no hard views on AI, apart from the observation $150bn of ARR is currently supporting c$20tn of market cap
jamie powell
@ajbpowell.bsky.social
occasional bass player, ex-antique salesman, former ft reporter and l/s equity analyst. rts ≠ opinions. all views my own.
i'm sorry, the admin was so desperate to get rid of the algae they had a bunch of guys pouring 12% hydrogen peroxide in by hand at 6am?
![bob kovach
@bkovoDC
This morning at the reflecting pool
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[Image of workers leanding next to the refelcting pool with 1gal jugs]
6:53 AM · Jun 16, 2026
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8.4M
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https://x.com/bkovoDC/status/2066836681693565058](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:j2kmiyhld5btzozgzwy3lc2m/bafkreifivlpa4kursfmvz5wu3rnytdmtlxoo5csfebqqnqgddajkdzzodq)
"Give us Greenland or we will increase taxes on American citizens for things that they buy" is such a masterpiece of foreign policy
pour one out for the "the market doesn't value growth properly" bois
No Sunk Costs@nosunkcosts.bsky.social · 8mo agoOne has to admit that whatever is going on here, there is something truly astonishing about it
99% of people with fire insurance never have their house burn down. Talk about a scam!
I've bored on before about my view that the hidden assumption of the Left is that economics is bad and nasty, therefore the worse and nastier you're being, the better economics you're doing. The worst boss is always a squishy liberal acting how she thinks a hard nosed capitalist would.
Under-discussed (is that even possible on here?) is that Andreessen, Thiel, et al really REALLY want to be seen as grandiose “builders” in the real world and the total building they have done amounts to funding a bunch of scam SMR startups and failing to manage a mixed use real estate development.
Ryan Moulton@moultano.bsky.social · 11mo agoThere is a lot to hate about the politics of the silicon valley right, but they do actually want to build stuff, and I would prefer if the left didn't cede "we should be able to build stuff" to the right.
Excuuuuse me but how much does this plane advance sora short form video brainrot data center buildout ? Or masayoshichain stablecoin strategic reserve companies for the global overbanked ($12T TAM)? #ambition
the person who invented soft play should win the noble peace prize
cant be true, i am told that europe has inferior engineers and cant make stuff anymore
Carl Quintanilla@carlquintanilla.bsky.social · 12mo agoThe Airbus A320 series “is poised to overtake its US competitor as the most-delivered commercial airliner in history ..” @bloomberg.com $BA www.bloomberg.com/news/article...
This story is a few months old but I just saw it. It's the far right account Jenrick was DM'ing. A spectacular if depressing irony...
We have media systems that aim to provoke 'engagement' while people are primarily doing something else altogether, and provoke/reward feedback and communication over attention. Feel like 'attention' is like 'commodity', a fetish that needs treating with a little more suspicion
