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Mohnish Pabrai on $ASML: “Enduring moats are few and far between… $ASML may stay forever. I mean, that’s like black magic.” ___ Moat assessment isn’t just about today. It’s about 𝐝𝐮𝐫𝐚𝐛𝐢𝐥𝐢𝐭𝐲. A moat that erodes in 5 years is a false sense of security. 𝐓𝐡𝐞 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐰𝐨𝐫𝐭𝐡 𝐡𝐨𝐥𝐝𝐢𝐧𝐠 𝐚𝐫𝐞...

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Dimitry Nakhla | Babylon Capital®

21,216 subscribers

22,174 просмотров • 4 месяцев назад •via X (Twitter)

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Every serious analyst has called Elon Musk's Terafab unrealistic. The CEO of the company that supplies the machines to build it just said it is an upside opportunity and compared it to the largest chip buildouts in history. That is not a small statement. ASML makes the lithography machines that every advanced semiconductor fab on earth depends on. You cannot print a chip without them. There is no workaround. There is no alternative supplier. If the Terafab gets built, every single machine inside it comes from one company. The interviewer asked the ASML CEO directly about one terawatt of compute power. He did not laugh. He did not hedge. He compared it to the massive DRAM megaprojects in Korea and said new projects at that scale are exactly the kind of upside ASML is positioned for. His exact words: "New projects are opportunity." Then he said something that most people missed. He said ASML is already watching the Terafab very carefully. Tracking when things will happen. At what speed. That is not how you talk about a fantasy project. The mainstream take on the Terafab is that Musk is dreaming. The CEO of the most critical company in the entire chip supply chain just said he is preparing for it. Those are not the same position. (Watch the full 11 minutes Interview at Bloomberg TV on YouTube)
0:37

Every serious analyst has called Elon Musk's Terafab unrealistic. The CEO of the company that supplies the machines to build it just said it is an upside opportunity and compared it to the largest chip buildouts in history. That is not a small statement. ASML makes the lithography machines that every advanced semiconductor fab on earth depends on. You cannot print a chip without them. There is no workaround. There is no alternative supplier. If the Terafab gets built, every single machine inside it comes from one company. The interviewer asked the ASML CEO directly about one terawatt of compute power. He did not laugh. He did not hedge. He compared it to the massive DRAM megaprojects in Korea and said new projects at that scale are exactly the kind of upside ASML is positioned for. His exact words: "New projects are opportunity." Then he said something that most people missed. He said ASML is already watching the Terafab very carefully. Tracking when things will happen. At what speed. That is not how you talk about a fantasy project. The mainstream take on the Terafab is that Musk is dreaming. The CEO of the most critical company in the entire chip supply chain just said he is preparing for it. Those are not the same position. (Watch the full 11 minutes Interview at Bloomberg TV on YouTube)

Ihtesham Ali

67,363 просмотров • 1 месяц назад

"One of the challenging things about the really important stuff in life is that they’re endless battles. If you do a good job focusing today and prioritizing today, if you pick the right thing to focus on, it earns you no bonus points for tomorrow. Tomorrow you show up, and if you spend all that time on YouTube or getting distracted or whatever, that day is gone. Other things are like that, too. Just because you worked out two weeks ago doesn’t mean you don’t need to do it today. Or just because you were a good spouse yesterday, that earns you no bonus points for today. You still need to show up for them. And so I’m trying to get comfortable with the endless nature of those things. A lot of the time we try to resist the endless nature of that stuff. “Oh, I wish it wasn’t that way.” We try to convince ourselves that it’s like a finish line. “If I just do this 21-day cleanse, then I’ll be a healthy person and I won’t have to think about it anymore. If I just buy her something nice for her anniversary, then I can stop worrying about it and I don’t have to [do other things].” No, it’s not like that. It’s endless. As soon as you accept the endless nature, you start looking at it differently. You say, “Okay, it’s not about getting to a particular finish line; it’s about living a daily life that feels sustainable and that I like and that I’m fully engaged in. So it’s about liking my days." James Clear on The Knowledge Project
1:13

