john

AI Celibate. Dumb Takes.

[john @runkfunk]

@edzitron @GamersNexus Can you please tell your pal @edels0n to get Steve on the pod so he can take a broader public dump on Jensen & Bloomberg.

[john @runkfunk]

@polydaic Drives inflation, destroyed the consumer electronic market, huge shadow of uncertainty over a huge swath of the job market, looks to override local land use laws. Just to name a few.

[john @runkfunk]

In honor of twitter quickly reverting back to being a propaganda mill, I present my tin foil hat theory on the blue wave.

Trump & co (Elon) planted honeypot data discrepancies in favor of Democrats, Texas in particular.

2020 taught Trump he can't be the mouthpiece for his "stolen election" insurrection. He also already exhausted manipulating an election in Republicans' favor in 2024. This time he'll "accept the outcome," then do a complete 180 once some DOJ/FBI "investigation" comes out "exposing" the manipulated data he planted himself.

The catch-22 is that the inconsistencies will have be notable enough for Democrats to document and flag as an "anomaly”; however, because it served their desired outcome, they'll have held off on raising any alarm and naively assumed the tides really swung this far in their favor.

In this hypothetical, I do think the dems naturally won the House & Senate. The honeypot just has to be planted once to let Trump discredit the whole election and refuse to give up power. End game is a nationwide special election, suppressed to the fullest extent (single day, in person only, nationwide voter ID). Those suppression tools, combined with a reignited MAGA base, could overturn & undermine the results of Tuesday's election.

[john @runkfunk]

@BillAckman Well articulated?

[john @runkfunk]

@tamegentlemean Makes you think it really was just an Elon funded psyop that he pulled the plug on now that he needs to manage liquidity for legal expenses.

[john @runkfunk]

@Jason Dumb/ass?

[john @runkfunk]

Lenders less willing to give and negotiate, seems like LC taking the directive to communicate accordingly. Push and pull on an attempt to manage cost, timing, and overall expectations.

Borrower counsel is used to getting what they want, and they are stuck on years of that precedent. It's no longer a borrower's market on doc structure, but it feels like it's our [banker] responsibility now to distill to client.

Lawyers, when left to their own devices, will advocate for their clients interest ad nauseam.

[john @runkfunk]

@Jason @nathanfielder Jason, you think Billy’s sniffles are nasal drip from coke, addy, or k?

[john @runkfunk]

@ElizabethHolmes lol what?? - GFYSB

[john @runkfunk]

@AntonMattli @hitsamty $19M cash-in and $34.9M closing costs to give yourself 24 more months at a 1.10x dscr. W

[john @runkfunk]

You’re telling me this guy runs the… FBI?

[Kash Patel @Kash_Patel]

From Russia, with Love…

[john @runkfunk]

@realDonaldTrump Cool soft launch of Eric 2028

[john @runkfunk]

God bless SEA. Pulled into the parking garage at 7:21 for a flight boarding at 7:30. Made it through general in 3 minutes. Best major airport in the US, thank you for your attention to this matter.

[john @runkfunk]

@elonmusk

[john @runkfunk]

@OGNAGBONE @Xeratricky Comeback mechanics imply that decisions have consequences, no matter how the game is going. Idk how that’s less punishing of a game than the latter.

I think pro league games have less kills because there’s a prescriptive way to win a game, and the game doesn’t reward creativity

[john @runkfunk]

@cjcrox @nichtlith @freezinoutside @Xeratricky The difference being that a team won TI9 & $15M by playing a support charter as hard carry

[john @runkfunk]

@ontovitriol @Xeratricky you got me ;)

[john @runkfunk]

@Xeratricky Wrong, we think we're cool because we play the better game.

[john @runkfunk]

@bridgelenderguy In CRE, I would argue against this. There's a significant diminishing return when you get above a certain ticket size (often around $15M - $20M).