Blue Origin nailing an interplanetary mission AND landing the first stage on a ship, on just the second-ever launch for New Glenn?
Anyone who's bought SpaceX secondary via the ubiquitous SPVs should now be worried. For the first time ever, there's real competition, and the customers are motivated.
13.11.2025 23:52 β π 1 π 0 π¬ 0 π 0
Iβve never seen someone levitate one leg to let the other come down inbounds like that.
08.11.2025 20:31 β π 1 π 0 π¬ 0 π 0
Do you have books on the coffee table that you did not pick, cannot read, and cannot remove?
03.11.2025 00:52 β π 2 π 0 π¬ 1 π 0
When this game started, Mary Hart was still hosting Entertainment Tonight.
28.10.2025 05:52 β π 0 π 0 π¬ 1 π 0
My take: grade inflation was always an inevitable byproduct of tuition price inflation, because the high cost of college raises the stakes of bad grades.
That's especially true at schools where you incur debt to attend, unlike the Ivies.
27.10.2025 23:13 β π 2 π 0 π¬ 0 π 0
Our home insurance premium is up 40% year over year.
27.10.2025 20:29 β π 0 π 0 π¬ 0 π 0
24.10.2025 01:27 β π 154 π 21 π¬ 7 π 0
Glad to see you here! I'll send you an email, will be great to touch base.
09.10.2025 02:38 β π 1 π 0 π¬ 0 π 0
Everybody in America should be disappointed in a game ending in a tie.
29.09.2025 04:11 β π 0 π 0 π¬ 0 π 0
While getting my influenza and COVID vaccine last week at a major national pharmacy, THE PHARMACIST advised me against getting my infant vaccinated, due to autism βrisk.β Like you, I chose not to make a scene.
26.09.2025 22:27 β π 183 π 10 π¬ 8 π 5
If you come at the Mouse, you best not miss.
26.09.2025 20:18 β π 2 π 0 π¬ 0 π 0
Iβve always thought this was the top of the origination funnel for all the growth in private credit AUM.
26.09.2025 16:18 β π 3 π 0 π¬ 0 π 0
It feels good to do a good deed in a dark time.
12.09.2025 22:27 β π 2 π 0 π¬ 0 π 0
Wish I could see that FAβs face when he learns heβs losing a commission he probably had at 90% likelihood to close in his CRM.
12.09.2025 22:23 β π 11 π 0 π¬ 1 π 0
An older lady struck up a conversation with me in the waiting room of my docβs office. In the 8 minutes before I was called in to see the doc I talked her out of an absurd annuity some jerk was trying to sell her.
12.09.2025 22:20 β π 103 π 3 π¬ 5 π 0
Thanks for the rec. I'm locked in for now, by my HOA, but as soon as I've got choice in the matter, I'll check out the Emporia.
11.09.2025 00:53 β π 1 π 0 π¬ 0 π 0
If, like me, you have bought or will buy an EV before the federal tax credit goes away, do not get a Chargepoint home charger. Dealing with the flaws in their product and the incompetence of their customer service has drained weeks of my time.
11.09.2025 00:37 β π 2 π 0 π¬ 1 π 0
Congrats everyone. We got unemployment down to -2.6%.
01.08.2025 18:53 β π 1 π 0 π¬ 0 π 0
Iβve received multiple calls, texts, and alerts from government agencies in California about the tsunami advisory tonight. This is a much better warning system than was in place in 2011 during the Tohoku earthquake.
30.07.2025 04:50 β π 5 π 1 π¬ 0 π 0
Iβm glad that the victims of the Texas floods have not been treated with the same level of contempt and political theater as the victims of the California fires early this year. May we never do that again.
06.07.2025 16:45 β π 0 π 0 π¬ 0 π 0
Best mental model for averaging up in a stock: think of it as a VC round, and ask yourself -- do I want to exercise my pro rata? Do I want super pro rata?
26.06.2025 00:38 β π 1 π 0 π¬ 0 π 0
Trades and home services businesses in Los Angeles are collapsing. Our home has a plumbing need and the businesses we're calling are saying their people are afraid to go on jobs right now.
16.06.2025 21:18 β π 2 π 0 π¬ 0 π 0
#NoKings Playa Vista
14.06.2025 22:13 β π 5 π 0 π¬ 0 π 0
Iβm proud of my Senator today and Iβm proud to be a Californian.
If jackboot thugs feel empowered to attack the senior senator of the richest and most populous state, the thugs will surely feel empowered to attack you.
12.06.2025 21:37 β π 3 π 0 π¬ 0 π 0
I get more Lindy by the day.
02.06.2025 23:23 β π 0 π 0 π¬ 0 π 0
Q2 2025 is going to be the best kitchen sink quarter since 2020. If you've got an excess cost, a writeoff, a project to cancel, an expense to recognize, do it this quarter.
Everyone's numbers are going to be a mess. Might as well join 'em.
13.05.2025 01:40 β π 4 π 0 π¬ 0 π 0
Shout out to all the people flying home with me in boarding group B on Southwest but wearing NetJets hats.
04.05.2025 19:08 β π 1 π 0 π¬ 0 π 0
The number of investors from China at the Berkshire meeting feels like itβs back to a post pandemic high. Nothing better for peace and cross cultural interaction than the cult of Warren.
04.05.2025 16:13 β π 1 π 0 π¬ 0 π 0
Security throughout Omaha events has been much higher this year. Luigi effect probably.
04.05.2025 16:08 β π 1 π 0 π¬ 0 π 0
I live all over, but Texas and SF feel like home. Sometimes DC. My superpower is I see so many awesome people, and I do my best to call them out. Mr. Rogers is my hero. And Ted Lasso.
I also like programming, using AI for good, and macroeconomics. He/him
We report stories of progress
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Co-Chair, Arnold Ventures
Introvert IRL, Extrovert URL
Blogging forever at https://hunterwalk.com/
angel investor | founder of Quandl (Nasdaq) | lapsed physicist, hedge fund quant trader| currently exploring and learning | optimism, curiosity, kindness
essays on data, investing and startups: pivotal.substack.com
personal website: abrahamthomas.info
Investor, CEO, Dad
https://www.downtownjoshbrown.com/
Founder and CIO at Starkiller Capital a quant driven digital assets investment firm, Founder at Estimize, even I donβt agree today with everything Iβve ever tweeted
www.starkiller.capital
Co-Founder @Lux Capital | Trustee @SfiScience
Santa Fe Inst | Chair @CiPrep Coney Island Prep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
I like stocks, leverage, nicotine, open borders, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
Locked in and posting regularly on here now
1) If you have no edge, correct position size is 'don't buyβ. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Investing at psum.vc
Podcasts at joincolossus.com
I know this game got valleys and peaks. For precipitation we stack chips, hardly.
Host of @netflix "How to Get Rich" & the Money For Couples podcast. Preorder my new book, Money for Couples ππΎ http://iwt.com/moneyforcouples
Manage a little money. Cheap, smart and opinionated.
sophiecapital.substack.com
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