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Vegas64

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Everything posted by Vegas64

  1. Everyone agrees we are in a bubble but how in the world does that entail a bubble?
  2. Somehow I’d missed this but read this in the New Yorker this AM.
  3. Fair! https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
  4. No Igbo bias, I'm sure 😛
  5. hahaha wow. I was just thinking why did Gavin take his foot off the gas. ALL Gas no brakes Gavin come on!
  6. Bro, this SENT me. The space jam shirt is a nice touch.
  7. The answer of the #1 scumbags and scammers is door to door solar panel sellers. #2 is door to door roofing scam sellers. Everything else is an order of magnitude below (but agree that dentists are less trustworthy than most think).
  8. Also, with the advent of YouTube, there are videos out there for a majority of the basic-to-intermediate repairs which are the high margin (read: easy) work that service technicians used for a good portfolio mix with the harder, more complex, lower margin work. I just saw this firsthand had to replace a basic part/appliance which felt very basic and straightforward, got quotes which were all very high for 30 minutes worth of work if you do it all day. Granted it took me 90 minutes while watching two Youtube videos and taking a couple of breaks to watch college football since I basically did the work during commercials.
  9. It's scary how optimized teams are with AI. In my world I'm seeing it on both ends: Companies like Chevron for example just went through a 20% re-org with RIFS of like 9-10k people because the old corporate and workforce design is unneccesary for the present (e.g. Oil going to $50) to the future (even when rebounds, don't need the headcount). Large companies are realizing their organizational design is outdated and there are too many humans doing things that digital tools can do. On the other end of huge corps are start-ups who reach 9 figure ARR and/or get acquired with a fifth of the headcount it used to take. A company I consulted for recently acquired an a16z startup for 9 figures who had 14 full time, w2'ed employees. Revenue to employee ratio is the scariest metric that has been optimized by AI
  10. lol it's interesting because the Time magazine sounds complimentary of him, but has an unflattering picture, owned by a billionaire who is a huge SF advocate and donor, who made waves because he was calling on the national guard to help SF, while also being a past progressive, who seems to be warming to the middle (or even right?). I mean, maybe it's only interesting to me to think about those 5 or 6 variables and the interplay therein. sorry for partying.
  11. I didn't say that was me. I said that was what the "middle/centrists" seem to be representing. I could be wrong, maybe centrists have a different north star. What do you think it is?
  12. What you are describing (if true, big IF) is helping me to understand how my Palestinian neighbor can dislike Trump but hate Biden.
  13. Benioff (Salesforce CEO and not the Game of Thrones writer for HBO) owns Time magazine well and there was a "spicy" NYT article he gave some quotes to earlier this week.
  14. Latinx hate them because they are so arrogant and uppity and pretend they are european and look down on their brown neighbors.
  15. You just described in a nut shell the middle/centrists.
  16. Bought 500 shares of Chicago tonight agianst Washington @ $.23. Sold half at $.60 ($150) and rode the last 250 for $250 (total paid $450 on $115 investment). -- I'm investing big into a lot of underdogs this week to see how it goes: 500 of Arkansas for $.28 ($140) 500 of Tennessee for $.28 ($140) 500 of Oklahoma State for $.08 ($40) 500 of ASU for $.21 ($105) 500 of USC for $.26 ($130) 500 of Ole Miss @ $.30 ($150) 2000 of Wisconsin @.05 ($100)
  17. Sold down some of my Seattle, but the net will cover my $800 loss on Heisman candidate predictions (Manning, Lagway & Sellars heavy in pre-season). It's at $.81 now and I have $1250 left after trimming profits over the weekend and hedged by buying some Toronto @ $.12
  18. Same. And you and I had similiar opinions on the overrated steakhouse downtown. Are we best friends, probably?
  19. Hadn't seen it in 20 years, but The Truman Show was really, really good. Caught it last night and watched the whole thing. It's become a bit of a thing to itself, but in about 2 hours you get a pretty jam-packed, character built journey and arc and Carrey killed it. I think The Matrix and Truman Show came out the same year, or back to back years, and talk bout two different treatments of the same visceral themes of reality, perception, and existential anxieties.
  20. Far from a Jimmy and Joe. I think you misunderstood the ask.
  21. More this tbh:
  22. How do Jimmy and Joe's make money off the rebuild? Just invest in stocks ike Jacobs and Fleur and KBR who typically get rebuilding contracts from the US government? What are you guys thinking is the opportunity here as capital will be invested to rebuild, etc.?
  23. Legitimately not sure if you are being complimentary or trying to insult me.
  24. Almost on cue, a new one: First Nvidia, then AMD, now Broadcom. Intel, will you get a call?
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