@iamthatjam.bsky.social
There are few things I’m sure about. The sun will rise tomorrow, gravity exists, and institutional performance chasing is inevitable.
December 4, 2025 at 5:59 PM
There are few things I’m sure about. The sun will rise tomorrow, gravity exists, and institutional performance chasing is inevitable.
Wow, it’s almost as if the truth doesn’t matter and they just present cherry-picked data and anecdotes that fit their beliefs.
November 26, 2025 at 4:00 PM
Wow, it’s almost as if the truth doesn’t matter and they just present cherry-picked data and anecdotes that fit their beliefs.
This is the worst article I’ve read all week. A consistent award for Forbes these days.
November 20, 2025 at 7:54 PM
This is the worst article I’ve read all week. A consistent award for Forbes these days.
Nudge could be good.
November 15, 2025 at 1:37 PM
Nudge could be good.
Shocked he didn’t say “advise” instead of advice.
November 8, 2025 at 3:43 PM
Shocked he didn’t say “advise” instead of advice.
Incredibly rich & powerful? (see Mormons, Scientology, others)
Or crashing and burning spectacularly? (see Waco, Jonestown, others)
Or crashing and burning spectacularly? (see Waco, Jonestown, others)
November 3, 2025 at 3:37 PM
Incredibly rich & powerful? (see Mormons, Scientology, others)
Or crashing and burning spectacularly? (see Waco, Jonestown, others)
Or crashing and burning spectacularly? (see Waco, Jonestown, others)
Plotting things against expectations is a fools errand. Expectations “price in” the things! That’s the point. We’re not trying to do better relative to expectations…we’re trying to do better, period.
Also the trend line interpretation is utterly insane.
Also the trend line interpretation is utterly insane.
October 28, 2025 at 7:53 PM
Plotting things against expectations is a fools errand. Expectations “price in” the things! That’s the point. We’re not trying to do better relative to expectations…we’re trying to do better, period.
Also the trend line interpretation is utterly insane.
Also the trend line interpretation is utterly insane.
Amazing that the man’s professional incompetence wasn’t the thing that ultimately sunk him. It was his assholery. I never would’ve guessed…
October 3, 2025 at 2:11 PM
Amazing that the man’s professional incompetence wasn’t the thing that ultimately sunk him. It was his assholery. I never would’ve guessed…
Revisiting this @keubiko.bsky.social . Amazing that the man’s professional incompetence wasn’t the thing that ultimately sunk him. It was his assholery. I never would’ve guessed…
October 3, 2025 at 1:59 PM
Revisiting this @keubiko.bsky.social . Amazing that the man’s professional incompetence wasn’t the thing that ultimately sunk him. It was his assholery. I never would’ve guessed…
Multiple contraction AND margin pressure? Could be very very painful.
October 2, 2025 at 4:17 PM
Multiple contraction AND margin pressure? Could be very very painful.
Because they lose money. Over time, uber has lost a cumulative $17 billion and Lyft a cumulative $10 billion. Only recently have they finally eked out small quarterly profits. How have they managed to take so much from drivers and still lose money? Good question.
September 26, 2025 at 4:36 PM
Because they lose money. Over time, uber has lost a cumulative $17 billion and Lyft a cumulative $10 billion. Only recently have they finally eked out small quarterly profits. How have they managed to take so much from drivers and still lose money? Good question.
The dumbest people I know have been absolutely killing it.
September 20, 2025 at 2:25 PM
The dumbest people I know have been absolutely killing it.
Great takedown. He’d be so mad if he could read.
September 11, 2025 at 9:28 PM
Great takedown. He’d be so mad if he could read.
Ahh yes, the reasonable perpetual growth rate of 15%.
September 10, 2025 at 1:29 PM
Ahh yes, the reasonable perpetual growth rate of 15%.
They can’t seem to think beyond the first order effects of anything.
August 16, 2025 at 2:10 PM
They can’t seem to think beyond the first order effects of anything.
When talking with bitcoiners, I always end up arguing that yes, deflation is in fact bad. And then I realize, I may as well be talking to a 2x4. But they get me every time.
August 16, 2025 at 2:10 PM
When talking with bitcoiners, I always end up arguing that yes, deflation is in fact bad. And then I realize, I may as well be talking to a 2x4. But they get me every time.
Hit the museum of science and industry. You won’t regret it.
July 26, 2025 at 8:24 PM
Hit the museum of science and industry. You won’t regret it.
Well, when you have no idea how anything works, you make up all sorts of possible explanations and opinions. When you’re bound by facts and logic, the possibilities narrow.
July 20, 2025 at 2:13 PM
Well, when you have no idea how anything works, you make up all sorts of possible explanations and opinions. When you’re bound by facts and logic, the possibilities narrow.
If meta disappeared tomorrow we’d probably be better off as a society. If the mines disappeared, we’d all be royally fucked.
July 19, 2025 at 8:30 PM
If meta disappeared tomorrow we’d probably be better off as a society. If the mines disappeared, we’d all be royally fucked.
I know it’s about margins and commodification, but still, what’s more useful for the world? Millions of tons of metals extracted efficiently? Or sharing fake news and shitty opinions with the entire planet with no barriers?
July 19, 2025 at 8:30 PM
I know it’s about margins and commodification, but still, what’s more useful for the world? Millions of tons of metals extracted efficiently? Or sharing fake news and shitty opinions with the entire planet with no barriers?
I visited the largest open pit mine in the world (Rio Tinto ~100B market cap). This one mine produces 15% of all copper in the US.
META sells ads for Nissans, scams, and novelty t shirts and has 20x the MCAP.
I know it’s about capital efficiency and blah blah blah, but still wild to think about
META sells ads for Nissans, scams, and novelty t shirts and has 20x the MCAP.
I know it’s about capital efficiency and blah blah blah, but still wild to think about
July 19, 2025 at 8:29 PM
I visited the largest open pit mine in the world (Rio Tinto ~100B market cap). This one mine produces 15% of all copper in the US.
META sells ads for Nissans, scams, and novelty t shirts and has 20x the MCAP.
I know it’s about capital efficiency and blah blah blah, but still wild to think about
META sells ads for Nissans, scams, and novelty t shirts and has 20x the MCAP.
I know it’s about capital efficiency and blah blah blah, but still wild to think about
This is basically just a momentum screen…what a dumb way to make a list.
June 18, 2025 at 3:16 PM
This is basically just a momentum screen…what a dumb way to make a list.
I’m in Austin. I’ve seen dozens of model Ys with dealer plates roaming around. They all have drivers that I’ve seen. I did notice one with a weird tower on the car and some device on top. No idea why or what it was. Maybe testing an additional camera or another tech?
May 29, 2025 at 2:11 PM
I’m in Austin. I’ve seen dozens of model Ys with dealer plates roaming around. They all have drivers that I’ve seen. I did notice one with a weird tower on the car and some device on top. No idea why or what it was. Maybe testing an additional camera or another tech?