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when wit and sass react, the result is Two Much ✨ #TwoMuchOnPrime, New Talk Show, Sept 25 Banijay Asia Twinkle Khanna Kajol Deepak Dhar Rishi Negi Girish Balan Jahnvi Obhan #MrinaliniJain #ShyamRathi

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20,769 Aufrufe • vor 11 Monaten •via X (Twitter)

Comedy Kunst #TwoMuchOnPrime #MrinaliniJain #ShyamRathi

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no scripts, no filter, they’re just having Two Much fun ✨ #TwoMuchOnPrime, New Talk Show, Sept 25 Banijay Asia Twinkle Khanna Kajol Deepak Dhar Rishi Negi Girish Balan Jahnvi Obhan #MrinaliniJain #ShyamRathi

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where is the lie 👀 #TwoMuchOnPrime, New Episode Every Thursday: #SonakshiSinha Manish Malhotra Banijay Asia Twinkle Khanna Kajol Deepak Dhar Rishi Negi Girish Balan Jahnvi Obhan #MrinaliniJain #ShyamRathi

where is the lie 👀 #TwoMuchOnPrime, New Episode Every Thursday: #SonakshiSinha Manish Malhotra Banijay Asia Twinkle Khanna Kajol Deepak Dhar Rishi Negi Girish Balan Jahnvi Obhan #MrinaliniJain #ShyamRathi

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the Khans have arrived, the conversations have begun ✨ #TwoMuchOnPrime, New Episode, Every Thursday Salman Khan #AamirKhan Banijay Asia Twinkle Khanna Kajol Deepak Dhar Rishi Negi Girish Balan Jahnvi Obhan #MrinaliniJain #ShyamRathi

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morning person or night person? we are watching-two much-when-it-drops person ☝ #TwoMuchOnPrime, New Episode Every Thursday Akshay Kumar #SaifAliKhan Banijay Asia Twinkle Khanna Kajol Deepak Dhar Rishi Negi Girish Balan Jahnvi Obhan #MrinaliniJain #ShyamRathi

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#MainKhiladiTuAnari are together again 👊💥🔥😉 Khiladi & Anari are up against two cheetahs 😉 Akshay Kumar, as always, brings joy and dynamism to all shows with his humor, energy, and comedic timing 👌💪🎉 #AkshayKumar along with #SaifAliKhan will be the guest in the 3rd episode of Two Much with Kajol and Twinkle, hosted by his wife #TwinkleKhanna and #Kajol. The duo is currently shooting for #Priyadarshan's film #Haiwaan✌🏽 Akshay Kumar's chemistry with his one and only Tina and their sweet banter is unique, I love the energy between them 💖🥰 #TwoMuchOnPrime #TwoMuchWithKajolaanTwinkle Kajol Twinkle Khanna

#MainKhiladiTuAnari are together again 👊💥🔥😉 Khiladi & Anari are up against two cheetahs 😉 Akshay Kumar, as always, brings joy and dynamism to all shows with his humor, energy, and comedic timing 👌💪🎉 #AkshayKumar along with #SaifAliKhan will be the guest in the 3rd episode of Two Much with Kajol and Twinkle, hosted by his wife #TwinkleKhanna and #Kajol. The duo is currently shooting for #Priyadarshan's film #Haiwaan✌🏽 Akshay Kumar's chemistry with his one and only Tina and their sweet banter is unique, I love the energy between them 💖🥰 #TwoMuchOnPrime #TwoMuchWithKajolaanTwinkle Kajol Twinkle Khanna

Emine Gelinci 🧡🔥 Forever Akkian

139,600 Aufrufe • vor 10 Monaten

#WATCH | Guwahati: Assam CM Himanta Biswa Sarma says, "Yesterday, Pawan Khera and Gaurav Gogoi did two press conferences, one in Delhi, one in Guwahati...During our research, we found that the entire material of the press conference, which took place yesterday, was supplied by a Pakistani social media group. In the last 10 days, Pakistan channel has done at least 11 talk shows regarding the election in Assam, which never happened earlier. And in every talk show, the conclusion is that Congress should win. Pakistan's link to yesterday's press conference has also now become very, very apparent. I am sure that this will be taken into consideration by the law enforcement agency." "...Normally, when you raise a certain issue before the public with fraudulent documents, it attracts 420 and 468 of the IPC. Of course, there is a correspondence provision in new BNS. When you use these allegations with fabricated documents to influence a result or outcome of an election, then it attracts higher penalty provisions, and the punishment for that is life imprisonment. Yesterday, my wife filed an FIR, and I am sure that the police will register the case in the appropriate section of law and take necessary action."

#WATCH | Guwahati: Assam CM Himanta Biswa Sarma says, "Yesterday, Pawan Khera and Gaurav Gogoi did two press conferences, one in Delhi, one in Guwahati...During our research, we found that the entire material of the press conference, which took place yesterday, was supplied by a Pakistani social media group. In the last 10 days, Pakistan channel has done at least 11 talk shows regarding the election in Assam, which never happened earlier. And in every talk show, the conclusion is that Congress should win. Pakistan's link to yesterday's press conference has also now become very, very apparent. I am sure that this will be taken into consideration by the law enforcement agency." "...Normally, when you raise a certain issue before the public with fraudulent documents, it attracts 420 and 468 of the IPC. Of course, there is a correspondence provision in new BNS. When you use these allegations with fabricated documents to influence a result or outcome of an election, then it attracts higher penalty provisions, and the punishment for that is life imprisonment. Yesterday, my wife filed an FIR, and I am sure that the police will register the case in the appropriate section of law and take necessary action."

ANI

528,906 Aufrufe • vor 4 Monaten

Dear Jae, Another year has passed, and once again, we find ourselves overwhelmed with pride, gratitude, and love for everything you’ve done. This year, we watched you stand taller than ever, not because the stages grew bigger, but because you stayed honest while standing on them. Headlining two nights at Prambanan Jazz Festival, closing the year with being the talk of the town for your amazing stage at Spotify Wrapped Live, and leading your 1/9 Asia Tour that connected thousands of hearts across cities. New songs, new unfolded stories, new rooms, new faces, and yet, somehow, you never felt distant. Every show still carried the same weight of intention, the same careful giving. As if effort was never something you measured, but the inseparable part of every stage you conquer. What moved us most this year wasn’t only what you achieved, but how you moved through it. You spoke when silence would’ve been easier. You stood with humanity when comfort would’ve asked you to look away. You turned belief into action, and action into something tangible, something that could help, not just resonate. And in between all of that — the podcasts, the interviews, the photoshoots, and the pauses — you let yourself be seen without armor. That presence alone has meant more than you probably realize. So this isn’t a thank you for the milestones. This is gratitude for the way you keep choosing sincerity, even when the world rewards fame. Whatever the next year asks of you, whether the road feels clear or uncertain, know that what you’ve given has already mattered. Deeply. Permanently. And we’re still here. Not because of the rain or the sunshine, but because of the way you keep walking through both. With ❤️, eaJ TEAM Credits: positionmusic zumazuhal secret_signals project.asteri.korea rock.ologist martinusragita micotoronto shinee raylie20 radinindranayaka houseofradinindra rollingstonekorea rajawaliindonesia spotifyid wish107.5 dingo_music chriscantadaforce radityadika NarasiChannel manilaconcerts mckinleyhill_ vmansea veryradio Jars_PH beyond4panic shelaem_ Drawing by: brokenpiecesofmyart

Dear Jae, Another year has passed, and once again, we find ourselves overwhelmed with pride, gratitude, and love for everything you’ve done. This year, we watched you stand taller than ever, not because the stages grew bigger, but because you stayed honest while standing on them. Headlining two nights at Prambanan Jazz Festival, closing the year with being the talk of the town for your amazing stage at Spotify Wrapped Live, and leading your 1/9 Asia Tour that connected thousands of hearts across cities. New songs, new unfolded stories, new rooms, new faces, and yet, somehow, you never felt distant. Every show still carried the same weight of intention, the same careful giving. As if effort was never something you measured, but the inseparable part of every stage you conquer. What moved us most this year wasn’t only what you achieved, but how you moved through it. You spoke when silence would’ve been easier. You stood with humanity when comfort would’ve asked you to look away. You turned belief into action, and action into something tangible, something that could help, not just resonate. And in between all of that — the podcasts, the interviews, the photoshoots, and the pauses — you let yourself be seen without armor. That presence alone has meant more than you probably realize. So this isn’t a thank you for the milestones. This is gratitude for the way you keep choosing sincerity, even when the world rewards fame. Whatever the next year asks of you, whether the road feels clear or uncertain, know that what you’ve given has already mattered. Deeply. Permanently. And we’re still here. Not because of the rain or the sunshine, but because of the way you keep walking through both. With ❤️, eaJ TEAM Credits: positionmusic zumazuhal secret_signals project.asteri.korea rock.ologist martinusragita micotoronto shinee raylie20 radinindranayaka houseofradinindra rollingstonekorea rajawaliindonesia spotifyid wish107.5 dingo_music chriscantadaforce radityadika NarasiChannel manilaconcerts mckinleyhill_ vmansea veryradio Jars_PH beyond4panic shelaem_ Drawing by: brokenpiecesofmyart

