"They had it before you, they had it during you, they'll have it when you're gone." – Al McGuire on Kentucky Basketball

Wow. 95% of organizations investing in generative AI have little or nothing to show for it, per Massachusetts Institute of Technology (MIT).

Asked gpt for companies that might benefit from western security guarantees and the follow-ups caused me physical pain

5 years ago today, Nick Castellanos hit a drive into deep left field

Woof

MSTR same share price as Nov 11, 2024. BTC +40%. thanks for playing

Gavin Newsom says “eight of the top ten murder states in this country are red states.”

I think Mark Zuckerberg could single-handedly engineer a recession if and when he ever decides to scale back Meta’s AI investments.

Will Ferrell on dressing up as a janitor during college and entering his friends classes for the fun of it. So good

Union Kitchen and Tap looks to be gone as well… full death spiral happening all over SD.👀They pulled out 6 months ago and a deal w American Junkie apparently fell through. PB is in a bad way folks… it’s peak Summertime. 🫣

Does anyone else think the Ryder Cup is a little overrated?

“Doom Loop” is not a term I invented… nor is YIMBY but they are like Peanut Butter and Jelly. 😏

Surround yourself with lawyers who will do shit like this

This is the Big Robotaxi Assumption. Namely that at scale, cost per mile will be below 20 cents. This is absurd. $TSLA

Nice A whistleblower alleges that Meta (META) artificially inflated return on ad spend by counting shipping fees as revenue, subsidizing bids in ad auctions, and applying undisclosed discounts, according to Ad Week - Source

KKGB Kitty I wouldn’t be surprised if many of these tech companies have been inflating KPIs for years Social Media companies especially given the number of bots It’s very easy to show endless growth when you control the calculation of the metrics and can adjust the data with fake accounts

Happy Birthday Rich Brooks 🤝

The fact that investing podcast guests never get asked what their track record is tells you a lot about this industry

More of this and fewer public parks that serve no economic purpose

Psyop Capital The real reason the industry doesn't talk performance is that virtually nobody is creating value for investors. This is a marketing driven business.