Sean

Buying single family rentals in Elite School Districts as GP for Scholastic Capital | Ex-BCG | Wharton

[Sean @SeanODowd15]

@anthonieisacnt @pitdesi @markasaurus https://t.co/gwAP8WEDvV

[Sean @SeanODowd15]

@BootlessBuck @pitdesi @markasaurus The larger car has more operating cost

You’re paying for more electricity to drive the larger vehicle, more labor to clean the cars at night, faster depreciation, etc.

It is cheaper for riders to have two person cars

[Sean @SeanODowd15]

@BootlessBuck @pitdesi @markasaurus The larger car has more operating cost

You’re paying for more electricity to drive the larger vehicle, more labor to clean the cars at night, faster depreciation, etc.

It is cheaper for riders to have two person cars

[Sean @SeanODowd15]

@pitdesi @markasaurus ^^^yes

This discourse makes no economic sense. I don’t get why people keep saying the family point

Why would Tesla increase upfront cost and OPEX for every ride when only 13% need the space?

[Sean @SeanODowd15]

@RobertMSterling @pinpulleddrmf @StrongpointRich @MatznerJon You too!

[Sean @SeanODowd15]

@RobertMSterling @pinpulleddrmf @StrongpointRich @MatznerJon ^^^tweet of the year candidate right here

[Sean @SeanODowd15]

@davidellebrecht That’s a great one!!

Hope you’re well too!!

[Sean @SeanODowd15]

@davidellebrecht **top ranked school district**

[Sean @SeanODowd15]

@guessworkinvest Absolutely love it!!

[Sean @SeanODowd15]

@Michael_Asarch Congratulations!

[Sean @SeanODowd15]

@emre_mayo @OmarMora1es Exactly

It’s going to be profound

[Sean @SeanODowd15]

@OmarMora1es Exactly! Going to have massive second order implications

[Sean @SeanODowd15]

@MPrinParr @amandaorson Huge business near Wrigley field in Chicago!

[Sean @SeanODowd15]

@vadymzhy Privacy/security

Same reason people use their own computers at home for online banking vs using the library’s computer for online banking

[Sean @SeanODowd15]

Prediction: John aggressively moves Apple into AI hardware (Think Mac Studios to run local AI models)

-John is a hardware guy
-They're too far behind on model generation
-App store is threatened
-Consumers know Apple. Average consumer/SMB isn't buying a Spark from Nvidia

[John Ternus @johnternus]

hello

[Sean @SeanODowd15]

@CChef1980 I hear you; but it should depend on size/magnitude of AI hardware TAM. There’s a world where that alone is enough

[Sean @SeanODowd15]

@shol_e_zard John is the hardware guy who makes the products work; JI made them look nice

[Sean @SeanODowd15]

@michaelharrigan We’re saying the same thing

Theoretically, it would be be better if they owned software AND hardware

But that ship has sailed, so leaning hard into hardware is the move

[Sean @SeanODowd15]

@NiklausFuller That sounds right. They can't catch up on Software, and they can't catch up with Nvidia level hardware, so they need to win with consumer level hardware

[Sean @SeanODowd15]

@dealflow_guy Could be a beautiful model in an AI world