Jake Huneycutt

A boring smattering of value investing, data science, economics, Appalachia, liberty, and cats.

[Jake Huneycutt @jakehuneycutt]

@6Hogg6 Jordan was obviously better than Havlicek, and 100% agree with you on "longevity stats", but Hondo is severely underrated at this point.

[Jake Huneycutt @jakehuneycutt]

@fiago7 Pizza is a complicated one, because the best pizza in the US is on par with the best pizza in Italy, but the average pizza in the US is way below the average pizza in Italy.

If we had pizza world cup teams, Italy would be loaded, but the US would have a handful of great players

[Jake Huneycutt @jakehuneycutt]

@NateSilver538 Ehhh .. I'd say it's already been a pretty good World Cup for us regardless of what happens against Belgium. If we beat Belgium, it's a great World Cup!

Literally no one expected us to have a shot at the Quarterfinals even a few months ago.

[Jake Huneycutt @jakehuneycutt]

@0xarslan Scottie Pippen has some of the worst basketball takes of all-time.

[Paul McNiel @pbdmcniel]

My dad gave me a piece of advice that has served me well: never make a comment about, or a play on someone's name. You will never impress them. You will only sink in their esteem.

I met an old guy named John Lennon once, shook his hand and said "good to meet you Mr. Lennon." You could see the respect and joy at not hearing yet another damned comment about his name.

Thanks dad.

[Jake Huneycutt @jakehuneycutt]

@nickgillespie Technically LBJ started the Drug War. Nixon simply rebranded it.

But I do agree with the critique of Nixon. Most of his policies were pretty bad.

[Sierra @Sierra_rak]

Socialism was never a working-class movement.

It has always been a project of intellectuals: academics, writers, journalists, and professional theorists.

It appeals to those who prefer grand systems, simple moral narratives, and top-down control.

It flatters the belief that society should be redesigned by people who “know better,” giving intellectuals a starring role they don’t receive in a market economy.

In many ways, socialism is a luxury belief.

[Jake Huneycutt @jakehuneycutt]

@TouchlineX I mean ... 2022 was in Qatar so ....seems like maybe they should've been prepared.

2030 in Spain / Morocco
2034 in Saudi Arabia

[Jake Huneycutt @jakehuneycutt]

@mshap2 I think he's right, but the real question is "what about Wemby is 3-5 years?" Wemby's only 22; he hasn't even filled out yet.

[Jake Huneycutt @jakehuneycutt]

@TheTruth8240 Exactly. The GOAT case for LeBron is insanely weak. He was only the best player in the NBA for a few years and his peak was below several players including Bird, Magic, Kareem, Duncan, Hakeem, Shaq, Curry, Wilt, and Russell.

[Jake Huneycutt @jakehuneycutt]

Agree with this.

AI is a transformational technology, just like the internet. But a lot of the early internet business economics were unsustainable and we're seeing a very similar pattern with AI companies.

[Yoshik @AskYoshik]

The AI numbers are starting to look very ugly.

Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive.

This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't.

Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.

[Jake Huneycutt @jakehuneycutt]

@FanSince09 Exactly! This is what all the nostalgia seems to miss.

People loved video stores - but Blockbuster was the worst. Even as far as chains went, it was the worst.

[Goku @ProjectGokuu]

Novak Djokovic just said being bored is the most creative state a child can be in.

His son is 10 and his daughter is 7.

He says when his son told him he was bored after a morning of ping pong, kayaking, and soccer, he sat him down for a conversation most parents avoid.

"It's okay to be bored sometimes. When you're bored, it doesn't mean that you have to instantly take a book or a screen. You need to also learn how to be with your thoughts."

Djokovic says boredom is when creativity finally shows up, and it's also when everything you have been suppressing through your phone comes to the surface.

Most parents are protecting their kids from the only state that grows them.

— Novak Djokavic (@DjokerNole) on Jay Shetty's (@jayshetty) podcast

PS: B2C health apps, SaaS, brand or info founders: We'll make 𝕏 your #1 organic acquisition channel in the next 90 days without you writing a single tweet.

