Hours of Boredom

[Paul Enright @pmje73]

Market is firmly in the “I love all my ideas if they keep working because I believe in them long term” BUT “man they are down a bit and they’d have to go down a lot more than another 10-15% for me to be able to add to them so not sure what to do” territory which can quickly move into the “maybe they are expensive and expectations are too high and I should be looking over here at new ideas that haven’t been working and oh man those stocks I’ve been ignoring are really inexpensive on 28 if I look out a bit” neighborhood.

[John Arnold @johnarnold]

Most of the SpaceX neocloud analysis changes dramatically if you understand that there's a backwardated curve for compute today.

[John Arnold @johnarnold]

3/1: "four to five weeks"
3/9: "very soon"
3/16: "won't be long"
3/23: "very good and productive conversations"
3/26: talks to end the war are “going very well"
3/29: "I think we'll make a deal with them, pretty sure"
4/1: “very shortly”
4/6: "They’ve made a proposal, and it’s a significant proposal."
4/8: ""A big day for World Peace!"
5/18: "we’ve had very big discussions with Iran"
5/23: "will be announced shortly."
6/1: "rapid pace"
6/11: "next few days"

[Daniel S. Loeb @DanielSLoeb1]

It’s like the DNC talking points went out this AM and every economically illiterate politician is our rabble rousing and blaming poverty caused in part by government ineptitude in operating schools on innovators. Brad I disagree with you on one point—Ro is not smart.

[Brad Gerstner @altcap]

You are smarter than this Ro. Imagine if Bernie had taxed @elonmusk 100% on his PayPal capital gains. We would have no @Tesla or @SpaceX - none of those jobs or GDP. Who do you think allocated the capital better for society? He will already pay $100 B + in taxes - more than any human ever. I hope he donates some to kids via @TrumpAccounts to make every kid a shareholder in 🇺🇸 & continues investing all his heart, soul & money for the benefit of America & all humanity! 🇺🇸🚀🤍

[John Arnold @johnarnold]

The US has an insanely robust system of air transit. Was randomly booking a flight from Philly to Seattle recently and there are 6 daily nonstops. That's a 1000 seats a day, every day.

[CNBC @CNBC]

Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."

[Giga Based Dad @GigaBasedDad]

Honestly... I kind of like Dallas better the way it used to be a hundred years ago

[Hours of Boredom @jmo389]

@PeterScholla @henrysgao Shang yang led the legal reform during an earlier part of the Qin Kingdom which allowed it to grow strong enough to take on the other 6 warring states

[Hours of Boredom @jmo389]

@PeterScholla @henrysgao 指鹿为马。Literally calling a deer a horse. Figuratively confusing right from wrong. The fall of the Qin Dynasty when a eunuch Zhao Gao who controlled a weak emperor tried to test the loyalty of the govt officials by calling a deer a horse and seeing how many would agree.

[Pythia Cap: Partially Conductive @PythiaR]

You’re killing yourself to grind out basis points instead of being with your family and a guy who underperformed for 15 years is gonna (maybe) make $35m a year running the largest bank in the world one day.

There’s a lesson in that.

[Connor/코너/コナー @OreXda]

Xi Jinping's "You can check if there is any spyware in Xiaomi" kills me 💀

[Hours of Boredom @jmo389]

@liensofnewyork You can say a couple other things as well. 😑

[Bucket Shop Capital @bucketshopcap]

IMO we are prob max 6 weeks away from the top in junk/overhyped/retail type names; I say this b/c now even smart ppl are in on the joke & long. We'll continue to front-run rate cuts but more likely that sets up for a dump in speculative garbage once the cuts happen.

[John_Hempton @John_Hempton]

Fartcoin market cap is still over a billion dollars.

The boys who started this one have probably cashed >100 million.

You have the wrong career. So do I.

[Michael J. Miraflor @michaelmiraflor]

My theory is that a major contributing factor to the rise of all these private members clubs is the deterioration of civil society (and rising crime / declining sense of safety & security) since the pandemic. A part of the allure of these clubs (of which I am a patron, so I'm also projecting here) is that you're buying into a high-trust microcosm. Yes, you pay the money so that you have a place to work, or to network, and meet people and party etc, but also: no one will take your laptop if you leave it on a desk when you take a bathroom break. That same laptop would be gone in 5 minutes at a neighborhood coffee shop, even in a "nice neighborhood." Members clubs offer a lot of things, including replicating... the safety of the suburbs... in the city.

[Sam Parr @thesamparr]

Go to 21 seconds in.

Elon pauses for 15 seconds before answering a question.

If you're the interviewer or want info from someone, NEVER EVER interrupt that silence.

Most people do because its uncomfortable. But on the other end of that silence is often great content.

[Timothy Liu @timothyhliu5]

Druckenmiller at Sohn: "If we get a hard landing, there will be unbelievable opportunities, and I don't want to miss those opportunities by blowing my money now and having some 20-30% loss where my head is all screwed up when those opportunities present themselves."

[Common Sense @polidotto]

How is this not viral yet?! 🔥