Everything posted by Dbeasy
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2025 Texas Volleyball - Locked and Reloaded
Itās over! Tear it all down! People must pay! Not really.
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2021 - Is inflation finally back in the conversation?
I was deeply involved with the 2000 stock market bubble and crash, having a startup I helped found go from a value of $1M, to $3B, to $0. We were building the fiber infrastructure. There are a lot of parallels, and a few differences, from the 2000 bubble. Valuations in 2000 were completely insanely nonsensical. My company had $7M of revenue going to $35M and we were valued at $3B in IPO. Ridiculous. We donāt actually have that bad of a valuation environment for public companies, IF you assume the AI companies actually deliver the projected revenue, and some believable path to profitability. But they wonāt, and when that becomes obvious, the markets will tumble and over-react into all equity sectors. When will that become obvious? Captainant is roughly right. You can argue about percent of spending on GPUās but once it becomes clear the math doesnāt work, it pops. Iām guessing 12-18 months. And the problem with inflation right now, setting aside the fake data just released, every company now is ingrained to raise prices every year, year after year. It didnāt used to be that way. And because we have insufficient competition in dozens of markets, due to poor government oversight over the years, there is no governor on prices. Companies are maximizing price with little to no fear of share loss. Combine that with completely irresponsible government spending and the outlook is not good Vern.
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Point and laugh at Shaka Smart
Man I love this thread.
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Transfer Cycle 2025-2026 - Eloi! Eloi, lama sabachthani!
Seeing three straight posts from an ignored poster has become a common occurrence. Itās ridiculous.
- 2025 CFP First Round - The "U" @ aggy
- 2025 CFP First Round - The "U" @ aggy
- 2025 CFP First Round - The "U" @ aggy
- 2025 CFP First Round - The "U" @ aggy
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Tamales
I'm an idoit. I asked the same question last year, and it was answered in this exact thread. And to make it even worse, I MADE THE SUGGESTED SAUCE and we liked it. WTF. It was a busy year.
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2025 Texas Coaching/Support Staff Thread
To do that with Laphroaig is the most offensive thing Iāve ever heard on this board. I was just at the distillery a few months ago and if the people there heard that they would ban your friend from the island.
- Texas Roster 2026
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2025 Texas Coaching/Support Staff Thread
Oh thanks. Posting the same thing twice now makes me believe it. Awesome.
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2025 Texas Coaching/Support Staff Thread
Not sure I believe this.
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BOOM MOTHER FUCKER - Will Muschamp's Triumphant Return
Iām curious as to why Muschamp just wasnāt a good head coach. Usually guys that smart and motivated should be able to succeed. I realize guys like PK were meant to be coordinators, but Muschamp was/is different.
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All things SNL
I stop in on an episode here and there. I canāt believe no one mentioned that Glaser used the word ālikeā about 500 times. Unlistenable garbage.
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Transfer Cycle 2025-2026 - Eloi! Eloi, lama sabachthani!
Playing really well while also being had in the pass game is a pretty good trick.
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2025 Texas Coaching/Support Staff Thread
He did, but that was when the entire Texas recruiting machine was a broken disaster.
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BOOM MOTHER FUCKER - Will Muschamp's Triumphant Return
After having a day to reflect on the DC change, I'm pretty excited to see how the new defense helps the offense. While the PK defense was very good, it's bend not break philosophy produced fewer possessions for the Texas offense, and less time on the clock. The Muschamp defense should produce more three and outs and quickly stalled drives, although they will give up more big plays. All of those things put the ball back into the hands of the offense more often. We have a ton of offensive talent, and if teams want to try and get into a scoring fest, bring it on. Sark will figure out his OL and RB issues, and by fixing those the WR's, who are still very good, will look much better. I'm good with this change, even if one of the reasons for it was PK getting tired of Sark's shit and wanting to go back west.
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Tamales
So we ordered some tamales for Christmas, but they don't ship any sauce to go with them. In year's past, we always just put Wolf brand chili on top or eat them plain or with salsa. Does anyone have a good recipe to top the tamales?
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BOOM MOTHER FUCKER - Will Muschamp's Triumphant Return
Iāve watched many friends get new knees, new hips, new wives, and lose interest in their careers, among other things.
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BOOM MOTHER FUCKER - Will Muschamp's Triumphant Return
Not to generalize, because every man is different, but I noticed pretty big changes in men physically and mentally between the ages of 55 and 60. I do think it makes a difference often.
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2027 TE JT Geraci
How is this guy a three star with that offer list. I know an offer isnāt necessarily an offer, but itās a long list.
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BOOM MOTHER FUCKER - Will Muschamp's Triumphant Return
Correct. The rest of them never got caught.
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2025 Texas Coaching/Support Staff Thread
Yes. I remember Saban saying it. So maybe this all works out ok. And Muschamp was Sarkās first choice when he was hired. I much prefer more man coverage, and LBās that wreak havoc anyway.
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2025 Texas Coaching/Support Staff Thread
Iām just going to assume PL was leaving and Sark had no choice. Fits the rumors.