"One of the challenging things about the really important stuff in life is that they’re endless battles. If you do a good job focusing today and prioritizing today, if you pick the right thing to focus on, it earns you no bonus points for tomorrow. Tomorrow you show up, and if you spend all that time on YouTube or getting distracted or whatever, that day is gone. Other things are like that, too. Just because you worked out two weeks ago doesn’t mean you don’t need to do it today. Or just because you were a good spouse yesterday, that earns you no bonus points for today. You still need to show up for them. And so I’m trying to get comfortable with the endless nature of those things. A lot of the time we try to resist the endless nature of that stuff. “Oh, I wish it wasn’t that way.” We try to convince ourselves that it’s like a finish line. “If I just do this 21-day cleanse, then I’ll be a healthy person and I won’t have to think about it anymore. If I just buy her something nice for her anniversary, then I can stop worrying about it and I don’t have to [do other things].” No, it’s not like that. It’s endless. As soon as you accept the endless nature, you start looking at it differently. You say, “Okay, it’s not about getting to a particular finish line; it’s about living a daily life that feels sustainable and that I like and that I’m fully engaged in. So it’s about liking my days." James Clear on The Knowledge Project

Shane Parrish

85,858 просмотров • 7 месяцев назад

"We treat software like it is so precious. And in the new world we're going to, it's going to be much more fungible. But that's the good news." Garry Tan on where the moats will be for future YC companies: "That's where taste, agency, and trust matter a lot. This is something that's only crystallized recently. We've been talking about agency and taste for the longest time. Agency is being able to prompt, and taste is being able to do evals." "Trust is the third thing. It's probably the most important. When you have an enterprise company that is selling to real businesses that are relying on you — that's your moat. Your moat is actually trust. They went through the effort to try you, get you onboarded, and incorporate you into how they work."
1:48

"We treat software like it is so precious. And in the new world we're going to, it's going to be much more fungible. But that's the good news." Garry Tan on where the moats will be for future YC companies: "That's where taste, agency, and trust matter a lot. This is something that's only crystallized recently. We've been talking about agency and taste for the longest time. Agency is being able to prompt, and taste is being able to do evals." "Trust is the third thing. It's probably the most important. When you have an enterprise company that is selling to real businesses that are relying on you — that's your moat. Your moat is actually trust. They went through the effort to try you, get you onboarded, and incorporate you into how they work."

TBPN

43,619 просмотров • 4 месяцев назад

Kayla McBride on the StudBudz impact “When I first came into the league people weren’t even out or anything like that yet… it wasn’t something you just talked about outwardly and now you see couples and everybody being their own selves, that’s just kind of where the world is now and it’s a beautiful thing. That’s how it always should have been. But them being able to do it on this level and the ability to allow others to do it, young, old, you see all different walks of life… I think that’s the most beautiful part about it, it’s in the human level”
0:49

Kayla McBride on the StudBudz impact “When I first came into the league people weren’t even out or anything like that yet… it wasn’t something you just talked about outwardly and now you see couples and everybody being their own selves, that’s just kind of where the world is now and it’s a beautiful thing. That’s how it always should have been. But them being able to do it on this level and the ability to allow others to do it, young, old, you see all different walks of life… I think that’s the most beautiful part about it, it’s in the human level”

Andrew Dukowitz

103,457 просмотров • 11 месяцев назад

Weinstein: "I think this is the thing that I haven’t heard anybody else say. Maybe others have. But the thing that is so confusing about what’s going on in the present, what’s now begun in Iran, is if I just look at it like an anthropologist. That’s a holy war. It’s a holy war, but it’s being led by secular Jews." Carlson: "Exactly." Weinstein: " And it is that secularness that cloaks it, that makes it look like something it isn’t. And I’m not saying—look, I am no fan of the Iranian theocracy, right? I couldn’t be more frightened by that structure for the same reason I don’t want to see a holy war initiated by Israel. Frankly, holy war has no place in a world where we should be moving towards the values of the modern West." Carlson: "Because it’s hard to resolve them. Very hard."
0:58