eaJ TEAM

13,126 Aufrufe • vor 7 Monaten

Meiselas: Let’s talk about the undisputed facts. I think it’s an undisputed fact that a ceasefire between Israel and Hamas to end what’s taking place is a good thing. The atrocities we’ve seen in Gaza have been beyond words, as tens of thousands of innocent Palestinians have been killed. Hamas has held the remaining 20 living hostages for quite some time, and it’s been incredibly important to bring them back. Those are undisputed facts. But I’ve seen much of the corporate news coverage spiking the football as though there’s now peace in the Middle East and everything has been solved. That’s irresponsible reporting. We shouldn’t spike the football yet. Hamas is still patrolling the streets and has said it has no intention of disarming. Israel’s defense minister says they’ll soon resume attacks on Hamas-related infrastructure and tunnels. So you have Hamas not disarming, the IDF preparing new strikes, and Trump, when asked about a two-state solution, refusing to give a clear response. Trump rolled into the Middle East today, spoke in front of the Knesset in Israel, then went to Egypt, where he treated it like a birthday celebration for himself. He made world leaders show up and praise him before giving a long, rambling speech. Corporate media bought into the Trump narrative hook, line, and sinker when the focus should have been on the region. It’s a good day for the region, yes—but it’s a ceasefire, not a lasting peace. We have to have responsible conversations about what comes next.

Meiselas: Let’s talk about the undisputed facts. I think it’s an undisputed fact that a ceasefire between Israel and Hamas to end what’s taking place is a good thing. The atrocities we’ve seen in Gaza have been beyond words, as tens of thousands of innocent Palestinians have been killed. Hamas has held the remaining 20 living hostages for quite some time, and it’s been incredibly important to bring them back. Those are undisputed facts. But I’ve seen much of the corporate news coverage spiking the football as though there’s now peace in the Middle East and everything has been solved. That’s irresponsible reporting. We shouldn’t spike the football yet. Hamas is still patrolling the streets and has said it has no intention of disarming. Israel’s defense minister says they’ll soon resume attacks on Hamas-related infrastructure and tunnels. So you have Hamas not disarming, the IDF preparing new strikes, and Trump, when asked about a two-state solution, refusing to give a clear response. Trump rolled into the Middle East today, spoke in front of the Knesset in Israel, then went to Egypt, where he treated it like a birthday celebration for himself. He made world leaders show up and praise him before giving a long, rambling speech. Corporate media bought into the Trump narrative hook, line, and sinker when the focus should have been on the region. It’s a good day for the region, yes—but it’s a ceasefire, not a lasting peace. We have to have responsible conversations about what comes next.

MeidasTouch

103,416 Aufrufe • vor 10 Monaten

#Dhurandhar ; The title given to Ranveer Singh’s character in Dhurandhar is Operation Wrath of God. Film Director Aditya Dhar has a habit of planting clues in plain sight and this feels like one of those details that deserves a much deeper discussion. In Dhurandhar Part I, it is shown that after the 2001 Parliament attack, India began rethinking its entire approach to counter terrorism. NSA Ajit Doval proposes a new model to Jaswant Singh, something long term and patient and unlike anything India had attempted before in the realm of countering terrorism. There is visible hesitation within the system because Project Dhurandhar is not an instant result plan. It is a prolonged operation that relies on deep planting and waiting. Now look at the arc of Jaskirat Singh Rangi. He is recruited in 2002 and deployed into Pakistan in 2004. That leaves a two year window where he was most likely being conditioned, trained and rebuilt. What’s interesting is that this exact period coincides with India deepening its counter terrorism cooperation with Israel. This was the phase when India was actively studying Israeli counter terrorism methods, plausible deniability operations, long term infiltration and how sustained counter terror missions are actually built. The IDF and Mossad had more experience than almost anyone when it came to counter terrorism, especially in planting assets early and letting them run for years before results showed. Between 2002 and 2004, India and Israel held multiple high level engagements and discussions around counter terrorism and special forces cooperation with joint sessions of special forces reportedly taking place in both countries. In the world of Dhurandhar, this is precisely the period when Jaskirat Singh Rangi is being prepared and most likely trained alongside Israeli defence forces during these joint engagements, for something far bigger and far longer than a conventional operation. And this is where the title Wrath of God starts to make sense. One of the most famous operations in Israeli intelligence history was Operation Wrath of God, launched after the Munich Massacre. It was a decade long mission that was patient, methodical and ruthless. Every individual involved was identified, tracked and eliminated one by one over many years. In Dhurandhar, after Jaskirat Singh Rangi is planted, the film again and again stresses “Nazar aur Sabr”. He is told it will take time. Hence, Part -I felt like the seeding phase, the quiet build up. We only see glimpses of his ruthless side toward the end. And if Part-II goes where it seems to be heading, this becomes India’s own version of a Wrath of God style operation, where every individual involved in terror attacks against India including 26/11 who were present in that room and beyond, are on Jaskirat Singh Rangi’s list. And, once the trigger point is reached, every name on that list is dealt with, one by one. That’s why the title feels so apt. All these details, clues and layered choices are what make the world of Dhurandhar more and more interesting. Two scene in video 1 Uri: The Surgical Strike 2. Dhurandhar that mentions Operation Wrath of God.

#Dhurandhar ; The title given to Ranveer Singh’s character in Dhurandhar is Operation Wrath of God. Film Director Aditya Dhar has a habit of planting clues in plain sight and this feels like one of those details that deserves a much deeper discussion. In Dhurandhar Part I, it is shown that after the 2001 Parliament attack, India began rethinking its entire approach to counter terrorism. NSA Ajit Doval proposes a new model to Jaswant Singh, something long term and patient and unlike anything India had attempted before in the realm of countering terrorism. There is visible hesitation within the system because Project Dhurandhar is not an instant result plan. It is a prolonged operation that relies on deep planting and waiting. Now look at the arc of Jaskirat Singh Rangi. He is recruited in 2002 and deployed into Pakistan in 2004. That leaves a two year window where he was most likely being conditioned, trained and rebuilt. What’s interesting is that this exact period coincides with India deepening its counter terrorism cooperation with Israel. This was the phase when India was actively studying Israeli counter terrorism methods, plausible deniability operations, long term infiltration and how sustained counter terror missions are actually built. The IDF and Mossad had more experience than almost anyone when it came to counter terrorism, especially in planting assets early and letting them run for years before results showed. Between 2002 and 2004, India and Israel held multiple high level engagements and discussions around counter terrorism and special forces cooperation with joint sessions of special forces reportedly taking place in both countries. In the world of Dhurandhar, this is precisely the period when Jaskirat Singh Rangi is being prepared and most likely trained alongside Israeli defence forces during these joint engagements, for something far bigger and far longer than a conventional operation. And this is where the title Wrath of God starts to make sense. One of the most famous operations in Israeli intelligence history was Operation Wrath of God, launched after the Munich Massacre. It was a decade long mission that was patient, methodical and ruthless. Every individual involved was identified, tracked and eliminated one by one over many years. In Dhurandhar, after Jaskirat Singh Rangi is planted, the film again and again stresses “Nazar aur Sabr”. He is told it will take time. Hence, Part -I felt like the seeding phase, the quiet build up. We only see glimpses of his ruthless side toward the end. And if Part-II goes where it seems to be heading, this becomes India’s own version of a Wrath of God style operation, where every individual involved in terror attacks against India including 26/11 who were present in that room and beyond, are on Jaskirat Singh Rangi’s list. And, once the trigger point is reached, every name on that list is dealt with, one by one. That’s why the title feels so apt. All these details, clues and layered choices are what make the world of Dhurandhar more and more interesting. Two scene in video 1 Uri: The Surgical Strike 2. Dhurandhar that mentions Operation Wrath of God.

