The LA28 Oylmpics ticketing process is a little insane. 2 years out and congrats you've won the right to buy $240 tickets for nosebleed seats on a Tuesday morning preliminary round volleyball match.
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Andy Greos
718 posts
Andy Greos
@am_greos
Henry's Dad | Investor | USC Trojan | Denver native | ENTP | Occasional sports-related mood swings
San Francisco, CA Katılım Ocak 2010
1.3K Takip Edilen260 Takipçiler
Roughly a 12% IRR
worth noting - wouldnt account for any stadium capex, annual budget overages, or interim sales
12% return is roughly in line with or slightly below long-term S&P 500 returns over that same period
Kyle Glaser@KyleAGlaser
In 2012, a group led by Ron Fowler and Peter Seidler purchased the Padres for $800 million In 2026, Jose E. Feliciano is buying the team for $3.9 billion. That’s a 387.5% increase in 14 years.
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Andy Greos retweetledi
BREAKING: Just five minutes before Trump's announcement to halt the attacks on Iran, massive trades reportedly hit the market.
In one move, $1.5 billion in S&P 500 (ES) futures was bought while $192 million in oil (CL) futures was sold.
These orders were 4–6x larger than anything else at the time.
The trader seemingly made huge gains.
Unusual.
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Headline sounds outrageuous. Yet if you were looking for a way to fasttrack American manufacturing capability, it probably looks something like this.
The Wall Street Journal@WSJ
Breaking: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them wsj.com/tech/jeff-bezo…
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Is this surprising? That a chat interface with limited images performs worse than click-out links to immersive shopping experiences.
Negligible Capital@negligible_cap
$WMT is disappointed in results from OpenAI partnership, whereby Walmart users are allowed to shop via ChatGPT and OpenAI would receive a commission on these purchases “Conversion rates—the percentage of users following through with a purchase of an item shown to them by ChatGPT—have been three times lower for the selection sold directly inside the chatbot than those that require clicking out, according to Daniel Danker, who oversees design and product for Walmart. Put simply, Instant Checkout has been a flop.” -- Wired OpenAI on a heater recently in the news….
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AI might be replacing comms.. but based on the PR coming out of many AI companies seems they could use comms strategy advice
Demand clearly there. But many are unsure what they're looking for or use cases tools really solve. Generic “redefining productivity” message is noise.
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Really smart stuff from Ramp.
Everything you've built for card governance and controls for employee n applies similarly to agent n
Ramp Labs@RampLabs
Today, we're launching Ramp Agent Cards. There's been no safe way for agents to spend money, until now. Ramp Agent Cards give agents the ability to spend, governed with real spend limits, merchant controls, and full visibility into every transaction.
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Andy Greos retweetledi
Something to live by: "the trait that matters most isn’t intelligence, or credentials or years of experience. It’s someone’s relationship with change—not whether they’ve seen change before, but whether they run toward it."
Aditya Agarwal@adityaag
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@bylucaevans Or this is simply a message to the trade market that there's no discount... we'll see what happens after rounds 1-2 of the draft. Imagine if Lomu/Proctor/Bisantis/etc fall into their lap he'll be back available
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The continuity here is valuable to Denver. Keep the same starting offensive line in front of Bo Njx for three straight years.
The real O-line shuffle could come heading into ‘27 season.
Parker Gabriel@ParkerJGabriel
#Broncos have decided they will leave Ben Powers’ deal as-is, source said. A bit of a surprise given he has no guaranteed money left and an $18 million number, but not surprising they want him in the lineup and playing. Status quo over some cap savings. @mikeklis9news on it.
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Not quite what you're looking for.
Chris Medland@ChrisMedlandF1
Newey confirms Aston Martin is likely to limit race laps due to severity of vibrations in the car impacting the drivers. Alonso says he can do no more than 25 consecutive laps before risking nerve damage, Stroll says 15 laps #F1 #AustralianGP
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Interesting that it's a common thing to now see 2-3 year old companies with still nascent business models doing large scale tender offers
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@MaseDenver Allgier or Dowdle + Cade Otten. Room for a splurge at LB?
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Tyler Allgeier -- who has a much better career & season success rate -- and you'd probably have $6-$7MM left over for anything else -- a TE, LB, part of Nix's future cap allocation, etc. You don't want to become the Saints & spend years wading your way out of a dead-money hole.
Burt@Burt_FF_macklin
@MaseDenver "Big money" for an rb is still lower than what you'd be paying for anything other position. What else could we get for 14 million a year?
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Andy Greos retweetledi
rotation out of software and into semis in one chart...(via Goldman Sachs)
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Weekend started early when every VC noticed Airtable been down for hours
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Now *that* is how you win a gold medal. Holy hell that goal.
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