Future School

A place to explore technology trends for long term investors with a bent for the cutting edge and a search for true moats

[Future School @FutureSchool]

@SenWarren Like spruiking wealth porn don’t you.

[Future School @FutureSchool]

@jacksonhinkle And you fall in line with this propaganda way to easy fool

[Future School @FutureSchool]

@jackprandelli And Lloyd’s loves choke points.

[Future School @FutureSchool]

@GlassLensRes @truflation @DeItaone Big data more frequent from the source (truflation) v small data infrequent based on opinion (USCPI).

This one of many example of what Warsh (new Fed Governor) refers when he says the Fed needs a system wide reset.

See grok below high level breakdown.

[Future School @FutureSchool]

@saylordocs Found a scape goat for your poor dec. Very smart.

[Future School @FutureSchool]

@Geopolitics_Emp @BrownUniversity I would have thought you’d read more history to give you clearer vision for the present. All roads lead to the City of London. Do your homework. You’re on the wrong road.

[Future School @FutureSchool]

@BRICSinfo Yeah sure you do.

[Future School @FutureSchool]

You’re a complete moron.

Do some homework of the history and present state of then City of London.

It might even win you a Pulitzer, assuming that’s not another captured institution.

Oh, but you won’t, because you’re a benefactor of their network.

Thanks for the gas light Tucker Qatarson.

[Future School @FutureSchool]

@alexshams_ You’re an imbecile

[Future School @FutureSchool]

10/ @CernBasher this leans on your robotaxi framework — does your model carry a support-infra / ownership-mix line, and a buildout-paced EBITDA ramp? Would value the pushback, and happy to do a YouTube to walk the whole waterfall.

[Future School @FutureSchool]

1/ [FS_01_cover.png]
@CernBasher — went down a rabbit hole on Tesla's robotaxi rollout. The tech is the easy part; the unlock isn't — and it's in nobody's model. Problem → implications → solution, back-solved from the miles 🧵

— PROBLEM —

2/ [FS_02_problem_prize.png]

[Future School @FutureSchool]

The blind spot: everyone models the software; no-one models the unlock gate. Physical buildout is the real governor of robotaxi timing — and it shifts the mix toward lower-margin take-rate.