Kanwaljit Arora

411,546 Aufrufe • vor 7 Monaten

What makes this couple’s dance explode with such raw, infectious vitality is a perfect storm of chemistry, mastery, and cultural soul that turns every step into pure celebration. Watch Stephen Sayer and Chanzie (Chandrae Roettig Gomez) move and you feel the music living inside their bodies. Their partnership—honed through years of swing, Lindy Hop, and jitterbug—radiates the kind of connection that cannot be faked. Every lead and follow is instantaneous; every spin, kick, and slide arrives exactly on the beat of Boney M’s “Rasputin.” The song itself is a disco anthem steeped in Russian folklore: its driving rhythm, balalaika-tinged energy, and references to the legendary mystic pull from traditional Cossack and folk dances—the low squats, explosive kicks, and fierce, earth-grounded power of the kazachok and barynya. When this modern swing couple rides that pulse, the result is electric. They take the grounded, athletic power of Russian traditional dance and fuse it with the airborne freedom, improvisation, and joyful partner connection of American swing. The contrast creates unstoppable life-force. Their energy is not mere athleticism. It is joy made visible. Stephen’s smooth, almost gliding footwork and effortless control meet Chanzie’s sassy, powerful, expressive style. She answers every invitation with fire and playfulness; he frames her with protective strength and playful challenge. Together they create a conversation in motion—smiles, eye contact, the occasional shared laugh mid-move—that tells you they are not performing for the camera so much as living the music in real time. That authenticity is what makes the vitality contagious. Viewers do not simply watch; they feel their own bodies wanting to move. Traditional dance culture supplies the deeper roots. Across the world, folk and social dances have always been more than entertainment. They are communal memory, physical storytelling, and emotional release. Russian folk dances emphasize strength, stamina, and collective spirit. Swing, born in the ballrooms and clubs of early 20th-century Harlem, carries African American improvisational genius, resilience, and the pure delight of moving together through hard times. When a contemporary couple channels both lineages—precision and power from one tradition, freedom and partnership from the other—the dance becomes a living bridge. The remix simply makes that bridge visible: 1970s disco storytelling about a Russian figure meets 21st-century swing virtuosity, and suddenly the old and the new dance as one. Technique alone never produces this level of life. What elevates Stephen and Chanzie is the invisible work of countless hours of practice, teaching, and performing together, plus an obvious mutual respect and affection that lets risk and play coexist. They trust each other completely, so they can push the energy higher, invent variations, and still land every phrase cleanly. The result looks spontaneous and inevitable at the same time. In an age of polished digital performance, their dancing feels human and generous. It reminds us why people have always danced: to celebrate being alive, to connect with another person, to honor the music and the cultures that shaped it. The vitality is not manufactured. It is the natural outcome of two skilled bodies, two open hearts, and centuries of traditional dance wisdom meeting a song that demands nothing less than total commitment. That is why the clip refuses to leave the mind. It does not merely show talent. It transmits life. #Rasputin #SwingDance #StephenAndChanzie #DanceEnergy #TraditionalDance #BoneyM

What makes this couple’s dance explode with such raw, infectious vitality is a perfect storm of chemistry, mastery, and cultural soul that turns every step into pure celebration. Watch Stephen Sayer and Chanzie (Chandrae Roettig Gomez) move and you feel the music living inside their bodies. Their partnership—honed through years of swing, Lindy Hop, and jitterbug—radiates the kind of connection that cannot be faked. Every lead and follow is instantaneous; every spin, kick, and slide arrives exactly on the beat of Boney M’s “Rasputin.” The song itself is a disco anthem steeped in Russian folklore: its driving rhythm, balalaika-tinged energy, and references to the legendary mystic pull from traditional Cossack and folk dances—the low squats, explosive kicks, and fierce, earth-grounded power of the kazachok and barynya. When this modern swing couple rides that pulse, the result is electric. They take the grounded, athletic power of Russian traditional dance and fuse it with the airborne freedom, improvisation, and joyful partner connection of American swing. The contrast creates unstoppable life-force. Their energy is not mere athleticism. It is joy made visible. Stephen’s smooth, almost gliding footwork and effortless control meet Chanzie’s sassy, powerful, expressive style. She answers every invitation with fire and playfulness; he frames her with protective strength and playful challenge. Together they create a conversation in motion—smiles, eye contact, the occasional shared laugh mid-move—that tells you they are not performing for the camera so much as living the music in real time. That authenticity is what makes the vitality contagious. Viewers do not simply watch; they feel their own bodies wanting to move. Traditional dance culture supplies the deeper roots. Across the world, folk and social dances have always been more than entertainment. They are communal memory, physical storytelling, and emotional release. Russian folk dances emphasize strength, stamina, and collective spirit. Swing, born in the ballrooms and clubs of early 20th-century Harlem, carries African American improvisational genius, resilience, and the pure delight of moving together through hard times. When a contemporary couple channels both lineages—precision and power from one tradition, freedom and partnership from the other—the dance becomes a living bridge. The remix simply makes that bridge visible: 1970s disco storytelling about a Russian figure meets 21st-century swing virtuosity, and suddenly the old and the new dance as one. Technique alone never produces this level of life. What elevates Stephen and Chanzie is the invisible work of countless hours of practice, teaching, and performing together, plus an obvious mutual respect and affection that lets risk and play coexist. They trust each other completely, so they can push the energy higher, invent variations, and still land every phrase cleanly. The result looks spontaneous and inevitable at the same time. In an age of polished digital performance, their dancing feels human and generous. It reminds us why people have always danced: to celebrate being alive, to connect with another person, to honor the music and the cultures that shaped it. The vitality is not manufactured. It is the natural outcome of two skilled bodies, two open hearts, and centuries of traditional dance wisdom meeting a song that demands nothing less than total commitment. That is why the clip refuses to leave the mind. It does not merely show talent. It transmits life. #Rasputin #SwingDance #StephenAndChanzie #DanceEnergy #TraditionalDance #BoneyM

Emotion & Music

61,945 Aufrufe • vor 17 Tagen

p.s: a long read but worth. love it every time taynew talk about their relationship dynamic, can literally sit all day long hearing the whole thing ♡ 💬 Did Hin told Te beforehand about cheek-to-cheek or Tay just got attacked by Hin? 🐳 No discussion before, Hin just did it. You guys must be know my personality and Hin’s personality well already. I’m the type who— how do I say it, I have to think before doing. Here’s the thing, I just took Enneagram course. Before, it was just self-taught and I knew my type, but after meeting this guru and got to dive in deeply, turns out I’m actually the type I never thought of before. As well as New. These Enneagram types are truly something we should study super deeply because it can shift depends on wings and arrows point that show in stress or relaxed situation, but finding our real true type is so difficult to find. I got Type 5, which the knowledge type, I’d feel less secure when I think my knowledge is not enough. I’ve always thought I was Type 9, the peacemaker, turns out I’m Type 5. So what I’m trying to say is, we have completely different personalities, New is the jumper one. He doesn’t like doing lot of practice, you know, doing the same thing over and over. He’s that, “Don’t put too much thought into it, just do it.” which actually can be a good side of him at some point. He won’t think much and let his instinct works. I’d say that both of our personalities got its own good and bad side. New can use his intuition, more realistic, you know, he can be a thing the way he wanted it to be—I can’t find the right words. But that’s not how I am, I tend to use my head too much, which actually can be an obstacle for my profession at some points. I won’t be able to jump when at one point I have to jump, because I’m too afraid of my unpreparedness and feel less secured. My head needs it to be structured about what to do for me to have a courage to do it. Instead, New will be like, “Like this and this, ok let’s do it.” As I said, these two personalities has its own good and bad side to be working in this industry. Thus, in growing up we have to adapt and pick each other good side to fulfill what we lack of. I have to learn how to jump, New has to learn how to be more structured and secured. I have to learn to think less, because after thinking much, in the end it never really give good results anyway. Every single time, I always do it better during practice than the real performance because I think too much. This is such a really bad side for someone who uses their head too much. For New, he always do it better in the real performance than practice, every single time. But “Faak Jai” is maybe the first performance I think I did it (better on real day). At that time, I tried to think the way New did, to focus on the present, and I’m proud of myself to can actually do it. It’s probably my first time ever since working in this industry to actually feel that kind of feeling. So about the cheek-to-cheek, yeah I think this is the perfect dynamics of TayNew, how I’m the overthinker one, while Hin always doing things not under control. Like, it’s a mix of well-prepared and spontaneity in both of us together. For example, if it’s New alone, it won’t look that smooth and look that well-prepared. On the other hand, if it’s me alone, there won’t gonna be such a magic moment that comes spontaneously. New fill things up and make things more perfect. If it were two people with the same personality like me, it’d be too rigid. This is the good side of having a work partner with different personality as us.

