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Can someone explain why we’re able to have self driving cars but McDonald can’t ever get automated drive thru? First they acquired Dynamic Yield, failed. Then tried to partner with IBM(?!), failed. Meanwhile this seems like a no brainer in high cost states where half the labor

Would you invest in a payment shitco whose founder might return but his head is in space?

As a self inflicted sub prime borrower, I understand what it means when CC companies don’t sell to u.

This mountainhead movie on HBO is so cringe it’s unwatchable. Who is this even marketed towards?

PLTR trades as 70x revenue which implies 70 years at current revenue of around 1B which implies accumulating 70B of RPO over time which implies investors are betting on a certain outcome that I’ll get to the size of Raytheon.

How much do you think Elon pays someone to be CEO of X if he can’t even invest in stability and spam?

Trump at 8%?

Pandering to the CCP

Where is expensify even getting the money to promote the F1 movie?

If (Big if), automation can replace a lot of human jobs, I’d imagine where we land is a regulatory negotiation that x% of savings must be passed down to consumers vs corporate profit

I wake up everyday wanting to sell all my longs and double the shorts

Who got boned by HIMS this morning

Trolling scamath is a competitive sport

Goddamn Corewave puts are expensive

If you do a simple DCF and assume hosting GPU is a $1.2T biz over the next 6 years at 30% margin and even assume capex=depreciation, at a 10x terminal multiple, you get around $500-600B. Does that mean the market thinks GPU biz is higher margin or just way way bigger?

At some point in your career you’ll meet someone and go - fuck I just don’t have the brain cells to compete in this business. The hope is that you meet this person early in life.

Very timely for pride week

Yay MDB