Jeb

[Jeb @jeb_1989]

@Convertbond @finkd That’s not really what happened.

[Jeb @jeb_1989]

@evrgn11112231 Yeah that sounds reasonable. And I think gets at one of the bearish argument which is that you’re not seeing the revenue inflection to run rate against it whereas other hyper scalers do see an inflection in cloud backlog

[Jeb @jeb_1989]

@evrgn11112231 Agree and over the full course of time it does do that, but in the case of a company aggressively ramping capex, depreciation can understate true maintenance for a time because today’s depreciation is still reflective of the smaller asset base.

[Jeb @jeb_1989]

@Mr_Derivatives Gonna do really well

[Jeb @jeb_1989]

@evrgn11112231 Maybe these depreciationnumbers account for an appropriate level of maintence capex. I struggle to ballpark these requirements going forward, which is why I ask. I think the bear case implicitly assumes maintence is significantly higher. Appreciate any thoughts.

[Jeb @jeb_1989]

@evrgn11112231 I share ur directional sentiment & agree w/ big picture point ur making. One Q, isn’t this model irrelevant given the capital intensity u mention, as depreciation likely understates maintence capex, therefore nopat overstates the true cash flow picture?

[Jeb @jeb_1989]

@DavidSacks Ur the man David

[Jeb @jeb_1989]

@realAtlasPress Dumb quote. Reminds me of the “How would you feel if you had not eaten breakfast or lunch today?” meme

[Jeb @jeb_1989]

@elonmusk It really is.

[Jeb @jeb_1989]

@SimplyBitcoin Absolutely delusional, wow

[Jeb @jeb_1989]

@mikealfred @joelampton_ Lol

[Jeb @jeb_1989]

@shkrelicat Correct

[Jeb @jeb_1989]

@tamsa00700 Beta has more flight hours than rest of the industry combined

[Jeb @jeb_1989]

@PeterDiamandis United Therapeutics, Martine Rothblatt. Wish you would bring her on your podcast!

[Jeb @jeb_1989]

United Therapeutics meets sp500 qualifications and is on a trajectory to become a very well known company over the next decade. Martine should already be a household name

[Jeb @jeb_1989]

$chtr names Nick Jefferey COO, now THAT is a full circle moment

[Jeb @jeb_1989]

@btconometrics 25 odd years you say 🤔

[Jeb @jeb_1989]

@taobanker One of the all time greats in how well it’s managed

[Jeb @jeb_1989]

@ShaleTier7 Off by a country a mile at 45mmBbls/yr. Off by a country mile on $0.80/Bbl (suggests lack of understanding DC water specs). And this is not all you are missing.

[Jeb @jeb_1989]

@310Value @ShaleTier7 Based on what I have read from @ShaleTier7 he falls into below category. Fails the stupid test. This is super obvious if you read him. Have seen this many times

[Jeb @jeb_1989]

@310Value @ShaleTier7 It is, in fact, not satire. Also curious as to reason why.