It’s pre-product right
@mattalt.bsky.social thanks for meeting with us on Monday. Great to learn about your business and hear you and Hiroko talk about the ideas behind your books. A highlight of our Japan trip so far for sure
Loved this question Bryan. Keep up the great work
What in the world happened
Thank you! We've all really enjoyed the book, I'll share this piece with my colleagues
@robinwigglesworth.ft.com I'm part of a book club discussing Trillions on Thursday evening. Is there anything that has happened since the publishing that you would've wanted to add to your reflections in the book, or you think would be fruitful for us to discuss?
That margin collapse is brutal, did they give a timeline for rebound?
Great reflections by @bryancurtis.bsky.social on the death of the WaPo sports section. It really seems like a "we've tried nothing and were all out of ideas" situation from the WaPo management. Hopeful the DC region will have something spring up in its place www.theringer.com/2026/02/04/m...
That's what I can't figure out about all the noise they're making about GSE IPOs. They aren't investable until the Senior Preferred Stock Purchase Agreement is actually repealed. Congress has zero appetite to do GSE reform, so I'm expecting an executive work around or nothing happens
Exit from conservatorship without an act of congress is legally suspect. I guess we'll see if this stuff actually matters
bsky.app/profile/nate...
Honestly think they just want the headline of an IPO. 10% is already public OTC, would these be new shares or treasury's shares
Is there a blog?
This logic fits nicely with the latest @kyla.bsky.social theory of the reality tv president. Reality TV shows need to escalate for ratings.
We'll take them in the ACC now
Awesome post man. Really great work
Brutal chart
The level of @publicenterprise.bsky.social intellectual victory here is wildly underappreciated
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
Great post from @arpitrage.bsky.social I just came across.
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
Supply chain for tobacco may lend itself better to the monopolistic market we have now when compared to alcohol
Different strokes I guess
Way better than the burbs
K shaped economy to stay
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
I'm sure they'll be taking the GSEs public any day now...
@bryancurtis.bsky.social *nodding*