Weinstein: "I think this is the thing that I haven’t heard anybody else say. Maybe others have. But the thing that is so confusing about what’s going on in the present, what’s now begun in Iran, is if I just look at it like an anthropologist. That’s a holy war. It’s a holy war, but it’s being led by secular Jews." Carlson: "Exactly." Weinstein: " And it is that secularness that cloaks it, that makes it look like something it isn’t. And I’m not saying—look, I am no fan of the Iranian theocracy, right? I couldn’t be more frightened by that structure for the same reason I don’t want to see a holy war initiated by Israel. Frankly, holy war has no place in a world where we should be moving towards the values of the modern West." Carlson: "Because it’s hard to resolve them. Very hard."

The DarkHorse Podcast

13,327 просмотров • 4 месяцев назад

Naz Ried on his name being mentioned on J Cole’s The Fall Off: “That was fire, I had no clue, I didn’t know he knew me. That was crazy, the bar was crazy, I mean especially being a song from the album and it’s really good. If you ask me that’s the best song, not because of my name but you could add that in there… I woke up and a few people told me about it, and I was like what are you talking about. Then I checked out, it’s a good song and I’ve been playing it sense, you know, got to make sure everybody hear it” (Via Andrew Dukowitz)
1:42

Naz Ried on his name being mentioned on J Cole’s The Fall Off: “That was fire, I had no clue, I didn’t know he knew me. That was crazy, the bar was crazy, I mean especially being a song from the album and it’s really good. If you ask me that’s the best song, not because of my name but you could add that in there… I woke up and a few people told me about it, and I was like what are you talking about. Then I checked out, it’s a good song and I’ve been playing it sense, you know, got to make sure everybody hear it” (Via Andrew Dukowitz)

Ahmed/The Ears/IG: BigBizTheGod 🇸🇴

60,483 просмотров • 5 месяцев назад

q. what’s a dish that makes you feel comforted when you eat it? 🐥: yeah, and then at the end, on that completely full stomach, a sip of beer ㅋㅋㅋ once i go that far.. 🐰: you calm down 🐥: well, not just calm down. it’s just gone..it’s gone 🐥: i have to go that far for my mind to feel at ease 🐰: i’ve never really thought about it, honestly. i wonder if there’s a food that soothes me? 🐥: originally i’d think something like “the food my mum makes”…but no, not that, just *imitates a wide spread of food* 🐰: home-cooked food? something like that? yeah, i think home-cooked food. home cooking 🐥: i mean, that’s what i said, but… 🐰: it’s okay
0:37

q. what’s a dish that makes you feel comforted when you eat it? 🐥: yeah, and then at the end, on that completely full stomach, a sip of beer ㅋㅋㅋ once i go that far.. 🐰: you calm down 🐥: well, not just calm down. it’s just gone..it’s gone 🐥: i have to go that far for my mind to feel at ease 🐰: i’ve never really thought about it, honestly. i wonder if there’s a food that soothes me? 🐥: originally i’d think something like “the food my mum makes”…but no, not that, just *imitates a wide spread of food* 🐰: home-cooked food? something like that? yeah, i think home-cooked food. home cooking 🐥: i mean, that’s what i said, but… 🐰: it’s okay

tim ✩

31,560 просмотров • 8 месяцев назад

John Tortorella was not a fan of all the Cutter Gauthier stuff tonight: "I think it's a bunch of bullshit. All I told our team is let's worry about ourselves and play a hockey game. The bullshit is for you guys. All the drama, that's for you guys, whatever you need to do with it." "You know what I hope? I hope we can play in front of a crowd like that about something meaningful. Not the shit, whatever you guys are talking about, I hope it means something to the organization as far as winning and losing. That's when we wanna see a crowd like that, not all this stuff you guys are talking about. I want it to be that we're a team to be reckoned with in a playoff series or whatever it may be, not this shit." #Flyers
3:40

