cpup

Tech policy @GetSpectrum. Go Hokies. The mountains are calling🏔️🎿

[cpup @cpupeyestone]

@SouthernValue95 @zerohedge Pixel volumes way too low. Might as well get them banned!

[Robert Sterling @RobertMSterling]

AI startup CFO, CEO, CMO, and CTO

[cpup @cpupeyestone]

@thejoekane You can’t win a game of regulatory arbitrage unless your name is Charlie Ergen. Thems the rules! $NN

[cpup @cpupeyestone]

@thejoekane @gigibsohn In what world is Arielle Roth letting BoB money go to affordability subsidies ??

[cpup @cpupeyestone]

@TheStalwart Cold plunges, and basically any/every form of endurance sports! The more you can learn to suffer, the better

[soli @solisolsoli]

"Where's my Breakfast?" by Daniel Arthur

[Arjun Narayan @narayanarjun]

SpaceX drops the hypiest IPO filing and says "we believe we have identified the largest TAM in human history", and you're like, my interplanetary east India company, what delectable spice have you decided to ship across the stars, and it's like... 22 trillion dollars of b2b saas

[cpup @cpupeyestone]

@LeoCapital_01 @SpaceX Total U.S. broadband market is ~$180B per @USTelecom

@SpaceX estimate for broadband alone is over 4X that number. Obviously represents a global TAM for LEO market, but time will tell whether the constellation and capacity growth can support 400M broadband customers (40X today)

[cpup @cpupeyestone]

@DeepDishEnjoyer Get the Zwift ride frame + Zwift cog combo! It’s a very clean setup for riding and it looks great.

If you prefer virtual riding on outdoor routes, look into Rouvy. That is the closest thing to VR in the market today

[cpup @cpupeyestone]

@wave3trades @YodaStockInvest One note, and probably doesn’t affect valuation / hype short term. But D2D uptake has been extremely limited so far. See https://t.co/q2dDBJ80Yz

[cpup @cpupeyestone]

@yummyCenturyEgg Big picture, isn’t coverage important? AT&T can only offer those converged savings to maybe 30M households passed by FTTH and cable is offering converged savings nationwide to 120M+ households with gigabit speeds (albeit not symmetric everywhere) coming in 2027

[cpup @cpupeyestone]

@CTIA @AjitPai Wi-Fi provides 16x more value per GB than mobile service

[cpup @cpupeyestone]

@DeepDishEnjoyer @hopes_revenge This is why we gotta get our act together on climate. To save the little guys

[cpup @cpupeyestone]

@CCapLP @peter_adderton Value for shareholders or value for consumers?

[cpup @cpupeyestone]

@DeepDishEnjoyer Peepeepoopoo bike of choice

[cpup @cpupeyestone]

@RogerEntner @ATT @TMobile The FTTH limitation means this offer is only available to ~30m fiber-passed households or <1/4 of the country. Cable’s competitive converged offers are available nationwide to +120m households.

By all means, more competition is a good thing for American connectivity consumers.

[cpup @cpupeyestone]

@TMFAssociates No, previously approved router models can continue to be imported and sold

[cpup @cpupeyestone]

@BianchiWeather Wildfire smoke in March. We are so cooked

[Rush Doshi @RushDoshi]

Interesting: “Displacing white collar work would require orders of magnitude more compute intensity than the current level utilization. If automation expands rapidly, demand for compute definitionally rises, pushing up its marginal cost. If the marginal cost of compute rises above the marginal cost of human labor for certain tasks, substitution will not occur,creating a natural economic boundary.”