hearstwhile

that uniformly agreeing on its value, we organize to seek the color.

[hearstwhile @ee11iss]

@wayojason perfect for me + love the idea, plan to visit monday

[hearstwhile @ee11iss]

@corsaren @cory_fitz You are citing West Wing speeches performed by an actor as the gold standard of oratory. Can you share any better examples of a real-world politician delivering a better speech (in a joyful moment)?

[hearstwhile @ee11iss]

@GroovySciFi it’s the leverage of tech + the deal sizes and LTV in B2B businesses. the chick at Stripe is in sales, a few deals a year easily recovers her comp. and she’s selling to CTOs/Eng Directors, so it requires semi-technical / specialized knowledge.

[hearstwhile @ee11iss]

@nycgov The site mentions the Fulton stop is open but doesn’t include the C. Is that just an oversight, or is the C not stopping at Fulton tomorrow?

[hearstwhile @ee11iss]

@earlboykins nyc myopia in all its forms is insufferable. it is, perversely, one of the only things driving me away.

[hearstwhile @ee11iss]

@AvalynWu i knew the name sounded familiar

[hearstwhile @ee11iss]

@NikkiMcR to her credit, she astutely observes that the knicks dap up their teammates after missed free-throws. all the other "censorious" teams would never!

[hearstwhile @ee11iss]

@signulll agreed. don't bother with the reservation. stop sending calendar invites. pick a cardinal direction, and start walking.

[hearstwhile @ee11iss]

@ExaltedFoks @awkblksquirrel it is, in fact, the best plan. girlfriends don't understand optionality, but we love them all the same

[hearstwhile @ee11iss]

I’m not much of a 2nd paragraph person. I prefer the 1st sentence, where the benevolent and all-knowing author has found the gist of the matter.

[hearstwhile @ee11iss]

their future taxes fund your social security. they will wipe your ass when you can’t yourself. they’ll make the content you furiously react to as you grow destitute.

but, sure. have your “7 days in the carribean” instead. enjoy staring at your phone, growing old, and dying helpless.

[hearstwhile @ee11iss]

@claudeai only seeing it in web and desktop (on mac), but not the IDE yet.

[hearstwhile @ee11iss]

@CeleritasRe @SemiAnalysis_ Yes, but it’s coherent. hardware improves the models + cloud biz -> improves the ads / defends their moat -> makes $ to feed the flywheel

G also doesn’t “compete” with fb on ads. G serves ads on YouTube and google, platforms so good you can’t PAY people to stop using them.

[hearstwhile @ee11iss]

@2010brianwilson you see guys like this serving rehearsed "bon mots" to their drivers, who politely chuckle and respond "that's very good, sir."

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@yessicaster I would only visit a place like this if you had to check your phone at the door

[hearstwhile @ee11iss]

@MarkMcC08266830 @SharpFootball The strip clubs are better in nyc than Cleveland -> Harden gets fat eating strip club buffet food -> knicks in 4

[Jerry Capital @JerryCap]

This $META stock really sucks

[hearstwhile @ee11iss]

@jasonschips $SMH is cap-weighted and top-heavy. NVDA+TSM alone are 25%+ of it.

He is still long the miner-power names like $CORZ that (from my pov) make the fund distinctive and worth following. But he's hedging, perhaps anticipating a pullback in infra buildout.

[hearstwhile @ee11iss]

I'm tired of the Leopold discourse too. My read on the 13f is he's long memory, foundry, and btc-miner-power rotation. The optical thesis is over (or at least, on break).

So he is net long AI infrastructure (obviously) but with less convexity than last quarter. Not crazy!

[hearstwhile @ee11iss]

@PandaDaytona @GavinSBaker both are technical and knowledgeable enough to have an informed opinion. dwarkesh was playing devil's advocate, and it led to a generative debate. i have lots of respect for both of them (and Gavin) for debating in good faith and pressure-testing policy ideas.