Joined August 2015
- Tweets 69,981
- Following 617
- Followers 58,279
- Likes 82,036
11,576 Photos and videos
Jerry Capital retweeted
Jun 14
Helicopters seem to exist solely to kill celebrities and politicians
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Jerry Capital retweeted
$MRVL CFO Willem Meintjes filed to sell 207,329 shares (48% of position) for $60,131,256.68 ($290.03/share) - Unscheduled:
filingtracker.ai/filing/1635…
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Men would rather do rewrites than go to therapy
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Our stock price went up 5x in the run up to the IPO. This is not an excuse for the last 5 years, but we’ve rebuilt the company from the ground up in that time, and we anticipate better times ahead. The story isn’t over.
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new: nvidia faces more chip rivals every year yet it's ~gaining~ market share on all of 'em in ai inference mkt.
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I once saw a helicopter go down in the East River next to Carl Schurz park when I lived on the UES. I was the first to call 911 and watched the whole nightmare unfold.
The helicopter lost power, auto-rotated down safely, landed softly on the water, and everything seemed like it was ok. Except one of the landing gear airbags failed to inflate, causing the helicopter to flip upside down in the water. The pilot scrambled out and was screaming for help as he bobbed in and out of the helicopter, trying to rescue his passengers. Come to find out, this was an aerial photography tour and the passengers were secured to the helicopter via a full-body harness and a locking carabiner in the middle of their back. Nobody managed to free themselves from their restraints and all 4 drowned. Eventually the pilot gave up, crawled on top of the half-submerged helicopter, and floated down the East River as he continued to scream for help.
Helicopters are death traps and will kill you in ways you can’t even imagine. Life is too precious to fly in a helicopter. It’s not worth it.
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Jerry Capital retweeted
California billionaire tax odds of passing plummeted last night. Someone knows something 👀
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Jerry Capital retweeted
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Jerry Capital retweeted
If you think $SPCX saying their TAM is $28 trillion is ridiculous please do remember that Circle Internet Group said their total market opportunity is the entire global monetary supply LOL
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Jerry Capital retweeted
Jun 15
GUY WHO BET THE FARM ON THE SECOND PLACE FINISHER VOICE:
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Jerry Capital retweeted
It would be *much* more socially transformative to ban social media for over-65s
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Is $GPN $CHTR?
I think the Charter analogy is wrong.
Charter was a local monopoly that over-earning on an overpriced consumer product, then got hit by real substitutes: fiber, FWA, streaming, and cord-cutting. That is actual unit-economics destruction from new technology.
Payments is not that. There is competition, fee pressure, and execution risk, but GPN is not being bypassed by a fundamentally superior new network in the same way cable was. If these were true commodity businesses, you would not see decades of recurring revenue, high margins, sticky SMB/ISV channels, and the ability to lever, delever, and buy back stock.
The bearish case on GPN is not “commodity.” The real bearish case is “mature low-growth processor with take-rate pressure and integration risk.” That is a very different claim.
What changed is price. Five years ago the business was messier and the multiple treated it like it was safe.
Today it is being priced much closer to a melting-ice-cube despite being more focused, more disciplined on capital return, and with a competitive threat that looks less existential than people feared.
I’m not saying there is no risk. I’m saying this is absolutely not Charter"
Robot says some risk
I says no risk
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"It's increasingly difficult to objectively evaluate models for anything other than coding performance" - @benthompson
👀
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Just needed everyone to ban social media for $META to bottom
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The median American adult is *not* richer than the median adult in Canada or many Western European countries.
Yes Americ"a" is richer, no Ameri"cans" are not richer.
UBS 2025 median wealth per adult:
Luxembourg: $395k
Belgium: $254k
Denmark: $216k
Switzerland: $182k
U.K.: $176k
Canada: $152k
France: $146k
Norway: $143k
Netherlands: $132k
Spain: $126k
Italy: $124k
U.S.: $124k
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Australia 268
Australia ranks #2 in the world for median wealth per adult per the UBS Global Wealth Report 2025, at ~$268k — more than double the US figure of $124k you listed (and well above Canada’s $152k). High home ownership and superannuation help drive the broad distribution.
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Looks coordinated between ex-US countries as a response to trade war 😉
Jun 15
We are banning social media access for under 16s.
These days kids must find their feet in a world where technology intrudes into every area of their life.
I just can’t let that go on anymore. So we’re giving children their childhoods back.
Community note
The UK Government's 'careful review' of the research found a small correlation between children's use of social media and wellbeing, but no evidence of a causal effect:
gov.uk/government/pub…
assets.publishing.service.gov.uk/media/696e0b46…
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We don't deserve the Japanese
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We don't deserve them
🚨 Japan left their dressing room spotless after their match against the Netherlands. 👏
A tradition built on respect, discipline, and responsibility. ❤️🇯🇵
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