WaitingForJarnathan
@waiting4jarnathan.bsky.social
If the plans fail, I’ll make new plans. Follow me for random comments about Orioles, Ravens, Terps. Pro-democracy. Democrat.
I’ve never seen a county map of Texas before, but they just sliced the plains up into a grid, didn’t they
Brandon Friedman@brandonfriedman.bsky.social · 2d agoHow blue are Texas cities? Here are Talarico's margins. This is a deep blue state. Austin: 79/20 El Paso: 73/25 Dallas: 72/26 Laredo: 72/25 San Antonio: 67/31 Houston: 66/33 Fort Worth: 59/40 Plano: 55/43 Corpus Christi: 55/43
Most of these Senators Reps and Govs arein their 30s and 40s. They don’t remember working with a Republican so and so on half measures They know 10 years of Donald Trump. And corruption.And moving backwards on civil rights. And they’ve seen the open bigotry. I think this will be a sea change
Space comms are awful and this is them acknowledging that. Starlink is a niche service. It seems like the carriers don’t want to lease to him and leases aren’t transferable. It will be interesting to see
FinTwitter@fintwitter.bsky.social · 4d agoSpacex discussed starting wireless service with Echostar - Wapo
This is because the analysts can’t accept what would happen if they were wrong. The consequences would be dire.
Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social · 6d agoGS: Consensus estimates show hyperscaler free cash flow declining further in 2027 but rebounding in 2028
Even this is probably too optimistic. AI adoption in high value fields has been astronomical and there is no reason to believe there won’t be more demand saturation
Jesse Felder@jessefelder.com · 4w ago‘The shifts suggests that the spending on these high-cost, closed LLMs has *already* transitioned through the S-curve from rapid early adopters to the long-slow churn of broader uptake. It’s hardly the pace needed to get 2 trillion-plus revenue by 2030.’ bobeunlimited.substack.com/p/the-openai...
The AI financial bubble is popping right now. It started this week. I don’t mean the tech is going away; it’s not and there are lots of good use cases. But the idea that there is infinite demand and we need TW of data centers is done. The financial reckoning is going to be wild.
This is very silly. They are using pure math to scare people and hype things.
Carl Quintanilla@carlquintanilla.bsky.social · 4w ago“.. Suppose you’re in pharmaceutical research .. using AI to speed up the drug development process. .. it’s very possible that the internal models will simply be faster than you and the AI companies will reap those gains for themselves.” @weisenthal.bsky.social www.bloomberg.com/news/newslet...
*Nearly* $100. That’s not a gift, that’s a chore. It’s like Seinfeld signing all the checks for $0.14.
Aaron Rupar@atrupar.com · last mo.Trump: My Administration will, immediately, begin sending 'Checks' of nearly $100 to over 20 MILLION wonderful Seniors to help pay for their Medicare Part B premium ... This money will come from the Medicare Improvement Fund, a pointless 'Slush Fund' that has only been used by Dumocrats ... "
The worst thing about Bloomberg’s paywall is that I don’t get to enjoy schadenfreude
Jesse Felder@jessefelder.com · last mo.‘Just hours after Paramount Skydance issued $52B of debt to fund the biggest Hollywood buyout ever, investors were nursing hundreds of millions in losses, triggering a flurry of angry calls from money managers to Wall Street banks that underwrote the debt.’ www.bloomberg.com/news/article...
If you divide voter into 4 groups, across democracies the general trend is: • Center left (40%) • Far right (30%) • Center right (20%) • Far left (10%) This has the end result of making literally everyone angry. How the 3rd place center right swings determines the direction of the country.
The Brazilian Portuguese commentary on that Tyler Loop field goal for the Ravens is exactly what everyone needs to hear right now
I vividly recall in 2008 sitting near someone in a “big work meeting” saying mortgages rates are above 7%. How can anyone possibly purchase a house at 7% interest rates?!? We’re back, baby!
You go kill Reacher. How will I know who he is? He’s the one killing everybody.
If I could get an alert on my phone for any time a position player was pitching, I would hit accept in a heart beat. Nothing it more fun than 59 MPH fastballs.
Claire@baseball-broad.bsky.social · 2mo agoWondering why the A’s waited so long to bring Left Fielder Carlos Cortes in to pitch, when he is clearly more effective than half of their bullpen has been tonight.
In what cursed universe is our catcher playing second base?!
Unassisted ground out is the summary of the entire Orioles season
I moved from the Orioles game over to Reacher. If I can’t see a big dude (Sammy) hit a ball, I at least get to see a big dude (Reacher) hit a guy
For all the other Reacher fans. Was the wife purposefully made to look like Kyrsten Sinema?
He looks like the bassist for a 70s prog rock band
Chris Jackson@chriscjackson.bsky.social · 2mo agowhat a fucking loser
I think these are probably a lot more true if you excluded software development. He’s not in that space That is where nearly all of the growth has come from. And that has quickly gone through the tech adoption curve and is moving onto how do we reduce costs part. Open source will be big
cowboy postbop (Dan Lehner)@danlehner.bsky.social · 2mo agolol
The five Simpsons lines I’ve uttered the most 1. I was saying boo-urns 2. Next! Chicken Necks? 3. Remember kids, we’re in the Itchy lot 4. No one ruins my vacation except for me, and maybe the boy 5. I’ll take the biggest bird feeder you have. No, that’s too big
Keith Law@keithlaw.bsky.social · 2mo agothe five simpsons lines i’ve uttered most 1. perfectly cromulent 2. you sir have the boorish manners of a Yalie 3. it works on so many levels 4. yes, of course, it’s the reed 5. praise jeebus
