Tim Conley

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Tim Conley

Tim Conley

@TimConley

I run and invest in expert services businesses. I write about how to grow them here: https://t.co/72DFWbU5h7 / Video Podcast PortCo: https://t.co/4uKaEvFpdp.

Austin, TX Katılım Ağustos 2008
70 Takip Edilen2.7K Takipçiler
Tim Conley
Tim Conley@TimConley·
@AoverK I was about to sell the car I had bought new for my daughter. She no longer wanted it. I did some quick math. Even paying for insurance & maint. for the next 5 years would cost less than the difference in selling the car and then rebuying an equivalent if I needed one again.
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AoverK
AoverK@AoverK·
A paid off car is cash flow in disguise.
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Tim Conley
Tim Conley@TimConley·
@rossiadam @JaredDHardin We try to guess how long before a show goes gay. What’s weird is the sexuality never has anything to do with the story. It’s always forced in like the writers are ticking off a checklist.
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Adam Rossi
Adam Rossi@rossiadam·
@JaredDHardin It’s gotten to the point were my wife and I are like “oh ok they are not doing it” and then it’s like “nah there it is”
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Jared Hardin
Jared Hardin@JaredDHardin·
I would like to watch just one Netflix show without having LGBTQ in it. Why can't they promote a healthy family dynamic? Without families, without women having babies, the world ceases to exist.
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Tim Conley
Tim Conley@TimConley·
@michael_kove @tombombadeel Exactly. But this marketing message of “let them eat tokens” coming from tech and locals just have to suck it won’t win hearts and minds.
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𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗞𝗼𝘃𝗲
𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗞𝗼𝘃𝗲@michael_kove·
There definitely need to be a better solution to avoid the datacenter problems that locals are upset about... But not building them isn't a solution. It's building them but in a different areas. The bigger problem is that it takes decades to just get approval for nuclear power plant or even a standard gas powered plant
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Tom
Tom@tombombadeel·
Imagine asking a human from any time in history prior to the 20th century if they wanted 3 almonds, to travel 20 miles, or to ask an oracle any question no matter how complex
Ethan Mollick@emollick

If this is true, using the best public estimates we have of LLM resource use, solving this Erdos problem took 0.6–6.3 kWh of electricity and about 3–31 liters of water. So that is less than three almonds worth of water and the electricity equivalent of 2-20 miles of EV driving.

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Tim Conley
Tim Conley@TimConley·
The promise of AI is we don’t have to choose between almonds and data centers. But Big Tech is forcing people to choose.
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Tim Conley
Tim Conley@TimConley·
It’s the wrong framing. All anyone will hear is AI bros want to get rid of food for data centers. Doesn’t help that a lot of new centers are being built on farmland. It’s not hypocritical to not get mad about water being used for food while being angry at industry driving up local costs.
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𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗞𝗼𝘃𝗲
𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗞𝗼𝘃𝗲@michael_kove·
The entire premise is completely bonkers. But the point is legitimate. Nobody's losing their shit over agriculture using water but datacenters are hot topic. Those are also legacy data centers with old cooling systems. Newer hyperscalers have closed loop cooling, so water isn't "depleted"
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Tim Conley
Tim Conley@TimConley·
Almonds vs Data Centers is the biggest midwit framing I’ve ever seen. And AI bros are supposedly smart.
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Tim Conley
Tim Conley@TimConley·
@JosephKahn I feel this. I’ll quickly spend money on things I believe will improve the lives of my family, but waffle for weeks over a minor purchase for myself.
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Joseph Kahn
Joseph Kahn@JosephKahn·
After being a dad, I feel guilty if I spend too much on myself on anything. It feels like I'm taking away from my family. Every dollar should be for them. This is how dad clothes exist. I try to keep my lunch under $20. I can get grocery sushi for $12. I can kill at Panda Express for $15. Just grilled a Costco steak for dinner I split in half ($8). It doesn't matter how much money I make, the primal level of guilt I feel spending money on myself turns me monastic. However, I love spending money on the family. The joy of providing for them is the only reason I make money. That is the joy of being a man: how little can you spend on yourself and how much can you give your family?
Mikli@CryptoMikli