p.s: a long read but worth. love it every time taynew talk about their relationship dynamic, can literally sit all day long hearing the whole thing ♡ 💬 Did Hin told Te beforehand about cheek-to-cheek or Tay just got attacked by Hin? 🐳 No discussion before, Hin just did it. You guys must be know my personality and Hin’s personality well already. I’m the type who— how do I say it, I have to think before doing. Here’s the thing, I just took Enneagram course. Before, it was just self-taught and I knew my type, but after meeting this guru and got to dive in deeply, turns out I’m actually the type I never thought of before. As well as New. These Enneagram types are truly something we should study super deeply because it can shift depends on wings and arrows point that show in stress or relaxed situation, but finding our real true type is so difficult to find. I got Type 5, which the knowledge type, I’d feel less secure when I think my knowledge is not enough. I’ve always thought I was Type 9, the peacemaker, turns out I’m Type 5. So what I’m trying to say is, we have completely different personalities, New is the jumper one. He doesn’t like doing lot of practice, you know, doing the same thing over and over. He’s that, “Don’t put too much thought into it, just do it.” which actually can be a good side of him at some point. He won’t think much and let his instinct works. I’d say that both of our personalities got its own good and bad side. New can use his intuition, more realistic, you know, he can be a thing the way he wanted it to be—I can’t find the right words. But that’s not how I am, I tend to use my head too much, which actually can be an obstacle for my profession at some points. I won’t be able to jump when at one point I have to jump, because I’m too afraid of my unpreparedness and feel less secured. My head needs it to be structured about what to do for me to have a courage to do it. Instead, New will be like, “Like this and this, ok let’s do it.” As I said, these two personalities has its own good and bad side to be working in this industry. Thus, in growing up we have to adapt and pick each other good side to fulfill what we lack of. I have to learn how to jump, New has to learn how to be more structured and secured. I have to learn to think less, because after thinking much, in the end it never really give good results anyway. Every single time, I always do it better during practice than the real performance because I think too much. This is such a really bad side for someone who uses their head too much. For New, he always do it better in the real performance than practice, every single time. But “Faak Jai” is maybe the first performance I think I did it (better on real day). At that time, I tried to think the way New did, to focus on the present, and I’m proud of myself to can actually do it. It’s probably my first time ever since working in this industry to actually feel that kind of feeling. So about the cheek-to-cheek, yeah I think this is the perfect dynamics of TayNew, how I’m the overthinker one, while Hin always doing things not under control. Like, it’s a mix of well-prepared and spontaneity in both of us together. For example, if it’s New alone, it won’t look that smooth and look that well-prepared. On the other hand, if it’s me alone, there won’t gonna be such a magic moment that comes spontaneously. New fill things up and make things more perfect. If it were two people with the same personality like me, it’d be too rigid. This is the good side of having a work partner with different personality as us.

deeコ

22,979 Aufrufe • vor 5 Monaten

🇪🇺🇺🇦 Kaja Kallas or the European art of talking loudly to mask emptiness By Brainless Partisans 🏴‍☠️☢️☣️🪆 We must acknowledge Kaja Kallas's undeniable talent: she manages to talk at length, with aplomb, giving the impression that something is happening, when in fact nothing is changing. A high-flying diplomatic performance, worthy of a European prize for empty communication. "Russia is not even making a symbolic effort towards peace," she says. Translation: Moscow is not playing the game of press conferences and 27-signature communiqués, that EU specialty where action is replaced by adjectives. In international law, you either negotiate or you wage war. But in Brussels, they have invented a third state: war with commentary. War crimes here, war crimes there, war crimes everywhere. Kallas suddenly discovers that bombing civilian infrastructure is prohibited by the Geneva Conventions. A belated revelation. Curiously, when Russian infrastructure is hit by Kiev with Western drones, the vocabulary changes: we then talk about "resilience," "self-defense," or "targeted strikes." Barbarism, apparently, depends on which way the wind blows... and which side you support. "Armed winter" becomes the new slogan. Russia "arms winter," the EU arms... working groups. 500 generators, €50 million, €1.6 billion in total: a shower of figures thrown around like confetti to mask a simple reality: Ukraine is structurally incapable of protecting its energy network despite two years of Western aid. But in Brussels, they are putting on a good show: as long as the Excel spreadsheets are full, reality can collapse. And since the military situation is bad, the EU is doing what it does best: imposing more sanctions. The 20th package, a blacklist for money laundering, a $90 billion loan, a special tribunal, a ban on Russian ex-combatants in Schengen... At this rate, the only thing left to do is to ban Russians from breathing European air. Military effect: zero. Symbolic effect: maximum. Economic effect for the EU: self-inflicted. Meanwhile, we are promised that "the EU will be present." Present where? On the battlefield? No. At the negotiating table? No. In press releases, yes, again and again. Because if Volodymyr Zelensky were really winning, European leaders would not spend their days explaining that victory is near. You don't communicate so much when everything is going well. The most ironic thing is this obsession with "accountability." Special tribunal, exclusive guilt, locked narrative. But diplomacy has never ended a war by handing out certificates of morality. It ends when one side wins... or when the sponsors of the conflict stop believing in it. Kallas, true to his militant Russophobia, confuses strategy with incantation. She talks, repeats, hammers home, sanctions, announces, but never explains how this headlong rush can produce anything other than the gradual collapse of Kiev, proportional to the number of indignant statements from Brussels. Conclusion: when a war is close to being won, you advance. When it is close to being lost, you communicate. The European Union communicates a lot.

🇪🇺🇺🇦 Kaja Kallas or the European art of talking loudly to mask emptiness By Brainless Partisans 🏴‍☠️☢️☣️🪆 We must acknowledge Kaja Kallas's undeniable talent: she manages to talk at length, with aplomb, giving the impression that something is happening, when in fact nothing is changing. A high-flying diplomatic performance, worthy of a European prize for empty communication. "Russia is not even making a symbolic effort towards peace," she says. Translation: Moscow is not playing the game of press conferences and 27-signature communiqués, that EU specialty where action is replaced by adjectives. In international law, you either negotiate or you wage war. But in Brussels, they have invented a third state: war with commentary. War crimes here, war crimes there, war crimes everywhere. Kallas suddenly discovers that bombing civilian infrastructure is prohibited by the Geneva Conventions. A belated revelation. Curiously, when Russian infrastructure is hit by Kiev with Western drones, the vocabulary changes: we then talk about "resilience," "self-defense," or "targeted strikes." Barbarism, apparently, depends on which way the wind blows... and which side you support. "Armed winter" becomes the new slogan. Russia "arms winter," the EU arms... working groups. 500 generators, €50 million, €1.6 billion in total: a shower of figures thrown around like confetti to mask a simple reality: Ukraine is structurally incapable of protecting its energy network despite two years of Western aid. But in Brussels, they are putting on a good show: as long as the Excel spreadsheets are full, reality can collapse. And since the military situation is bad, the EU is doing what it does best: imposing more sanctions. The 20th package, a blacklist for money laundering, a $90 billion loan, a special tribunal, a ban on Russian ex-combatants in Schengen... At this rate, the only thing left to do is to ban Russians from breathing European air. Military effect: zero. Symbolic effect: maximum. Economic effect for the EU: self-inflicted. Meanwhile, we are promised that "the EU will be present." Present where? On the battlefield? No. At the negotiating table? No. In press releases, yes, again and again. Because if Volodymyr Zelensky were really winning, European leaders would not spend their days explaining that victory is near. You don't communicate so much when everything is going well. The most ironic thing is this obsession with "accountability." Special tribunal, exclusive guilt, locked narrative. But diplomacy has never ended a war by handing out certificates of morality. It ends when one side wins... or when the sponsors of the conflict stop believing in it. Kallas, true to his militant Russophobia, confuses strategy with incantation. She talks, repeats, hammers home, sanctions, announces, but never explains how this headlong rush can produce anything other than the gradual collapse of Kiev, proportional to the number of indignant statements from Brussels. Conclusion: when a war is close to being won, you advance. When it is close to being lost, you communicate. The European Union communicates a lot.

Brainless Partisans 🏴‍☠️☢️☣️🪆

11,318 Aufrufe • vor 6 Monaten

🚨 BREAKING: Florida Governor Ron DeSantis just called out Republicans in Congress and says they need to match President Trump's sense of urgency. DeSantis also calls for term limits. "I see the president doing things that are really, really transformative, but I don't see the same energy from Congress." "So much of the modern Congress is just performative. It's just political theater. It's not substantive. They're not engaged in the business of accomplishment. It's all about putting on a show to be able to get returned to office and stay there for as long as possible." It's one of the reasons why I think we need term limits for members of Congress. You turn on cable news and you got these guys jabbing. It's like, what have you done? Okay?" "I know you like to to jab. I know you like to talk. What have you actually done? You've been in now for - President Trump's only been in for 60, a little bit more than that. Congress was in almost, you know, two weeks, three weeks before that. So since January 3, what have they done?" "How many weeks have they had off for fundraising and all this other stuff, and why aren't they really attuned to what needs to be done to deliver support for the president's agenda?" "But just as importantly, solidifying these changes, so that it is actually in law. And don't say it can't be done. Biden, they only had 50 senators when he came in. They had a very narrow majority in the house. Did that stop them from doing all this stuff?" "They did a lot of bad legislation, but they did it. They got it done. You look in the 90s, when Clinton was president, they passed very tough immigration laws back then. It's popular. And so I don't even see an effort really to push this forward." "The thing is is when you have a new president come in, you have a certain period of time where you have a lot of momentum. Right? Just political physics, naturally, the momentum for the first hundred days is gonna be greater than the momentum two years later. That's just the way politics works. And what I just see is - I don't see them really working to seize the moment, and to understand that this is different, that we actually have a chance to to really make serious changes."

