@capyburger.bsky.social
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Wait until he finds out that hungry people still get to vote. Ackman and NYC are learning about that today. You don’t have to be a commie to understand that a basic safety net makes everyone better off. Thank you for your attention to this matter.
Literally almost threw down with an old magats last night making a delivery. He was laughing about snap being cut and now the dead beats will have to get jobs. Except he works in a grocery store ..less food stamps less groceries. Fucking moron. How do u laugh about hunger wtaf
November 4, 2025 at 1:00 PM
Wait until he finds out that hungry people still get to vote. Ackman and NYC are learning about that today. You don’t have to be a commie to understand that a basic safety net makes everyone better off. Thank you for your attention to this matter.
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The answer is: approximately 1.2 million U.S. veterans receive SNAP benefits.
I think something like half of SNAP recipients work full time. Now health care costs mooning, people getting tossed from Medicaid. How many disabled veterans get SNAP benefits?
November 4, 2025 at 1:07 PM
The answer is: approximately 1.2 million U.S. veterans receive SNAP benefits.
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Never change, Adam Jonas, never change
July 24, 2025 at 6:01 PM
Never change, Adam Jonas, never change
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Google’s AI Overview search now has 2 Billion MAUs. Up a cool 500 million quarter-over-quarter, at the same monetization rate as “regular” search. Cloud growing over 30% with $100B+ backlog now. 4 turns of forward P/E cheaper than the S&P 500 (18 vs 22). People are nuts.
July 24, 2025 at 10:07 AM
Google’s AI Overview search now has 2 Billion MAUs. Up a cool 500 million quarter-over-quarter, at the same monetization rate as “regular” search. Cloud growing over 30% with $100B+ backlog now. 4 turns of forward P/E cheaper than the S&P 500 (18 vs 22). People are nuts.
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Underrated tweet.
July 17, 2025 at 2:28 AM
Underrated tweet.
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It's only "confusing" if you don't read the news. We have new tariff and semiconductor restriction policy changes every week. Shame on $ASML's CEO for being honest. Nobody wants to hear that shit.
July 16, 2025 at 2:20 PM
It's only "confusing" if you don't read the news. We have new tariff and semiconductor restriction policy changes every week. Shame on $ASML's CEO for being honest. Nobody wants to hear that shit.
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This is the key problem. LLM chatbots will be more or less commodities and deeply unprofitable. GOOG, AMZN, and MSFT have massive cloud and other businesses where they can deploy AI with at least a dream of ROI. XAI is basically a spite company with a dual mission to fuck Altman and bail out Musk
What do you actually get when buying xAI (or ChatGPT or Claude)? A lot of GPUs for sure which are all depreciated to zero in about 2 years. A research team with the latest model and IP, if lucky an app, some contracts?
Apparently GROK v4 (Hitler version) scores well, but how is that in 6 months?
Apparently GROK v4 (Hitler version) scores well, but how is that in 6 months?
July 14, 2025 at 1:04 PM
This is the key problem. LLM chatbots will be more or less commodities and deeply unprofitable. GOOG, AMZN, and MSFT have massive cloud and other businesses where they can deploy AI with at least a dream of ROI. XAI is basically a spite company with a dual mission to fuck Altman and bail out Musk
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“Lucrative” = “Being the exit liquidity”
As companies like SpaceX, Stripe, and OpenAI stay private longer, tokenized stocks on blockchains offer a way for the public to access lucrative private markets (Matt Levine/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
July 4, 2025 at 12:31 PM
“Lucrative” = “Being the exit liquidity”
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2/2 To placate Orange Archie Bunker, you might see Cook say he's going to invest in one or more "assembly plants". Maybe get some of those Medicaid deadbeat lazy poors to work there to get their meds and treatments.
May 23, 2025 at 2:05 PM
2/2 To placate Orange Archie Bunker, you might see Cook say he's going to invest in one or more "assembly plants". Maybe get some of those Medicaid deadbeat lazy poors to work there to get their meds and treatments.
