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Vegas64

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Everything posted by Vegas64

  1. Maybe the funniest thing I’ve ever seen because I think of all the old fogies on here like myself and dbeasy and cman and other old Dallas proper guys who had kids come up through St Marks and Hockaday (or heaven forbid, Jesuit and Ursaline) and who still go to the original pancake house on northwest for coffee before going to HPV for more coffee because we work 2 hour days now.
  2. For sure. reminds me of this bit (comedy):
  3. YouTube is streaming the Oscars. Are we all just holding on this illusory idea of Hollywood as an instituion? We ARE big! It's WB and Paramount that got small.
  4. Alex Karp is a maniac and maybe even a sociopath. But I think he’s right about one thing: Interviewer: I want to get into all of that, but I’ll tell you where I want to start. You wrote a book last year called “The Technological Republic,” and you quote Samuel Huntington in it and you argue the following: that the West was not made possible “by the superiority of its ideas or values or religion, but rather by its superiority in applying organized violence.” What did you mean by that? And is that what Palantir ultimately does? Alex Karp CEO of Palantir: Well, I think one of the most interesting things about that quote is it’s indisputably and obviously true. Interviewer: You genuinely believe that the U.S., this idea of ideas, values, religion, has nothing to do with it? You think it really is about organizing violence? Alex Karp: But one of the biggest problems we have in our elite institutions, especially our Ivy Leagues, is this indisputable truth that no one would listen to the superiority of our ideas if our ability to organize violence was inferior. That every single person in the world believes, outside of the faculty of Harvard, and certainly all of our adversaries know to be true, is viewed as something that’s kind of worthy of great discussion and dispute. And the primary reason they dispute it, honestly, is because at their core, they want to undermine the superiority of Western values, which are meritocracy, rule of law, accepting that inputs and outputs are not the same, that are the basis of building the superiority on the military plane.
  5. I agree with your line of thinking more than I don’t, but I think from everything I’ve read, there are durable goods and gains that will outlive the bubble. The energy grid, the data centers and nuclear investments being the main ones, that will benefit whatever comes next and rises from the rubble of this current bubble.
  6. Hot sports opinion, but Buccees are actually extremely overrated and gross and nasty. Madisonville is disgusting. Ennis is awful. I can't think of the other ones off the top of my head I've been to, but they are all bad. Maybe Denton.
  7. FWIW, I'm not an AI apologist.
  8. Let's play a hypothetical. If one were interested in getting into this space, how would one? And what are some of the good companies in your experience?
  9. I read this and have more or less thought it true. Curious your thoughts:
  10. We found the guy who doesn't understand exiting protocol!
  11. didn't you make a million bucks last year? such a short memory these managers and companies have. now THIS is fascinating and talk about headwinds. But what do you mean selling sustainability? How does one sell sustainability? ESG consulting or management or something? Doesn't seem like a product you can sell it's an idea or concept for businesses to embody.
  12. I thought the big difference in this bubble versus the previous was that it was largely being funded by equities and NOT debt though. Hmmmm, are we being lied to?
  13. Fair enough, I don’t want window or middle seats arms in my persona space and pits in my face and the risk of you spilling on my laptop.
  14. FYI Ray Romano has been the pop-in at comedy cellar if you want to try and get lucky and see him. He's doing a Broadway thing this month and so he's been in town.
  15. Adam McKay: Anchorman, Step Brothers, Talledega Nights Big Short, Vice, Don't Look Up
  16. Wearing shoes is an obvious miss here.
  17. I fly all the time. I'm an aisle guy 90% of the time. On longer haul flights (3.5-4 hours+) I will go window and that is simply because I hate the getting up and down for people who can't control their bladders and/or prepare their bladders for a longer flight. That said here are the rules: 1) Reclining is your right. I will defualt to not recline if I don't have to. If the person in front of me reclines, I will recline to reclaim the lost space. It is usually needed because I am working on a laptop as well. 2) Window seat owns the window, aisle seat gets one arm rest and middle seat is a second class citizen and needs to act like a child in a German home; be quiet, well behaved and speak only when spoken to with the knowledge that you are being graciously tolerated for your inconveniencing everyone. The bigger you are (fat, tall or both) the more demure you should be. 3) The aisle guy needs to be quarterback on passing items down and up and managing row behavior (help bring down or put up bags for the old/women on your row, control the flow food/bev and trash so things are knocked over and arm pits aren't in each others faces, etc.) 4) One of the aisle guys (not both, you'll figure out which one) from the row (A-F) needs to stand up at the end of the flight. This discourages the inbred who try and sneak up and/or don't understand exit protocol. The further back you sit the more important this guy is. This guy is also the designated helper of both his row and the row directly in front of him to grab any carry-ons that are in his purview to help with the speed and flow of exit. 5) You can fairly ask for a swap of like for like (e.g. Window for Window or Aisle for Aisle) when it's obvious there is a child/parent/family situation. You can fairly ask for a swap for Window for Aisle or Aisle for Window in the same vein. Neither should be asked with entitlement and a polite decline should be accepted courteously. In a drastic scenario of asking for a swap from a middle to either window/aisle, you should do so with hat in hand, an understanding that you are at the charitable mercy of the asked, and with a measure of shame. If you can, you should always lead with an offer (e.g. cash, pay for drinks, etc.) with the understanding that if the swap were to proceed that decorum dictate those offers should be politely rejected but there are some neerdowells who might take you up on your offer. 6) 100% of the time you must ignore and pretend any child 0-3 is not being annoying when they are having a hard time. It's not their fault and the parents are likely doing their best. You should 100% of the time be overly understanding and overcommunicate with a smile. Any visible displays of annoyance or frustration for children and earnestly trying parents is a sign of bad breeding and mark of bad character. It is known.
  18. Elon sucks as we all know, but pretty good deal and payday for the rank-and-file of SpaceX incoming:
  19. That's the college experience done well result. But this guy was a student athlete and amateur award winners and money and a college was more of a short term steppign stone, so likely didn't get to smoke pot in dorm rooms and widen his perspectives and meet and hang out with a diverse crew of rag-tag 18-22 years olds.
  20. His SMU is showing (lol jk but kinda serious)
  21. It does feel like we are in the land of "That's not fair, if they get free stuff, I want free stuff too" even if it means everyone is the worst for it. The poor have never been able to see the forest from the trees but at least we had pride. Now just despair and hopelessness and cruelty.
  22. It's like the pioneer and wilderness days. Getting through our education system 5-22 years old is like taking the Oregon Trail, not everyone will make it. It's literally insane and tragic and sad and infuriating
  23. In another thread we were discussing the classic political horseshoe theory and specifically how the GFC created people like Elizabeth Warren and Steve Bannon and that he outrage for Wall St was pretty bipartisan. That made me think AI is another unifier of people in a class warfare way, as I read this quote this morning: Elites and billionaires versus everyone else.
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