🚨 BREAKING: Florida Governor Ron DeSantis just called out Republicans in Congress and says they need to match President Trump's sense of urgency. DeSantis also calls for term limits. "I see the president doing things that are really, really transformative, but I don't see the same energy from Congress." "So much of the modern Congress is just performative. It's just political theater. It's not substantive. They're not engaged in the business of accomplishment. It's all about putting on a show to be able to get returned to office and stay there for as long as possible." It's one of the reasons why I think we need term limits for members of Congress. You turn on cable news and you got these guys jabbing. It's like, what have you done? Okay?" "I know you like to to jab. I know you like to talk. What have you actually done? You've been in now for - President Trump's only been in for 60, a little bit more than that. Congress was in almost, you know, two weeks, three weeks before that. So since January 3, what have they done?" "How many weeks have they had off for fundraising and all this other stuff, and why aren't they really attuned to what needs to be done to deliver support for the president's agenda?" "But just as importantly, solidifying these changes, so that it is actually in law. And don't say it can't be done. Biden, they only had 50 senators when he came in. They had a very narrow majority in the house. Did that stop them from doing all this stuff?" "They did a lot of bad legislation, but they did it. They got it done. You look in the 90s, when Clinton was president, they passed very tough immigration laws back then. It's popular. And so I don't even see an effort really to push this forward." "The thing is is when you have a new president come in, you have a certain period of time where you have a lot of momentum. Right? Just political physics, naturally, the momentum for the first hundred days is gonna be greater than the momentum two years later. That's just the way politics works. And what I just see is - I don't see them really working to seize the moment, and to understand that this is different, that we actually have a chance to to really make serious changes."

Eric Daugherty

1,174,506 Aufrufe • vor 1 Jahr

New episode: Peter Thiel on How to Build a Creative Monopoly Or what I learned from reading Zero to One for the 3rd (or 4th) time: 0:00 Every great entrepreneur is first and foremost a designer. 0:21 Long-term planning is often undervalued by our indefinite short-term world. 1:24 Founders only sell when they have no more concrete visions for the company. Definitive founders with robust plans don't sell. 2:03 A startup is the largest endeavor over which you can have definitive mastery. 3:44 Don’t do anything someone else can do. 4:29 Today's best practices lead to dead ends. The best paths are new and untried. 5:05 Technology is miraculous because it allows us to do more with less, ratcheting up our fundamental capabilities to a higher level. By creating new technologies, we rewrite the plan of the world. 6:25 Indeed, the single most powerful pattern I have noticed is that successful people find value in unexpected places, and they do this by thinking about business from first principles instead of formulas. 9:16 Brilliant thinking is rare, but courage is even in shorter supply than genius. 9:53 The present is the past biting into the future. 10:37 Small groups of people bound together by a sense of mission have changed the world for the better. 11:25 This is what startup has to do: question received ideas and rethink business from scratch. 13:36 The most contrarian thing of all is not to oppose the crowd, but to think for yourself. 15:57 Creative monopoly means new products that benefit everybody and sustainable profits for its creator. 18:50 If you're interested in making things, you'll be less afraid to pursue this activity single-mindedly and thereby become incredibly good at them. 22:03 If you focus on near-term growth above all else, you miss the most important question you should be asking: Will this business still be around a decade from now? 26:30 Every monopoly dominates a large share of its market. Therefore, every startup should start with a very small market. Always err on the side of starting too small. If you think your initial market might be too big, it almost certainly is. 28:53 Competition is for losers. Avoid competition as much as possible. 29:44 The definitive person determines the one best thing to do and then does it. The definitive person strives to be great at something substantial. They strive to be a monopoly of one. 31:15 What is luck? The ability to exploit accidents. — Napoleon 33:20 We do not live in a normal world. We live under a power law. And as a result, company outcomes follow a power law. A small handful of companies radically outperform all others. 34:00 If you do start your own company, you must remember the power law to operate it well. 34:05 The most important things are singular. 36:29 Making mistakes is the privilege of the active. 38:00 The best entrepreneurs know this: Every great business is built around a secret that is hidden from the outside. A great company is a conspiracy to change the world. When you share your secret, the recipient becomes a fellow conspirator. 40:54 A small company depends on great people much more than a big company does. 41:15 The founding of a company lasts as long as a company is creating new things, and it ends when creation stops. 41:25 No company has a culture. Every company is a culture. 41:48 Since time is your most valuable asset, it is odd to spend it working with people who you don't envision any long-term future together. 42:09 Recruiting is a core competency for any company. It should never be outsourced. 42:37 Your company should be a tribe of like-minded people fiercely devoted to the company mission. 44:02 Superior sales and distribution by itself can create a monopoly, even with no product differentiation. The converse is not true. 44:24 Advertising matters because it works. It works on nerds and it works on you. 44:49 Advertising doesn't exist to make you buy a product right away. It exists to embed subtle impressions that will drive sales later. 46:29 Poor sales rather than bad product is the most common cause of failure. If you can get just one distribution channel to work, you have a great business. 49:00 When Howard Hughes was awarded the Congressional Gold Medal in 1939 for his achievements in aviation, he didn't even show up to claim it. 52:00 The most important task in business, the creation of new value, cannot be reduced to a formula and applied by professionals.

New episode: Peter Thiel on How to Build a Creative Monopoly Or what I learned from reading Zero to One for the 3rd (or 4th) time: 0:00 Every great entrepreneur is first and foremost a designer. 0:21 Long-term planning is often undervalued by our indefinite short-term world. 1:24 Founders only sell when they have no more concrete visions for the company. Definitive founders with robust plans don't sell. 2:03 A startup is the largest endeavor over which you can have definitive mastery. 3:44 Don’t do anything someone else can do. 4:29 Today's best practices lead to dead ends. The best paths are new and untried. 5:05 Technology is miraculous because it allows us to do more with less, ratcheting up our fundamental capabilities to a higher level. By creating new technologies, we rewrite the plan of the world. 6:25 Indeed, the single most powerful pattern I have noticed is that successful people find value in unexpected places, and they do this by thinking about business from first principles instead of formulas. 9:16 Brilliant thinking is rare, but courage is even in shorter supply than genius. 9:53 The present is the past biting into the future. 10:37 Small groups of people bound together by a sense of mission have changed the world for the better. 11:25 This is what startup has to do: question received ideas and rethink business from scratch. 13:36 The most contrarian thing of all is not to oppose the crowd, but to think for yourself. 15:57 Creative monopoly means new products that benefit everybody and sustainable profits for its creator. 18:50 If you're interested in making things, you'll be less afraid to pursue this activity single-mindedly and thereby become incredibly good at them. 22:03 If you focus on near-term growth above all else, you miss the most important question you should be asking: Will this business still be around a decade from now? 26:30 Every monopoly dominates a large share of its market. Therefore, every startup should start with a very small market. Always err on the side of starting too small. If you think your initial market might be too big, it almost certainly is. 28:53 Competition is for losers. Avoid competition as much as possible. 29:44 The definitive person determines the one best thing to do and then does it. The definitive person strives to be great at something substantial. They strive to be a monopoly of one. 31:15 What is luck? The ability to exploit accidents. — Napoleon 33:20 We do not live in a normal world. We live under a power law. And as a result, company outcomes follow a power law. A small handful of companies radically outperform all others. 34:00 If you do start your own company, you must remember the power law to operate it well. 34:05 The most important things are singular. 36:29 Making mistakes is the privilege of the active. 38:00 The best entrepreneurs know this: Every great business is built around a secret that is hidden from the outside. A great company is a conspiracy to change the world. When you share your secret, the recipient becomes a fellow conspirator. 40:54 A small company depends on great people much more than a big company does. 41:15 The founding of a company lasts as long as a company is creating new things, and it ends when creation stops. 41:25 No company has a culture. Every company is a culture. 41:48 Since time is your most valuable asset, it is odd to spend it working with people who you don't envision any long-term future together. 42:09 Recruiting is a core competency for any company. It should never be outsourced. 42:37 Your company should be a tribe of like-minded people fiercely devoted to the company mission. 44:02 Superior sales and distribution by itself can create a monopoly, even with no product differentiation. The converse is not true. 44:24 Advertising matters because it works. It works on nerds and it works on you. 44:49 Advertising doesn't exist to make you buy a product right away. It exists to embed subtle impressions that will drive sales later. 46:29 Poor sales rather than bad product is the most common cause of failure. If you can get just one distribution channel to work, you have a great business. 49:00 When Howard Hughes was awarded the Congressional Gold Medal in 1939 for his achievements in aviation, he didn't even show up to claim it. 52:00 The most important task in business, the creation of new value, cannot be reduced to a formula and applied by professionals.

