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Vegas64

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Everything posted by Vegas64

  1. To the bolded, but I don't think that's exactly how it plays out. In fact, two economists I think won a Nobel Peace Prize this week arguing the opposite
  2. nah fam. 4,1,3,6,5,2
  3. Scammers are said to have made Billions on these. Yes, that's a B.
  4. Was it this thread that someone posited the theory that Octupuses (not Ocotopi, that's a misconception) are aliens that allowed us (and maybe even helped us) to evolve and terraform and civilize and advance all because they were waiting on us to manufacture plastics for them while it kills us? No? cool. Oh also, I read that everyone now has about a credit card worth of plastic in them. Next customer in checkout #5!
  5. Every time this thread is at the top and I click on it, I scream sing in my head "TRUMP AMERICA! I could be one of your kids. TRUMP AMERICA. Little Eric looks just like this. TRUMP AMERICA!"
  6. I've read your posts a lot so I know you are a smart guy. Surely you understand that "enshittification" in almost every case, is trying to go from adoption and growing a market/user base, to monetization so you can have a profitable (or at least a sustainabile) business. Your first bullet point is almost always the loss leader and unsustainabile by design and business (math). I read somehwere that right now, as of today, OpenAI (even with all their funding, valuation, cash infusions, partnerships, and paying customers) with thier couple billions in ARR while operating at triple the billions in burn rate is today spending $3 to earn $1. That's not going to last forever, just like every other "free" or "cheap" software/service that began as a market grab fueled by VC.
  7. Quibble: The Wal Mart in-app purchase thing is brilliant.
  8. I was REaLLY hoping the club Shay stuff was going to catapult Katt back to the top (if you believe in the black ball stuff), because for my money there has never been a funnier 60+ minutes than Pimp Chronicles or whatever that special was called with his green suit. That’s like Eddie Murphy/Richard Pryor level to my tastes and sensibilities. Nate is funny, but Gillis is way funnier. Bill Burr is as hilarious but haven’t seen him throw a fast ball in years (and I saw him on Broadway this year in Glengarry). There is a Mexican guy that’s quite funny from Dallas. My lack of being able to recall his name probably speaks about his popularity. I know its unpopular and probably in the same realm as “sold out” and polarizing as Gillis, but I’ll drop whatever I’m doing for a new Druski video.
  9. I went in on these contractors. Let's see if it plays out.
  10. From what I've been reading and can gather, I think most people are comfortable with the ebil communism in terms of national security like rare earth minerals and Intel, as they should be. That said, of course a bubble is going to burst and of course the sharps and the monied are going to more or less be fine, but not because of some evil nefarious backroom abilities, but because they are the market makers and their cashing out is going to be the timing and cause of the collapse IMO. Beyond AI, the market is in need of a correction and that's the scary part for us Jimmy and Joe's with one or two million in net worth and not 100 or 200 who can stomach the crash and take advantage of it by buying cheap.
  11. This. I've been told since I was 18 and every 6 months after that I must get my wisdom teeth removed. I'm an old man with straight, coffee stained teeth and nary a one has ever bothered me.
  12. Story as old as time, but I guess it's not in the dark in smoke-filled rooms and secrecy anymore.
  13. It's being a bully. But also, Venezuela sucks outloud so it's not going to get a lot of pushback unless Trump goes full Bibi and starts war-criming and genociding.
  14. U. B. I. It's inevitable.
  15. I was reading today that the bail out is contingent on him winning the election. Which is kinda funny. Conditional love from Trump.
  16. Everyone agrees we are in a bubble but how in the world does that entail a bubble?
  17. Somehow I’d missed this but read this in the New Yorker this AM.
  18. Fair! https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
  19. No Igbo bias, I'm sure 😛
  20. hahaha wow. I was just thinking why did Gavin take his foot off the gas. ALL Gas no brakes Gavin come on!
  21. Bro, this SENT me. The space jam shirt is a nice touch.
  22. The answer of the #1 scumbags and scammers is door to door solar panel sellers. #2 is door to door roofing scam sellers. Everything else is an order of magnitude below (but agree that dentists are less trustworthy than most think).
  23. Also, with the advent of YouTube, there are videos out there for a majority of the basic-to-intermediate repairs which are the high margin (read: easy) work that service technicians used for a good portfolio mix with the harder, more complex, lower margin work. I just saw this firsthand had to replace a basic part/appliance which felt very basic and straightforward, got quotes which were all very high for 30 minutes worth of work if you do it all day. Granted it took me 90 minutes while watching two Youtube videos and taking a couple of breaks to watch college football since I basically did the work during commercials.
  24. It's scary how optimized teams are with AI. In my world I'm seeing it on both ends: Companies like Chevron for example just went through a 20% re-org with RIFS of like 9-10k people because the old corporate and workforce design is unneccesary for the present (e.g. Oil going to $50) to the future (even when rebounds, don't need the headcount). Large companies are realizing their organizational design is outdated and there are too many humans doing things that digital tools can do. On the other end of huge corps are start-ups who reach 9 figure ARR and/or get acquired with a fifth of the headcount it used to take. A company I consulted for recently acquired an a16z startup for 9 figures who had 14 full time, w2'ed employees. Revenue to employee ratio is the scariest metric that has been optimized by AI
  25. lol it's interesting because the Time magazine sounds complimentary of him, but has an unflattering picture, owned by a billionaire who is a huge SF advocate and donor, who made waves because he was calling on the national guard to help SF, while also being a past progressive, who seems to be warming to the middle (or even right?). I mean, maybe it's only interesting to me to think about those 5 or 6 variables and the interplay therein. sorry for partying.
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