John Tortorella was not a fan of all the Cutter Gauthier stuff tonight: "I think it's a bunch of bullshit. All I told our team is let's worry about ourselves and play a hockey game. The bullshit is for you guys. All the drama, that's for you guys, whatever you need to do with it." "You know what I hope? I hope we can play in front of a crowd like that about something meaningful. Not the shit, whatever you guys are talking about, I hope it means something to the organization as far as winning and losing. That's when we wanna see a crowd like that, not all this stuff you guys are talking about. I want it to be that we're a team to be reckoned with in a playoff series or whatever it may be, not this shit." #Flyers

Flyers Nation

348,948 просмотров • 1 год назад

.Eric Jorgenson 📚 ☀️ on why Steve Jobs and Elon Musk are more similar than people realize: "I think Elon is underrated in his design sense. There's a lot of times when you hear Elon quotes that sound exactly like Steve Jobs would've said. He thinks about it like an algorithm. There's certain things, ratios that have to exist between the product, or it needs to feel bigger on the inside than it looks on the outside — that he just absolutely insists on. There's stories, especially from early Tesla, of him being unreasonable about design decisions that he just puts a finger on, and is like, 'It has to be this way or it's not good enough, it's not beautiful enough, it's not aesthetic enough.' In the same way that Steve Jobs was very much like, 'No, put a handle on that computer, because it changes the relationship that somebody has with this kind of new, foreign machine.'"
1:06

.Eric Jorgenson 📚 ☀️ on why Steve Jobs and Elon Musk are more similar than people realize: "I think Elon is underrated in his design sense. There's a lot of times when you hear Elon quotes that sound exactly like Steve Jobs would've said. He thinks about it like an algorithm. There's certain things, ratios that have to exist between the product, or it needs to feel bigger on the inside than it looks on the outside — that he just absolutely insists on. There's stories, especially from early Tesla, of him being unreasonable about design decisions that he just puts a finger on, and is like, 'It has to be this way or it's not good enough, it's not beautiful enough, it's not aesthetic enough.' In the same way that Steve Jobs was very much like, 'No, put a handle on that computer, because it changes the relationship that somebody has with this kind of new, foreign machine.'"

David Senra

252,770 просмотров • 2 месяцев назад

The CEO of ASML delivered the most diplomatically worded indictment of European tech policy you'll ever hear (Save this). His core argument is simple, sovereignty without innovation is a slogan. You cannot declare yourself independent from American and Chinese AI if you have nothing of your own to be independent with. The data makes his point for him because only 4 of the world's 50 largest tech companies are European. 73% of all foundational AI models developed since 2017 came from the US, 15% from China, and Europe basically has none. Europe's best AI researchers train at ETH Zurich, Oxford, and TU Munich then move to San Francisco. The regulation problem is what makes European founders the most furious. The EU has approximately 100 tech-focused laws and over 270 active digital regulators. The AI Act, GDPR, the Digital Services Act, and the Digital Markets Act each add compliance cost, slow deployment, and make Europe a structurally worse place to build a company at scale. ASML itself is actually the counterexample that proves the rule. Fouquet is on an active internal mission to strip out the bureaucratic weight that accumulated as the company tripled in size, returning engineers to doing engineering instead of sitting in meetings. ASML reinvests 30% of profit into R&D and operates on a 15-year technology roadmap with the discipline of a deep-tech startup. It is culturally more like a Silicon Valley company that happens to be located in Eindhoven and that is precisely why it is the only European tech company that the entire world cannot function without. Fouquet's conclusion is the most honest thing a major European executive has said Europe has ASML, a large consumer market, and not much else in the AI stack. Being a customer is not the same as being a builder, and in a world where the AI stack is controlled by whoever builds it, being a big buyer means being permanently dependent on the goodwill of whoever you're buying from.
2:44