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India doesn't make any iPhones. Some just have final assembly and packaging done there. Most of the 1,000 or so components in a phone come from China and there's nowhere else they can be made (including the chips from Taiwan), physically, let alone economically. 1/2
If you thought tariff chaos was over, you haven't been paying attention.
May 23, 2025 at 2:05 PM
India doesn't make any iPhones. Some just have final assembly and packaging done there. Most of the 1,000 or so components in a phone come from China and there's nowhere else they can be made (including the chips from Taiwan), physically, let alone economically. 1/2
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Not even that. The whole reason Apple is throwing shade is because the case where the exec testified is about the DOJ trying to cancel a 100% gross margin $20B per year payment from $GOOG to Apple. At 15x that’s $300B value to Apple. Of course they will overstate the threats to $GOOG.
May 8, 2025 at 2:40 PM
Not even that. The whole reason Apple is throwing shade is because the case where the exec testified is about the DOJ trying to cancel a 100% gross margin $20B per year payment from $GOOG to Apple. At 15x that’s $300B value to Apple. Of course they will overstate the threats to $GOOG.
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I’m on tilt. Please read this 3 times and think about its implications.
May 8, 2025 at 2:27 AM
I’m on tilt. Please read this 3 times and think about its implications.
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AI is increasing overall search volumes. People are using AI on top of what they are already doing, in aggregate. And minor point, $GOOG is toe to toe in capability with OpenAI, and arguably peeling ahead in areas. Google Cloud is a massive opportunity in the second inning.
May 8, 2025 at 1:53 AM
AI is increasing overall search volumes. People are using AI on top of what they are already doing, in aggregate. And minor point, $GOOG is toe to toe in capability with OpenAI, and arguably peeling ahead in areas. Google Cloud is a massive opportunity in the second inning.
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The disconnect between narrative and reality with respect to $GOOG / Alphabet is about as wide as I’ve seen in a large cap. I am right and the market is wrong. And I mean strategically.
a man is jumping in the air in a room with the words `` thanks for coming to my ted talk '' .
ALT: a man is jumping in the air in a room with the words `` thanks for coming to my ted talk '' .
media.tenor.com
May 7, 2025 at 8:39 PM
The disconnect between narrative and reality with respect to $GOOG / Alphabet is about as wide as I’ve seen in a large cap. I am right and the market is wrong. And I mean strategically.
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Also, there's probably a business in shorting a public company that rolls up niche software companies, guts R&D, and jacks prices on maintenance to an angry locked-in client base. Use GenAI to create cheap apps and undercut them 80%, one by one. Like Larry David's spite coffee shop.
I just finished building a fully-functional compliance web app that extracts XML data from multiple online sources, allows me to upload data, use adjustable fuzzy logic to compare my data to the others, outputs a report, and allows me to create a PDF. In hours. 1/n
Newsletter: I am sick and god damn tired of everybody pretending that generative AI is the next big thing. The media is complicit in accepting fantastical nonsense - both in the numbers put out by OpenAI and the silly jobs created by Anthropic - and it has to stop.
www.wheresyoured.at/reality-check/
www.wheresyoured.at/reality-check/
April 30, 2025 at 12:14 PM
Also, there's probably a business in shorting a public company that rolls up niche software companies, guts R&D, and jacks prices on maintenance to an angry locked-in client base. Use GenAI to create cheap apps and undercut them 80%, one by one. Like Larry David's spite coffee shop.
