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NoName

Burnt Ends
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Everything posted by NoName

  1. editing to just talk about the full bar part of things. Top 50 spots I think that have a full bar Pinkertons Terry Blacks Stanleys Truth in Houston Killens? L&L (new spot) who else has a full bar that's in the top 50? -- ignore this below, had to do with hours that Jimmy put together and i misunderstood something
  2. key parts of the thread that really hit home: this part (10 and 11) is exactly how i feel, especially 11.
  3. Franklin's has a very high quality standard. also they absolutely did a huge expansion from a food truck style to the building - just on the # of smokers they were using/briskets smoking/etc looking at the last TMBBQ top 50 list's top 10: Goldees: opened B&M Interstellar: did they open in the strip mall? Truth: B&M in Brenham --> B&M in Houston Burnt Bean: opened B&M L&L: Food Truck --> B&M in 2024 Cattleack: i think they opened at the B&M? not sure Franklin: Food Truck --> B&M Evie Mae: Food Truck --> B&M Snows: always been what it is today Panther City: Food Truck --> B&M DFW has Daynes, Hurtado, Zavalas that i think all went Food Truck or pop up to B&M? off the top of my head/looking at top 50 list 2M opened as a B&M but did popups? Sunbird was food truck now B&M Eaker was food truck in Houston, moved to Fredericksburg and opened a B&M then made top 50 Guess Family was food truck to B&M Stanleys and Slow Bone opened as B&M i think Pecan Lodge for me is the biggest example of the flip over to large B&M that just never worked out quality wise. they had huge issues with like quadrupling their pit space when they moved and someone told me their lease required them to do B&M hours vs a "sell out when you sell out" model here is the prior top 50: https://www.texasmonthly.com/food/the-list-the-top-50-barbecue-joints-in-texas/
  4. lol i'm sure you are. hey at this point if it shakes things up - great. i'm in for that.
  5. if RBR implodes - at the end of this THAT should be the question. Jos and Max backing the 80 year old who has basically zero impact on the day to day of running RBR overall, has no impact on the technical side, has no impact on the organizational side and wasn't the guy who built the org in the first place instead of the 50 year old is and forever should be seen as a monumental fumbling of the bag. the success that RBR has had as an org over the last few years is significantly more tilted towards the technical/org side than the Marko side and it isn't even close fuck Jos and honestly fuck Max for letting it get here. dude has more juice within his team over the last 3 years than any other single driver, including Lewis. the lack of stability is what has a lot to do with Newey potentially leaving, and that lack of stability is directly related to the Marko/Horner power struggle
  6. if you own stock now and haven't sold, idk what to say. you should have sold in 21 or 22, unless you got in very, very early or have a very very low cost. which then begs the question. when did you buy in / what was your per share cost?
  7. yeah, turn the initial truck into your commissary kitchen, roll out a second truck somewhere else (Buda?) and grow that slowly going from that food truck to 6,000 sq feet was setting them up to fail
  8. i think they said hes making about 17m now? so it's a nice bump either way, it's something RBR should match in a heartbeat
  9. look at the blue ferrari kits in normal light (also from reddit)
  10. holy shit edit: google translate of the article from reddit - relevant landing locations below say they don't know shit on that front text:
  11. just to point out, they spent like 2 years saying they had a great NIL program ("The Fund", which is an objectively terrible name) which said it had great contracts for players, with no website, no publicized employees, no publicized contact info (so if i own Chucklefuck Dodge in College Station and Google how i can get an NIL deal to give a player a Dodge Stratus, how do i get in contact with anyone?), no publicized deals (saying they preferred to spread by word of mouth player to player) and no clear way to give money or fundraiser. it was so bad that imho, going from that to Texas Aggies United was somehow a huge step up. they just let go of the guy who was the assistant athletics director for NIL so that Alberts, who has no really great success with building a NIL program, can hire his own guy
  12. here's a car guy on substack who goes though their financials, this is long but points out a LOT of issues they have https://bradmunchen.substack.com/p/tesla-q1-results-a-shady-set-of-numbers ill share the highlights: + + Tesla’s Q1 Results Minus an Estimated $700m of Deferred FSD Revenue Recognition + + this is all you need to know about how poorly things are going. their implied Q1 inventory is 33% of Q1 production! 33%!!!!!!!!! + + last few things about the stock vs other car stocks: "but wait, it's an AI stock!!!!"
