Jeff Schachter

Managing Partner, Emes Capital LLC

[Jeff Schachter @jeff_schachter]

I have been saying for years Elon’s biggest accomplishment is efficient mass manufacturing. And as Elon said recently “the factory is the product”.

[Lacey @LaceyPresley]

Elon Musk’s biggest advantage may not be invention.

It’s manufacturing.

Tesla, SpaceX, xAI again and again, the focus is the same: build faster, simplify the system, remove bottlenecks, and push production until the technology can actually scale.

Ideas matter.

Execution at scale changes the world.

[Jeff Schachter @jeff_schachter]

@EzraFriedlander @Ami_Magazine @NesanelG Well deserved!!

[Jeff Schachter @jeff_schachter]

As I have been saying for years, the S&P 500 is an index of winners. Losers get kicked out, winners get added. Over the last 10 years approximately 40% of the companies in the S&P 500 have been replaced. Very hard to outperform the S&P 500 over the long term.

[NoLimit @NoLimitGains]

Nike is being removed from the S&P 100 on September 21.

It was added in December 2008. Just under 18 years.

The company replacing it is SanDisk.

[Planet Of Memes @PlanetOfMemes]

@elonmusk @BasedMikeLee The better question.

[Jeff Schachter @jeff_schachter]

@proffsayid The real hexagon is Azerbaijan to the north, Greece/Cyprus to the west, Somalialand to the south, and UAE/India to the east.

[Sayid Cumar @proffsayid]

Hexagon alliance

[Hot Pepper @Hot_Pepper76]

Jimmy Stewart and Henry Fonda were best friends for fifty years.

They also couldn't have been further apart politically.

In 1947, they had a political argument so heated they realized it was threatening their friendship.

To save their bond, they agreed never to discuss politics again.

Instead, they focused their time together on shared interests they'd loved for years, including aviation and building model airplanes.

Their politics never matched.

Their friendship lasted a lifetime.

[Gad Saad @GadSaad]

Oh!

[REPUBLIC OF SOMALILAND @RepOfSomaliland]

Agree?

[Jeff Schachter @jeff_schachter]

@JewishWarrior13 @WSJ @NYT I agree. After 30 years of subscribing to the WSJ I finally had enough and canceled it a few months ago.

[Jeff Schachter @jeff_schachter]

@FarroYossi He is a true tzadik of a person.

[Jeff Schachter @jeff_schachter]

@ChrisMurphyCT Chris are you that stupid? Paramount getting so big it controls Hollywood more than Apple, Amazon and Netflix already do. Amazing how idiotic people like you get other idiotic people to follow them. G-d help America.

[Jeff Schachter @jeff_schachter]

@notsoErudite No matter who you vote for how wacko sicko crazy do you need to be to want the peoples tax dollars to pay for minor’s genital mutalation surgeries?

[Jeff Schachter @jeff_schachter]

@KimGhattas @FT @rayajalabi Get rid of Hezbollah and it will become very livable again. Are you reporting on that?

[Jeff Schachter @jeff_schachter]

@KyleKulinski Pay $10 billion in tax? Try to stop it for $100 million. You obviously are not that intelligent.

[Jeff Schachter @jeff_schachter]

@onalius @MattBelloni I you really that stupid? You think the jobs Paramount will take out of state will replaced? You clearly are not a successful person.

[Jeff Schachter @jeff_schachter]

@AndrewSteinwold you missed also transportation construction company (The Boring Comp at).

[Daniel S. Loeb @DanielSLoeb1]

Many of the loser children of my wealthy friends who see no way to emulate the success of their parents, have gravitated toward Mamdani-ism and found community and a sense of purpose by rejecting capitalism as a way to cope with their own failure. Please note they have nor however rejected their trust funds or living subsidies while pursuing their “passions” in NGOs, dabbling in the arts or trying to invest their parents money in “VC”.

[Jeff Schachter @jeff_schachter]

From another poster: Rahm Emmanuel's speech in Tel Aviv is shocking. Beneath the rather incoherent geopolitical analysis—one which somehow blames a beleaguered refugee state facing genocidal violence on seven fronts for the wars it is forced to fight—all I could hear was tone. Patronizing superiority. The voice of someone who believes himself above the people he is addressing.

But worst of all was Emanuel's signaling of authority as a Jew, his claim to share a fate with Israel that he does not, in fact, share. Not with Israelis, certainly, and not with those "Zionists," whose forced exodus from our social networks, whose professional discrimination in the academy and elsewhere, he frames as somehow the natural consequence of Israel itself. I wish I could say that this open attribution of collective guilt toward Jews—discriminatory in its very essence—was surprising.

Rahm Emanuel does not share our fate. He speaks from thousands of miles above, as someone who has not faced antizionist abuse, but who now exploits it as a political tool. Does Emanuel truly believe Israelis are equal? That they are human beings possessed of the same rights and dignity as himself or as the antizionists all around the world who, for the last two and a half years, have screamed for the murder of Israelis, reveled in their suffering, and cried out in joy as Iranian missiles fell on civilians before millions of their social media followers?

I doubt it.

[Jeff Schachter @jeff_schachter]

@RahmEmanuel Who invited you? Don’t think you are really wanted there.