John S. Boyd

CEO of Monolith Technologies - Co-founder BCN (sold to T-mobile). CEO ShopSavvy. Investor. History Buff. Views are my own.

[John S. Boyd @johnsboyd]

Marketing feels more than toppy as strong earnings are getting sold. IPOs are coming public at dreamland multiples. Seems we're late in the optimism cycle.

Who knows tho- things can go on for a lot longer than one expects.

[John S. Boyd @johnsboyd]

@High_Def_News Sony did this with the Bravia 8 ii launch

It must work for them

[Reads with Ravi @readswithravi]

This paragraph by Richard Feynman hits so hard:

“Fall in love with some activity, and do it! Nobody ever figures out what life is all about, and it doesn’t matter. Explore the world. Nearly everything is really interesting if you go into it deeply enough. Work as hard and as much as you want to on the things you like to do the best. Don’t think about what you want to be, but what you want to do. Keep up some kind of a minimum with other things so that society doesn’t stop you from doing anything at all.”

[John S. Boyd @johnsboyd]

@markgurman It’s going to be the best Siri AI Apple has ever shipped

[Joe Lonsdale @JTLonsdale]

Also has the best SF offices, on the nicer piers.

[John S. Boyd @johnsboyd]

@trengriffin @dividendology I feel like networking gear was never “sold out for 2 years” with very high margins with Telecom bust

[John S. Boyd @johnsboyd]

@trengriffin @unusual_whales forcing an engineer to select a product they wouldn't otherwise to "get scale" is usually a mistake.

make a good product- it will get scale

[Brian Krassenstein @krassenstein]

HOLY CRAP Trump actually accomplished a miracle. Here is what he got out of Iran:

- Reduce its stockpile of enriched uranium by about 98%

- Limit uranium enrichment to 3.67% purity (far below weapons-grade)

- Cut the number of installed centrifuges by roughly two-thirds

- Only enrich uranium at one declared site (Natanz)

- Stop enrichment activities at Fordow and convert it into a research facility

- Redesign the Arak heavy-water reactor so it could not easily produce weapons-grade plutonium

- Ship out or dilute excess enriched uranium
Allow extensive inspections by the International Atomic Energy Agency (IAEA)
Permit continuous monitoring of nuclear facilities and supply chains

- Accept “snap” inspections under expanded monitoring rules

- Avoid building new heavy-water reactors for years

- Stay within strict limits on uranium stockpile size and centrifuge development for set periods ranging from 10–25 years

Ooops, sorry!

That was the JCPOA that Obama signed with Iran, only to have him tear it up, kill 140 kids, get hundreds of Americans injured, 13 killed, and gas prices to surge 50%.

[John S. Boyd @johnsboyd]

@TrentTelenko ours or theirs?

[EndGameWW3 🇺🇸 @EndGameWW3]

Obama would be proud of this deal...

[John S. Boyd @johnsboyd]

@trengriffin Narrative a bit different than prior cycles-

I believe Anthropic EBITDA positive - at least at the moment.

[Kenneth Roth @KenRoth]

The New York Times rightly stands behind @NickKristof 's careful and accurate account of Israel's systematic sexual assault of Palestinian prisoners. https://t.co/HFlpctiLXd

[John S. Boyd @johnsboyd]

@garrytan ++ on the latent vs. deterministic delineation in architecture. Mixing the two with the current state of models can create a mess.

[Bill Gurley @bgurley]

Almonds should cost $100 a package.

[John S. Boyd @johnsboyd]

@zachtratar Massey loss is a shame
He voted his own mind which is rare and we need a lot more of

Maybe he can run anyway

[Charlie Bilello @charliebilello]

13.1% of credit card balances in the US are now 90+ days delinquent, the highest since 2011.

10.3% of student loan balances are now 90+ days delinquent, the highest since 2020.

5.6% of auto loan balances are now 90+ days delinquent, the highest level on record.

[John S. Boyd @johnsboyd]

@FomoReviews @High_Def_News @Caleb_Denison reminds me of RTNGS scores for products- while very objective with very specific methodologies- don't give the full picture.

they work super hard at it but sometimes you actually need a subjective expert to say "hey this is great"...or not.

[Patrick Heizer @PatrickHeizer]

Every Democrat since Carter has decreased the federal deficit.

Every Republican since Eisenhower has increased the federal deficit.

[John S. Boyd @johnsboyd]

@High_Def_News @Caleb_Denison I suspect he means the leaked stat
Dwayne likely under nda like Caleb

[EndGameWW3 🇺🇸 @EndGameWW3]

He started a war he cant finish, the Iranians have him by the balls...