Feels like the Iraq War all over again — a reckless disaster that half its supporters will pretend they never backed in twenty years

It feels like the Iraq War all over again - a reckless disaster that its supporters will pretend they never backed in twenty years

From a purely financial perspective, I’m curious to see how quickly this could unravel. They’ve got $30bn in cash, but it’s a capex-heavy, high fixed-cost business with effectively negative operating leverage now. And soon, they might not have overpriced stock to sell to stay afloat

As much as I dislike her, she's effective tbh

Didn't realise Ezra was so bad. Re Lewis, though, I think 'The Fifth Risk' was maybe the most prescient political book of last decade or so

Lol

It's like something from a Paul Verhoeven film

The argument that they have any sort of moat in item 2 and 3 doesn't carry much weight with me

Pity you didn't have a steak. Northern Spanish beef and pork is maybe the best in the world

That looks like a screen grab from Robocop

Some of that fentanyl needs to find into elons ket

Jesus, Mnuchin was a hero. On a serious note, the best we can hope for is that someone like him finds a way for Trump to back down while still saving face, at least in his own mind

bsky.app/profile/will...

I shouldn’t be surprised, but Sacks’ involvement here is nauseating. His podcast has spent the last two years cheerleading austerity, and now he’s making out like a bandit on these Solana shitcoins

I'm quite long Uber, BTW 👀

If Uber added a filter for car brands, it’d be a sneaky yet effective move. I don’t think Dara wants a direct confrontation, but I’m sure he’d be happy to erode Tesla’s market share

Well, if they can't all it woke, they will call it globalist

It's also very David Brent to boot

Idk. Chipotle had a product people genuinely liked but struggled with operational issues. I don’t get how he turns Starbucks coffee from a commodity into something people are drawn to, no matter how talented he is

It's a failure of U.S. journalism that neither Joe Lonsdale nor Alex Karp have been confronted with images of dead Palestinian children. More controversially, given his active complicity in war crimes, isn't Karp a legitimate military target?

It seems to be a film about a few students saying dumb things vs. full institutional backing from governments, corporations, and law enforcement to crush dissent against a genocide

Since October 7, U.S. pro-Palestinian protesters have faced 3,645+ arrests and frequent violence, often from police or counter-protesters. At UCLA, pro-Israel attackers used sticks, stones, and fireworks. Pro-Gaza activists have also been shot, as seen in the Vermont attack, among other incidents.

I think their reviews are excellent, but the downside is that if a place is highly rated, getting a booking feels impossible—especially in NYC. Waiting on a website for reservations to open is just ridiculous

I find 'the infatuation' to be the best restaurant site for most big cities I travel to, nyc+London for definite anyway. Find most other sites to be either not great or quite confusing

He’s been directionally right for years, but his analysis is pure drivel. Really enjoy Josh Brown’s pod, but when he was on a few weeks back spouting absolute bullshit, I couldn’t help but wonder if the hosts were thinking the same thing I was.

Ah, this is meaningfully true. It may only be a few points of revenue, but it's essentially 100% margin. The car itself business is shit and low margin

I used ai to write the latest brendan o Neill article

I people had done in isolation 25 years ago you'd have a good prospect of getting them sectioned

Demis seems ok

Did you read the recent ft alphaville piece that suggested the stock is being manipulated, BTW? I'd like to see someone did further into that