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Vegas64

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Everything posted by Vegas64

  1. I'd argue that the field is leveling here, at least what I saw with the Vance has sex with couches and the "weird" trend. Dems are fighting back and using the LBJ "get them to deny it".
  2. I was thinking about this earlier today and mentally mulling it over, but you articulate it much better. Boiling it down, in my mind, it felt like this: Politics were always what smart, driven, nerds did. There was a lot of opportunity cost and sweat equity and paying your dues and it sucked for 90% of it and it took some serious political junkies/wonks who were passionate about government to want to do it. But in the modern era, it's almost "too democratic" in that anyone with any money, following, cult of personality can get into politics and even be succesful. So you get reality television brains into the machine and the vast majority of Americans are trash in mind, body and spirit. And here we are.
  3. I spit my drink out. + rep
  4. “Apparently we’re running a surplus now as a country right? I mean no sane country would raise taxes or borrow money just to speculate on stuff right?” - Cliff Asness, a founder of AQR Capital Management, on President Trump’s executive order directing his administration to explore the creation of a sovereign wealth fund.
  5. Had a week headstart: Waffle House has imposed a temporary surcharge of 50 cents per egg due to rising prices from a nationwide shortage caused by bird flu. The chain, which serves 272 million eggs annually, says the surcharge will remain until market conditions improve. Meanwhile, Biscuit Belly, with over a dozen locations in the South, has switched to cheaper eggs to manage costs. Prices have increased sevenfold in two years and are expected to jump another 20% in 2025, per the USDA. https://edition.cnn.com/2025/02/04/food/waffle-house-egg-surcharge/index.html
  6. It reminds me actually of what Elmo did to Twitter. He came in and gutted it and just took a butcher knife and guessed what was sinew and fat and what was bone and organ. No precision, no nuance, just hacking away. And like you, I expect clumsy hacking away to cut too deep and screw things up (like with twitter) and there will be outages, but I think he will find the line of bare minimum to only barely keep the lights on and not a dollar more (like, again, with twitter). That's what I expect at least.
  7. Is that Yul Brenner from The Ten Commandments (1956)?
  8. Maybe I'm as neurospicy as the comrade who can't focus with all the whispering, but I'm completely lost and confused on what we are doing in this thread and who we are railing against. Is it Elon (again)? Is it the DOGE? Is it the Congress? Is this the Cabinet hearing thread?
  9. In 2021 I was deep in a recruiting cycle with palantir and I ultimately bailed out of it because I didn’t like how heavy they were in academia and public sector. I didn’t think the ceiling could be high enough and the pay was on the conservative side of the spectrum (remember, this was pre-interest rates and inflation still in the ZIRP era). I passed on what surely would have been a healthy 7 figure equity/RSU comp plan today. you just never know
  10. Actually in real terms you can argue that the tariff to China and getting rid of the de minimus is actually an awesome thing for sustainability and climate and recycling— China was abusing the loophole and horrible products from horrible firms like SHEIN and Temu were exploiting the system. This would help to at least speed bump the modern slave labor in China and all the cheap trash that comes into our ports. I’ve heard it’s literally doubled to like a billion shipments the past few years and the cheap China stuff (skirting duty and taxes through loopholes) is the main driver. edit to add to be clear: 25% tariff threats for our allies CAN and MEX = stupid. 10% tariff on China: if not outright “good”, not exactly bad either.
  11. I think the military is actually a big part of the insurance as well (e.g. MAD, Show of force to maintain peace, etc.). I get the desire to cut federal spending and deficits but cutting into the military and military capabilities I think should be the last place to cut-- especially as we are entering into a season of potentially more hot conflicts and countries are re-entrenching around domestic and international partnerships both economically and militarily. That said I do wonder if there is a way to cut the fat from the old way and processes of legacy DoD, considering warfare is becoming a lot more digital and autonomous and technical (and cheaply dispensable). Been reading some interesting interviews from founders of Palantir and Anduril and other strategy setters and makers of lethal warfare and it sounds like the new era of war could be upon us in earnest in a paradigm shift not seen since the jump from trench warfare.
  12. Vegas64

