Chuck Vindaloo

As happy on the inside as Bill Belichick looks on the outside. A Jay Cutler apologist. My $50 MLS bets move the lines at @BetOnline. Chamath is a 🤡

[Swamp Watch @Swamp__Watch]

BREAKING: Three male escorts say the late Republican Senator Lindsey Graham paid them for sex.

One of them was reportedly 17 at the time.

Below is our full documentary on their stories:

[Joe Weisenthal @TheStalwart]

Great chart from Slok. Everybody knows that a very small % off companies are consuming the lion's share of token consumption

What's interesting is that of those top 1% of spenders, they're overwhelmingly VC-backed companies. May have implications if VC-funding starts to slow.

[Michael Weiss @michaeldweiss]

The GRU hacked into Jared Kushner's iPhone. Dutch military intelligence (MIVD) then recruited a GRU spy who gave them access to the hacked phone. What MIVD discovered was that Kushner had access to two bank accounts --one Azerbaijani, the other Israeli --where Saudi Crown Prince Mohammed bin Salman and Emirati ruler Mohammed bin Zayed deposited money. It sounds like a slightly far-fetched episode of "Slow Horses," but it's real. And it proves just how eye-poppingly corrupt this administration was and continues to be as its "special envoy" decides the fate of tens of millions in Europe in the Middle East. Simply incredible reporting by Matthew Cole, drawn from his new book on Kushner. https://t.co/8AyV60gg1X

[Joe Weisenthal @TheStalwart]

This paragraph from $META's inside 10-q filling may mark the official announcement that the funding environment for the AI buildout has turned the corner. (HT: Barclays' Alexander Altmann)

[Chuck Vindaloo @_vbp]

lmao

[P Equity Research 📰 @pequityresearch]

Brad Gerstner (@altcap) on Anthropic:

"I was at the investor day in San Francisco last week...there was a lot of energy that day. I would say the sentiment coming out of that room was a 10 out 10. What we heard were incredible things, we saw what was in the product pipeline, the competitive moats were expanding, the amount of compute they are bringing on was really powerful. Those are the things investors care about. By the way, last quarter, lots of stories out there about them being cash flow positive."

"If you apply 10x multiple you get to $1.5 trillion. If you apply 12x multiple you get closer to $2 trillion."

VIa @CNBC

[Chuck Vindaloo @_vbp]

god willing

[Hiroo Onoda @OnodaCapital]

SPCX 2027 free cash flow burn will likely be the largest by a single company as a % of GDP in US history

[Forbes @Forbes]

Elon Musk vowed to retaliate against Democrats if they are able to secure the House and/or Senate in November to investigate his companies and political actions.
Read more: https://t.co/my2d6LRmWY
📸: Kent Nishimura/AFP via Getty Images

[Chuck Vindaloo @_vbp]

@annmarie lol

[Joe Weisenthal @TheStalwart]

How strained of an analogy would it be to characterize some of the neoclouds, a la $CRWV, as off-balance sheet entities for $NVDA, a la Citi and the SIVs in 2007.

[Ronan Farrow @RonanFarrow]

1/3 Musk ordered last week's slowdown of Starshield, which Ukraine fights on, after talking with Trump, per @WSJ. In '23 the Pentagon signed a contract with SpaceX to “prevent Musk from turning off the switch," per fmr Under Sec of Defense Colin Kahl.
https://t.co/spSZRuaowe

[Kevin Gordon @KevRGordon]

Stunning. Pending home sales in the US fell to an all-time low in September

[Chuck Vindaloo @_vbp]

@WhiteHouse you. you are the fraud

[The Wall Street Journal @WSJ]

Breaking: Elon Musk ordered the Starlink slowdown that blindsided Ukraine https://t.co/bbLQBC4sbA

[PlaqueBoyMax @PlaqueBoyMax]

fuck you nigga

[Ed Zitron @edzitron]

Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them.
https://t.co/Jzc1vPekGx

[Dan Alexander @DanAlexander21]

New investigation: “Trump’s Golf Empire Is A Billion-Dollar Tax Shelter” https://t.co/BHdQcci26D

[Chuck Vindaloo @_vbp]

@jimcramer lol

[Chuck Vindaloo @_vbp]

@Mollyploofkins lol

[Dr. Abdul El-Sayed @AbdulElSayed]

He says the name just fine when he’s begging the Qataris for a personal jet or the Saudis for funding for his son-in-law’s private equity firm.

Wonder what’s changed?

[Financelot @FinanceLancelot]

On July 7th, Brad Gerstner told every American family to put their money in the stock market at the top of the AI bubble.

Meanwhile, he was selling...