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Tren Griffin
Zin wanted me to tell you that the sunset was pretty good last night, especially after a long day swimming in Puget Sound. It's a dog's best life. https://t.co/4ZGd46DL96
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Zin wanted me to tell you that the sunset was pretty good last night, especially after a long day swimming in Puget Sound. It's a dog's best life. https://t.co/4ZGd46DL96
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Offshore
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Morning Brew ☕️
You're in luck—our best-selling Excel Shortcut Guide Mouse Pad is now back in stock!
Shop @exceldictionary's go-to life hack now. https://t.co/AqsriDw0NJ https://t.co/E8SqfBkklD
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You're in luck—our best-selling Excel Shortcut Guide Mouse Pad is now back in stock!
Shop @exceldictionary's go-to life hack now. https://t.co/AqsriDw0NJ https://t.co/E8SqfBkklD
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Paul Graham
RT @robinhanson: On Twitter, as elsewhere, people are quite eager to express their political opinions re what they would do if they were king or God. But while politics is largely the art of compromise, few are willing to express opinions on what political compromises they'd be willing to make.
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RT @robinhanson: On Twitter, as elsewhere, people are quite eager to express their political opinions re what they would do if they were king or God. But while politics is largely the art of compromise, few are willing to express opinions on what political compromises they'd be willing to make.
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Paul Graham
Some assume that economic growth is inherently at odds with saving the planet. Actually it's closer to the other way round. Economic growth often takes the form of new technology, and new technology usually does less damage to the environment. https://t.co/b3MYITGaR1
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Some assume that economic growth is inherently at odds with saving the planet. Actually it's closer to the other way round. Economic growth often takes the form of new technology, and new technology usually does less damage to the environment. https://t.co/b3MYITGaR1
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Special Situations 🌐 Research Newsletter (Jay)
Kashkari article. Waller also just published a paper last week that I will be sharing with subscribers + our own analysis. https://t.co/MkuJ3nBRtj
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Kashkari article. Waller also just published a paper last week that I will be sharing with subscribers + our own analysis. https://t.co/MkuJ3nBRtj
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Special Situations 🌐 Research Newsletter (Jay)
Equally busy earnings week starting August 1st! We will be watching $pins $uber $bp $cvs $ua $fubo $sofi $jblu $amd $most $two $crox $lly $dkng $pypl $lthm for long and short opportunities. https://t.co/SUaccHpvrZ
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Equally busy earnings week starting August 1st! We will be watching $pins $uber $bp $cvs $ua $fubo $sofi $jblu $amd $most $two $crox $lly $dkng $pypl $lthm for long and short opportunities. https://t.co/SUaccHpvrZ
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Offshore
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Tren Griffin
"Nationwide, food bank donations are down 20% from last year."
Houston Food Bank: average of 610,000 pounds distributed daily.
Every year I organize a campaign to raise funds to fight hunger. The event is always in October, but the work starts earlier.
https://t.co/m39BKsZUQB https://t.co/bZhJuTlXLj
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"Nationwide, food bank donations are down 20% from last year."
Houston Food Bank: average of 610,000 pounds distributed daily.
Every year I organize a campaign to raise funds to fight hunger. The event is always in October, but the work starts earlier.
https://t.co/m39BKsZUQB https://t.co/bZhJuTlXLj
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Rob Briner
My employer.
University accused of ‘vindictive attack’ as staff lose 21 days’ pay over protest https://t.co/SJABaVP1la
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My employer.
University accused of ‘vindictive attack’ as staff lose 21 days’ pay over protest https://t.co/SJABaVP1la
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Offshore
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Tren Griffin
I was swimming in Puget Sound last night saw some floating sea lettuce and ate it. Always eat your greens!
One local green algae is called the Green String Lettuce. It consists of narrow hollow tubes made up of a single cell layer. Bubbles of oxygen allow the blades to float. https://t.co/fITBHnFnM1
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I was swimming in Puget Sound last night saw some floating sea lettuce and ate it. Always eat your greens!
One local green algae is called the Green String Lettuce. It consists of narrow hollow tubes made up of a single cell layer. Bubbles of oxygen allow the blades to float. https://t.co/fITBHnFnM1
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Mostly Borrowed Ideas
Given the switching cost, I can understand why cloud deserves to have elevated capex.
Since $AMZN will spend $30 Bn capex on AWS this year, it implies another $30 Bn capex on AMZN ex AWS in 2022. How was AMZN ex AWS surviving with those "anemic" capex level in 2015-2019? https://t.co/as6eaTw0Pp
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Given the switching cost, I can understand why cloud deserves to have elevated capex.
Since $AMZN will spend $30 Bn capex on AWS this year, it implies another $30 Bn capex on AMZN ex AWS in 2022. How was AMZN ex AWS surviving with those "anemic" capex level in 2015-2019? https://t.co/as6eaTw0Pp
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