Anton Ego

Retired French food critic, current equity analyst.

[Anton Ego @anton_eg0]

@valueinvestor03 What's the source of this?

[Anton Ego @anton_eg0]

@joecarlsonshow Great points. Never hurts to look under the hood at competitors, either, and then walk away.

[Anton Ego @anton_eg0]

@BarrySchwartzBW But it's all $MU and $SNDK. Ex-those, and other LC tech, still impressive, but not to those ~20% tunes.

[van00sa @van00sa]

China knows exactly what this does. Their domestic version of TikTok caps kids under 14 at 40 minutes a day, locks access between 6am and 10pm, and swaps the entire feed to educational content. Science, history, museums.

The version they export to everyone else? Unlimited, unrestricted, pure dopamine on demand.

When kids in the US and China were asked what they wanted to be when they grew up, the number one answer in America was influencer. In China it was astronaut.

Macron calls this a cognitive war. Export what dulls young minds and keep what makes them intelligent for your own population.

This is the most effective weapon ever deployed against a generation’s ability to think.

[Anton Ego @anton_eg0]

The K economy. MaKing America Great Again.

#KEconomy #MAGA #Econ

[Anton Ego @anton_eg0]

@CharlieZvible AI searches is # of queries through Generative Search?

[Anton Ego @anton_eg0]

Not one question about agentic commerce on the $V call.

[Andrew Coyne 🇺🇦🇮🇱🇬🇪🇲🇩 @acoyne]

You have the right to leave the country. You don't have a right to take a piece of it with you.
You can hold whatever votes you like. But you can't vote to help yourself to something that isn't yours.
All of the territory of Canada belongs to all of Canada. Canada's future can only be decided by Canadians as a whole, not by groups within it, however desperate or fanatical.
(Which they are, pretty much by definition: to think that the only solution to your grievances, real or imagined, is to destroy one of the most successful countries that has ever existed marks you out as an extremist from the start.)

[Anton Ego @anton_eg0]

@InnocenceCapit1 @AlphaSenseInc The more AI they introduce, the worse the UI and UX get.

[Anton Ego @anton_eg0]

@bgurley Describe how its significantly cheaper than V/MA rails?

[Anton Ego @anton_eg0]

@gregoryblotnick Excellent write up, and the kind of content I want to find more of on this platform. Appreciate you taking the time and putting this together!

[Anton Ego @anton_eg0]

@TidefallCapital Thanks for posting, I didn't know he wrote a book!

[Anton Ego @anton_eg0]

@BarrySchwartzBW You have directly insulted a significant number of Canadian PM's.

[Joseph Carlson @joecarlsonshow]

Day 1, jerky steering, drifting into the wrong part of an intersection, making an illegal lane correction, getting honked at, and then driving on the wrong side of the road across a double yellow line into a turn lane.

This is not even an edge case, it's a standard intersection with nothing abnormal happening.

[Ed Finley–Richardson @ed_fin]

Instead of reading ‘hot takes’ about the Strait of Hummus by Fintwit influencers who had never heard of it until 10 days ago, do yourself a favor and read this well-reasoned piece by freight researcher Yiannis Parganas (Intermodal).

[Anton Ego @anton_eg0]

@corry_wang Merck almost accidentally sold Keytruda

[Anton Ego @anton_eg0]

@DurableCreators $UBER

[Cullen Roche @cullenroche]

Just to summarize what’s happened in the last few weeks:

They concocted this whole thing based on a fundamental misunderstanding of the global economy. They think manufacturing jobs will come back (they won’t). They think free trade made us poor, when it actually made us rich. They think the current account deficit is unsustainable when it’s a rounding error in our aggregate net worth and also accretive to our net worth. They think being the reserve currency is bad when it’s a sign that everyone wants to do business with us. And they think poor foreigners were taking advantage of us when we’re the richest economy in human history.

And to "fix" all of these "problems" they implemented the one policy idea that almost every economist alive says is bad.

And then when they implemented that idea they misunderstood the math behind the rationale and came up with numbers that were irrationally huge. So they had to backpedal.

And when bond yields moved a tiny bit higher they panicked and "fixed" all of this by making the numbers slightly smaller, but they clearly hadn't done the math again because the numbers are still way bigger than any economist would ever recommend they be. Then they patted themselves on the back because of intraday moves in stocks while an economic hurricane continues to barrel towards us because they have no idea what they’re doing.

Amazing stuff.

[Anton Ego @anton_eg0]

$META has spent $47b on reality labs (cumulative EBIT loss). $GOOGL buying Wiz for $32b. Which is better use of capital?