Offshore
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Finding Compounders
When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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When Entry Multiples Don’t Matter
Great piece by Andreessen Horowitz https://t.co/9C24jfK4mg
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Offshore
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Alvin
One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy.
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One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy.
tweet
Offshore
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Alvin
About the lock screen blur being buggy on One UI 7, here's what I meant.
Look at the difference between the blur effects on my Galaxy S25 Ultra (One UI 7) and my S24 Ultra (One UI 6.1).
The S24U looked MILES better. That blur on the S25U is messy. https://t.co/Pe9Ks9tCl3
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About the lock screen blur being buggy on One UI 7, here's what I meant.
Look at the difference between the blur effects on my Galaxy S25 Ultra (One UI 7) and my S24 Ultra (One UI 6.1).
The S24U looked MILES better. That blur on the S25U is messy. https://t.co/Pe9Ks9tCl3
One UI 7 is a mess.
Not because it is bad. In fact, it is MY FAVOURITE smartphone OS/Android skin so far.
I just think it is Samsung's most chaotic OS upgrade ever.
Why?
✅ Super long delays. It will be released to older Samsung phones 6 MONTHS after other brands started their rollout phases.
✅ Some UI elements on the *stable* Galaxy S25 Series builds are so embarrassingly unpolished (the blur effects when trying to open an app using the lock screen shortcuts, the charging animations, etc.)
✅ They are still actively refining and changing up some UI elements on the Beta versions for the older Samsung phones instead of pushing them first to the S25 Series
✅ Now Bar on Samsung phones with an optical under-screen fingerprint scanner is so horribly out of place, making them unappealing to look at.
And more...
Honestly, Samsung should really take care of their consistency and readiness with One UI 8, because this is messy. tweet
Offshore
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Quiver Quantitative
BREAKING: A federal judge has ruled that actions taken by Elon Musk and DOGE to close USAID were unconstitutional.
Has ordered DOGE reinstate almost all of USAID's functionality. https://t.co/2AOOrroQVI
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BREAKING: A federal judge has ruled that actions taken by Elon Musk and DOGE to close USAID were unconstitutional.
Has ordered DOGE reinstate almost all of USAID's functionality. https://t.co/2AOOrroQVI
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Offshore
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The Kobeissi Letter
US consumers are pulling back spending on dining out:
Restaurant and bar retail sales dropped -1.5% month-over-month in February, the biggest decline in 2 years.
This marks the second monthly decrease out of the last three.
As a result, restaurant sales have plummeted by an -8.5% annual rate over the last 3 months, the most since Q1 2022 when GDP contracted by -1.0%.
This is a sharp decline from the high-single-digit growth seen in Q3 2024.
This comes as food inflation has been a major issue with food away from home prices rising ~30% over the last 5 years.
Dining out is officially a luxury.
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US consumers are pulling back spending on dining out:
Restaurant and bar retail sales dropped -1.5% month-over-month in February, the biggest decline in 2 years.
This marks the second monthly decrease out of the last three.
As a result, restaurant sales have plummeted by an -8.5% annual rate over the last 3 months, the most since Q1 2022 when GDP contracted by -1.0%.
This is a sharp decline from the high-single-digit growth seen in Q3 2024.
This comes as food inflation has been a major issue with food away from home prices rising ~30% over the last 5 years.
Dining out is officially a luxury.
tweet