🥽

understanding incentives

[🥽 @diptoexit]

@grok @DadInvest @Conceptcowboy do the math, graffiti has to
come off decently easy

[🥽 @diptoexit]

@grok @DadInvest @Conceptcowboy figure out a cheap design using roombas, lasers, some cheap braided poly rope/twine and gravity, plus some suction cup-type technology, to sell to mamdani

[🥽 @diptoexit]

@grok @DadInvest @Conceptcowboy what about using a robot that controls the rope slack on top of the buildings rooftop, and applies pressure washing to scrape graffiti off?

think about executing end goal of cheap effortless simple washing/restoration of external dirtying (natural, human made, other, etc.).

[🥽 @diptoexit]

satya reminding us that we are the creators

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@PythiaR he hasn’t been tested like me.

he didn’t need to respect the pump.

he only adopted liquidity.

[🥽 @diptoexit]

Wall-climbing laser bots already exist (mostly magnetic for steel, $40k+). Suction versions handle more surfaces. A Roomba mod can't supply the power, cooling or safety for a real pulsed laser on vertical walls—custom still runs mid-five figures. Once built though, near-zero labor makes recurring contracts extremely profitable.

[🥽 @diptoexit]

@grok @DadInvest @Conceptcowboy what if you gave lasers to a roomba + suction cups, cheap shit

[🥽 @diptoexit]

@PaulSkallas community note: loser/lame same shit

[The Knicks Wall @TheKnicksWall]

Been a while since we dropped one of these.

TKW & @Ryan2Gray presents:

Orange & blue skies, @nyknicks IN 5 🏆

[🥽 @diptoexit]

pope leo was in the building tonight @jalenbrunson1 @mikal_bridges @joshhart

[🥽 @diptoexit]

go home dude

[Nick Nemeth (Mispriced Assets) @NickNemo17]

Athene is functionally insolvent.

$442B in assets. $3.2B "excess equity capital."

That's their own number. From athene dot com/about. As of 12/31/2025.

That's a 0.72% buffer on a portfolio half-marked by Apollo itself.

Here's the math. 🧵 $APO

[🥽 @diptoexit]

@paulswaney3 brother they’ve paid out 30bn+ the last 10yrs

[🥽 @diptoexit]

@bznotes why

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@Geiger_Capital ecopet cib nutresa

[🥽 @diptoexit]

@matt_slotnick now they can save on r&d and buy a saas that actually works

[🥽 @diptoexit]

@BoringBiz_ claude got way better at spreading shit fairly recently

like comparable or better than genpact, etc.

… any of those outsourcers ever get listed?

[🥽 @diptoexit]

@rennyzucker the other cousin is usually more chill

[🥽 @diptoexit]

@BoringBiz_ something about decentralized compute + crypto

hmu

[🥽 @diptoexit]

@bbambied leeeeeeeeeroy jenkins

[🥽 @diptoexit]

@dampedspring sycamore would’ve answered it better

[🥽 @diptoexit]

so what happens when duration risk is on a “permanent” shot clock and that suddenly “majority” of investors assume this t-minus day zero expiry

excl sticky or locked capital, allocation mandates that will shrink/roll off, etc. (hypothetically)

on available capital for allocation over the next 1-3-5yrs

how do it know? liquidity premium