aklink

internet infra strategy, biz ops, edge performance. Currently @imperva (ex @netflix @equinix @umich and RIP Subspace & Ooyala). All posts are my thoughts

[Matt Jones @KySportsRadio]

Thank goodness for Birthright citizenship

4-1

[633 Stag Trail Road 🤌 @pityforyourself]

June 11, 1970
"Happy Shinebox Day"
GoodFellas

[Alexandria Ocasio-Cortez @AOC]

THANK YOU TO THE PEOPLE WHO BLESSED MSG TODAY TO GET THE STANK VIBES OUT YOUR SERVICE IS APPRECIATED

[The Fanbase files @dror_nahum]

Another surprise in Porto tonight! 🖤

The Cure have just played “In Your House” from Seventeen Seconds for the first time since 2011.

They dedicated the entire first encore to Seventeen Seconds, performing four songs from the album back-to-back:

• In Your House
• M
• Play for Today
• A Forest

Following the return of “Treasure” earlier in the set, this latest surprise is making Porto one of the most memorable shows for longtime fans.
@thecure
#TheCure #InYourHouse #SeventeenSeconds #Porto #TheCureLive

[Bill Clerico @billclerico]

Nothing says “I was a big deal in a prior version of Silicon Valley” like a house in Atherton

[Grant Hesser @GrantHesser]

Here's my assessment of what's going on inside Goldman and Morgan Stanley right about now around the $SPCX IPO.

1) The math isn't mathing for institutional investors to participate at $135/sh in the size they need them to. Research is being heavily pressured by banking to get more aggressive on their estimates/teach-in materials to try to make valuation make sense. It's not working. The biggest brass across the firms are now getting involved - Jamie Dimon & David Solomon are taking meetings - it's all hands on deck.

2) Accordingly, the bookrunners are increasing the % of the deal allocated to retail to 30%. Remember, it's the banks buying the shares from the company and if their largest institutional relationships aren't biting in the size they need them to - they have to find demand somewhere else they're going to be on the hook for the delta between $135/sh and wherever the stock trades multiplied by the number of shares left in inventory. Find the demand - whoever and whatever it takes.

3) Banks are also pressuring the index providers to create forced buying as well across a ton of indices and their associated products. This has worked in some places and hasn't in others (credit to S&P for their backbone here). This will create a large amount of demand but I don't know the math here relative to the float coming public - if anyone has seen smart math here please share.

All and all, this is going to be a fascinating IPO to watch but I have next to zero interest in participating - I suspect I'm in the majority here.

[Trung Phan @TrungTPhan]

The last time the Knicks were in the NBA Finals, the NASDAQ had one last infrastructure-fuelled tech rally before the DotCom Bubble burst.

Adjust your risk models accordingly.

[Reed Hastings @reedhastings]

I'm voting for Matt Mahan. I didn't ask for any refund and they shouldn't have done it. Go Matt.

[Snoopy @snoopyb047]

Nirvana x snoopy
#Nirvana #curtcobain

[aklink @aklink]

:(

[TMZ @TMZ]

Rob Base, "It Takes Two" rapper, has died at 59 💔🕊️ https://t.co/kkMWG2eA1Y

[Tones Of Music @TonesOfMusic]

Weezer released the blue album on this day in 1994 produced by Ric Ocasek.

MTV 120 Minutes

[aklink @aklink]

Good times

[The Hormuz Letter @HormuzLetter]

NEW: Iran is preparing to assert full sovereign control over the seven undersea internet cables passing through the Strait of Hormuz, with foreign firms required to obtain permits, pay transit fees, and operate under Iranian law, per Fars.

The cables carry 15-20% of global internet and financial data traffic linking Europe, the Gulf, and Asia. Cable management and maintenance would be exclusively assigned to Iranian companies under the proposal.

The IRGC previously warned of cutting the submarine cables passing through Hormuz, which Gulf states depend on for over 90% of their internet, banking, and cloud services. Iran relies on them for less than 40%, with the rest routed overland through Turkey.

[aklink @aklink]

So very very much this

[BuccoCapital Bloke @buccocapital]

Every company is realizing they’ve got once-in-a-generation air cover to fire their worst 30% of employees

Many of these companies have been hoarding talent for a decade. They don’t need to anymore AND they have a free pass to unwind it

You better believe they’re gonna do it

[aklink @aklink]

they're going to mess up my orange juice futures trading!

https://t.co/4MGYLwlAMY

[aklink @aklink]

RIP David Allan Coe

Quality drinking music :)

https://t.co/fGsrQFup8z

[aklink @aklink]

Basically the best 11 min of comedy

https://t.co/G6mIl55HIS

[Great Lakes Brewing Co. @GLBC_Cleveland]

The 90s called, and they want their beers back. Sorry not sorry, we’re still pouring them, Ohio style, since ’88. 😏

[Troy Osinoff 🕺 @yo]

No, your employees don’t want to go to an escape room

Just go to a bar and open a tab

[Zaf @Buenozaf]

For those who missed it: this was the moment The Strokes ensured they’ll never set foot in Coachella again! I'm so proud of them #Strokeschella

[HustleBitch @HustleBitch_]

🚨 “DEEP RUNS” ARE GOING VIRAL — PEOPLE ARE BREACHING SCIENTOLOGY CHURCHES AND FILMING HOW FAR THEY CAN GET

A new trend is blowing up online… and it’s getting more intense by the day.

They call them “deep runs.”

People run full speed straight into Scientology churches with cameras rolling, testing how far they can go before they’re stopped.

And one video just pushed it further than anyone expected.

People are now saying this might be the deepest run recorded so far.

What are they so quick to shut down the moment a camera shows up?