In just 55 days, this account grew to 10.1K followers and 37.3M impressions.

Book a 15-minute call: https://t.co/MMOqBFUFeT

[Jeremy Horpedahl 🥚📉 @jmhorp]

The Industrial Revolution would probably not have been approved by a public vote

[Luis Garicano 🇪🇺🇺🇦 @lugaricano]

No smoking gun, but the preponderance of evidence points to smartphones, not economics, as the culprit for the global drop in fertility:
• In the US and UK, births fell first and fastest in areas that got 4G earliest
• Birth rates were stable in the US, UK and Australia until 2007; in France and Poland until 2009; in Mexico and Indonesia until 2012; in Ghana, Nigeria and Senegal until 2013-15
Each of these inflection points matches local smartphone adoption (see picture).
• The younger the age group, the sharper the drop.
• in-person socialising among young adults is dropping. In SK, by 50% in 20 years
• Sexual dysfunction is higher among heavy social media user
• Effect is largest in culturally traditional societies — Middle East, Latin America, sub-Saharan Africa
• Decline holds across countries hit hard by GFC 2008 and those not hit, fast-growing and not growing.
Excellent again @jburnmurdoch.
https://t.co/RYEMXD2bRM

[Disaffected @DisaffectedPod]

The framing on this issue is all wrong. This is NOT just about Gen-X-specific "nostalgia" for how Pizza Hut used to look.

It's bigger. The old decor was *human*. Warm. Inviting. People like salad bars, too, not just because "nostalgia".

These are things *people like*, not just specific cohorts who want specific looks that emulate their childhood.

Everything today is sterile and hostile in color and form. McDonalds looks literally like a prison. Nearly every chain has built in Brutalist concrete, decorating in Millennial Mortuary Gray.

People--not just Gen X--are tired of human-hostile architecture.

-J

[Jake Huneycutt @jakehuneycutt]

Fully agree with this.

Data is very important but once you 'optimize for 1 metric', you start getting poor results, and a lot of value is difficult / impossible to quantify.

Focusing on making customers happy is best in the long-run and buys you a lot of goodwill.

[Startup Archive @StartupArchive_]

Shopify CEO Tobi Lutke explains Goodhart’s law and why he doesn’t like KPIs or OKRs

“Goodhart’s law is real. The moment a metric becomes a goal, it’s no longer a useful metric… No metric by itself is a complete heuristic for a complex business. There’s a million different tensions in a company, and you can’t keep all of them in harmony by optimizing for one thing.”

For this reason, Shopify doesn’t use KPIs or OKRs. But as Tobi explains, this doesn’t mean they don’t value data and metrics.

“We are extremely data informed. We have invested enormous amounts of money and time into systems that give us basically everything at our fingertips… But what Shopify attempts to do is just not over-fit for what’s quantifiable.”

People love optimizing for highly-quantifiable things because there’s immediate gratification that comes from seeing a number go up. But Tobi thinks that the most important aspects of a product are rarely quantifiable:

“The overlap of the most valuable things you can do with a product and the things that happen to be fully quantifiable are like maybe 20%. Which leaves 80% of a value space unaddressable by the people who only look at quantifiable things.”

He continues:

“Shopify is comfortable with unquantifiable things like taste, quality, passion, love, hate… The sort of deep satisfaction that a craftsperson feels when they’ve done a job well is actually a better proxy if you allow it to be.”

They then have robust analytics systems that tell the company if something’s wrong or a new rollout breaks something.

“We think about it as a cockpit for a pilot. The decisions are still made by pilots, and we think this leads to better results… I think there needs to be more acceptance in business of unquantifiable things… And then metrics take a support function.”

Source: @lennysan (Feb 2025)

[Jake Huneycutt @jakehuneycutt]

@Grandzow @consequence Never noticed how much his face looked like McGinley's before. Though, Weird Al's dimples are more dramatic.

[Jake Huneycutt @jakehuneycutt]

@RaiderDogg @NBA__Courtside It's not a prediction. He'll get in, but he shouldn't.

The point is, it's easy to find a dozen better players who aren't in the HoF.