Craig Cramer

2.7K posts

Craig Cramer

Craig Cramer

@craigcramer

SF Katılım Kasım 2008
4 Takip Edilen144 Takipçiler
Craig Cramer
Craig Cramer@craigcramer·
@neilcybart Understood. But being stretched out and unable to move laterally for 5-10 hours not comfortable either. If a bit cheaper I’d probably choose this new thing. (I don’t know if it’s cheaper)
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart United biz class lie flat seats aren’t comfortable either. Extremely narrow. Like being in sardine can. I’d at least try the relax row
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart dont Disney cruises have child care available? Never mind. I'm never doing that.
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Neil Cybart
Neil Cybart@neilcybart·
I totally get families wanting a summer tradition. That’s fine. But the ad was built on the concept of multi-generational events with direct implication of babies being brought along and presumably cared for on a multi-day cruise.
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Neil Cybart
Neil Cybart@neilcybart·
Maybe just me, but I never once thought of bringing an infant on a cruise. Heck, I wouldn’t bring a toddler until they knew how to swim. The unsaid message found in this ad is to have grandparents come along as built-in babysitters. Feels…off.
Scott Gustin@ScottGustin

NEW: Disney Cruise Line debuted a new ad titled “Midnight Magic” during the Academy Awards on ABC, and it’s a tearjerker. The spot follows a father and son sharing a quiet tradition aboard a Disney ship, a ritual that carries their relationship from childhood into adulthood.

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Neil Cybart
Neil Cybart@neilcybart·
One thing I've mentioned in the past with these channels is because they have staffs of ~2 dozen people with large offices, they need to essentially churn out content to pay the bills. Turns into a 9to5 job. In terms of quality, when you focus on everything and anything, you only have so much bandwidth to really focus on one thing (product, company, etc.). Analysis is shallow and wide.
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Neil Cybart
Neil Cybart@neilcybart·
When you realize the largest YouTube channels based on one person may employ nearly two dozen people, their upload schedules and video quality don't seem as hard to believe. Instead, it's more "well, they should be publishing videos like that" because they have the resources.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart I dont watch many of his videos. But the ones I do watch give me the impression he's bored of the whole thing and is just milking it. Just my impression.
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Neil Cybart
Neil Cybart@neilcybart·
@craigcramer Yep. Also explains how he can get the videos out so quick (essential to take advantage of the algorithm).
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart sure there was some padding in the fourth quarter. But he was amazingly dominant and earned it. Also, it's the NBA. All sorts of tricks played until things get real in the playoffs.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart @caro_milanesi Im put off by the non-basketball entertainment aspect of NBA. The noisy, silly timeout stunts r excruciating. I find the off-court competition (ie., free agents) often mr interesting than the games There's lots of degradation. But coach attire seems low on totem pole of issues.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart @caro_milanesi NBA is a fraction of its former self from 30 years ago? By what metric? Certainly not as a business. College is completely different. not in good ways, IMO. much bigger issues than how coaches dress.
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Neil Cybart
Neil Cybart@neilcybart·
@craigcramer @caro_milanesi I think the evidence is the end product. NBA is a fraction of its former self from 30 years ago. Big East? Not like what it was 25 years ago. In some ways, we are needing to do with less. I think that formal hierarchy on the sideline (as demonstrated by dress) plays a role.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart @caro_milanesi completely disagree. Clothes dont make the person/position. How is what he says supported by evidence? If anything, it's the opposite. (I was a huge Laker/Showtime fan from earliest age. So not about Riles.)
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Neil Cybart
Neil Cybart@neilcybart·
His full quote regarding the topic also matches my view. It’s not so much the suit itself but the relationship between formal wear and informal wear. I’m not a fan of this trend across basketball (high school to NBA) for head coaches to wear informal wear. In some cases, it’s becoming hard to tell who is the coach and who is the bench player or physical trainer. Given the way the game is played - and the increasing number of informal dressed coaches, you will have some track suit coaches win and win big. But the question I have is if something is lost. Having the coach and coaching staff in formal wear provides an intangible associated with proper hierarchy on the sideline - which positions this topic distinctly from the business world in which CEO/founder dress code is more corporate culture branding vs. hierarchy signaling.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart I used to check both Apple weather app and The Weather Channel app. A few months ago deleted TWC. Apple app much more accurate.
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Neil Cybart
Neil Cybart@neilcybart·
This is pure gaslighting. Apple’s default Weather app is scary accurate when it comes to U.S. hyperlocal weather. This is the technology Apple got its hands on with Dark Sky. The technology also powers any weather app that relies on WeatherKit. As for other weather items like 10-day forecasts and precipitation forecasts, I find Apple's Weather app to be accurate as well (again, speaking of the U.S.). Very often, Apple’s Weather app will lead with the other weather apps eventually landing where Apple had been all along. Certain storms will inevitably bust or end up being different than forecasted. That’s weather. Apple’s Weather app is an all-around great app. I have no reservation in recommending it for those in the U.S.
Marques Brownlee@MKBHD