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I just finished building a fully-functional compliance web app that extracts XML data from multiple online sources, allows me to upload data, use adjustable fuzzy logic to compare my data to the others, outputs a report, and allows me to create a PDF. In hours. 1/n
Newsletter: I am sick and god damn tired of everybody pretending that generative AI is the next big thing. The media is complicit in accepting fantastical nonsense - both in the numbers put out by OpenAI and the silly jobs created by Anthropic - and it has to stop.
www.wheresyoured.at/reality-check/
www.wheresyoured.at/reality-check/
Reality Check
I'm sick and god-damn tired of this! I have written tens of thousands of words about this and still, to this day, people are babbling about the "AI revolution" as the sky rains blood and crevices open...
www.wheresyoured.at
April 30, 2025 at 12:00 PM
I just finished building a fully-functional compliance web app that extracts XML data from multiple online sources, allows me to upload data, use adjustable fuzzy logic to compare my data to the others, outputs a report, and allows me to create a PDF. In hours. 1/n
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If by $5 trillion they mean "zero", then I completely agree.
MORGAN STANLEY has a 68-page report on what it says will be a $5 trillion market for humanoid robots by 2050.
“.. will grow materially larger than the global auto industry.”
“.. will grow materially larger than the global auto industry.”
April 29, 2025 at 11:45 AM
If by $5 trillion they mean "zero", then I completely agree.
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The inflation surge we saw was from a Trump admin dropping a massive tax cut on an economy running at full employment, followed by a massive Trump-era covid stimulus plan, followed by covid-related supply side shocks, and unnecessary Biden-era stimulus and associated spending. They all own it.
April 29, 2025 at 3:15 PM
The inflation surge we saw was from a Trump admin dropping a massive tax cut on an economy running at full employment, followed by a massive Trump-era covid stimulus plan, followed by covid-related supply side shocks, and unnecessary Biden-era stimulus and associated spending. They all own it.
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Thanks to the person that just bought these cheapies from me. 50% implied vol and you still bought them tsk tsk.
April 4, 2025 at 3:24 PM
Thanks to the person that just bought these cheapies from me. 50% implied vol and you still bought them tsk tsk.
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Just a total disgrace. Literally taking a steaming dump on the American flag and everything it has stood for. Small blessing that nearly all of The Greatest Generation aren’t alive to see this.
Trump says using military force to “get Greenland” is on the table
March 30, 2025 at 12:36 AM
Just a total disgrace. Literally taking a steaming dump on the American flag and everything it has stood for. Small blessing that nearly all of The Greatest Generation aren’t alive to see this.
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The House GOP reconciliation plan is, quite literally, to cut spending that helps the poor to partially pay for tax cuts that disproportionately aid the rich - all while still increasing the deficit by roughly $3 trillion.
Snidely Whiplash mustache-twirling stuff!
budgetlab.yale.edu/news/250319/...
Snidely Whiplash mustache-twirling stuff!
budgetlab.yale.edu/news/250319/...
March 19, 2025 at 2:10 PM
The House GOP reconciliation plan is, quite literally, to cut spending that helps the poor to partially pay for tax cuts that disproportionately aid the rich - all while still increasing the deficit by roughly $3 trillion.
Snidely Whiplash mustache-twirling stuff!
budgetlab.yale.edu/news/250319/...
Snidely Whiplash mustache-twirling stuff!
budgetlab.yale.edu/news/250319/...
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It’s true. I verified it. You can also see via the Internet archive / Wayback Machine that they just inserted “DEI” in the URL to nuke the page. Scumbags. Frigging Medal Of Honour winner.
March 17, 2025 at 12:25 AM
It’s true. I verified it. You can also see via the Internet archive / Wayback Machine that they just inserted “DEI” in the URL to nuke the page. Scumbags. Frigging Medal Of Honour winner.
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Dropbox now on the list of uninvestable companies.
March 10, 2025 at 11:55 PM
Dropbox now on the list of uninvestable companies.
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Announced massive new long term fiscal expansion (for defence and infrastructure). Going to need to sell a lot of bunds and will be an inflationary impulse. All needed though.
March 6, 2025 at 10:39 AM
Announced massive new long term fiscal expansion (for defence and infrastructure). Going to need to sell a lot of bunds and will be an inflationary impulse. All needed though.
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Costco a 60x earnings with mid single digit growth is one of life’s little mysteries.
March 6, 2025 at 10:35 AM
Costco a 60x earnings with mid single digit growth is one of life’s little mysteries.