@williammangan.bsky.social
It feels like the Iraq War all over again - a reckless disaster that its supporters will pretend they never backed in twenty years
April 3, 2025 at 10:13 PM
It feels like the Iraq War all over again - a reckless disaster that its supporters will pretend they never backed in twenty years
From a purely financial perspective, I’m curious to see how quickly this could unravel. They’ve got $30bn in cash, but it’s a capex-heavy, high fixed-cost business with effectively negative operating leverage now. And soon, they might not have overpriced stock to sell to stay afloat
April 2, 2025 at 2:28 PM
From a purely financial perspective, I’m curious to see how quickly this could unravel. They’ve got $30bn in cash, but it’s a capex-heavy, high fixed-cost business with effectively negative operating leverage now. And soon, they might not have overpriced stock to sell to stay afloat
As much as I dislike her, she's effective tbh
March 26, 2025 at 9:29 PM
As much as I dislike her, she's effective tbh
Didn't realise Ezra was so bad. Re Lewis, though, I think 'The Fifth Risk' was maybe the most prescient political book of last decade or so
March 24, 2025 at 5:12 PM
Didn't realise Ezra was so bad. Re Lewis, though, I think 'The Fifth Risk' was maybe the most prescient political book of last decade or so
It's like something from a Paul Verhoeven film
March 14, 2025 at 6:44 PM
It's like something from a Paul Verhoeven film
The argument that they have any sort of moat in item 2 and 3 doesn't carry much weight with me
March 11, 2025 at 1:25 PM
The argument that they have any sort of moat in item 2 and 3 doesn't carry much weight with me
Pity you didn't have a steak. Northern Spanish beef and pork is maybe the best in the world
March 9, 2025 at 7:46 AM
Pity you didn't have a steak. Northern Spanish beef and pork is maybe the best in the world
That looks like a screen grab from Robocop
March 7, 2025 at 10:06 PM
That looks like a screen grab from Robocop
Some of that fentanyl needs to find into elons ket
March 7, 2025 at 6:00 PM
Some of that fentanyl needs to find into elons ket
Jesus, Mnuchin was a hero. On a serious note, the best we can hope for is that someone like him finds a way for Trump to back down while still saving face, at least in his own mind
March 7, 2025 at 5:59 PM
Jesus, Mnuchin was a hero. On a serious note, the best we can hope for is that someone like him finds a way for Trump to back down while still saving face, at least in his own mind
I shouldn’t be surprised, but Sacks’ involvement here is nauseating. His podcast has spent the last two years cheerleading austerity, and now he’s making out like a bandit on these Solana shitcoins
March 2, 2025 at 6:28 PM
I shouldn’t be surprised, but Sacks’ involvement here is nauseating. His podcast has spent the last two years cheerleading austerity, and now he’s making out like a bandit on these Solana shitcoins
March 2, 2025 at 6:03 PM
I shouldn’t be surprised, but Sacks’ involvement here is nauseating. His podcast has spent the last two years cheerleading austerity, and now he’s making out like a bandit on these Solana shitcoins
I'm quite long Uber, BTW 👀
February 23, 2025 at 2:42 PM
I'm quite long Uber, BTW 👀
If Uber added a filter for car brands, it’d be a sneaky yet effective move. I don’t think Dara wants a direct confrontation, but I’m sure he’d be happy to erode Tesla’s market share
February 23, 2025 at 2:41 PM
If Uber added a filter for car brands, it’d be a sneaky yet effective move. I don’t think Dara wants a direct confrontation, but I’m sure he’d be happy to erode Tesla’s market share
Well, if they can't all it woke, they will call it globalist
February 23, 2025 at 2:27 PM
Well, if they can't all it woke, they will call it globalist
It's also very David Brent to boot
February 23, 2025 at 11:33 AM
It's also very David Brent to boot
Idk. Chipotle had a product people genuinely liked but struggled with operational issues. I don’t get how he turns Starbucks coffee from a commodity into something people are drawn to, no matter how talented he is
February 21, 2025 at 7:45 AM
Idk. Chipotle had a product people genuinely liked but struggled with operational issues. I don’t get how he turns Starbucks coffee from a commodity into something people are drawn to, no matter how talented he is
It's a failure of U.S. journalism that neither Joe Lonsdale nor Alex Karp have been confronted with images of dead Palestinian children. More controversially, given his active complicity in war crimes, isn't Karp a legitimate military target?
February 20, 2025 at 7:00 PM
It's a failure of U.S. journalism that neither Joe Lonsdale nor Alex Karp have been confronted with images of dead Palestinian children. More controversially, given his active complicity in war crimes, isn't Karp a legitimate military target?
It seems to be a film about a few students saying dumb things vs. full institutional backing from governments, corporations, and law enforcement to crush dissent against a genocide
February 19, 2025 at 10:13 PM
It seems to be a film about a few students saying dumb things vs. full institutional backing from governments, corporations, and law enforcement to crush dissent against a genocide
Since October 7, U.S. pro-Palestinian protesters have faced 3,645+ arrests and frequent violence, often from police or counter-protesters. At UCLA, pro-Israel attackers used sticks, stones, and fireworks. Pro-Gaza activists have also been shot, as seen in the Vermont attack, among other incidents.
February 19, 2025 at 9:57 PM
Since October 7, U.S. pro-Palestinian protesters have faced 3,645+ arrests and frequent violence, often from police or counter-protesters. At UCLA, pro-Israel attackers used sticks, stones, and fireworks. Pro-Gaza activists have also been shot, as seen in the Vermont attack, among other incidents.
I think their reviews are excellent, but the downside is that if a place is highly rated, getting a booking feels impossible—especially in NYC. Waiting on a website for reservations to open is just ridiculous
February 15, 2025 at 7:19 PM
I think their reviews are excellent, but the downside is that if a place is highly rated, getting a booking feels impossible—especially in NYC. Waiting on a website for reservations to open is just ridiculous
I find 'the infatuation' to be the best restaurant site for most big cities I travel to, nyc+London for definite anyway. Find most other sites to be either not great or quite confusing
February 15, 2025 at 7:05 PM
I find 'the infatuation' to be the best restaurant site for most big cities I travel to, nyc+London for definite anyway. Find most other sites to be either not great or quite confusing
He’s been directionally right for years, but his analysis is pure drivel. Really enjoy Josh Brown’s pod, but when he was on a few weeks back spouting absolute bullshit, I couldn’t help but wonder if the hosts were thinking the same thing I was.
February 14, 2025 at 8:38 PM
He’s been directionally right for years, but his analysis is pure drivel. Really enjoy Josh Brown’s pod, but when he was on a few weeks back spouting absolute bullshit, I couldn’t help but wonder if the hosts were thinking the same thing I was.