The CEO of ASML delivered the most diplomatically worded indictment of European tech policy you'll ever hear (Save this). His core argument is simple, sovereignty without innovation is a slogan. You cannot declare yourself independent from American and Chinese AI if you have nothing of your own to be independent with. The data makes his point for him because only 4 of the world's 50 largest tech companies are European. 73% of all foundational AI models developed since 2017 came from the US, 15% from China, and Europe basically has none. Europe's best AI researchers train at ETH Zurich, Oxford, and TU Munich then move to San Francisco. The regulation problem is what makes European founders the most furious. The EU has approximately 100 tech-focused laws and over 270 active digital regulators. The AI Act, GDPR, the Digital Services Act, and the Digital Markets Act each add compliance cost, slow deployment, and make Europe a structurally worse place to build a company at scale. ASML itself is actually the counterexample that proves the rule. Fouquet is on an active internal mission to strip out the bureaucratic weight that accumulated as the company tripled in size, returning engineers to doing engineering instead of sitting in meetings. ASML reinvests 30% of profit into R&D and operates on a 15-year technology roadmap with the discipline of a deep-tech startup. It is culturally more like a Silicon Valley company that happens to be located in Eindhoven and that is precisely why it is the only European tech company that the entire world cannot function without. Fouquet's conclusion is the most honest thing a major European executive has said Europe has ASML, a large consumer market, and not much else in the AI stack. Being a customer is not the same as being a builder, and in a world where the AI stack is controlled by whoever builds it, being a big buyer means being permanently dependent on the goodwill of whoever you're buying from.

Milk Road AI

16,194 просмотров • 1 месяц назад

Naz Ried on his name being in the J. Cole track The Fall Off (Incredibly wholesome answer, listen to it all if you can) “That was fire, I had no clue, I didn’t know he knew me. That was crazy, the bar was crazy, I mean especially being a song from the album and it’s really good. If you ask me that’s the best song, not because of my name but you could add that in there… I woke up and a few people told me about it, and I was like what are you talking about. Then I checked out, it’s a good song and I’ve been playing it sense, you know, got to make sure everybody hear it”
1:42

Naz Ried on his name being in the J. Cole track The Fall Off (Incredibly wholesome answer, listen to it all if you can) “That was fire, I had no clue, I didn’t know he knew me. That was crazy, the bar was crazy, I mean especially being a song from the album and it’s really good. If you ask me that’s the best song, not because of my name but you could add that in there… I woke up and a few people told me about it, and I was like what are you talking about. Then I checked out, it’s a good song and I’ve been playing it sense, you know, got to make sure everybody hear it”

Andrew Dukowitz

630,054 просмотров • 6 месяцев назад

Farewell to International Space Station! This is truly a special place, special mission, and special team that makes it happen. It is a bittersweet departure today – I have a keen awareness that I may never be back here, and even if I was, it would be at a different time with a different crew. This chapter is over. Spaceflight has always been a life goal, and it has turned into a life-fulfilling endeavor – but not for the reasons I thought growing up. When I was young, I pictured the launch, the incredible ball of fire and the acceleration, the spacewalks (how could you not wonder what it’s like to be in that suit?), and I was fascinated by the shuttles, capsules, and stations. But as I complete this second mission living and working in space, what draws me to this job is the people. Experiences like this are amazing, but the relationships we build that make it possible are the “why.” Every day, this mission depends on people from all over the world, of different nationalities, races, religions, and cultures. It depends on government and commercial entities, it depends on all political parties, and it depends on commitment to an unchanged goal over many years and decades. It depends on people dedicated to being part of something bigger than themselves, whose names may never be known but who wake up every day to make the world a better place and to be part of something they will be proud to tell their grandkids about. History will look kindly upon them. Humans have always had a propensity to explore … across lands and oceans, up mountains, and into the sky. We as a species will never stop wondering what else is out there, and what it would be like to go. But then, in the words of TS Elliot, “…at the end of all our exploring, will be to arrive where we started, and know the place for the first time.” Crew-10 is on its way home.
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Farewell to International Space Station! This is truly a special place, special mission, and special team that makes it happen. It is a bittersweet departure today – I have a keen awareness that I may never be back here, and even if I was, it would be at a different time with a different crew. This chapter is over. Spaceflight has always been a life goal, and it has turned into a life-fulfilling endeavor – but not for the reasons I thought growing up. When I was young, I pictured the launch, the incredible ball of fire and the acceleration, the spacewalks (how could you not wonder what it’s like to be in that suit?), and I was fascinated by the shuttles, capsules, and stations. But as I complete this second mission living and working in space, what draws me to this job is the people. Experiences like this are amazing, but the relationships we build that make it possible are the “why.” Every day, this mission depends on people from all over the world, of different nationalities, races, religions, and cultures. It depends on government and commercial entities, it depends on all political parties, and it depends on commitment to an unchanged goal over many years and decades. It depends on people dedicated to being part of something bigger than themselves, whose names may never be known but who wake up every day to make the world a better place and to be part of something they will be proud to tell their grandkids about. History will look kindly upon them. Humans have always had a propensity to explore … across lands and oceans, up mountains, and into the sky. We as a species will never stop wondering what else is out there, and what it would be like to go. But then, in the words of TS Elliot, “…at the end of all our exploring, will be to arrive where we started, and know the place for the first time.” Crew-10 is on its way home.

