Themgoodstuff

[Themgoodstuff @mrthemgoodstuff]

@clashreport @grok explain

[Themgoodstuff @mrthemgoodstuff]

$GM slide has begun…

[Themgoodstuff @mrthemgoodstuff]

US-levered auto OEMs face a tough road ahead. The U.S. is the only major market without Chinese competition and where the German, Korean & Japanese will be fighting for share. $GM + $F up 46% + 20% in a year. Risk looks skewed to the downside especially if Trump see low priced autos as a way to fight inflation.

[Themgoodstuff @mrthemgoodstuff]

@jiahanjimliu The most capital structure agnostic metric is EV/(EBITDA - maintenance capex), then back out net debt to get to the value of equity. Based on that, I do agree with you, this one is the cheapest

[Themgoodstuff @mrthemgoodstuff]

@aleabitoreddit @R42t0r Are you saying equity is cheaper than debt?

[Themgoodstuff @mrthemgoodstuff]

@firstadopter Do this only if you’re not leading

[Themgoodstuff @mrthemgoodstuff]

@vkhosla Curious timing from Dario: as Astra, Muse, and Grok make huge leaps, instead of dropping a new model, he drops a post about pacing

[Themgoodstuff @mrthemgoodstuff]

@DivesTech OpenAI and open source are eating ant’s lunch right now, pacing is a convenient excuse

[Olivia Moore @omooretweets]

"We missed our numbers" -> unfortunate, disappointing, bearish

"We were pacing the frontier" -> noble, strategic, humanity-saving

[Themgoodstuff @mrthemgoodstuff]

@firstadopter The truth may be their model is not competitive with OpenAI’s, and this is a easy off-ramp for growth slowing

[Themgoodstuff @mrthemgoodstuff]

US-levered auto OEMs face a tough road ahead. The U.S. is the only major market without Chinese competition and where the German, Korean & Japanese will be fighting for share. $GM + $F up 46% + 20% in a year. Risk looks skewed to the downside especially if Trump see low priced autos as a way to fight inflation.

[Themgoodstuff @mrthemgoodstuff]

@munster_gene @finkd Zuck, time to go full steam ahead!

[Themgoodstuff @mrthemgoodstuff]

@deepakpathak @GoingBallistic5 @Rewkang @SkildAI The real test as to how recurring is your revenue is what does the termination clause say

[Themgoodstuff @mrthemgoodstuff]

@deepakpathak @GoingBallistic5 @Rewkang @SkildAI https://t.co/040Dh4WUgP from your blog

[Themgoodstuff @mrthemgoodstuff]

@mmlionfund Google stock went down by roughly this much on the day of his departure, sounds fair

[Themgoodstuff @mrthemgoodstuff]

@zerohedge Era of activist research

[Themgoodstuff @mrthemgoodstuff]

@jimcramer Any chance they are leaking the story to CNBC so they can offload their own shares?

[Themgoodstuff @mrthemgoodstuff]

As of August 31, 2026, $BOT RoboStrategy’s NAV per share was $11.35, so it is trading at over 2X NAV. Many of these holdings trade on the secondary market at a discount to their last round, with employee tenders often following curated video posts from management. Access to these holdings in the secondary market isn’t scarce at these valuations. Could be used as a hedge for employees at these portcos.

[Robert Scoble @Scobleizer]

I met with the @RoboStrategy team yesterday. It is a new robotics investment firm that we all can invest in (not investing advice) but so impressed by the team and the work they are doing to really understand the robotics ecosystem and all the players in it.

I'm not compensated or involved, but if you wanted to invest in robotics and you aren't a rich VC this is definitely an investment vehicle to learn about and they are making moves.

[Themgoodstuff @mrthemgoodstuff]

@MarioNawfal North Korea has nuclear weapons, and the world hasn't ended - world leaders including this one have even shaken hands with them

[Themgoodstuff @mrthemgoodstuff]

@Geiger_Capital Many corporate borrowers have much better financial profiles than the US government, why shouldn’t they have lower cost of debt than the US government?