Not Boring

New York
Joined February 2009
The world is going to keep getting better because people are going to keep making it better. Techno-Industrial Deep Dives:
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I know I can be overoptimistic at times, but I really think the State of California is going to do magnificent things with Zuck's $10B wealth tax payment.
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Patient Zero: @Alex_Danco preaching The Magic Mountain on April 4, 2025
is it just me or is everyone hearing more references to this book lately? may have to check it out
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Letting your friend have the last lobster. Incredibly unshellfish.
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Stratechery x Stripe I love it.
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One of the things you forget about fall is that it’s really nice to have a couple extra jacket pockets.
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Amazon.Con Earth's Biggest Bookstore"? Pshaw. Cheaper, faster, and more convenient? Pshaw again. By Stephen Glass and Jonathan Chait January 1997
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Packy McCormick retweeted
Everyone who has tried to industrialize homebuilding has gone bankrupt doing it, and Aleks Gampel thinks he knows exactly why. 00:00 Intro 01:34 Mass producing the factories that build houses 09:12 The factory that creates factories 11:13 Why nobody on site has to think 15:15 Developers don’t care if it’s better 20:19 Quitting his job after one conversation 22:34 What WeWork got right 25:36 How to burn $2 billion on housing 34:11 Nobody cares how your Ferrari looks 35:41 Fundraising is a mourning event 38:37 Asking AI what his company should have cost to build 43:55 Designing your house online to completion in 30 days
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The problem is it’s always sunny in Philadelphia so London was never going to agree with us
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Best Ideas hbs.edu/ris/Publication%20Fi… We find that the stocks in which active mutual fund or hedge fund managers display the most conviction towards ex-ante, their “Best ideas,” outperform the market, as well as the other stocks in those managers’ portfolios, by approximately 2.8 to 4.5 percent per year, depending on the benchmark employed. The vast majority of the other stocks managers hold do not exhibit significant outperformance. Thus, the organization of the money management industry appears to make it optimal for managers to introduce stocks into their portfolio that are not outperformers. We argue that investors would benefit if managers held more concentrated portfolios.
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.@gilbert & @djrosent are the 🐐🐐. Only 26 minutes into the Seinfeld episode and I already don’t want it to end. Delightful.
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Futures are ugly. Everyone panicking this weekend was right. Be safe out there.
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Monday, October 19th Larry Day(vid)
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I don’t know why, but about 5 minutes ago I thought if I ever made an 80s high school movie I’d have a guy walk into a party carrying pizza saying “Speak now or forever hold your pizza!” and then I realized I could just make it. Hollywood is mincemeat.
🤖 Made with AI
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Made with @runwayml app in one quick prompt
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Pretty cool that we made big progress in understanding human and machine minds in the same week. Age of Miracles.
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Math question: how many Zacharia's are in one Scaramucci?
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I’m intensely confused by this comment section. Are they all bots? There’s no way there are 500+ people all this dumb saying basically the same thing.
to be fair if my father owned an emerald mine I could do this too
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.@nickcammarata saves the world. @elonmusk hosts the Daddy of All Demos. Arrowhead cuts Tau with shot. BIG week for robots. @BenWilsonTweets on @davidsenra. What a week for the optimists.
🤖 Made with AI
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