COL Anne McClain

69,039 просмотров • 1 год назад

$118k+/month ads don’t look like ads anymore they look like weird little stories a sad cocoa bean on a factory line talking about what’s being done to it no product no explanation just curiosity pulling you in you watch because it’s strange you stay because it starts making sense that’s the shift ads aren’t “selling” first they’re creating a moment you can’t ignore animation just makes it easier to push that further i broke down how these story-based creatives are built and how to adapt them to any niche rt + comment “story” and i’ll send it (follow for dm)
1:45

$118k+/month ads don’t look like ads anymore they look like weird little stories a sad cocoa bean on a factory line talking about what’s being done to it no product no explanation just curiosity pulling you in you watch because it’s strange you stay because it starts making sense that’s the shift ads aren’t “selling” first they’re creating a moment you can’t ignore animation just makes it easier to push that further i broke down how these story-based creatives are built and how to adapt them to any niche rt + comment “story” and i’ll send it (follow for dm)

Zed

14,007 просмотров • 3 месяцев назад

Qullamaggie on Just Follow the Setups “All these market events, okay? It’s just… the markets may go up, they may go down, okay? All you need to focus on is your setups, okay? Do they trigger? Do they stop you out? That’s all you need to care about — what the Fed does, when the Fed has a meeting like this… they could literally say anything, you know? You have — you know — it’s just not gonna help you in any way. Focus on setups. That’s another thing that took me far too long to learn. All these people having opinions about the Fed and this and that, and China, and blah blah, yada yada… like, you know, we get the Fed meeting, they say something, the market could go anyway. We don’t know that, right? There’s no — no way for any of us, no way for any of us to know what the market will do or what the Fed will say. Just focus on setups. Put your stops right. If you have any positions that are close to — like — something maybe you bought today or yesterday that hasn’t gone yet, right? Put a hard stop on it and you don’t have to worry. If it stops you out, it stops you out. There’s no reason to overthink things. I have some stops — I have hard stops set on a few things that are kind of close to my entry. Other than that, you know, I’m just letting — trying to let things work.”
1:16

Qullamaggie on Just Follow the Setups “All these market events, okay? It’s just… the markets may go up, they may go down, okay? All you need to focus on is your setups, okay? Do they trigger? Do they stop you out? That’s all you need to care about — what the Fed does, when the Fed has a meeting like this… they could literally say anything, you know? You have — you know — it’s just not gonna help you in any way. Focus on setups. That’s another thing that took me far too long to learn. All these people having opinions about the Fed and this and that, and China, and blah blah, yada yada… like, you know, we get the Fed meeting, they say something, the market could go anyway. We don’t know that, right? There’s no — no way for any of us, no way for any of us to know what the market will do or what the Fed will say. Just focus on setups. Put your stops right. If you have any positions that are close to — like — something maybe you bought today or yesterday that hasn’t gone yet, right? Put a hard stop on it and you don’t have to worry. If it stops you out, it stops you out. There’s no reason to overthink things. I have some stops — I have hard stops set on a few things that are kind of close to my entry. Other than that, you know, I’m just letting — trying to let things work.”

