Augie Phillips

Yeah Wemby is good and everything, but he’s not the only ridiculously skilled person in this arena 🤯

@Flyboy3520w @JaredStillman

I was telling my wife when we bought our house last year, on the outskirts of Davidson, surrounded by illegals... that once upon a time you could spend what we spent, just over 500k, and get a property around Franklin, Belle Meade, etc., for around that, and be around all white people, in nice neighborhoods. nope. not anymore.

You could buy a house in Belle Meade for $700,000 in 2012

Fans don't let fans drive drunk 🚫 Register as a Designated Driver now to be automatically entered for a chance to win autographed items, merch & other prizes 🎁⬇️ 📋: nashsc.co/4cWG64J | @TNHSO

@piggysensei2 Lol, Q4 '25 loans on the balance sheet were down ~20% QoQ 🤔 despite originations going up, and use of the balance sheet as a % of overall originations stayed nearly flat into Q1 '26. Hardly an "explosion..."

Investing in $UPST is pure gamble, long term I mean. You never know what bomb they will throw to you in any earnings. Q3 2025: Model being over tightened. Q4 2025: Balance sheet explosion. Q1 2026: EPS turns negative for unclear reason. Mgmt has lost the last piece of trust.

$LMND 🍋 Q1 2026 Earnings are Up! Here is the Letter to Shareholders: lemonade.com/investor-relat… I will be posting analysis here in this thread as well as doing a video this morning on it.

Private credit is still doing plenty of business in places where performance is strong. We’re proud to have recently expanded our partnerships with Fortress and Centerbridge. These deals are committed for a respective 15 and 24 months, our longest yet.

"The agreement follows an initial forward flow transaction between Upstart and Fortress announced in 2025" So, the recent investors with direct access to the DQ and loan performance data are upsizing commitments... got it🫡

@thedrumqueen 🫡

everyone be loud at geodis for me plz

Gets better with every angle 😮‍💨🗡️

This is stupid good from Andy Nájar

Only one chance in this lifetime… Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him. I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.

The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....

Our mission at Upstart is to radically reduce the cost and complexity of credit. But what does that actually mean? @paulxgu recently shared what the end goal looks like for us ⬇️

We’re proud to introduce the next evolution of the Upstart brand. This refresh reflects more than a new design system. It reflects a renewed commitment to our mission: radically reducing the cost and complexity of borrowing for all Americans.
 From our visual identity to the way we express our products and purpose, every part of the new brand is designed to make borrowing more supportive, more human, and more empowering. Because borrowing isn’t just about cash—it’s about money for the moments that matter.

@davegirouard It’s incredible. Jessie Buckley was phenomenal.

How did Hamnet not win best picture??? OMG.

Hey @hankgreen @johngreen any thoughts on how much this is worth?

We don't expect to change our plans with regard to funding loans - vast majority go to 3rd parties in our marketplace. Still expect loans on the BS to continue to decline. We will be able to use (brokered) deposits instead of warehousing to finance R&D loans that we do have on our BS - which is inherently less expensive. But the real win/change is having one product in 50 states. Serving more consumers with radically less complexity & risk in our business and codebase.

I need the CEO of Meta to record a video of himself uploading ads to Ads Manager