walter bloomberg over the past week

keyboard silence from podbois when a boomer LO PM asks CFO “what keeps you up at night?” is pure heaven. look of disgust from BAM guy ramping who just wants to know QTD trends, the newborn citadel associate who asks for 2q tax rate guidance. These are a few of my favorite things

oh wow

x.com/i/article/2023…

Awesome interview by Jack as well… fucking rights boys.

For Johnny Gaudreau. ❤️

🥇 Is that good? 🇺🇸

The final boss of hysteria is entering the arena In 2 weeks it will all be all over LinkedIn In 4 weeks, WSJ / FT Every analyst will be typing in "unemployment wen" to ChatGPT chatbox Citrini and Pod Guy will be appointed the AI policy czar. Then the bubble pops

The Citrini's post is full of half-asseries & lacking discipline to analyze second-order effects. The laughable part about Doordash being easily vibe coded away because AI. As if marketplace dynamics isn't the complexity in the business. Or that India's economy being crushed by

Ok Chat, please write me some dystopian slop about total economic collapse in a few years. Do it to maximize engagement.

You guys need to get lives. Every weekend here is just people freaking out until Monday resumes and you can let prices drive your narrative again instead of substack authors.