
Sean Kelly
13.6K posts

Sean Kelly
@seank13
Soccer, golf, sarcasm, University of Michigan, Detroit.


Did you guys think Sebastian Berhalter had a good game?


I’ve seen the Cossa debate ad nauseam on here/on pods ect. People for trading him, people for keeping him… but rarely have I seen people discuss his actual game. His strengths, his weaknesses, what he’s improved, what still needs work. It’s always sv%/GAA/wins, accolades #LGRW

Carter Bear(1st round’25) Assist🍎 Great back pressure, wins a battle, and a hope play to the middle pays off (DuPont is just so nasty). #LGRW



Pulitzer Prize winning journalist, Charlie LeDuff DENIED entrance into the Mackinac Policy Conference! @Charlieleduff



Have a friend who bought a smaller sized land tract in East TN. 10 acres, paid $200,000. Looks great on paper. But…he didn’t call me for advice first 🤷♂️. Started building & at framing stage. Told me he has to stop. Well driller is 1,000 ft deep and STILL no water. I asked him “You didn’t go on TDEC (TN Dept of Enviro) website and look at any surrounding wells and their depths?!? You didn’t call 3-4 well drillers and ask if they’ve ever drilled on your road before and what their experience has been?” He just shook his head and said “Man, I f’ed up with this one.” For those who didn’t know, if you’re ever buying land or a lot to build on, always KNOW these 3 things: 1) What is the composition of the land under that first layer of dirt? More dirt or hidden rock? Dirt - good. Rock - bad. (Way higher clearing and excavation cost, plus major PIA to run conduit, install septic, run septic lines, etc. 2) Will the soil perc? (Percolation test that determines the septic size you can put on the property). Surrounding septic permit issuances can be found on most municipality websites. 3) Can you hit water? Most states provide perc info and well drilling info for surround parcels (if they’ve ever been drilled or perc’d). See these screenshots of wells drilled. RED IS BAD! Stay away from those areas. That means the well driller had to go really deep. What you also don’t see are surrounding lots who also went really deep and couldn’t hit water. Know another guy who paid a driller to drill in 4 different spots on his land. He was desperate because he paid a lot per acre for his land. Hit zero water all 4 times. What he paid for that land probably got cut in half with that info plus the cost he incurred with the driller. Always ask questions of the realtor or the owner (and do deep due diligence) before you sign that contract or those closing docs.


Gio almost got sent home from the last World Cup, not the experience I would want to bring back with only 500 minutes under his belt 🤷♀️




Ben Griffin spends $50k a week while traveling on the PGA Tour. Housing, trainers, flights, coaches, special meals… Is Ben Griffin better than Ben Hogan and Lee Trevino, guys who drove themselves and stayed in Holiday Inns?


This @HedgieMarkets post illustrates where the infinity scalable asset-light technology model meets the physical realities of an asset-heavy business that faces an upward sloping supply curve. We have long argued that AI compute is just another bit-atom commodity (like crypto) that uses a lot natural resources to create a valuable (unlike crypto) virtual asset. On the bit side, Big Tech is a price-maker with fat margins. On the atom side, a price-taker. Big Tech grew up in bits — search, social, e-commerce, office software: asset-light, infinitely scalable, natural monopolies. Build once, serve billions, watch costs fall every year. So they assume AI is the same game and will spend whatever it takes to own the market. But inference is also atoms, i.e. land, critical minerals and electrons, which are mostly molecules. In the commodity world, competition drives price to marginal cost: P = MC, which is upward sloping as volume rises. The better the models get, the faster they compete their own margins down to the physical floor which rises with volume. You can already see it. Microsoft just cancelled Claude Code because the cost to run it exceeded the value it returned — demand retreating the moment price met real cost. The irony: the customer pulling back was itself a hyperscaler. In April, Uber confirmed once again that AI compute demand is price elastic. Bottom line: they assumed AI costs would keep falling like they always did on the bit side; however, on the atom side, there is a hard floor that likely rises in the short run. I am not denying that the margins are still fat. But it’s not the same model. These guys are running towards obsolescing their own pricing power. Why did Rockefeller stop at the gas station and not vertically integrate into cars?



Our brand-new list of the World's 100 Greatest Courses is now live! 🙌 See the full rankings here. 👇 glfdig.st/GhAV50Z2u4G

No idea if this is a shrink or an expand.