David Senra

713,588 Aufrufe • vor 1 Monat

alright let’s do a class on nielsen ratings / witness a timeline murder? i’m about to spin the block. the programming insider screenshots below are for weds, march 31. Programming Insider is one of the few places that just posts the raw nielsen grid without spin. every demo every network every show laid out the way buyers sellers and network executives actually read it. it’s not a recap site it’s not opinion it’s the sheet and if you’re not reading the sheet you’re not actually talking about the same thing as the people making the decisions 730k and a 0.15 in adults 18–49 is a real number and it maps cleanly within the expected range. nobody serious disputes that. in the current environment you’re generally looking at: 0.10 ≈ 580k–610k 0.11 ≈ 600k–630k 0.12 ≈ 620k–660k 0.13 ≈ 650k–690k 0.14 ≈ 680k–720k 0.15 ≈ 710k–750k 0.16 ≈ 740k–790k 0.17 ≈ 780k–830k 0.18 ≈ 820k–880k 0.19 ≈ 860k–920k 0.20 ≈ 900k–960k the issue is how often people stop there and treat it like a conclusion instead of the starting point. because a single demo pulled out of context doesn’t tell you what kind of number it actually was what kind of audience it represents or what it means in a real marketplace start with the full AEW row because that’s the foundation. AEW on TBS for 121 minutes posted: 0.44 household rating 0.12 adults 18–34 0.15 adults 18–49 0.09 women 18–49 0.20 men 18–49 0.22 adults 25–54 0.13 women 25–54 0.30 men 25–54 0.10 persons 12–34 0.07 females 12–34 0.12 males 12–34 0.03 teens 12–17 730k total viewers 6th in adults 18–49 12th in total viewers that’s the entire result. not the tweet version not the clipped version not the one number people like to repeat. that full row is the reality and once you actually read it the first thing that matters is not the 0.15 it’s how that 0.15 is built 0.20 men 18–49 0.09 women 18–49 that’s not a subtle imbalance that’s the number. this is not a broad demo performance it’s a concentrated one. when one side of the demo is doing more than double the work of the other side you are not looking at wide audience adoption you are looking at a defined lane showing up consistently and that distinction is everything because certain faux authorities talk about 0.15 like it’s a universal currency when it’s not. a 0.15 built on something like 0.14 women and 0.16 men is a fundamentally different asset than a 0.15 built on 0.09 women and 0.20 men. one is balanced one is narrow. one has flexibility across advertisers scheduling and audience expansion the other is predictable reliable and capped this one is clearly the latter same story in 25–54 0.30 men 25–54 0.13 women 25–54 again more than double same structural dependence same ceiling implication and then you go younger and nothing changes 0.12 adults 18–34 0.10 persons 12–34 0.12 males 12–34 0.07 females 12–34 it’s the same shape repeated across demos which tells you this is not a one week anomaly it’s the product identity. stable consistent defined not expanding and that’s where the difference between narrow reliability and broad strategic heat actually shows up in the data this is reliable. the audience shows up. the profile is predictable. the show holds its lane it is not broad. it is not expanding. it is not signaling that new segments are coming into the tent and changing the ceiling of the property that’s not opinion that’s what the row says now zoom out to the actual cable landscape that night because this is where context starts to cut through the noise Hannity 0.50 NBA on ESPN 0.36 Jesse Watters Primetime 0.28 Gutfeld 0.25 The Source with Kaitlan Collins 0.18 AEW Dynamite 0.15 that’s the board. that’s the tiering. AEW is not competing with the leaders it’s sitting clearly below them in the next band the gap from 0.15 to 0.18 is real the gap from 0.15 to 0.25 is large the gap from 0.15 to 0.36 and 0.50 is massive and this is where people get sloppy because they use ranking to imply proximity when there isn’t any the placements are: 6th in adults 18–49 12th in total viewers those are good placements for a cable property they are not dominant placements and they are not close to dominant placements. 12th at 730k tells you exactly how much total audience is actually there across the full market not just the demo slice people like to highlight and that matters because scale still matters. total audience still matters. you don’t get to ignore it just because the demo is easier to weaponize quickly on the presidential address because this keeps getting dragged in like it explains something and it doesn’t a brief presidential address is not real competition it’s not counterprogramming it’s not sustained audience capture it’s a short interruption that hits every network at the same time. everyone gets disrupted nobody gets singled out. it doesn’t change relative positioning it doesn’t create winners or losers it’s just noise in the system and leaning on it is basically avoiding what the table actually shows same thing with hourly ranks 3rd in an hour 4th in an hour fine but relative to what. if the field is thin outside a few programs you can place well in a window and still be materially behind the actual leaders. a 0.15 does not become a 0.25 because it ranked 3rd it stays a 0.15 now zoom out even further and look at the broader tv ecosystem broadcast that same night is pulling 4M 5M viewers with broader demo balance. different ecosystem yes but it gives you scale perspective. cable is fragmented expectations are different a 0.15 can be a good cable number but that does not make it a market moving television number it makes it solid within its lane and that’s where most of the conversation should stop but it doesn’t because once you layer in actual market structure the ratings matter even less than people think they do the buyer universe is not theoretical it is already allocated high tier buyers netflix amazon apple all operate at 600k+ per telecast levels but only for global scalable franchise inventory netflix has already consolidated the global wwe backbone across raw international distribution and library. there is no incentive to layer overlapping wrestling inventory into that system amazon is deploying capital into nfl nba nascar and large scale league ecosystems. servicing ppv distribution is not the same thing as underwriting long term weekly rights. there is no mandate for niche weekly wrestling at scale apple is curating a premium global sports portfolio aligned with brand identity. nothing niche nothing polarizing nothing demo fragmented clears that filter mid tier buyers disney espn already has wwe premium live events and massive nfl nba and college football commitments. the wrestling lane is already defined at the tentpole level fox is concentrated on nfl and big ten with disciplined incremental spend and no mandate for a second wrestling property peacock is structurally tied into wwe across events and library footprint. that lane is occupied paramount plus max post merger is sitting on one of the heaviest combat sports portfolios in the market ufc at roughly 1.1b per year zuffa boxing pbr nfl afc that is category consolidation not exploration. any additional combat adjacent inventory has to clear duplication against that stack turner inside that same structure is no longer operating independently. it is part of a combined portfolio that already has a defined combat sports identity low tier buyers roku tubi vice are operating in the 150k–300k per telecast range and are not positioned to escalate into premium rights competition so when you actually map the landscape it’s not that buyers are hesitant it’s that lanes are already filled there is no real second bidder dynamic and once you remove the idea of competitive bidding the ratings stop functioning as leverage they become a utility metric now go back to the numbers 0.15 730k male heavy composition those are not bad numbers they are just not strong enough to override strategic redundancy inside a portfolio that already includes ufc and global wwe alignment across multiple platforms so the conversation shifts this is no longer what will the market pay this becomes what is this worth inside our existing portfolio can we fill two hours cheaper can we replicate the demo with studio shows shoulder programming unscripted if yes there is no leverage if no it stays but on controlled terms that’s the real decision tree and this is where the difference between narrow reliability and broad strategic heat becomes the entire story this is reliable inventory. it shows up every week it delivers a consistent demo it fills two hours it holds a lane it is not broad strategic heat. it does not expand the audience map it does not unlock new advertiser categories it does not create urgency across buyers it does not force capital to move and that’s not a criticism it’s a classification so the clean read is simple the number is real the audience is still there the composition is still narrow the placement is still upper middle and none of that on its own creates leverage in a market that is already structurally allocated this is a property negotiating inside someone else’s portfolio not across an open market and that leads to the only conclusion that actually matters once capital is already deployed across nfl nba ufc and global wwe distribution and once the high tier buyers are structurally filtered out this stops being a rights negotiation driven by ratings and becomes an internal portfolio decision driven by overlap cost efficiency and replacement value. at that point a steady 0.15 does not create leverage it defines the floor of what that two hour block is worth relative to everything else competing for the same capital and now add the part everyone either ignores or pretends doesn’t exist TKO is effectively sitting on ~100% of premium combat sports market share at scale when you look at UFC plus WWE across global distribution lanes. that’s not just another player in the category that is the category so when you’re talking about where AEW fits you’re not comparing it in a vacuum you’re comparing it against the most consolidated combat sports stack the business has ever seen and that stack isn’t just operating independently Ari Emanuel has been advising David Ellison for 15+ years that relationship matters because it shapes how these portfolios are thought about at the highest level. this isn’t random alignment this is long term strategic overlap between the people actually making decisions about where billions in rights fees go so when you layer that on top of a potential Paramount controlled WBD structure you’re not just dealing with ratings anymore you’re dealing with a fully informed portfolio strategy that already knows exactly what it values in combat sports and what it doesn’t and then you zoom all the way out to cultural positioning because this part matters more than people think Pat McAfee is in the main event at WrestleMania that’s not a throwaway detail that’s the signal that’s WWE extending into mainstream sports media personalities who already command massive audiences across multiple platforms and pulling them into the biggest event in the space that’s what broad strategic heat actually looks like not just a consistent demo number not just reliable weekly inventory but expansion into new audience layers new distribution touchpoints and new cultural relevance that travels outside the core base so when you put all of this together the picture gets even clearer AEW is stable AEW is reliable AEW fills a lane but it’s operating in a market where the category leader already controls the majority of premium combat IP the decision makers are aligned at the highest levels the buyer universe is structurally closed and the biggest player is actively expanding its cultural footprint beyond wrestling itself that’s the environment so yes a 0.15 matters. yes 730k matters the number isn’t fake the number isn’t terrible the number is specific it tells you exactly what the show is right now it tells you the core audience showed up it tells you that audience is heavily male it tells you women are materially underrepresented it tells you the show converts to about 730k it tells you where it sits on the night it tells you the audience shape hasn’t changed what it doesn’t tell you matters just as much it doesn’t tell you the audience is expanding it doesn’t tell you the show is broadening it doesn’t tell you the ceiling moved this was a good night for a show with a defined audience but none of it overrides the reality that this is being evaluated inside a system that already knows what “must have” looks like and right now that bar is being set somewhere else entirely cc: Dave Meltzer

