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The Transcript
RT @TheTranscript_: $UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles
—Myth: AV growth will be zero-sum.
Reality: AVs add supply and expand the ridesharing market.
—Myth: San Francisco trends apply everywhere.
Reality: SF is an outlier & most cities have very different demand and regulatory dynamics.
—Myth: AV-only fleets can achieve high utilization at scale.
Reality: Hybrid networks of AVs and human drivers deliver higher utilization, lower ETAs, and better reliability.
—Myth: AVs only need a few large cities to capture most profits.
Reality: Much of U.S. trip volume and profits sit outside top metros and will remain human-led for years.
—Myth: AVs will soon handle all trips.
Reality: Edge cases, weather, infrastructure, and regulation still limit universal AV coverage.
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RT @TheTranscript_: $UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some misconceptions on Autonomous Vehicles
—Myth: AV growth will be zero-sum.
Reality: AVs add supply and expand the ridesharing market.
—Myth: San Francisco trends apply everywhere.
Reality: SF is an outlier & most cities have very different demand and regulatory dynamics.
—Myth: AV-only fleets can achieve high utilization at scale.
Reality: Hybrid networks of AVs and human drivers deliver higher utilization, lower ETAs, and better reliability.
—Myth: AVs only need a few large cities to capture most profits.
Reality: Much of U.S. trip volume and profits sit outside top metros and will remain human-led for years.
—Myth: AVs will soon handle all trips.
Reality: Edge cases, weather, infrastructure, and regulation still limit universal AV coverage.
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Javier Blas
RT @gbrew24: An interesting photo to publicize. They clearly want us to wonder about what's in the folder. https://t.co/GhD4brlik9
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RT @gbrew24: An interesting photo to publicize. They clearly want us to wonder about what's in the folder. https://t.co/GhD4brlik9
دیدار و گفتگو با جناب آقای بدر بن حمد البوسعیدی @badralbusaidi، وزیر امورخارجه عمان | سلطنت عمان | ۲۱ بهمن ۱۴۰۴ https://t.co/QADcoqvvX1 tweet
The Transcript
$KO Coca-Cola CEO James Quincey pokes fun at analysts during his farewell call
“aAnd I was slightly worried there you're going to try and cram in all the questions for the next few years in your last opportunity to ask me one..this is the time for a seamless leadership transition and I have every confidence Henrique is the best person to help lead the Coca-Cola Company, the team and the system on our next chapter of growth. Thank you very much for your trust, your investment in the company and for joining us this morning."
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$KO Coca-Cola CEO James Quincey pokes fun at analysts during his farewell call
“aAnd I was slightly worried there you're going to try and cram in all the questions for the next few years in your last opportunity to ask me one..this is the time for a seamless leadership transition and I have every confidence Henrique is the best person to help lead the Coca-Cola Company, the team and the system on our next chapter of growth. Thank you very much for your trust, your investment in the company and for joining us this morning."
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Quiver Quantitative
The MAGA Inc. super PAC now has over $300M of cash on hand.
Recent million dollar donations have come from:
Elon Musk, Tesla
Greg Brockman, OpenAI
Kelcy Warren, Energy Transfer
Stephen Schwarzman, Blackstone
Jeffrey Sprecher, ICE
Bijan Tehrani, Stake
Jeff Yass, SIG https://t.co/xXruZtH1j3
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The MAGA Inc. super PAC now has over $300M of cash on hand.
Recent million dollar donations have come from:
Elon Musk, Tesla
Greg Brockman, OpenAI
Kelcy Warren, Energy Transfer
Stephen Schwarzman, Blackstone
Jeffrey Sprecher, ICE
Bijan Tehrani, Stake
Jeff Yass, SIG https://t.co/xXruZtH1j3
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: This is why you don’t pay 100x.
$MNDY traded ~100x in May 2024 — and the stock declined -68% since.
As Warren Buffett said: “A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.”
What margin of safety was there at 100x? https://t.co/ZrLWhjvBCb
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RT @DimitryNakhla: This is why you don’t pay 100x.
$MNDY traded ~100x in May 2024 — and the stock declined -68% since.
As Warren Buffett said: “A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.”
What margin of safety was there at 100x? https://t.co/ZrLWhjvBCb
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Quiver Quantitative
JUST IN: Senators Josh Hawley and Elizabeth Warren are introducing a bill to break up health care conglomerates.
The goal is to reduce medical prices by increasing competition.
CVS and UnitedHealth both spent millions on lobbying last quarter, per our data. https://t.co/NrQezl4AyJ
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JUST IN: Senators Josh Hawley and Elizabeth Warren are introducing a bill to break up health care conglomerates.
The goal is to reduce medical prices by increasing competition.
CVS and UnitedHealth both spent millions on lobbying last quarter, per our data. https://t.co/NrQezl4AyJ
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Brady Long
RT @thisguyknowsai: 🚨 Chinese researchers just published a paper that destroys every AI agent startup pitch deck.
It's called ROME + ALE, and it exposes why every "AI agent company" you've heard of is building on quicksand.
Here's what nobody's talking about: https://t.co/cmx0AP9OJN
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RT @thisguyknowsai: 🚨 Chinese researchers just published a paper that destroys every AI agent startup pitch deck.
It's called ROME + ALE, and it exposes why every "AI agent company" you've heard of is building on quicksand.
Here's what nobody's talking about: https://t.co/cmx0AP9OJN
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