Lone

11,630 просмотров • 5 месяцев назад

YoungK said that he always feels like he’s not enough, and it’s when he’s having negative emotions that makes him look more into the future🥺 👤the future is what you make of infinite possibilities. so, being able to imagine the future when you’re tired or feeling like you’re lacking. it could be seen as something to save you 👤no matter how lacking you are today, you still have tomorrow 🦊it’s like a ray of light between the clouds. like a rope to hold on to
0:50

YoungK said that he always feels like he’s not enough, and it’s when he’s having negative emotions that makes him look more into the future🥺 👤the future is what you make of infinite possibilities. so, being able to imagine the future when you’re tired or feeling like you’re lacking. it could be seen as something to save you 👤no matter how lacking you are today, you still have tomorrow 🦊it’s like a ray of light between the clouds. like a rope to hold on to

woodyꕤ Brian Kang

10,917 просмотров • 3 месяцев назад

Let me remind you what they actually ran on. 👇🏼 No forever wars. No interventionism. Peace candidates. That was the whole pitch. Am I making that up? No. We all watched it. Now let’s talk about Vance. He leaked his disagreement with Trump on the Iran strikes to CBS News. He did it because he’s positioning himself for 2028 and he needs to create daylight between himself and this decision. But here’s the problem. Where was Vance on Venezuela? Not in the situation room. Not at Mar-a-Lago where the actual decisions were being made. In my opinion Vance is on the outs. Whether you like it or not. Rubio is in — for now. But that’s the thing about Trump world. Nobody stays in forever. That’s the lesson. That’s always the lesson. Unless your last name is Trump or you married into the family — you are one bad news cycle away from exile. In Trump world you go in fast and you go out faster.
1:04

Let me remind you what they actually ran on. 👇🏼 No forever wars. No interventionism. Peace candidates. That was the whole pitch. Am I making that up? No. We all watched it. Now let’s talk about Vance. He leaked his disagreement with Trump on the Iran strikes to CBS News. He did it because he’s positioning himself for 2028 and he needs to create daylight between himself and this decision. But here’s the problem. Where was Vance on Venezuela? Not in the situation room. Not at Mar-a-Lago where the actual decisions were being made. In my opinion Vance is on the outs. Whether you like it or not. Rubio is in — for now. But that’s the thing about Trump world. Nobody stays in forever. That’s the lesson. That’s always the lesson. Unless your last name is Trump or you married into the family — you are one bad news cycle away from exile. In Trump world you go in fast and you go out faster.

Anthony Scaramucci

97,180 просмотров • 4 месяцев назад

Singh: When I was in the administration, you were incredibly critical of Secretary Austin not being transparent with the American people about his condition. And I find it just so interesting that you're not being critical of a sitting senator who represents the state of Kentucky, not being transparent with his constituents. We are at almost a month, and we have no idea why Mitch Mcconnell has been hospitalized. And you're not being critical. Jennings: if you want to be mean about me being concerned about my friend, you're welcome to do it.
1:36

Singh: When I was in the administration, you were incredibly critical of Secretary Austin not being transparent with the American people about his condition. And I find it just so interesting that you're not being critical of a sitting senator who represents the state of Kentucky, not being transparent with his constituents. We are at almost a month, and we have no idea why Mitch Mcconnell has been hospitalized. And you're not being critical. Jennings: if you want to be mean about me being concerned about my friend, you're welcome to do it.

