P. Navaratnam @APNavaratnam]

@FT just published an article showing that 2/3 of participants lost money on Polymarket.

A separate Bloomberg analysis found that the top 1% of Polymarket accounts captured 3/4 of the winnings.

Retail investors should perhaps think twice before dabbling in prediction markets.

https://t.co/ZJgx28WYwz

https://t.co/Zi6vpzyWGe

[Michael Hurley @michaelFhurley]

You’re not gonna get a holding penalty two plays in a row, but ..

[Albert Breer @AlbertBreer]

It was funny as hell to begin with, and then I saw who the ref is … ☠️☠️☠️

[Kalshi Chicago @KalshiChicago]

Just realized we get Ben Johnson vs Brian Flores this week

[Rob Friedman @PitchingNinja]

Payton Tolle's Immaculate Inning (9 Pitch Overlay/All Fastballs).

[Mark Daniels @ByMarkDaniels]

Mike Vrabel on the importance of the run game:

"When you throw about 45 times, unless you're Tom Brady, you win about 25% of the time."

[Colb @___Colb___]

Now THIS is a phenomenal idea.

[Ryan Paganetti @RyanPaganetti]

Much has been made of the Patriots’ mysterious “Pink Stripes.” How about yellow ones?

I went through more than a decade of TV broadcasts and uncovered a diabolically clever piece of Patriots gamesmanship.

When opposing kickers lined up at Gillette Stadium, the video board displayed a reverse view of the kick, placing a second, offset set of yellow uprights directly behind the real ones.

In windy conditions, even the orange streamers on the video board appeared to point in the opposite direction from those atop the physical uprights, making the illusion even more disorienting.

I found dozens of examples. In the same games, I reviewed 52 Patriots field goal attempts.

The illusion appeared on Patriots kicks exactly zero times.

We actually tried copying the idea when I was in Philadelphia, but the location of the video boards at Lincoln Financial Field made it nearly useless.

It is the perfect encapsulation of the Patriots dynasty. No detail was too small, and no possible edge was left unexplored.

We talked about this tactic and more on tonight’s episode of the Paganetti and Underhill show, out now on Youtube

[kelbin @pissboymcgee]

When life gives you the opportunity to bring your DB Cooper collectibles to the gate where he boarded, you just can’t pass it up

[Todd McShay @McShay13]

What he said 👇

[Rich Keefe @Keefe21]

The kids are obese.

[Ryan Paganetti @RyanPaganetti]

The Brady-Belichick Patriots weren’t merely an outlier. They were operating on a different planet.

From 2012 to 2019, on 1st downs outside the red zone with 3:30 to 1:40 left before halftime:

• New England posted a 68.1% run rate, 89% higher than the average of the other 31 teams (36.1%).

• The Patriots ran 77 times versus a 41.2 average for the other 31 teams.

In that same situation across 1st and 2nd downs, they attempted only three total passes of 20+ air yards (80% fewer than the average of the other 31 teams).

This is what playing keep away looks like: drain the clock and reduce the opponent’s opportunity to answer before halftime.

This strategy helped set up one of the Patriots dynasty’s signature advantages: securing the final possession before halftime and creating opportunities to score on both sides of the break.

Just look at the separation on this chart.

We explain the entire strategy in much greater detail in the video below. 👇

[Richard Artoul @richardartoul]

OpenAI and Anthropic right now

[The Transcript @TheTranscript_]

$TSM TSMC CEO: "I'm really jealous about the memory companies, 86% gross margin. 86%! About 68, I will be happy about that"

And on why he doesn't push for higher pricing to drive his margins higher:

"what kind of gross margin we should have? The higher the better, of course. We are a partner. A partner, meaning that I said many times, our customer got to be successful. I don't want to squeeze them out from the market. Besides, we are very trustable company with our customers. We don't suddenly increase our price by, which I like to have, 4x or 5x. You cannot survive, for your customer to survive with that kind of a price increase. We earn our value, and we make sure that our profit, our gross margin, is enough for our long-term sustaining expansion that's to the benefit of my customer and TSMC also."

[Jordan Moore @iJordanMoore]

A wild stat… France has more wins at Gillette Stadium this World Cup than the Jets do since 2011.

That number is 2. The Jets are 1-14.

The Jets play at Gillette once a year 💀

[Velodus 🦃 @velodus]

It's crazy that The Decision was 16 years ago and LeBron is still the predominant free agent headline in the sport. To put it in perspective, 16 years ago one of the biggest other free agents available was Carlos Boozer, and now his *son* is in the league.

[CJ Fogler 🫡 @cjzero]

Rory McIlroy hitting from the Windows XP default wallpaper

[litquidity @litcapital]

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