    Dallas | BBQ

    Was in Fort Worth for work this week and I'm never in Fort Worth so was going to head to Goldee's, but a friend said the line would be discouraging to me and I had a tight timeline-- so it was either Ribbie's (from the people of Goldee's) but I didn't want wings/burgers so I ended up going to Panther City and it was fantastic. I've told a friend it is like the Derek Lively III of Ft. Worth BBQ. Overshadowed and not as popular or trendy as the generational talent that is Wembanyana (Goldee's) but an MVP in it's own right. The ribs were the crowd favorite and the brisket was amazing. The sausage was good, not special, and the pork belly was fantastic. And as for lines. There was like 6 people in front of me (11:30-11:45a) and it was super fast, but then around 12:15-12:30 there was a line out the door, but it disispated as fast as it happened and by 12:45 the line was back to 6 or 7 again. They are very efficient and fast with ordering.
  13. dude, awesome. like bucketlist awesome.
  14. One of my all time faves and had no idea he was an alcoholic. But I guess, "Selfish, dreadful crime" should have told me.
  15. I don't eat ice cream that often but HEB ice cream shits all over Blue Bell. I guess this is why one doesnt argue tastes-- but I could not be more in disagreement.
  16. I wonder if we do anything because there was a lot of fear about sanctions or actions (before this news) bcause it opens them up to be friendly to China/Russia who would help. Plus Rwanda’s leader "(Paul Kagame) is part hero for the way he’s restored order and prosperity after the genocide, but he’s also part villain for his autocratic methods. Plus while everyone knows he backs M23, which started out pursuing fleeing genocidaires into DRC, he has lots of friends in the West because of the way he’s opposed Russia’s Wagner mercenaries"
  17. https://www.livemint.com/ai/artificial-intelligence/scale-ai-ceo-alexandr-wang-claims-deepseek-hides-50-000-nvidia-h100-chips-stockpile-elon-musk-reacts-11738062626511.html Wang explained that, “The Chinese labs have more H100s than people think. DeepSeek has more than 50,000 H100s, which they can’t talk about because of the export controls that the United States has in place.” This comes as the US continues to tighten regulations around semiconductor sales, particularly to China, to maintain a technological edge.
  18. Went have on NVDA-- I think it pops when news comes out that China was up to something lol
  19. Have you bet Silicon Valley and the Venture Capital machine? Full bore sociopathy.
  20. IMO, it won't matter. Just breaking eggs to make that omelet. The cost takeout for digital labor vs human labor toothpaste is out of that aluminum tube. Just some necessary bumps and bruises, trials and errors and all part of the Gartner hypecycle and iterative process before the gold of 10x'ing the stock price is found, is how I think executives are thinking about it. But you tell me (and it sounds like your experience in board rooms is consistent with what I'm saying as youre positioning yourself as the lone soberminded executive in the room)?
  21. A bit of an aside, but the market seems to love Salesforce's AI story as they are at $366 (up 5.5%) and looking to break their all-time high PR. Stassney, are you mega rich from accumulating the stock for a decade or what?
  22. I kinda get it. It's "move fast; break things" mantra when talking about truly disruptive and transformative technology (e.g. Internet, PC's, Mobile...and now AI?). It's okay to not be perfect (and it's even okay to fail, if your corporate culture is strong enough) but it's not okay to not take the risks IMO.
  23. Which is why you should buy the dip. Mark my words, this time next month they will have regained every last penny.
  24. I am 100% in agreement with you. I'm 0% for sending squads of goons to raid grocery stores and elementary schools. I'm 100% for the busting up gangs and taking their cash and drugs like the raid in the unofficial nightclub, though. https://www.scrippsnews.com/us-news/crime/dea-raid-in-colorado-ends-in-49-arrests-including-some-venezuelan-gang-members
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