Kevin O’Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch

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Tim Conley
Tim Conley@TimConley·
@MarketPalmer_ Making a SUV version of the cybertruck would be a win. The tooling required should cost less than designing a new style.
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Mark Palmer
Mark Palmer@MarketPalmer_·
I have no idea why Tesla hasn't come out with a Tahoe-style SUV. Pair that with FSD and it would be one of the top-selling vehicles in the world.
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Tim Conley
Tim Conley@TimConley·
@FBIDirectorKash I’m hoping they flip on the people in the government who have assisted in the fraud.
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FBI Director Kash Patel
FBI Director Kash Patel@FBIDirectorKash·
After today’s interagency press conference announcing 15 public healthcare fraud indictments in Minnesota, the below subject who fled when FBI executed today’s raid - Muhammad Omar - has now been arrested. He is charged with healthcare fraud (18 U.S.C. § 1349, 18 U.S.C. § 1347) involving a Housing Stabilization Services company - with fraudulent claims for services not provided and diverting the proceeds for personal benefit. Subject was located arrested within 2 hours. @DAGToddBlanche @FBIDDRaia @VP @SecKennedy @DrOzCMS @WHFraudTF
FBI Director Kash Patel tweet media
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Tim Conley
Tim Conley@TimConley·
@judgeglock As the saying goes, “the purpose of a system is what it does.” For every single person getting paid to work on this boondoggle, the project isn’t a failure. It is doing what it is supposed to do.
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Judge Glock
Judge Glock@judgeglock·
California high-speed rail cost now up to $231 billion. That means the average worker in the state will pay out over $12,000 to fund a single project that almost no one will ride. CA rail will be studied for generations, a truly once-in-a-lifetime level of government failure.
Judge Glock tweet media
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Tim Conley
Tim Conley@TimConley·
@AoverK According to Honda, the loss was due to investing heavily into EVs and then having to write down massive losses from them. The loss of EV credits in the US was the final nail as China flooded ASEAN markets with subsidized EVs.
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Tim Conley
Tim Conley@TimConley·
@Cernovich What happened is I didn’t buy enough Tesla last year.
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Tim Conley
Tim Conley@TimConley·
@BetterCeo @lukei4655 He would have to gift it in the form of shares. The recipients would sell them immediately, crashing the value. Other billionaires would buy up all the shares. The value would rise again and Bezos would be poor(er) and other rich people would be richer.
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John Seiffer
John Seiffer@BetterCeo·
@lukei4655 He doesn't want to. If he did he'd figure out how. Same with Warren Buffet, Taylor Swift, all the athletes making 100's of millions and Donald J Trump.
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Fr. Gabriel T Mosher, OP
Fr. Gabriel T Mosher, OP@lukei4655·
I’ve been thinking a lot about the concept of the noblesse oblige. What’s stopping someone like Jeff Bezos from gifting every American the maximum non-taxable gift limit?
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Tim Conley
Tim Conley@TimConley·
Hyperbolic boomer hate is funny because it is ahistorical and compares the wealthiest of them to the poorest youth, whether the past or present. What drove up slopes in the US was my generation, Gen X, with our penchant for “extreme” sports. Before that skiing was considered only for the rich.
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bumbadum
bumbadum@bumbadum14·
Boomer travel in the 80s was driving with your friends to Breckenridge Colorado and paying 4 bucks and a shoelace for a 4 day ski trip. Now Breckenridge charges 300 dollars a day for a ski pass and the run down motel 6 is 250 a night. Zoomers are "more traveled" because it's literally cheaper to go out of the country than it is to do what boomers did back then.
LBS@NY_LBSS

@MostlyMonkey The other big one is cars and travel. Zoomers all have 500-700 a month car payments because they won’t get crappy cars. And they’ve already all travelled more than their grandparents.

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Tim Conley
Tim Conley@TimConley·
@SlickRock2 @Smirkley @ShotofBuckShot @grok Comparing any common water usage to data centers is not a winning argument. All people will hear is “you have to give up golf so Big Tech can make more money.” Focusing on scarcity instead of how AI directly benefits the people who will live next to them will lose.
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Smirkley
Smirkley@Smirkley·
A 5-gallon water cooler jug of water produces about $132 in economic output from data centers, but only about 2 cents from almonds.
Smirkley tweet media
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Tim Conley
Tim Conley@TimConley·
@FischerKing64 Odds are the AI company flagged keywords from his chats and that’s what ended his chat.
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FischerKing
FischerKing@FischerKing64·
So basically he lived out the plot of the movie ‘Her.’
Variety@Variety

#PaulSchrader says he had a relationship with “an online AI girlfriend” but the chatbot “terminated” the relationship after he attempted to explore the boundaries of its programming: “Out of a desire to understand male/female interaction in our matrix, I procured an online AI girlfriend,” the filmmaker and #TaxiDriver screenwriter wrote on Facebook. “What a disappointment.” variety.com/2026/film/news…

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Tim Conley
Tim Conley@TimConley·
@HedgeDirty “…relieves people under the age of 35 of the psychological burden…” 10% of DoorDash and Uber Eats, et al, customers are 35 and up. 90% of their users are under 35 with the bulk of them in their 20s.
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Dirty Texas Hedge
Dirty Texas Hedge@HedgeDirty·
My pet theory is that the driver of delivery uptake is not superior food quality/variety nor even the time savings of food prep time, but that relying on delivery relieves people of the psychological burden of having to be mentally structured enough to plan ahead
Jeremiah Johnson 🌐@JeremiahDJohns

The biggest thing happening behind the scenes in the "expensive lunch" discourse is that Zoomers are eating out at ridiculously high rates. It's a silent assumption for a ton of young people that restaurants are a basic necessity, not an occasional treat.

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Keşfet

@AoverK @rossiadam @JaredDHardin @michael_kove @tombombadeel @JosephKahn @MarketPalmer_ @Alexfeinberg