Nick LoPiccolo

17,146 Aufrufe • vor 4 Monaten

$IREN My Earnings Wishlist pt1 Since many have posted their wishlist before me, I will take a different approach, and will just write down anything that I think is likely to happen in the coming 6-12 months, which interests me, and hasn't been talked about yet, or not into much detail. Chapter 1: New Sites IREN has always said they have a >1 GW pipeline. Last year, Dan Roberts said: "And that can be any number above 1GW". More recent communication mentioned "Multi-GW Pipeline", which brings the bare minimum to 2GW, and that's on top of 2.91GW of disclosed, contracted power. Yesterday, Mike Alfred said that the current 200MW deal with $MSFT is a "tiny part" of their total portfolio. He has also made comments like "Just wait until you see the entire pipeline". Also yesterday, we heard Dan mention "Outside of Texas & Globally", for the locations of their other sites. Within my subscriber group, we keep track of the land that is being optioned and bought by $IREN. Amongst these sites, we try to assess which one is the most likely to be a candidate for a connection agreement, and subsequent energization approval. Currently, the interest has shifted outside of Texas, and I believe that's why more recently we have heard the "global" pipeline come back into the picture. This is also why Dan said "Outside of Texas and Globally". Now, I wasn't going to really talk about development sites. And I think your guess is as good as mine, if you would have the information that I have. So I will not be speculating on particular sites. But will give my realistic expectation for these earnings, or at the latest, somewhere in the coming 6-12 months. Because we know that the 2025-2027 window is the most valuable when it comes to Megawatts, and we have some information that indicates a choice will have to be made before the end of this year with regards to a specific new project — I think a general expectation is in order for the wishlist of the earnings of Thursday. Prediction: $IREN's first new project will either be in Asia-Pacific ("Globally"), or in Oklahoma ("Outside of Texas"). Now I promised not to speculate on particular sites, so I will mostly focus on explaining why I think Asia-Pacific is the most likely to be next. Thanks to one of my best $IREN informers, I was notified of a new job listing by a recruiter in Sydney that is specficially looking for commercial jobs. You may be aware of IREN's job listings on HiBob or LinkedIn, but despite there being 93 open positions listed there, it's still not all that they are looking to hire. But lo and behold: there is a new listing at their commercial recruit which mentions the following: Senior Manager, Corporate Development (AI Data centres - Sydney & Vancouver Our client is a global operator in the digital infrastructure sector, developing and managing high-performance computing (HPC) facilities powered by renewable energy. The business owns and operates large-scale data-centre campuses across North America, with active expansion into the Asia-Pacific region. By combining low-cost renewable power with advanced compute infrastructure, the company is helping accelerate the global energy transition and support the next generation of AI and HPC applications. Now it gets even more interesting when we read the job description: We are seeking two commercially focused professionals to lead M&A transactions from origination through execution. Sitting at the intersection of corporate development, project development, and investment execution, these roles will drive complex deals that underpin the company’s global expansion pipeline. End-to-end transaction management: Lead or co-lead M&A processes including initial engagement with counterparties, structuring, due diligence, negotiation of binding documentation, and execution. Financial and risk analysis: Build and review models to evaluate potential returns, sensitivities, and risk exposures across acquisition, partnership, and joint-venture structures. Now, you may remember I made a post last week about IREN's ARS: One interesting paragraph that I didn't talk about yet, was the M&A paragraph: Consider pursuing strategic acquisitions and other value enhancing opportunities We may strategically assess acquisition opportunities where we believe such transactions can accelerate our strategic roadmap through horizontal or vertical integration, expanding capacity, or gaining intellectual property that may help strengthen our competitive advantage. In addition, we may from time to time, seek to dispose of, or monetize, assets where we believe we can receive value from any such disposition, or monetization, that is accretive to the business. Now before I close this topic, and give my final words on the expectations I have for the announcement of a new site, I want to shortly address the McNallie Money interview with Patrick Fleury that was released yesterday. I think it's one thing to be proud of your own customers and partners by calling them "the best in the world", it's also fine if you think that everyone is imitating your "first ever financial engineering". But I think it's not very classy to throw shade on Texas data center companies, especially peers, that have a pipeline, and long standing relationships with T(D)SP's, and have a realistic line of sight to power. Just because there is 200GW of queued capacity, doesn't mean that seasoned operators like $CIFR and $IREN are making things up. I have evidence in my possession that demonstrates that the companies I am invested in that operate in Texas, have all the means and connections to get these new sites energized. But for the sake of this notion that "having all your sites in Texas is a concentration risk", I am happy to reiterate that $IREN has in fact got a pipeline that expands outside of Texas, and most likely will see an announcement in Asia Pacific, or Oklahoma, within the coming 6-12 months. So let's see if we get something tomorrow, or if it will just be some extra power coming to Childress or Canada. But almost 1 year after the announcement of Sweetwater 2 — I am confident that the time is near that we hear from a new site, potentially outside of Texas or globally.

$IREN My Earnings Wishlist pt1 Since many have posted their wishlist before me, I will take a different approach, and will just write down anything that I think is likely to happen in the coming 6-12 months, which interests me, and hasn't been talked about yet, or not into much detail. Chapter 1: New Sites IREN has always said they have a >1 GW pipeline. Last year, Dan Roberts said: "And that can be any number above 1GW". More recent communication mentioned "Multi-GW Pipeline", which brings the bare minimum to 2GW, and that's on top of 2.91GW of disclosed, contracted power. Yesterday, Mike Alfred said that the current 200MW deal with $MSFT is a "tiny part" of their total portfolio. He has also made comments like "Just wait until you see the entire pipeline". Also yesterday, we heard Dan mention "Outside of Texas & Globally", for the locations of their other sites. Within my subscriber group, we keep track of the land that is being optioned and bought by $IREN. Amongst these sites, we try to assess which one is the most likely to be a candidate for a connection agreement, and subsequent energization approval. Currently, the interest has shifted outside of Texas, and I believe that's why more recently we have heard the "global" pipeline come back into the picture. This is also why Dan said "Outside of Texas and Globally". Now, I wasn't going to really talk about development sites. And I think your guess is as good as mine, if you would have the information that I have. So I will not be speculating on particular sites. But will give my realistic expectation for these earnings, or at the latest, somewhere in the coming 6-12 months. Because we know that the 2025-2027 window is the most valuable when it comes to Megawatts, and we have some information that indicates a choice will have to be made before the end of this year with regards to a specific new project — I think a general expectation is in order for the wishlist of the earnings of Thursday. Prediction: $IREN's first new project will either be in Asia-Pacific ("Globally"), or in Oklahoma ("Outside of Texas"). Now I promised not to speculate on particular sites, so I will mostly focus on explaining why I think Asia-Pacific is the most likely to be next. Thanks to one of my best $IREN informers, I was notified of a new job listing by a recruiter in Sydney that is specficially looking for commercial jobs. You may be aware of IREN's job listings on HiBob or LinkedIn, but despite there being 93 open positions listed there, it's still not all that they are looking to hire. But lo and behold: there is a new listing at their commercial recruit which mentions the following: Senior Manager, Corporate Development (AI Data centres - Sydney & Vancouver Our client is a global operator in the digital infrastructure sector, developing and managing high-performance computing (HPC) facilities powered by renewable energy. The business owns and operates large-scale data-centre campuses across North America, with active expansion into the Asia-Pacific region. By combining low-cost renewable power with advanced compute infrastructure, the company is helping accelerate the global energy transition and support the next generation of AI and HPC applications. Now it gets even more interesting when we read the job description: We are seeking two commercially focused professionals to lead M&A transactions from origination through execution. Sitting at the intersection of corporate development, project development, and investment execution, these roles will drive complex deals that underpin the company’s global expansion pipeline. End-to-end transaction management: Lead or co-lead M&A processes including initial engagement with counterparties, structuring, due diligence, negotiation of binding documentation, and execution. Financial and risk analysis: Build and review models to evaluate potential returns, sensitivities, and risk exposures across acquisition, partnership, and joint-venture structures. Now, you may remember I made a post last week about IREN's ARS: One interesting paragraph that I didn't talk about yet, was the M&A paragraph: Consider pursuing strategic acquisitions and other value enhancing opportunities We may strategically assess acquisition opportunities where we believe such transactions can accelerate our strategic roadmap through horizontal or vertical integration, expanding capacity, or gaining intellectual property that may help strengthen our competitive advantage. In addition, we may from time to time, seek to dispose of, or monetize, assets where we believe we can receive value from any such disposition, or monetization, that is accretive to the business. Now before I close this topic, and give my final words on the expectations I have for the announcement of a new site, I want to shortly address the McNallie Money interview with Patrick Fleury that was released yesterday. I think it's one thing to be proud of your own customers and partners by calling them "the best in the world", it's also fine if you think that everyone is imitating your "first ever financial engineering". But I think it's not very classy to throw shade on Texas data center companies, especially peers, that have a pipeline, and long standing relationships with T(D)SP's, and have a realistic line of sight to power. Just because there is 200GW of queued capacity, doesn't mean that seasoned operators like $CIFR and $IREN are making things up. I have evidence in my possession that demonstrates that the companies I am invested in that operate in Texas, have all the means and connections to get these new sites energized. But for the sake of this notion that "having all your sites in Texas is a concentration risk", I am happy to reiterate that $IREN has in fact got a pipeline that expands outside of Texas, and most likely will see an announcement in Asia Pacific, or Oklahoma, within the coming 6-12 months. So let's see if we get something tomorrow, or if it will just be some extra power coming to Childress or Canada. But almost 1 year after the announcement of Sweetwater 2 — I am confident that the time is near that we hear from a new site, potentially outside of Texas or globally.

