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Tren Griffin
Assort Acme Web Services is a business Buffett might want to buy. How much free cash should Acme be generating today to support a $30 billion purchase price, assuming that cash flow would be maintained forever (it would go neither up or down). Exclude any strategic premium. https://t.co/DOwJ0nNLXa
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FXHedge
CALIFORNIA THROWS 70,000 TRUCKERS IN GIG-WORK LEGAL LIMBO RISKING SUPPLY CHAINS, TWO-THIRDS OF STATE'S PORT TRUCKERS COULD BE FORCED OFF THE ROAD: BBG
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Offshore
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Ethan Mollick
There is a big research stream on the "attention-based view of the firm," showing that the attention of key decision-makers within companies decides what strategic priorities get advanced & what problems get solved. Scattered attention from a CEO or founder can be a real problem. https://t.co/KZFDkJPXg0
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Offshore
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Tren Griffin
Ruggedized Starlink Marine terminal.

$5,000 per month and an up-front hardware purchase of $10,000.

Starlink Maritime advertises download speeds of up to 350Mbps and the ability to "pause and un-pause service at any time" while being billed in one-month increments. https://t.co/3XFgoqNt12
SpaceX yesterday announced a Starlink Maritime service that will bring satellite Internet service to large boats for $5,000 per month and an up-front hardware purchase of $10,000.
https://t.co/bRLSnr3jZQ
- Ars Technica
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10-K Diver
.@stevenstrogatz, why didn’t you call this episode the joy of 💤?

https://t.co/HkhIOdqOQ1 https://t.co/FrtuxvdtMy
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Offshore
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Ethan Mollick
Learning from failure is tricky: This paper studying surgeons shows we learn when others fail, but not when we fail.

We think our failure is just bad luck, but are also in danger of attributing our good luck to skill. A history of wins makes you able learn from your mistakes. https://t.co/w3HEY3cnwR
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FXHedge
CRYPTO LENDER VOYAGER ADDRESSES CUSTOMER ANGER IN FIRST BANKRUPTCY HEARING, SAYS CUSTOMERS MAY NOT FULLY RECOVER THEIR CRYPTO ASSETS -RTRS
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Steven Kiel
And which side do you think they will testify for at the trial? :) https://t.co/B8hoYlVy4c
Millions are on the line for Elon’s bankers — many of which didn’t know the filing to scrap the deal was coming

Forever brilliant color from @LianaBaker

https://t.co/gfYPdltpMq https://t.co/eCqbgJCLUt
- Sonali Basak
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Offshore
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Ethan Mollick
Magic words sometimes work!

If you ask for "advice" rather than "feedback," when trying to improve, everything is different. People are bad at evaluating others, but much better at giving advice, so you will get much more actionable & useful information. https://t.co/g0yvSY7IDL https://t.co/ceCmdNVuep
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Special Situations 🌐 Newsletter (Jay Singh III)
California may have just exacerbated supply chain issues!

https://t.co/BgMfBUvuBo
About 70,000 truck owner-operators who form the bedrock of California’s transport industry are in limbo as state-level labor rules start applying to them, creating another choke point in stressed US supply chains https://t.co/zahirsMndd - Bloomberg
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Special Situations 🌐 Newsletter (Jay Singh III)
Chinese CPI, more "real numbers" to digest

CHINESE CPI YOY ACTUAL 2.5% (FORECAST 2.4%, PREVIOUS 2.1%)
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