Julian Hebron

Founder - on the strategy & business of housing, banking, fintech.

[Julian Hebron @TheBasisPoint]

@mastodonmusic Love it. See you at the Fox in Oakland. Got tix already 🤘🏻

[Julian Hebron @TheBasisPoint]

@CevettoRal65985 @Revolvermag For whatever reason The Outlaw Torn slipped past me when I was younger, but my son (as he became a metal head 🤘🏻💙) told me it’s the best song on the album, and I have now realized he’s right. But also Bleeding Me has always been a fave for me on this album too.

[Julian Hebron @TheBasisPoint]

100%. More of all these shows. All these back stories were developed with The Clone Wars and Rebels, then expanded into live action with Obi-Wan, Ashoka, Maul, etc., and I’ve generally wanted more after each series. The Star Wars story formula of small teams finding/helping each other amidst chaos definitely lands with me.

[Julian Hebron @TheBasisPoint]

Hey @mattmiller1973 tx for the @Hagerty @McKeelHagerty interview - our family just did our first classic and I LOVE Hagerty. Who'd think one would ever say that about an insurance company, but your interview confirmed my thesis on why: low claims because people baby the cars, and that enables reinvestment into marketplace, community, media, etc. Super cool company. And I heard your shout about Hagerty on Barry @Ritholtz podcast - can't wait for that too. 👊

[Julian Hebron @TheBasisPoint]

@Variety @Slackonbothsydz 🎵RIP 🖤 Rob Base who, contrary to his most famous lyrics, IS internationally known … for bringing joy to generations of us.

[Julian Hebron @TheBasisPoint]

@DannyApxGp @ATRightMovies Totally. And when it flips and Travolta is Castor, I love how he says ‘Sean Archer’ in a very specific tone when answering the phone.

[Julian Hebron @TheBasisPoint]

@ATRightMovies Katinka Ingabogovinanana

[Julian Hebron @TheBasisPoint]

@DannyApxGp @ATRightMovies Good one, and esp deep bc of Castor and Pollux mythology.

[Julian Hebron @TheBasisPoint]

@Ghoul08Ghoul @ATRightMovies Lolol totally

[Julian Hebron @TheBasisPoint]

@Tomdaman576 @ATRightMovies 💪🏻 THAT’S WHAT I THOUGHT 💪🏻

[Julian Hebron @TheBasisPoint]

@NickTimiraos Hey Nick, curious if political dynamics mentioned in any of the outlooks with Sept 2026 cuts?

[Julian Hebron @TheBasisPoint]

@ATRightMovies I LOVE how you pre-biased this question with Collateral, and I 100% vote for Collateral because Cruise so seldom plays the villain, which he did masterfully. But he’s not just a villain in Collateral, it’s quasi antihero, and for some reason I always appreciate antiheroes. And of course I always love to see how Mann can bring out deep, fresh performances from legends who he directs.

[Nick Timiraos @NickTimiraos]

At his confirmation hearing, Warsh dismissed core PCE as "rough swag" and said he'd prefer to focus on better gauges of underlying inflation like median or trimmed mean.

This got attention because Dallas Fed trimmed mean was 2.3% in February (y/y)—well below core PCE at 3.0%.

[Aziz Sunderji @AzizSunderji]

"Spring selling season" is real—but only where there is a spring. This is one of the analyses I produced this week with the excellent team at @Redfin

[Julian Hebron @TheBasisPoint]

@Kalshi_Culture I wanted to vote for Kool Aid but I didn't see it on the list.

"...Jonestown ... so ... you could say ... the whole film is about Kool Aid..." 😂

https://t.co/KHiFOqjnl4

[Julian Hebron @TheBasisPoint]

Is this the most 2026 headline of 2026?

https://t.co/PcAY7QibkK

[Ben Smith @semaforben]

Interesting, newsy conversation with @SecScottBessent at @Semafor World Economy on inflation, deficits, Anthropic, and more https://t.co/ktfRlDmnet

[Julian Hebron @TheBasisPoint]

@CinemaTweets1 Still haven’t seen The Batman (as a Nolan trilogy loyalist, for better or worse). But did watch The Penguin season 1 and if The Batman is similar, then I’m probably missing out, right?

[Julian Hebron @TheBasisPoint]

@DEADLINE Great news, great show, great duo.

[Anthony Pompliano 🌪 @APompliano]

OpenAI acquired TBPN for $100M+ but most people are drawing the wrong conclusions.

OpenAI doesn’t care about TBPN as a business or a show. They immediately shut down all ads and they are going to leave full editorial independence to John and Jordi.

That is a big win for TBPN and the team, but more importantly it is the signal for what OpenAI was actually after.

They wanted to acquire @johncoogan, @jordihays, @DylanAbruscato and the team.

These guys are some of the smartest, most experienced marketers on the internet right now. They understand how to win the vibe war, while making everyone love them.

Luxury positioning with down-to-earth approachability.

Those who have never built a media company won’t understand how difficult it is to pull this off. But John, Jordi, Dylan and others executed this strategy perfectly.

And this is what OpenAI has to replicate. They need users to pay for the high compute costs, yet they need to make AI less scary and threatening.

So OpenAI is not buying a show. They are not paying a multiple on revenue. And they definitely are not planning to use TBPN to run some psyop campaign.

OpenAI just pulled off one of the best talent acquisitions in a long time. They figured out how to hire generational talent to beef up their marketing and comms efforts.

The money was merely the price it would take for the team to give up their neutral position in the ecosystem and point their talent behind a single company.

OpenAI wanted the people. TBPN was just the vessel to effectuate the transaction. And the money was the market clearing price to pull off a blockbuster trade for first round draft pick talent.

Congratulations to each of them. They are true trailblazers who understand their market value and they exploited it to the tune of $100M+

Not bad for a few guys in a warehouse with a couple of cameras :)