Ex sell-side cdn OFS and E&P number cruncher Opinions are my own.
Joined April 2011
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I love that even with AI, you can't get around HR forcing nonsense into your job postings that you need to correct
My favorite part of every AI release is the "look how much better this is than our absolutely terrible last model was! Look now many errors it found!"
It's a game changer still, it's just funny because of how consistent it is
$ygr.to what even is this ops update?
A bunch of words with barely any numbers? It's giving 2014 "the rig has arrived at site" PR vibes
Doesn't exactly take a m&a pro to see if a co is challenged about putting the, target's execs on the board, and deal isn't conditional on it, they are going to waffle immediately
Scott Sheffield, one of the earliest architects of the US shale oil boom, said he was “betrayed” by ExxonMobil Holdings Corp. after Chief Executive Officer Darren Woods failed to support him in a dispute with the Federal Trade Commission despite a promise to do so.
“I do firmly believe that Exxon schemed against me during the FTC process,” Sheffield, the former CEO of Pioneer Natural Resources Co., wrote in a new memoir to be released Oct. 6, From Tehran to the Permian. “Contrary to Darren’s assurances to me, Exxon threw me under the bus at its earliest opportunity.” #oott bloomberg.com/news/articles/…
I'm assuming Anthropic still has great mgns post rev share given a lot of smart people (finance as well) have mentioned it, but it would be very funny if it was the new ex SBC on steroids and the actually are terrible
Sequoia partner Doug Leone reveals he got a root canal with no Novocaine to see if he was really a badass
"I had to get a root canal. And I had to go to a meeting right after that. I told the dentist, drill without any Novocaine.”
“My whole life, I wanted to see if I was a badass or not. Am I a fake badass that has this envelope nobody could tell, or am I really a badass on the inside?"
"He drilled and I jumped. And I told the dentist, I won't move again. And I didn't move again. I used the trick of thinking what it must be like to go to war and lose an arm or two legs. That's pain with consequences. Mine was pain with no consequences."
“It’s just nerve endings from there to my brain to my spine, f*ck it I’m not moving.”
"I had to go home and change my shirt because I was a puddle of sweat. But I didn't move. And so I love fear. It does wonders for me."
Next you're going to say it's a bad thing you pulled the trigger in a geography 4,500 miles away from your other asset where you just announced 3 terrible well results and that they're somehow related
What would you say your top achievement was at $matr.to
Well I was the guy who led the effort to get Mattr GICS code reclassified as electrical components and equipment to ensure we get data center fund flows. It was above extending the revolving credit facility in the q2 PR!
$matr.to why do companies guide and gesture to previous numbers without stating the numbers? "expect EBITDA to be similar to the first half of 2026 EBITDA"
Why do you have to make this a word puzzle, just include the number for ER associate sanity!
$matr.to why do companies guide and gesture to previous numbers without stating the numbers? "expect EBITDA to be similar to the first half of 2026 EBITDA"
Why do you have to make this a word puzzle, just include the number for ER associate sanity!
$vff If your ceo in a cyclical industry is issuing equity at a 20% discount to demonstrate "institutional capital is interested"... Oh boy
3 days after the AGM no less!
Surely there's someone on here who rode $lcfs.to from $1 up to all time highs at $15?
Fun niche story
Any person who has ever covered a cyclical will find this to be one of the least re-assuring things ever said about hyperscalers
Gavin on why the hyperscalers are under-earning:
" I literally spoke to a company this morning who rented a cluster of several thousand Blackwells at somewhere in the mid $2 per GPU hour, and this is one of the sexiest startups that people want to be in business with.
They're renting the exact same cluster, and they're hoping 7 months later to pay just under $4.
That's pretty crazy because a really gentle decline in prices would be bullish. Instead, we're up, depending on the starting point, 50 to 60% in six or seven months.
And there have been so many anecdotes like that. One of the inference clouds, I think it was Baseten, they went on a podcast and essentially said, "We are planning to pay 100% more for Blackwells when our contract expires.
And that just means that essentially all the hyperscalers are under-earning.
My main mission out here this week is: tell me something negative."
What is the sentiment check on $matr.to now that it's up 59% ytd?
Doesn't seem like the compounder gang on Twitter has jumped back in to it so I assume there is still room to run?
I am pretty sure there is alpha in looking at stocks where the analysts say "no positive catalysts for the next yr" when it's in relation to a cyclical that has been beaten to pieces $matr.to