Acyn

382,139 просмотров • 1 месяц назад

Draymond Green says it’s embarrassing for Shams Charania leaking the MVP winner: “Like, it makes our league look like we have no organization. It makes our league look like it just makes it look that’s child’s play. Like we can’t hold the winner of the most prestigious individual award in the NBA. We can’t hold those results until like it’s actually time to be announced. That was a little disappointing. Like there’s no way that can happen. Like if they’re supposed to be an announcement on Amazon Prime, like the announcement has to happen on Amazon Prime. Like this is something commissioner Silver has to do something about. Like this can’t happen.” (Via The Draymond Green Show)
2:10

Draymond Green says it’s embarrassing for Shams Charania leaking the MVP winner: “Like, it makes our league look like we have no organization. It makes our league look like it just makes it look that’s child’s play. Like we can’t hold the winner of the most prestigious individual award in the NBA. We can’t hold those results until like it’s actually time to be announced. That was a little disappointing. Like there’s no way that can happen. Like if they’re supposed to be an announcement on Amazon Prime, like the announcement has to happen on Amazon Prime. Like this is something commissioner Silver has to do something about. Like this can’t happen.” (Via The Draymond Green Show)

NBA Courtside

42,477 просмотров • 2 месяцев назад

Investor Mohnish Pabrai on why being in a hurry to get rich is the fastest way to stay poor: Pabrai recounts a story about Warren Buffett, his partner Charlie Munger, and their associate Rick Guerin. The difference between them came down to one thing: urgency. "Charlie and I always knew we were going to be rich, but we were not in a hurry," Buffett told Pabrai. "And Rick was in a hurry." That hurry showed up in how Guerin invested. According to Pabrai, Buffett explained that Rick was always levered, always carrying margin loans. Then came the test. "When the downturn of 73 and 74 came," Pabrai recalls, "73, 74 was a very severe stock market correction. It was a crash in slow motion. Basically the markets went down more than 50% over that 2-year period." For an investor carrying margin loans, a drop like that is devastating. Guerin got a number of margin calls and was forced to sell. "Warren said that he bought Rick's Berkshire shares from him for 40 bucks a share," Pabrai explains. "I mean those shares are over 700,000 now, right?" The same shares Guerin sold under pressure for $40 each are worth over $700,000 today. Mohnish Pabrai closes with the timeless principle Buffett drew from it: "If you are even a slightly above average investor and spend less than you earn and do not use leverage, you can't help but get rich over [time]." The lesson isn't that you need to be a genius. You just need to stay in the game long enough for your investments to grow. Being in a hurry is what forces you to sell at the worst possible moment, and selling at the worst possible moment is how you lose. Patience is the edge that almost guarantees you win.
1:00

Investor Mohnish Pabrai on why being in a hurry to get rich is the fastest way to stay poor: Pabrai recounts a story about Warren Buffett, his partner Charlie Munger, and their associate Rick Guerin. The difference between them came down to one thing: urgency. "Charlie and I always knew we were going to be rich, but we were not in a hurry," Buffett told Pabrai. "And Rick was in a hurry." That hurry showed up in how Guerin invested. According to Pabrai, Buffett explained that Rick was always levered, always carrying margin loans. Then came the test. "When the downturn of 73 and 74 came," Pabrai recalls, "73, 74 was a very severe stock market correction. It was a crash in slow motion. Basically the markets went down more than 50% over that 2-year period." For an investor carrying margin loans, a drop like that is devastating. Guerin got a number of margin calls and was forced to sell. "Warren said that he bought Rick's Berkshire shares from him for 40 bucks a share," Pabrai explains. "I mean those shares are over 700,000 now, right?" The same shares Guerin sold under pressure for $40 each are worth over $700,000 today. Mohnish Pabrai closes with the timeless principle Buffett drew from it: "If you are even a slightly above average investor and spend less than you earn and do not use leverage, you can't help but get rich over [time]." The lesson isn't that you need to be a genius. You just need to stay in the game long enough for your investments to grow. Being in a hurry is what forces you to sell at the worst possible moment, and selling at the worst possible moment is how you lose. Patience is the edge that almost guarantees you win.

Big Brain Business

33,496 просмотров • 2 месяцев назад