@nateingram.bsky.social
Just chiming in mostly on econ and finance
We'll take them in the ACC now
January 13, 2026 at 11:27 PM
We'll take them in the ACC now
Awesome post man. Really great work
January 11, 2026 at 9:13 PM
Awesome post man. Really great work
His point in the screencap is especially relevant nearly two years after the post was written. YIMBY arguments on constraints have become conventional wisdom in policy circles. It would be great for discussion of hurdle rates and payback periods to be more prevalent
December 29, 2025 at 1:48 AM
His point in the screencap is especially relevant nearly two years after the post was written. YIMBY arguments on constraints have become conventional wisdom in policy circles. It would be great for discussion of hurdle rates and payback periods to be more prevalent
The renmac guys sounded optimistic about a pick up on their last pod as well, which I thought was interesting
December 28, 2025 at 2:34 AM
The renmac guys sounded optimistic about a pick up on their last pod as well, which I thought was interesting
Can’t believe you’d log on and express preferences like this
December 22, 2025 at 5:33 PM
Can’t believe you’d log on and express preferences like this
Supply chain for tobacco may lend itself better to the monopolistic market we have now when compared to alcohol
December 22, 2025 at 5:29 PM
Supply chain for tobacco may lend itself better to the monopolistic market we have now when compared to alcohol
Different strokes I guess
December 22, 2025 at 5:25 PM
Different strokes I guess
Way better than the burbs
December 22, 2025 at 5:21 PM
Way better than the burbs
K shaped economy to stay
December 21, 2025 at 4:32 PM
K shaped economy to stay
Would love to see this over time
December 17, 2025 at 5:05 PM
Would love to see this over time
Clearly the lesson he learned is that in that era he wasn’t embodying the disrupter/change the world ethos of SV nearly enough. The rhetoric from him is sky high now
December 17, 2025 at 4:42 PM
Clearly the lesson he learned is that in that era he wasn’t embodying the disrupter/change the world ethos of SV nearly enough. The rhetoric from him is sky high now
I'm sure they'll be taking the GSEs public any day now...
December 4, 2025 at 4:06 PM
I'm sure they'll be taking the GSEs public any day now...
What does it say about them?
November 19, 2025 at 9:42 PM
What does it say about them?
Shelter may keep the headline number suppressed (haven’t been as locked in on the data there recently), but consumer experience of inflation on daily goods could get bad again here soon
October 6, 2025 at 6:16 PM
Shelter may keep the headline number suppressed (haven’t been as locked in on the data there recently), but consumer experience of inflation on daily goods could get bad again here soon
When you look at past crises and see private companies, engaging in the bubble of the day, doing deals with complex financing structures, it’s usually presented as ominous foreshadowing. Availability bias to that of course
October 6, 2025 at 5:31 PM
When you look at past crises and see private companies, engaging in the bubble of the day, doing deals with complex financing structures, it’s usually presented as ominous foreshadowing. Availability bias to that of course
Yep, these companies still see a long customer acquisition ramp ahead. But you also see Flutter (Fan Duel parent) for example, recently becoming net income profitable, and consistently growing FCF.
October 2, 2025 at 6:45 PM
Yep, these companies still see a long customer acquisition ramp ahead. But you also see Flutter (Fan Duel parent) for example, recently becoming net income profitable, and consistently growing FCF.