Raynor Capital

Where in the world is Tuxedo Samdiego?

@nico_laqua @NotTuxedoSam @SamCorcos pls fix

@RaynorCapital @NotTuxedoSam Hard with permitting/food regulations

why can’t i buy pet insurance from corgi insurance???

@NotTuxedoSam I don’t remember Ken saying this???

friend visiting town just said she's trying to make out with 10 guys this weekend intros available if u can reply to this tweet

@nico_laqua @NotTuxedoSam Are you working on actually having corgis at your café or is that still a long term vision?

@NotTuxedoSam Working on it

Selling carbon credits is like when the Catholic Church sold indulgences

Rando: “I lived in Wisconsin for eight years.” Raynor: “you must have drank a ton of Spotted Cows” Rando: “I don’t drink.” Raynor: “Well, I’m sure you ate a ton of Culver’s.” Rando: “Actually, I’m a vegan.” Raynor: “…you must have fucking hated Wisconsin”

You can just moo things

Men will literally write Markdown files instead of going to therapy

@NotTuxedoSam What is AWS?

just met a friend for dinner in sf and they said “what is gstack?” ???

@NotTuxedoSam ONLY FOOLS WOULD THINK DIFFERENTLY!

SOME FEEL THAT A THINNER SLICE PRODUCES THE BETTER FLAVOR

EWR terminal C baggage claim is having a clearance event of its own @PaulSkallas

@TBU12345678 You sure it doesn’t shake at high speeds?

nothing more infuriating especially in cold weather when someone burns a treadmill to fcking walk with no incline. just don’t lie to yourself and eat the donut

@TBU12345678 “TBU and I even go to the same master sommelier, although I have a slightly better cellar.”

when people ask for breakfast meetings instead of "coffee" / "lunch" / "drinks" I immediately think a lot more highly of them + am more likely to accept. zero interest in grabbing drinks with a rando acquaintance; also you likely aren't ready to drink the quality of wine I like

There are three certainties in life: death, taxes, and misinterpreting artificially depressed comps due to holiday shifts

@TBU12345678 To me, it’s even cringier in VC. It reeks of desperation and cuckoldry. Can’t stand the self-aggrandizing LinkedIn posts about how you’re “lucky to be along for the ride.” Like if you were to stop talking about your position, it might raise a down round

I have always been mystified by people who make single stocks their entire personality. This attitude best for VC or working at a company. IMO the reason that we do public equities is that WE are the product, not the companies (insert age old "our only asset is our people")

@HawkinsEntrekin @coatuemgmt My homie, the Thanksgiving drop is substantially sharper than the summer lull. You also forget that this is web browser only, so no mobile app usage. Finally, this is pageviews, which is a better proxy for sessions than it is total usage.

@RaynorCapital @coatuemgmt In isolation your comment might make sense, but look at the full annual pattern, in particular the summer declines and big gains in the fall. Do office workers take the whole summer off & start work again in the fall? Obviously not. But students do

Chart of the Day: No "Code Red" here! ChatGPT traffic historically dips this time of year. coatue.com/c/takes

@HawkinsEntrekin @coatuemgmt Office workers use ChatGPT as well, right? And they often take Thanksgiving off, right?

@coatuemgmt If you really want to believe that chart it means you also effectively acknowledge that students are ~30% of total GPT usage (on Dec declines). Seems like a tough demographic to power the roughly $1 trillion of annual AI revenues we gonna need to pay for the capex spend thus far

@TBU12345678 Also grateful for your contras #chude

Happy Thanksgiving! As always thankful for all the smart people I’ve met through this whole stocks thing. Hope everyone has a great year end.

Has anyone ever kneeled while performing the Star-Spangled Banner?

@NotTuxedoSam Is that Del Frisco’s Grille?

iykyk