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Vegas64

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  1. Maybe the funniest thing I’ve ever seen because I think of all the old fogies on here like myself and dbeasy and cman and other old Dallas proper guys who had kids come up through St Marks and Hockaday (or heaven forbid, Jesuit and Ursaline) and who still go to the original pancake house on northwest for coffee before going to HPV for more coffee because we work 2 hour days now.
  2. For sure. reminds me of this bit (comedy):
  3. YouTube is streaming the Oscars. Are we all just holding on this illusory idea of Hollywood as an instituion? We ARE big! It's WB and Paramount that got small.
  4. Alex Karp is a maniac and maybe even a sociopath. But I think he’s right about one thing: Interviewer: I want to get into all of that, but I’ll tell you where I want to start. You wrote a book last year called “The Technological Republic,” and you quote Samuel Huntington in it and you argue the following: that the West was not made possible “by the superiority of its ideas or values or religion, but rather by its superiority in applying organized violence.” What did you mean by that? And is that what Palantir ultimately does? Alex Karp CEO of Palantir: Well, I think one of the most interesting things about that quote is it’s indisputably and obviously true. Interviewer: You genuinely believe that the U.S., this idea of ideas, values, religion, has nothing to do with it? You think it really is about organizing violence? Alex Karp: But one of the biggest problems we have in our elite institutions, especially our Ivy Leagues, is this indisputable truth that no one would listen to the superiority of our ideas if our ability to organize violence was inferior. That every single person in the world believes, outside of the faculty of Harvard, and certainly all of our adversaries know to be true, is viewed as something that’s kind of worthy of great discussion and dispute. And the primary reason they dispute it, honestly, is because at their core, they want to undermine the superiority of Western values, which are meritocracy, rule of law, accepting that inputs and outputs are not the same, that are the basis of building the superiority on the military plane.
  5. I agree with your line of thinking more than I don’t, but I think from everything I’ve read, there are durable goods and gains that will outlive the bubble. The energy grid, the data centers and nuclear investments being the main ones, that will benefit whatever comes next and rises from the rubble of this current bubble.
  6. Hot sports opinion, but Buccees are actually extremely overrated and gross and nasty. Madisonville is disgusting. Ennis is awful. I can't think of the other ones off the top of my head I've been to, but they are all bad. Maybe Denton.
  7. FWIW, I'm not an AI apologist.
  8. Let's play a hypothetical. If one were interested in getting into this space, how would one? And what are some of the good companies in your experience?
  9. I read this and have more or less thought it true. Curious your thoughts:
  10. We found the guy who doesn't understand exiting protocol!
  11. didn't you make a million bucks last year? such a short memory these managers and companies have. now THIS is fascinating and talk about headwinds. But what do you mean selling sustainability? How does one sell sustainability? ESG consulting or management or something? Doesn't seem like a product you can sell it's an idea or concept for businesses to embody.
  12. I thought the big difference in this bubble versus the previous was that it was largely being funded by equities and NOT debt though. Hmmmm, are we being lied to?
  13. Fair enough, I don’t want window or middle seats arms in my persona space and pits in my face and the risk of you spilling on my laptop.
  14. FYI Ray Romano has been the pop-in at comedy cellar if you want to try and get lucky and see him. He's doing a Broadway thing this month and so he's been in town.
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