Jeffrey Lebowski

@evrgn11112231 why do you think we went to war bro

Let’s try this one more time. I heard Iran is working on EUV.

@AaronBMacLean @CBSNews @TheFP @schoolofwarpod damn, congrats well deserved

Some personal news! I’m joining @CBSNews and @TheFP, and @schoolofwarpod is moving to a new home at The Free Press. Check out a live-streamed episode of School of War at noon ET today with former CENTCOM commander General Frank McKenzie, where we’ll unpack the war in Iran.

@mattduss the ballistic missiles were a deterrent as they progressed in their nuclear efforts, your inability to activate system 2 thinking makes sense when I see you were a foreign policy advisor for bernie sanders

Israel didn’t face an existential risk, it faced a growing Iranian missile deterrent which threatened to constrain its ability to bomb whenever it wants. The threat it faced was to the complete freedom of action to which it now feels entitled.

@liensofnewyork because there is blood in the water, presenting the greatest opportunity we likely will ever have to take out an adversarial regime that we’ve been in a proxy war with for nearly five decades

I think the weakest part of the administrations argument for attacking Iran is not the why, but the why now. Statements have been inconsistent and if the journal reporting is correct, it appears the most imminent threat was that Israel was going to attack them regardless of our involvement.

@ChrisO_wiki @DPJHodges seems very Trumpian to only pick a side once the dust settles and the winner has been determined many leaders severely lacking a stern backbone

@DPJHodges I remember when the invasion of Iraq was hailed as a triumph, and France was bitterly condemned for staying out of it. What may seem like an obvious truth now may look very different in a few months or years' time. Snap judgements rarely hold up well over time.

The decision to attack Iran, kill its Supreme Leader and introduce regime change is one of the most significant strategic geopolitical moments of the past century. It dwarfs the invasions of Iraq and Afghanistan. For the British government to not even be able to express an opinion on unfolding events is an abdication of the most basic responsibility that comes with national governance.

@pmje73 Brad Karp at Paul Weiss?

Weird that with all of these files released about the atrocities committed mostly by men on young women and girls, the only person currently in jail is a woman and the highest profile job was lost by a woman.

@evrgn11112231 the latter has much higher earnings durability

$MCO had a lower multiple than $STX this morning. That's it - that's the tweet.

@evrgn11112231 truth lies in the middle

A lot of people are talking about how AI is increasing their productivity and driving efficiency in their investment processes. But to me it seems like most are just ingesting more noise and I am skeptical that this is leading to higher quality or more profitable investment decisions. Meanwhile I’m listening to earnings calls live, thinking deeply and *doing less* more than ever, and haven’t used an LLM for work in months - and feel like I’ve never seen things more clearly. Maybe the research alpha isn’t in the output or summary compilation of the data but in the neurological connections and understanding developed from wrestling with the primary material directly. Never been more convinced less is more (the irony of writing this past midnight on a Friday night is not lost on me either).

can people please stop claiming there is signal in degenerate speculative activity with sub-$20M of volume

@BucknSF @CapitalObserver if they want to cheer for a different team, they should all do so from a different country

@CapitalObserver truly wild

They are too busy freeing Palestine

@BerkelKip tucows will be shedding their fiber assets, if it doesn't rerate post-sale, expect a sale of wavelo or a takeout

There were capital allocators that I respect that went big into fiber capex a few years ago ( $NNI & $TCX come to mind) where I believe they were thinking ~20% IRRs. Appears like results have been no where close to that (at least yet) - what happened? FWA?

Rubio realizing he’s going to be president of Venezuela, governor of Cuba, and the Shah of Iran.

@elicalebon L'shana haba'ah b'tehran

My New Year’s resolution is to wear this on New Year next year… in Tehran

@cjsnowdon @whippletom how would this look if normalized for the changing demographic and religious composition of the population

We used to be a country

@AcquiredFM @gilbert looks like Michael Lewis

Tomorrow.

@GavinSBaker please

Jamie Dimon is likely to run in 2028. And this initiative will be a big part of his pitch if he does.

@PythiaR when TSMC goes from n5 > n3 yields dip and gradually climb as they work out the kinks, same story

Really interesting finding: 75% of devs felt more productive with AI tools but actual software throughput declined and stability dropped. Cc $CSU.TO

@bubbleboi matter of national security my dude

Next level sad… this is a semiconductor researcher not a fucking cartel member. TSMC knows they are going to be losing process leadership and are desperate to do anything to stop it. Completely crosses all lines of normality, people change jobs all the time what are you going to do about that?

a yung warren b heading to the local library in search of some artisanal net-nets

the world will be propped up by stilts made of google toilet paper