Here, I've made a handy venn diagram to understand phone weather apps 😅 If you're using Google or Apple default weather - it'll be gorgeous, but unfortunately it's not even close to accurate The big ones, like Weather Channel and Accuweather have such ugly apps... but at least the data is actually good Carrot weather on iOS might be the only actually good one right now? RIP to Dark Sky, the original king

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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart The all star events are not the right comparison. Nobody cares about it, including the players.
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Tom Goodwin
Tom Goodwin@tomfgoodwin·
I’ve been designing a house for 3 years now. Working with brilliant architects. We’ve been trying to use AI wherever possible. It’s been outrageously good at a very small amount of the process. But of course that slowly changes as the models improve fast
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart Maybe it is more like that because many Olympic sports, especially Winter Olympics, are sports most Americans don't have intrinsic interest in or knowledge about.
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Neil Cybart
Neil Cybart@neilcybart·
It’s disappointing (and a bit sad) how U.S. coverage of the Olympics have become so personality driven. I assume it’s like this in other countries as well? I suppose it’s just the nature of the beast. Still feels wrong as the viewer struggles to grasp the pure athleticism on display.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart Here’s another narrative - BTC is a speculation driven asset that with an IRR of 4% over last 4.5 years. Unless one gets all the moves right, it’s a bond like return.
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Neil Cybart
Neil Cybart@neilcybart·
Back in 2024, when Bitcoin was shooting higher in price, I wrote the following essay that connected the dots as to what was happening. We underestimate the importance found with narratives. Bitcoin may be the most narrative-driven asset out there. insideorchard.com/essays/bitcoin…
Neil Cybart tweet mediaNeil Cybart tweet mediaNeil Cybart tweet media
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart @the_det_times The story names more than 1/4 of those surveyed and no obvious bias. And, the question was purposely non-specific. The Dodgers are, arguably, the most consistently successful franchise over last few years in major sports. (My bias: I'm a Californian).
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Neil Cybart
Neil Cybart@neilcybart·
@the_det_times Four LA Dodgers on this is the tell. Clear California bias to the survey with high concentration in football. Comical stuff from the NYT - as usual.
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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart most definitely. A lot of resorts have become real estate development opportunities more than anything else. Akin to developments built around golf courses.
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Neil Cybart
Neil Cybart@neilcybart·
@craigcramer I imagine the resorts themselves have fueled / are benefiting from the real estate development in various ways, offsetting winter weakness.
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Neil Cybart
Neil Cybart@neilcybart·
I spent my early 20s snowboarding, so I get the winter sports thing. With that said, the industry is facing headwinds that have been building for years. 1) Lift ticket pricing is too prohibitive. 2) Weather patterns aren’t helping. 3) People have more entertainment choices.
Lift Blog@liftblog

Vail Resorts North American season-to-date metrics through January 4th: Skier visits -20% Lift revenue -1.8% Ski school -14.9% Dining -15.9% Retail/rental -6% investors.vailresorts.com/news-releases/…

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Craig Cramer
Craig Cramer@craigcramer·
@neilcybart I doubt enough people moving to CO is a difference maker. And, the multi-mtn pass trend is apparent all over. West and Northeast/New England. But making the resorts year round destinations is another big trend. Not as dependent on Dec-March.
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Neil Cybart
Neil Cybart@neilcybart·
@craigcramer CO may be outlier in that I believe those ski resorts have benefited from influx of people moving in year-round, right? Also, seems like that is the pinnacle of US winter, whereas New England is very different beast.
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