  13. its because everything outside stains the steel because they used shitty (cheap) steel. no kidding here - basically any road gunk, bugs, bird poop, rain, anything. but no fear, you too can use this magic product to clean your $100k car!
  14. were not going to agree here, and that's ok. SOME QBs make it. if you look at QBs taken in the first round from 2009-2018 the hit rate was 38% (11/29 hit a second contract) QBs, of everyone, should rush to the second contract because that makes them more likely to hit a third.
  15. had no clue on that. what a wild left turn his career took from baseball to football - if i am counting correctly basically went from MILB to football
  16. yuuuuuuuuuuuuuuuuuuuuuuuup the camera only decision was one that set them on an alternative track that is absolutely not going to be successful without tremendous changes and laser focus on solving the existing issues it has. instead of doing that, over the last 2 years Elon has become Chief Twit and spent a fortune on Twitter. i've talked about it a bunch here w/r/t Twitter and the impact his money could have had on his other businesses i think he had bank money for about 1/3d of the $44B and the other 2/3rds was from his end? \ so specifically imagine what an extra ~ $30B into Starlink would have made a huge impact - but imagine what an extra ~ $30B would have done for something like FSD. hell, imagine what an extra $1B would have done. for a guy who says he cares about the environment, safety and becoming a multi planetary species he sure spends his money on things that do nothing towards any of that. --- the whole "in talks with a company about licensing FSD" is a joke. this should have been the goal from day 1, but they FA and now are FO here's the top selling brands in the US (2023): idk how many of those companies would be willing to touch FSD with a 10' pole today. especially with the fact Waymo is already out there with robotaxis in some markets and have a pretty nifty lead in the market. we know Ford and GM are working on their own versions of the concept. there is 0 chance Toyota touches it, plus they have their own thing in the works. can't imagine Honda does either, and are working on their own Level 3 stuff. Stellantis/Chrysler has a deal with Waymo for commercial self driving so that takes out Jeep, Ram, Dodge, etc. Volvo has Polestar. don't imagine the German companies want to touch it Tesla. BMW and MB are working on their own Level 3 stuff. Hyundai/Kia maybe? quick look says they delayed their plans for level 3 Subaru has their own stuff they are working on, but it's more of a lane assist thing vs self driving. Mazda maybe? they have something they are doing but i think it's more lane assist why "settle" for TSLA and their all in move on vision if your goal is to limit downside (GO WITH EVERY SENSOR YOU CAN) and pick something stable which won't also torpedo your brand (which is not Tesla.) going all camera was a monumental mistake that screams it was made at the top and not made by the people who actually work with this technology. wonder how many high level staff they lost due to that decision.
  17. if Elon even kind of believed any of this he would be pouring every cent he owns into SpaceX to ensure we become that multi planet species he talked about a long time ago...but instead he's out here shitposting on Twitter
  18. not to be this guy but there are a LOT of people in the industry who say FSD will never get SAE Level 4 Certification, much less Level 5 with their current technological setup on the car. these are not folks with axes to grind, they are tech folks.
  19. Tesla should be better at naming things, marketing those things and explaining why they have value so people buy those things. instead, they just fired their entire US-based advertising team.
  20. "we don't know shit but we think that a player may portal out because a player may also portal in. it could have happened yesterday. it could happen today. it could happen tomorrow. it could happen next week. watch this space for us to edit in text below backing up what we think may happen and if it doesn't happen it's because Texas talked the player into staying (we won't report on his name for privacy reasons, but also because we don't know his name)"
  21. i thought it was even more funny that he touched the field once in 2 years, and got no stats and then never touched it again before retiring than if he never touched it at all, but whatever
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