Manhasideas

[Manhasideas @manhasanidea]

@RichardHanania agree with alot of what you say (about a lot of things) but that sounds way too definitive. Tehran still has a water crisis. The economy fundamentally does not work for the majority of people. Drone technology is a wild card- but the west in general is at forefront. We shall see.

[Manhasideas @manhasanidea]

@LP_CLC Why? Sounds like she is saying we need less rules about what fruit can served at school- I must be missing something.

[Manhasideas @manhasanidea]

@edels0n Yes Gen Z spends less but this chart appears to be distorting /exaggerating significantly because a) half of Gen Z is not 21+ b) looking at cohorts of previous generations - people spend less money ($ not as % of income) when younger on alcohol c) bls is household not individual

[Manhasideas @manhasanidea]

@eveningdoji @JesseTinsley Yeah tethered to what eBay should be marking against (~20% to before announcement) and split of new co (determines who gets diluted from new co perspective). @ 60% and $ to shareholders / w/ cost cutting-if you believe compare against taking out debt, special dividend and 100%

[Manhasideas @manhasanidea]

@eveningdoji @JesseTinsley Now do eBay shareholders- 2qs. How much is adding GME worth (ex cash) - and if synergies are cost cutting why would they need cohen /gme management? Statistically most mergers fail/ non value add - with answer to previous q- is this more or less likely to work than median deal?

[Manhasideas @manhasanidea]

@way2futura @MarkSchmidty @Caffeindated @dwarkesh_sp Agreed

[Manhasideas @manhasanidea]

@MarkSchmidty @way2futura @Caffeindated @dwarkesh_sp That could be why it is important for nvidia and the us - but why would china want nvidia if a) they get same performance domestically b) it is helpful for US. In isolation they would want to insource critical components. In Jensen’s 5 layer cake - this is layer we have leverage

[Manhasideas @manhasanidea]

@djacoby Glad you are embracing the analytics revolution

[Manhasideas @manhasanidea]

@arya_amsha How does this contrast with dogra or Kashmiri pandit dna?

[Manhasideas @manhasanidea]

@based_yeoman @David747815774 @Osint613 100% - we need to realize that change happens at the margin- even in this scenario this requires our adversaries to use resources to build back here vs expand capabilities somewhere else- and that itself is a win

[Revana Sharfuddin @R_Sharfuddin_]

The current administration is doing more for public choice theory than 50 years of academic papers ever could.

[Manhasideas @manhasanidea]

@dccommonsense Never a bad time to realize most of their accusations are confessions. However before I shed a tear for them - at least luttnicks sons bought tariff claims at a discount - ideology never stops them from making a buck (or perhaps that is the ideology)

[Manhasideas @manhasanidea]

@sisneruza @PhilWMagness Hopefully - and then they put injunction to stop this from cycling but eh nothing surprises me at this point

[Manhasideas @manhasanidea]

@jordanlauer54 @TXREC0N1 @JakeSherman I’m not sure if the was OP point but framers idea (per federalist papers) was checks and balances to avoid domination- state appointment of senators gave state govt real power vs. feds (also had a branch that was less populist). There were downsides as you mentioned no doubt

[Manhasideas @manhasanidea]

@JeremiahDJohns There is going to be a weekly essay series about American presidents and selected First Ladies written by historians, former Presidents, and others. W wrote the first one about George Washington https://t.co/Q5UBeENIHm

[Manhasideas @manhasanidea]

@RepDonBacon Thank you

[Manhasideas @manhasanidea]

@RepDonBacon I hope you continue to hold the line- help them help themselves (as well as our alliances)

[Manhasideas @manhasanidea]

@edels0n @ZohranKMamdani The reason that New Yorkers voted for a democratic socialist mayor (who opposes the expansion of charter schools ) is because of the increase of elite private school tuition? I am usually suspicious of Marxist’s theory of false consciousness- but this is certainly big if true…

[Manhasideas @manhasanidea]

@awealthofcs And we have put a lot of regulations in place (housing , childcare) where cost was not considered - and with the trade off known we may have made different choices