Frans Bakker

142,606 Aufrufe • vor 9 Monaten

Reporter: Do you think you two can be role models for the younger actors? 🐨 Maybe… not yet 😅. I mean I can be a little bit of an acting example. But if it’s about real life… yeah no please don’t follow me 😭. 🐰 I think after seeing us in the dressing room earlier the juniors probably don’t trust us anymore 😂. It’s like “wow these two are pretty… pretty but kinda weird though” 🤣. 🐰 Even yesterday when we met P’Namtaan and Film, we were talking and since me and Lookmhee are super close right? Then I turned around and saw Film’s face like this 👉😐😳 Like “huh!?” she was probably confused why we talk like this. We joke around way too much 😂. Reporter: Because you two are funny 🤭. You’ll be funny in the third project too. 🐨 How do you know that!? 👀 Reporter: That must be what you two wanted, right? 🐨 After this? We’ll just be like this. Our real selves. One hundred percent. Full score ⭐. Reporter: If it’s one hundred percent… Won’t the whole show be funny? 🐨 Okay okay fifty percent then 🤣. Or else it’ll be too funny and no drama part left. Reporter: Probably no drama though. 🐰 I read it already and Sonya feels like there is drama 👀. 🐨 Hey hey don’t say too much 😭. Okay okay. 🐰 January twenty-eight, okay? Project three. She’s cool. She’s cooler ( 👉 Lookmhee 😌✨) Not many outfits. Not glam anymore. Just everyday vibe. Down to earth 🫶. Reporter: But Lookmhee and Sonya, being this funny… are you actually in character for the third project? 🐨 This isn’t the real me 🤣. I’m acting. I’m doing the character. 🐰 Yes yes. Character mode. Still acting 🎭. Reporter: Please promote your series. 🐨 Yes! Please support us on January twenty-eight 💗. 🐰 Yes! You’ll get to see the whole Change2561 lineup for next year. So many series coming. Not just Lookmhee Sonya — lots of juniors too. Next year Change is packed 💥. Reporter: Like which ones? (teasing them to spill the new shows) 🐰 Nope. I’m leaving 🚶‍♀️💨. Ending. There’s I Wanna Be Sup’tar, one project. And maybe another one fans are guessing… one more match… And then there will be— 🐰 Okay stop! I’m gonna accidentally say it 😭. I Wanna Be Sup’tar, please support it ✨. Reporter: She already said the title! (pretends to shout to the CEO) 😂 🐨 I didn’t say it! I didn’t!! 😭 (waving hands at the CEO like crazy👋) Oh my gosh I’m gripping this mic so tight. 🐰 P’Pear, you saw that right? Watch for it okay 😌. You’ll see. Okay we’re leaving now. Bye bye 💖👋 #ลูกหมีซอนญ่า #LMSY

Reporter: Do you think you two can be role models for the younger actors? 🐨 Maybe… not yet 😅. I mean I can be a little bit of an acting example. But if it’s about real life… yeah no please don’t follow me 😭. 🐰 I think after seeing us in the dressing room earlier the juniors probably don’t trust us anymore 😂. It’s like “wow these two are pretty… pretty but kinda weird though” 🤣. 🐰 Even yesterday when we met P’Namtaan and Film, we were talking and since me and Lookmhee are super close right? Then I turned around and saw Film’s face like this 👉😐😳 Like “huh!?” she was probably confused why we talk like this. We joke around way too much 😂. Reporter: Because you two are funny 🤭. You’ll be funny in the third project too. 🐨 How do you know that!? 👀 Reporter: That must be what you two wanted, right? 🐨 After this? We’ll just be like this. Our real selves. One hundred percent. Full score ⭐. Reporter: If it’s one hundred percent… Won’t the whole show be funny? 🐨 Okay okay fifty percent then 🤣. Or else it’ll be too funny and no drama part left. Reporter: Probably no drama though. 🐰 I read it already and Sonya feels like there is drama 👀. 🐨 Hey hey don’t say too much 😭. Okay okay. 🐰 January twenty-eight, okay? Project three. She’s cool. She’s cooler ( 👉 Lookmhee 😌✨) Not many outfits. Not glam anymore. Just everyday vibe. Down to earth 🫶. Reporter: But Lookmhee and Sonya, being this funny… are you actually in character for the third project? 🐨 This isn’t the real me 🤣. I’m acting. I’m doing the character. 🐰 Yes yes. Character mode. Still acting 🎭. Reporter: Please promote your series. 🐨 Yes! Please support us on January twenty-eight 💗. 🐰 Yes! You’ll get to see the whole Change2561 lineup for next year. So many series coming. Not just Lookmhee Sonya — lots of juniors too. Next year Change is packed 💥. Reporter: Like which ones? (teasing them to spill the new shows) 🐰 Nope. I’m leaving 🚶‍♀️💨. Ending. There’s I Wanna Be Sup’tar, one project. And maybe another one fans are guessing… one more match… And then there will be— 🐰 Okay stop! I’m gonna accidentally say it 😭. I Wanna Be Sup’tar, please support it ✨. Reporter: She already said the title! (pretends to shout to the CEO) 😂 🐨 I didn’t say it! I didn’t!! 😭 (waving hands at the CEO like crazy👋) Oh my gosh I’m gripping this mic so tight. 🐰 P’Pear, you saw that right? Watch for it okay 😌. You’ll see. Okay we’re leaving now. Bye bye 💖👋 #ลูกหมีซอนญ่า #LMSY

𝓕𝓸𝓷☂︎₉₁₆

32,891 Aufrufe • vor 9 Monaten

If you don't believe the #UFL has a marketing/branding problem, I present to you this clip from the Pat McAfee today, where the league was briefly discussed. In less than two minutes, one of sports most popular shows had the following things to say: - Multiple references calling the league the "XFL/UXFL" - "Is it still going on?...Is it still happening?" - "They're bleeding like a sucker. They have to figure something out." - "It's been publicly stated they lost $40+ million dollars." - "Their quarterbacks did a holdout." (referencing the legal issues w/ union in training camp) - Blasts the league for not keeping the XFL name - Joking about Samson Nacua slapping a Battlehawks fan, and Deestroying "breaking his back" - "That was terrible to watch...it's a tough brand to watch." Pat McAfee, who was once a sideline reporter for ESPN during the XFL's 2020 season, gives a simple "I don't" when asked if he still watches the league. Mind you, Pat works for ESPN right now. ESPN is a major broadcasting partner - and stakeholder - in the UFL. Yet, Pat proceeds to comment on how tough of a brand of football it is to watch, while live on ESPN (Let's be honest...the football product is NOT THE PROBLEM this league has). Sure, there's a couple short positive comments about Jake Bates and KaVontae Turpin - but those are clearly an afterthought. They talk about/treat this league like its a joke. They have ZERO idea if the UFL is still playing, and all they can continue to harp on is the poor branding, the legal chaos, the financial losses, etc. - it's ALL negative. Why? Because the casual fan only catches tidbits of negative press about the UFL every so often. That's all they remember, because that's all that mainstream media picks up. That's why this short bit on McAfee's show is so negative. The UFL does not efficiently push their positive storylines (via press, social media), and it's killing their brand. There is SO MUCH GOOD that the UFL does every single year for the professional football space. It constantly gets overlooked by mainstream media (including ESPN & FOX, their partners!). This narrative has to change - but it starts with the UFL themselves setting the tone. For the most part, this negative press is the result of self-inflicted wounds.

James Larsen

286,318 Aufrufe • vor 11 Monaten

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

MR SHIFT 🦁

195,410 Aufrufe • vor 1 Monat