fun hobby: cataloging the securities law violations in batman begins bruce wayne bought up the shares of his company right after the IPO without so much as a 13D, let alone a Form 4?

With the Aug 4 earnings call and Aug 6 stock unlock on the horizon, I have some thoughts about SpaceX and Tesla. montanaskeptic.substack.com/p/elon-musks...

Elon Musk's Hubris May Doom any Tesla-SpaceX Merger

With Tesla shrinking fast, a bailout merger would fit the Musk pattern. But there are some key impediments to consider.

montanaskeptic.substack.com

"Participants complained about moldy rooms, dead nightlife and not enough women—a downside familiar to Silicon Valley." Heh. Gift link. Ballaji Srinivasan Wanted to Start a New Country. An Actual Country Got in the Way. www.wsj.com/tech/a-tech-...

A Tech Founder Wanted to Start a New Country. An Actual Country Got in the Way.

Balaji Srinivasan says he believes America is descending into anarchy. His solution: Build a new country from scratch.

wsj.com

An incredible story. Trigger warning: NSFW, description of physical violence against women www.thecut.com/article/cam-...

The Porn Addicts Who Tried to Rescue the Camgirls

How a community of porn addicts tried to rescue the teenage camgirls they worshipped from the clutches of a violent webcam pimp.

thecut.com

Beau@runningsignal.com · 4d ago

We wanted the superhero vigilantes of Marvel and got the Goon Squad jerkin’ for justice instead.

Joost Van Dreunen on $RBLX Roblox earnings, as well as Xbox ($MSFT) youtu.be/Fa22qSOarlg?...

SuperJoost Office Hours: Roblox, Sony, Xbox earnings

YouTube video by Joost van Dreunen

youtu.be

Greggs $GRG down 7.5% today - we did warn you

Librarian Capital@librariancapital.bsky.social · 6d ago

"Greggs: H1 2026 Results" Shares jumped 18.5% after earnings grew 20%, but both may be disconnected from fundamentals $GRG $MCD

Obviously now that it’s massive headline news a bunch of people who know nothing about the situation will comment stupid things about it (esp because it’s AI related) but the Leopold blowup is quite shocking to basically every professional investor who was following him for several reasons:

$SPCX... looks fine to me!

(technically Pippin’s REAL name is Razanur Tûk tho)

I just want to join in on the LOTR meme train... Don't mind me. 🤐

cait (and adonis)@cait.bsky.social · 2w ago

unfortunately I have to disagree

about to engage in self-harm (watch the entire Elon Musk Economist interview)

It's lunchtime in Tokyo and Sega Sammy $6460 is down 1.1 percent

PC Gamer [Unofficial]@pcgamer.com.web.brid.gy · 2w ago

When I ran BLS, I was asked constantly about the impact of AI on jobs. It's still one of the most common questions I get. So we put together a policy brief - for policymakers, journalists, and anyone trying to sort through what is happening with AI and jobs: siepr.stanford.edu/publications...

This was in Nov 2025 but it reads like a disaster of an interview. The Roblox CEO was not prepared for actual push back and why does he use the word "opportunity" in a discussion about child safety? Or entertaining the idea of predictions markets in Roblox (was it in jest?)

Shadow Hedgie 🌻@shadow.hedgie.social · 2w ago

if you can't even convince Roose and Newton that you are taking this issue seriously yeah you might have a problem

Balaji Srinivasan's Network School ordered to cease all operations at its Forest City premises in Johor from Wednesday (Jul 22) following a revocation of its business licence by state authorities. www.channelnewsasia.com/asia/network...

Network School in Johor’s Forest City ordered to cease operations after business licence revoked

Iskandar Puteri City Council’s decision was in accordance with existing legal provisions, says Johor Chief Minister Onn Hafiz Ghazi.

channelnewsasia.com

Ted Gioia on audience capture and Netflix.

The Collapse at Netflix Signals the End of Audience Capture

The most popular strategy in the tech world has stopped working. That's good news for all of us.

open.substack.com

Does Tim Cook lead an Apple Pay company with the world’s biggest consumer electronics business attached or something? In 2026, the iPhone maker’s highest correlations within the S&P 500 are with...a bunch of financials. $AAPL

‘US executives are selling shares at the second-fastest pace in more than 20 years, a classic red flag to some investors because it suggests people with the most corporate knowledge are wary about markets.’ www.bloomberg.com/news/article...

Tin foil hat on. Asha Sharma has had a variety of roles before Xbox, roughly 3 years each stint. Lends credence to the idea that she is not a long term leader but here to clean house. Maybe to get Xbox ready for a spinoff or sale.

Dare Obasanjo@carnage4life.bsky.social · 4w ago

Reading this tweet by Microsoft’s Chief Communications Officer raises more questions than it answers. One thing I wonder is how XBOX gamers are supposed to have any confidence in its future given how openly Microsoft calls it a failing business.

"Clarity is Kindness"

Jason Schreier@jasonschreier.bsky.social · last mo.

Case in point: the staff of Blizzard Entertainment were told today that they won't hear how the reorganization impacts them until "further communications"

Repeated layoffs and unclear direction. I don't know how employees get things done and churn out good games under such conditions. Trimming costs is important but from 2023 onwards, there is some sort of layoff annually at the gaming division.

@deantak.bsky.social · 4w ago

Well, Microsoft didn't take my advice from last Friday. They went for the high end of layoff estimates. gamesbeat.com/why-microsof...

Rory Johnston revisits his predictions at the start of the Iran War on #oddlots youtu.be/5uimsekveCg?...

Rory Johnston on Why His $200 Oil Prediction Didn't Turn Out Right | Odd Lots

YouTube video by Bloomberg Podcasts

youtu.be

When Obama worked with Larry David. variety.com/2026/tv/news...

There is a nice little chart in the 1st part of the post, showing how after years of flat prices, Xbox/PS/Switch prices are being jacked up. 1/n

Stephen Totilo@stephentotilo.bsky.social · last mo.

This is the list of jobs cut at Bungie in the state of Washington today. I had to scroll through a lot... Item 2 of today's Game File: www.gamefile.news/i/203624241/...

Anduril is valued at $60 billion For investors in that round to make a 2x from there, it needs to be worth more than the largest pure-play defense contractor in the world -- $LMT

An ice cream cartel???

The Guardian@theguardian.com · 2mo ago

Alleged ice-cream cartel in Japan investigated as sweltering summer looms

Edward Luce in the Financial Times about Musk:

Lots of people eulogising Musk in the other place and comparing him with famous inventors and scientists like Edison and Einstein. The only difference of course is that Musk is very rich and has neither invented nor discovered anything

Disappointed Macron hasn't started referring to himself as the Sun King, though I suppose there's still time.

Alan Beattie@alanbeattie.bsky.social · 2mo ago

The Napoleonic tradition really does nail it sometimes.

Looks like the Berkshire AGM has lost a little of its lustre substack.com/@michaelfrit...