Alec Euriq

[Alec Euriq @RationalOptimi5]

@jujulemons @CliffordAsness Piketty’s post was some of the craziest stuff Ive read on twitter in years. Truly deranged

[Alec Euriq @RationalOptimi5]

@citrini @Jesse_Livermore Great that this quote can work if the market rips as well

[Alec Euriq @RationalOptimi5]

@WaterworldCapi1 Knicks in 4. Spurs are broken at this point

[Alec Euriq @RationalOptimi5]

@ACapitalLP @P_Remarks Would be incredible. Mag7 ebitda today is $850bn or so. At 10% compounding its $3.2tn by 2040. $2.4tn for a company with barely any ebitda today would be something else

[Alec Euriq @RationalOptimi5]

@LongVollllll Monday/Tuesday will both be green

[Alec Euriq @RationalOptimi5]

@MattZeitlin I still don’t understand how the team below did so well. Speaks to the power of Wilt during the regular season I guess

[Alec Euriq @RationalOptimi5]

@IdleLightkeeper Surprising. No reason the one I got below is so much better:

[Alec Euriq @RationalOptimi5]

@zebulgar Impacts of this are still not fully appreciated. Building beautiful, physical things leads to a greater sense of belonging and pride in your community/country etc that pure software doesn’t. Goog/fb created massive consumer surplus, but did little to lift that innate feeling

[Alec Euriq @RationalOptimi5]

@tangentstyle Not sure. Upfront, you want to be able to tell someone with <5% exposure that they could get out in a single quarter if no one else redeems, which was not uncommon.

You may be right that it may lead to better behavior, but its less attractive for the individual investor

[Alec Euriq @RationalOptimi5]

@tangentstyle Frame is more that people know they will get cut back in their request, so everyone puts in more than what they want to try to hit the real % they want. Game theory implication is awful

[Alec Euriq @RationalOptimi5]

@SouthernValue95 Taking Smith at face value is tough to do at the moment

[Alec Euriq @RationalOptimi5]

@HipCityReg @blakeir @andrewsharp

[Alec Euriq @RationalOptimi5]

@Jesse_Livermore @TheJordanTruth Where this argument falls short is that 2011 was before LBJ broke through, so not an apples to apples situation. 2011 Heat with prime LBJ probably win as well. I also think 93 Bulls win with prime LBJ.

All this being said, MJ is the goat, it’s not close

[Alec Euriq @RationalOptimi5]

@FrankieFF_ @MattZeitlin I guess thats the point. Being able to broadcast it 10x+ demand

[Alec Euriq @RationalOptimi5]

@BillSimmons @FDSportsbook Called it

[Alec Euriq @RationalOptimi5]

@BillSimmons @FDSportsbook OKC blows them out today. SAS is gassed.

[Alec Euriq @RationalOptimi5]

@SouthernValue95 I guess the bull case is that you are off by 30x or so on the enterprise side. Just using $10k/mo as a proxy - this would be AI replacing that labor spend as opposed to augmenting it

[Alec Euriq @RationalOptimi5]

@SleepwellCap Congratulations Francisco. Is the idea for this to be a LatAm/Venezuela biased fund?

[Alec Euriq @RationalOptimi5]

@MattZeitlin @TheStalwart @conorsen Exactly. A leisurely and balanced lifestyle

[Alec Euriq @RationalOptimi5]

@Hannah99baby @awealthofcs 4-2 okc