Evening Software musings…
Welcome to the great convergence.
Only moats = capital, distribution, compute, isolated intelligence- data or human
Future big co playbook= offer acquisition
IF: acquisition provides time/value competitive edge
THEN: capitalize, integrate, broadly distribute
ELSE: duplicate and broadly distribute.
Only stand alone entities = unique isolated trapped data sources. (Edge intelligence) and regulated human in loop functions. Organization principles are no longer value assets.
Chag Semeach
Deerfield's Champaign dreams came true tonight. For the first time in the school's 66-year history, the boys basketball team is heading to state.
chicago.suntimes.com/high-school-ba…
Alright one final time
1.25U AJ Barner +1300 via BetMGM
0.25U Elijah Arroyo +8000 via BetMGM
Giving away $100 to someone who retweets and follows when we hit!
@UncleChaps It was. My wife is a picky eater so she didn’t love it, so make sure you like to try food. It was very cool. 10 dishes from 10 different countries with a wine pairing
Im amped up because I booked a trip to Budapest this afternoon. Gonna do my first solo vlog there. Any tips/suggestions? I’m going the last week of February
NVB1978 just pulled the #1 serial of Matthew Stafford
Holo Icon · 2025 Season · #1 / 39
Pack: Grail Seeker - November 2025
nflallday.com/moments/b75b90…
Took us a while to get through the full slate. Slightly down on the day but we move.
1U Marquise Brown +900 via BetRivers
Giving away $50 to someone who retweets and follows when we hit!
Going t share tonight’s plays in two parts as we wait on some injury news for the late game
1.25U Mike Evans +1000 via Fanatics
0.25U Harrison Bryant +5000 via DraftKings
Giving away $50 to someone who retweets and follows when we hit!