Hiatt

[Hiatt @sqoax]

You don’t wear a Masters polo to The Masters.

[Johann Sathianathen @johann_sath]

saas is dead

openclaw replaced all my subscriptions

went from $480/month on tools
to $1,245/month on API costs & 15 hours a week fixing yaml files

adapt or be left behind

[BTG @BowTied_Golfer]

Ben Griffin. Ryder Cupper

[Jake Woolf @jakewoolf]

You vs the guy she told you not to worry about

[Chamath Palihapitiya @chamath]

"So did I mention I was the 3rd angel investor in Uber?"

[Bennett Norris @BGolf23]

First 9 Hole Tournament.

Came up just short for a solo 2nd. But solid round considering never had played the course. #Golf

[Hiatt @sqoax]

Someone get Potgieter to Joe Mayo ASAP

[Hiatt @sqoax]

@acramos11 Would like to see unit allocation for this

[Palantir @PalantirTech]

Palantir reports Q4 2024 revenue growth of 36% Y/Y, U.S. revenue growth of 52% Y/Y; Issues FY 2025 revenue guidance of 31% Y/Y growth, eviscerating consensus estimates.

U.S. commercial revenue grew 64% y/y and 20% q/q and U.S. government revenue grew 45% y/y and 7% q/q.

We generated an adjusted operating margin of 45%, increasing our Rule of 40 score to 81% in Q4 2024.

We also generated $1.25 billion in FY 2024 adjusted free cash flow, with $517 million (63% margin) in Q4 2024.

Our GAAP EPS of $0.03 in Q4 2024 was in-line with analyst estimates, and our Adjusted EPS of $0.14 outperformed analyst estimates by 27%.

For FY 2025, we expect revenue of $3,741 - $3,757 million, $206 - $254 million above current analyst estimates of $3,503 - $3,535 million.

[Chamath Palihapitiya @chamath]

@jimcramer bro. wtf.

[@jason @Jason]

#freesacks

[david friedberg @friedberg]

our largest facility @ohalo is in Asheville, NC, where our team members & the area were devastated by Helene. we've kept continuous operations thanks to @starlink (+off-grid generators)
spending $42.5B to wire up rural areas makes no sense. just give everyone @starlink

[claire rogers @kclairerogers]

Nobody will remember:
- your salary
- how “busy you were”
- how many hours you worked

People will remember:
- your stance on the downfall of Country Club Snob

[Slater @RonSlater]

If you know, you know

[Hiatt @sqoax]

@Ihatejoebiden55 Shit card.

[@jason @Jason]

A month ago on the All In podcast…

[Willie Stroker PGA @StrokerPga]

This guy was way ahead of his time. RIP

[Tron Carter @TronCarterNLU]

This might be a bigger bummer than anything else today. Chickenshit move.

I crushed Lexi for not doing media at Olympic, and high-tailing it out of the parking lot in full view is even worse. Brutal.

[Hiatt @sqoax]

@ForePlayPod @PlungeFather @petermillar @RiggsBarstool @20cnorris

[Hiatt @sqoax]

Take all of this for $260 shipped
@HobbyConnector