Toby Ziegler

When the gods wish to punish us, they answer our prayers.

[Toby Ziegler @abfiveten]

India is now vaccinating 3M/day, will get to 5M/day in under two weeks. 220M done. Solid domestic production capacity + being expanded.

3M/day means vaccinating Australia's adult population in 7 days, UK in under 20 days.

5M/day? Can cover Australia in 4 days, UK in 12 days.

[Meb Faber @MebFaber]

"The Elephant in the Market"

Excellent read from DE Shaw

https://t.co/0Pn5ps80ys

[Somos Madridistas 👑 @Mundo_MadridCF]

🇵🇹 JOSÉ MOURINHO: "En Porto tuve un capitán que se llamaba Jorge Costa. Un día estábamos perdiendo un partido contra Belenenses, íbamos 2-0 abajo en el entretiempo. Yo caminaba hacia el vestuario, y todos veían que estaba furioso.

Cuando estaba a punto de entrar, Jorge Costa me dijo: ‘Espera afuera dos minutos, por favor.’ Entró, cerró la puerta e hizo el trabajo sucio por mí. Luego abrió la puerta y dijo: ‘Entrene al equipo.’ Porque en el vestuario, hizo todo lo que yo habría hecho.

Ganamos 3-2. Era defensa central, nunca había marcado goles en su vida; ese día marcó dos. Capitán y líder son cosas muy diferentes. No puedes comprar líderes. No puedes fabricar líderes. Y cuando los tienes, tu equipo está un paso adelante."

[Toby Ziegler @abfiveten]

.@urbancompany_UC had a perfectly good cancellation system. The most sophisticated services platform on the planet. Then some moron found AI and coded their chatbot. Now it takes 6 steps to cancel. I have stopped booking them for haircut and started going offline for the first time since Covid.

Sometimes blind adoption of AI is disastrous but markets love AI talk.

@abhirajbhal

[HF Best Ideas @StockCompil]

Goldman Sachs, Bridgewater, KKR and Man Group publish free research notes on their websites. Most investors never read them.

We read them every day and summarise the best. Last 30 days: 909 read, 469 kept, from 130+ banks and funds.

Free, no account needed: https://t.co/sCbJMQARiw

Know a firm we should add? Reply with the name.

[Toby Ziegler @abfiveten]

@yrishik @geekyranjit @GooglePixel_US @madebygoogle Ranjith - while my problem was solved with great difficulty, there are 100s of people with this issue on Reddit and X. Probably worth investigating for the greater good.

[Toby Ziegler @abfiveten]

Hi @geekyranjit - writing to you to help amplify Google's shady practices on its Online Store in India @GooglePixel_US.

Flagging what appears to be a widespread pattern of questionable consumer practices by @madebygoogle
Google Store India.

Several customers have reported serious exchange-related issues where new phones are delivered but the promised exchange is subsequently cancelled, leaving customers facing unexpected costs. You can find multiple complaints on r/GooglePixel and r/GooglePixelIndia.

Google's customer support is equally atrocious, with contradictory explanations, repeated delays and little meaningful resolution.

I have personally experienced similar treatment. Google reduced the price of my Pixel 11 Pro by INR 10,000 within seven days of delivery but refused to honour its published 15-day price match policy. Despite clear screenshots showing I paid over INR 10,000 more at both the advertised price and checkout levels, Google Support repeatedly contradicted itself, made demonstrably incorrect claims and eventually terminated the conversation.

I have retained the complete chat transcript, invoices and screenshots documenting my experience (can share with you on DM since order screenshots/invoice have personal information).

Given Google's growing presence in India's smartphone market, I believe these practices warrant investigation. Happy to share the evidence and relevant customer complaints.

[Toby Ziegler @abfiveten]

@deepakmnadiger An experienced man always saves an excel file and redeems credit card points regularly 😂

[Toby Ziegler @abfiveten]

@deepakmnadiger Yes sir! Will ping you, in your city only.

[Toby Ziegler @abfiveten]

@deepakmnadiger @ajayrotti @madhuraja Deepak sir, this is more entertaining than your Hubli visit stories back in the day 🙂

[Toby Ziegler @abfiveten]

@SandeepParekh Kathy 100% IRR wen?

[Toby Ziegler @abfiveten]

Apt time for your next 36 month prediction @SandeepParekh

[Toby Ziegler @abfiveten]

Dar ka mahaul hai.

[Lloyd Blankfein @lloydblankfein]

US industrial capacity has been eroding for decades, and with it the fortunes of our middle class and to an extent, our national security. Data center development and our leadership in AI can reverse that trend, finally. Current hysteria to block all projects everywhere is a gift to China.

[Toby Ziegler @abfiveten]

@geekyranjit @GooglePixel_US @madebygoogle Closing out the topic @geekyranjit - they issued the refund. Thanks for your help in amplifying.

[Toby Ziegler @abfiveten]

They don't even reply - I have shared clear screenshots of checkout page as well as product page where price difference is INR 10K on the Google Store itself - they just refuse to acknowledge.

I can share the info with you over DM. They're cheating customers. Check r/GooglePixel and r/GooglePixelIndia for how widespread the exchange cancellation issue is - I knew people in Cashify so that part got sorted but other people are stuck.

[Toby Ziegler @abfiveten]

@geekyranjit @GooglePixel_US @madebygoogle Many such threads. Sad that Google has resorted to scamming customers.

https://t.co/vVExepHUB3

https://t.co/IyWrVJsine

https://t.co/srWltKVGPZ

https://t.co/REGIYzMFg7

https://t.co/0b9eWm1wAr

[Toby Ziegler @abfiveten]

@shrutihoon @geekyranjit @GooglePixel_US @madebygoogle Thanks for your advice.

[Toby Ziegler @abfiveten]

@geekyranjit @GooglePixel_US @madebygoogle Like I told you
@geekyranjit - @madebygoogle doesn’t respond. Humble request to see the problems people are facing on r/GooglePixel and r/GooglePixelIndia - Google just doesn’t care. Their customer support is worse than BSNL support in the 90s.

[Toby Ziegler @abfiveten]

@shrutihoon @geekyranjit @GooglePixel_US @madebygoogle Have read every single T&C. Understand the law fairly well.

[Ranjit @geekyranjit]

@abfiveten @GooglePixel_US @madebygoogle Hi @madebygoogle can you please look into it.