Tobi
einsteinstrasse.bsky.social
Tobi
@einsteinstrasse.bsky.social
I wonder why you’re still not able to upload PDFs for deep research into Gemini. Has been possible in ChatGPT for quite a while.
May 2, 2025 at 1:41 AM
$PSA move-in rates continue to get worse. I figured we might finally bottom out this year, but 2025Q1 move-in rate now below 2019Q1.
May 1, 2025 at 10:02 PM
Hilarious. Show me the proxy and i'll tell you the outcome
February 12, 2025 at 10:09 PM
No major thoughts on the biz (Raspberry Pi), but thought it was interesting how quickly their products become obsolete
(i thought maybe these low-cost digital semis would behave a bit like analog semis with longer useful lives, but doesn't seem to be the case)
January 14, 2025 at 9:24 PM
VRSN's domain name base stabilized just about long enough (1 month 🥲) for Citi to make it a top pick and dream about 2% domain name growth in 2025.

I wonder why BRK waited until 3 weeks ago to drop some more pennies into the name. Figured they would've had the confidence 6-7 months ago @ $170-180
January 7, 2025 at 11:30 PM
Any reason to believe that federal lobbying spend under the new Trump admin will be different than in the past? Last time, spending increased moderately.

Just wondering whether there's any reason to believe that the "traditional" channels will be used less this time around
November 20, 2024 at 6:50 PM