Dan Kahn

Fidelity sues Broadcom over access to key software to avoid outages BOSTON (Reuters) -A subsidiary of Fidelity Investments has filed a lawsuit accusing technology company Broadcom of threatening to cut off its access to ​key software that has become central to the fin...

Platforms are great partners… until they’re not finance.yahoo.com/news/fidelit...

Beautiful memory Jerry!

But the system you described above is how banking works in most emerging markets 🙈

They say history doesn't repeat...but it rhymes $SFTBY

A horseshoe too far. If they wanted to open the government, they would

They just don’t want to remove the filibuster, b/c Senate Rs plan to be around a lot longer than Trump

ChatGPT - Summary of Sam Bankman-Fried trial Shared via ChatGPT

Good use of AI chatgpt.com/share/690a24...

Substack really needs to integrate AI summaries for cases like this

Sound just like blood libel pushed against the Jews back in the Middle Ages

Rates, home prices, and wages are what drives the market

So far we’re getting a bit of column A, but until we see real home prices decline (likely meaning recession) or a big uptick in real wages, I think turnover will stay low

Chipotle stock craters as company says young people without jobs can't afford their food

I guess millennials really are skipping out on the guac 🥑

From eyeballing this Google AI chart, it looks like Delaware, Hawaii, and New Hampshire plus the red states are the ones where the rates are going up fastest?

Google description about the consequences of bearing false witness

Next time you should ask him what he thinks about bearing false witness

Graph showing Tesla earnings peaking above $14B in 2022 and declining in 2023 and 2024

I didn’t realize that Tesla earnings peaked in 2022 and this year (2025) will be the 4th consecutive year of decreased earnings

Inspired to go back and look at some of these models by Hari's recent post

A Disruptive Cab Ride to Riches: The Uber Payoff A blog about markets, finance and all things money related.

Crazy that this post (controversial at the time!) is 10 years old "I know that there is talk of Uber becoming a player in a futuristic world of driverless electric cars, but even if that scenario unfolds, I don't see why Google and Tesla would let Uber have anything more than crumbs off the table"

No half sizes after 11.5

Legitimately curious what the international audiences think about this one movie (also looks like they’ll push it over $200M soon)

Could be that he’s really sick

Alaska energy dividend, but for immigration?

a group of people sitting on a couch with the words and you want to be my latex salesman below them Alt: Seinfeld looking down at a pants less George, asking “and you want to be my latex salesman?”

Kevin Hassett’s spiritual inspiration

Wait, what is the Costco monster and how have I never heard of it?

When did you change your call from “inventory levels will reach 2019 levels by the end of 2025” to not?

I think what he’s saying is “we would never let Chinese Communist Party built social networks dominate the ideas space in Europe…but we thought the Americans were different”

Do prices really work as the unit of analysis when sales volume is down significantly?

Episode #50: What Does ARR Mean?, High Agency in Silicon Valley, Debt Fueling The Next AI Wave — The Learning Corner by Precursor We start with a Fortune article on how founders are using “creative accounting” to boost ARR, once the gold standard for SaaS success and now a much murkier metric in the AI era. What used to be a rel...

Full podcast link here: overcast.fm/+ABK-o7cTnbU

Such a good point from @chudson3.bsky.social

Does this map (roughly) to population growth?

He wouldn’t dare…and you’re a punter! 😂

I miss the non AI version of Google Photos search

Text stating that despite implementing this training, the Trump administration still cut $790M in res arch funding from Northwestern

The closing paragraphs to the story