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He makes a good point that nobody seems to be learning how to code any more. It’s all about middle level ops/sales/mgmt roles at well funded tech cos

"I used to look at price first, now I look at it last. I focus on finding the best businesses and 'partnering' with great management teams" - every podcast guest these days

I’d love any and all thoughts on FedNow

The real challenge in FinTech is investing in a space where 75%+ of market participants are actual idiots Lol no major card network is losing 15% in volume to Buy Now Pay Later

Unlike the last 50 years where everything got slower every year

Semi-related Q Does YouTube TV turn an operating profit? They charge $64.99 a month. Are there costs higher??

Is this really the end state for web3? Or am I missing something?

Luckily $BOX has not made money over any term

Do you care about accounting numbers or making money?

Loandepot down 10 pts Finance of America down 2.5 pts But paying hefty coupons means you barely make any money

Oh no the tyranny of only making 10-12%

Legal immigration system is intentionally cruel. Don’t let anyone convince you otherwise