No Sunk Costs
@nosunkcosts.bsky.social
Archive - https://x.com/nosunkcosts
Still a ~1.5x forward valuation gap between European and US banks, both trading at 1 SD above historical valuation
It is genuinely funny to use air travel as the canonical example here
Revan@revan.eurosky.social · yesterdaySo this is basically one of the entry points to becoming a reactionary
Airtable being sold to Bending Spoons at 80% below last round
This is low key hilarious Fake ICE raids and kidnapping drills: how Chinese teens prepare for US college www.scmp.com/news/china/p...
Fake ICE raids and kidnapping drills: how Chinese teens prepare for US college
As Trump’s toughening rules spark anxiety, Chinese parents pay for camps teaching how to survive being seized by gunmen or ‘hidden dangers’.
scmp.com
#25 should be #1 I rewatch it once a year www.hollywoodreporter.com/lists/best-d...
The 25 Best Documentaries of All Time, Ranked
From 'Grey Gardens' to 'The Gleaners and I,' 'Gimme Shelter' to 'Grizzly Man' and beyond, THR critics pick their favorite non-fiction films of all time.
hollywoodreporter.com
This may age poorly, but I think GTA 6 has no cultural juice. They simply waited too long and videogames are no longer even peripheral to culture let alone central to it.
Still kinda wild to me that Sonnet 4.5 level intelligence is free and runs local on a MacBook with Gemma4
We need this behavior in LLM and compute markets
Michael Pettis@michaelpettis.bsky.social · last wk.1/4 SCMP: "Nearly 70% of the surveyed entrepreneurs said traditional manufacturing and service-sector firms were caught in a dilemma: companies had to engage in price wars to maintain revenue growth, but had to scale back operations if they wanted to preserve profits." www.scmp.com/economy/chin...
One always wonders if this antisocial attitude carries over to vandalism of one’s home and possessions
Fist of the Nice Star@hokutonokenburns.bsky.social · last wk.speaking as someone living in NYC now vs growing up in the burbs, if vandalism on public transportation bothers you this much you were always a huge asshole piece of shit
And probably generated a stronger, wider, international interest in The Odyssey specifically and the classics generally by making popular, accessible, critically acclaimed entertainment knowing full well that narrative compromises and casting decisions in service of wide success are a good trade off
post malone ergo propter malone@proptermalone.bsky.social · last wk.also while clearly Wilson has devoted more time and talent to the Odyssey than Nolan, Nolan has now devoted more time and talent to it than all but a handful of people in the world; I think a kind of ugly thread running through the conversation is that a filmmaker is necessarily a dilettante and: no
Corporate tax is <10% of pre-tax income now Honestly surprised that tariffs are almost equal to corporate taxes - straight transfer from lower income households to capital owners
Carl Quintanilla@carlquintanilla.bsky.social · 2w agoA reminder that we’re running $2 trillion deficits. Here it is in visual form: (via B of A)
This newish dynamic is downstream of the educational attainment gap between men and women: college educated men are becoming a scarce commodity while non-college educated are being driven insane by the Internet and far right grifters making them even less desirable
Mrs. Detective Pikajew, Esq.@clapifyoulikeme.favrd.social · 2w agoBeing a freeloading piece of shit, but wokely
This is @besttrousers.bsky.social erasure
David Roberts@volts.wtf · 2w agoAt first I thought responses to @whstancil.bsky.social sharing mainstream economic data were a kind of schtick, or performance. But the more I follow the deranged reactions he gets on here the more I'm coming to suspect that people genuinely do not understand the difference between data & anecdote.
"Fortnite is not a game, it is a place" that nobody goes to anymore
Highly likely that the film is exceptionally leggy and has very strong weekday numbers since the one of the major constraints is IMAX screens which are marginally more available during the week For example, the 2 am screening *next* Thursday in Lincoln Square is fully booked
DiscussingFilm@discussingfilm.net · 2w ago‘THE ODYSSEY’ has officially opened with $264.1M worldwide. • Biggest opening for a live-action movie in 2026 so far • 2nd biggest opening ever for a Christopher Nolan film • 3rd biggest opening ever for an R-rated film
I think it’s no longer possible to run out of tokens on Codex now I keep trying and failing
Something to think about next time we hyperventilate about children living with their parents longer: many may actually prefer to do so because American homes today are bigger and more luxurious than ever and remote work is common
No Sunk Costs@nosunkcosts.bsky.social · 3w agoHousing is like healthcare — as we get richer, we consume more and better quality versions of it www.wsj.com/economy/hous...
‘The Odyssey’ is excellent. Best since ‘Dunkirk’ But kinda funny and predictable to have Nolan reduce a haughty lothario to great-man-wife-guy at the end
Criminal how Paramount dumped ‘The Agency’ Probably would be in the convo for top 10 shows of the year if it was on Apple TV or HBO
China thinking about the wealth and income distribution impacts of AI www.caixinglobal.com/2026-07-15/a...
If Stripe and Advent really have $50bn lined up, $PYPL would be a truly old-school LBO -- 7% equity funding with (likely) 8% debt to buy a 13%, maybe declining, unlevered FCF yield 1980s special
