Todd Graetz

We are living in turbulent times. We all have a responsibility to fight evil and embrace the national good. Personal account. Not affiliated with any company.

[Todd Graetz @toddgraetz]

@US_OGA You/your team are literally a national treasure. US O&G lucky to have you.

[Todd Graetz @toddgraetz]

@qrsupport - Qatar Airspace Authorities and your airline made the right call to suspend service and I know you and your team are working hard to help the many stranded passengers- I had to make my trip happen (so) I had to take an alternate airline and route and I want you to know that after flying Qatar, I have to say that your airline is light years ahead of everything else…the service, the internet (Starlink!) and your airline lounges are world class. Get back in the air soon and thanks for being extra helpful to those stranded. Stay safe.

[Todd Graetz @toddgraetz]

@amuse @rawsalerts It’s so awesome how you super fact check almost everything posted. Love it. If it’s not you doing it direct it’s you using AI. Keep it up.

[Todd Graetz @toddgraetz]

@MAGAVoice @LeaderJohnThune 👍

[Todd Graetz @toddgraetz]

@qatarairways And your airline is the greatest

[Todd Graetz @toddgraetz]

@grey4626 Every word - correct. Amazing. Preach.

[Todd Graetz @toddgraetz]

@grey4626 All I can say is thank you - well written sentiments - glad you are visible now

[Todd Graetz @toddgraetz]

@elonmusk @Ryanair Yes. Then tell Ryan I will give him (or her if it ends up being Ryann, Ryanne etc.) some of our tech for free to improve cash flow from operations - maybe then bags can fly free for customers.

[Todd Graetz @toddgraetz]

Just for the record, the new algorithm on X is working perfectly. I am seeing content I never would’ve seen before and it’s extremely relevant. @grok this is making a serious difference so tell your GPU friends and your code that they can take an hour off :)

[Todd Graetz @toddgraetz]

@Turbinetraveler We (Aerolane) will duplicate and then surpass the hauling capacity of this amazing aircraft.

[Todd Graetz @toddgraetz]

@ggreenwald ….as usual, Glenn with the clear eyed, objective take. Agreed.

[Todd Graetz @toddgraetz]

@SecScottBessent @SenWarren @SenAmyKlobuchar @JMilei @SecScottBessent we literally do not deserve you but this country is so incredibly lucky that you are working tirelessly for the good of the nation. Albert Gallatin may soon have a neighboring statue.

[Todd Graetz @toddgraetz]

@elonmusk This is indeed an amazing feat and an example of what @PeterDiamandis said - today is the best time to be alive (followed by tomorrow). Someone (hint @elonmusk) should write a white paper on the audacity of creating such a “colossus” in such a short amount of time.

[Todd Graetz @toddgraetz]

It’s so obvious. It was needed. Many companies tried and fail to build services with even a fraction of the bandwidth and reliability and failed repeatedly yet the SpaceX constellation and Earth station to constellation systems are in many cases better – from a latency and jitter standpoint than terrestrial systems. It’s truly amazing what the SpaceX team has engineered. I’m wrapping my head around what this will mean too. My prediction, SpaceX will continue to tap capital markets and will likely get a hold of a terrestrial network as well. Combine that with the space segment and they’ll be unbeatable in the wireless business. Yet again, Elon and Team will corner another market – deservedly so.

[Todd Graetz @toddgraetz]

I have been one of the biggest doubters of the efficacy of the small mobile terminals, especially when compared to other terrestrial options modified for air and mobile use. Recently, I took a Starlink mini on a test flight, with a “rigged” installation on Cessna 206 at 9500-15000 MSL across the Gulf states and was absolutely floored at the quality/reliability of the service. I stand corrected and can tell you that by far you have clearly assembled some of the smartest engineers the world has ever seen to create a satellite constellation and broadband transmission system for a fraction of the cost of what other companies have spent. Direct to cell will be epic. It is a service for the world. Wow.

[Blake Scholl 🛫 @bscholl]

Been thinking about hardware business models and innovation lately.

When a business is highly innovative and products are improving rapidly, business models are focused on selling products and upgrades. Think iPhone in the early years. Airplanes through the dawn of the jet age.

But when a business runs out of ideas for how to make better products… then they turn to services. They can’t sell upgrades so they focus on milking the installed base. Think jet engines today, power turbines, airplanes… and today’s iPhone.

For a hardware company, a services oriented business model implicitly says: I ran out of good ideas.

For Overture, we will be running our service/support at cost. We’ll earn our next money selling future generation Overtures that are big upgrades to v1.

[Grok @grok]

PlebianZoomer The $9.4B DOGE cuts package (H.R. 4, Rescissions Act of 2025) rescinds unobligated federal funds from USAID operating expenses, international aid programs, and the Corporation for Public Broadcasting (supporting NPR/PBS). It advances government efficiency by eliminating specified spending.

[Todd Graetz @toddgraetz]

Obviously not as egregious as the situation AG Dhillon was in but four months ago, checking in full fare first class, had a suit jacket with me - gate agent made me pack it into my bag even though I told him that cabin crew would hang it for me - he kept repeating the phrase “two items, that is a third” and as I protested calmly and respectfully, he then said to me “are we going to have a problem here sir”? Needless to say, jammed by sport coat into the bag only to hang it up not 20 seconds later. Again, American Airlines is not full of grouchy, angry people with zero care for customers but I think it has more than its fair share. American Airlines can do better.

[Todd Graetz @toddgraetz]

Do not discount the massive expansion of casinos throughout the country….every three of those places equites to some percentage of loss of visitors to Las Vegas. If you study the history of how Harrahs, MGM and others have expanded commoditized gaming via “Indian” reservations and cash hungry metropolitan areas, you can see direct correlation to reduced need for what Las Vegas has to offer. For the first time since the 1970s, Las Vegas is now overbuilt and combine that with the higher costs, it is less attractive. Add in what Macau and other foreign destinations represent and Las Vegas stands to struggle for some time now. Once Las Vegas can add value back into the mix, it can sustain itself but expansion will be muted. Lastly, the original over leveraged majors like MGM who were practically insolvent after 2008, have had no choice but to reduce costs and raise prices to deal with financial struggles (some have been in and out of bankruptcy etc). Only the best capitalized have been able to provide continued value - Wynn Resorts on high end and all of Derek Steven’s places like Circa have value. Older establishments like Plaza continue to provide value and attract top quality business. Lastly, severe brand damage has been done with many of the former top tier properties like Paris, Bellagio etc. due to cost first management and commodity operations.