Brandon Teel

Professional Coffee Snob
Go Navy ('17), Go Niners

[Brandon Teel @bdubteel]

Couple photos from my commute home yesterday

[Brandon Teel @bdubteel]

@Osint613 @grok what building is this?

[Bill Ackman @BillAckman]

I love this guy.

[Brandon Teel @bdubteel]

@theallinpod @friedberg @ohalo @figma @Adobe @Jason just want to point out that @DavidSacks used the word “mid” and no one addressed it.

[David Lombardi @LombardiHimself]

48.6% of Brock Purdy's passing yards this season are coming from YAC. That's less than each of the past 3 MVP winners:

2020 Aaron Rodgers: 52.2%
2021 Aaron Rodgers: 52.7%
2022 Patrick Mahomes: 54.3%
2023 Brock Purdy: 48.6%

Checkmate.

[Brandon Teel @bdubteel]

@MorningBrew 💀

[Chamath Palihapitiya @chamath]

China has no plans for Taiwan nor a desire for a cold or hot war with the US. Xi couldn’t be more explicit.

[Elon Musk @elonmusk]

Thank you, veterans past and present, for saving the world

[Chamath Palihapitiya @chamath]

To state the obvious, borrowing $1.6T every six months is unsustainable and will only go up if we are pulled into a war.

To state the non-obvious, if we are borrowing $1.6T every six months, why aren't we trying to elongate the yield curve and sell long dated maturities past 30 years?

If you believe the terminal value of America goes beyond 30 years, then sell bonds to match and start now. There is no point timing the market - we already missed our golden moment so best to get on with it.

This is beginning to become a huge fiscal and monetary failure of action between The Treasury Department and The Fed.

[Brandon Teel @bdubteel]

No team needs a bye week like the 49ers. Defense couldn’t stop a nosebleed.

[OurSF49ers @OurSf49ers]

“Dad, how great was that 5-0 start to the 49ers 2023 season?”

[Chamath Palihapitiya @chamath]

Three links for today:

1) A reporter recounting Israeli soldiers’ stories of encountering babies with their heads cut off by Hamas

https://t.co/nvekNrF4jI

2) Gaza is 2.2M people, 50% kids, 50% in poverty and 90% without clean drinking water

https://t.co/4Uk1tWglgk

3) The Egyptian Intelligence service warned Israel about the attack which was ignored

https://t.co/DmMDWZCYnQ

[The All-In Podcast @theallinpod]

All-In Summit: the besties in conversation with @LHSummers
-- consumer spending, inflation, soft landing?
-- American resilience and self-denying prophets
-- self-esteem and achievement
-- education reform and academic freedom
++ much more
📷 https://t.co/q3UwEvuSiQ

[The Wall Street Journal @WSJ]

Microgravity allows scientists to conduct medical research they could never duplicate on Earth https://t.co/ZYmkbrPCNu

[ESPN @espn]

Oregon head coach Dan Lanning didn't hold back in his pregame speech against Colorado 👀

"They're fighting for clicks, we're fighting for wins."

[Brandon Teel @bdubteel]

It’s 12:48pm and Terry Bradshaw is already unhinged

[Brandon Teel @bdubteel]

@Jason If there's not a mandatory rap battle on 8/23 I will shed a single tear.

[Reuters @Reuters]

LIVE: Fleet Week Parade in New York City https://t.co/Uahyo3tEMG

[Brandon Teel @bdubteel]

@AndyGreensky Fake, not from today.