Einar Olsen

3.4K posts

Einar Olsen

Einar Olsen

@einarwhat

Grønland Katılım Aralık 2010
271 Takip Edilen188 Takipçiler
Einar Olsen
Einar Olsen@einarwhat·
@devahaz Geez, I need a timeline cleanse after wading into that
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Oz Veteran
Oz Veteran@oz_veteran·
@sumonkais It's difficult to blame something that will take about a year to repair on a lint fire.
Oz Veteran tweet mediaOz Veteran tweet media
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Sumon Kais
Sumon Kais@sumonkais·
Centcom said it was a fire incident in the laundry section. But Trump today accidentally acknowledged that it was an Iranian missile and drone attack from 17 different angles. Truth is very tough to hide
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Einar Olsen
Einar Olsen@einarwhat·
@devahaz why are they wearing those military plate carriers? does TSA have body armor?
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Einar Olsen
Einar Olsen@einarwhat·
@wintonARK How do you get to 4 trillion? 212 million working age adults at 1 hour per day for 365 days at an average salary of 37ish dollars is like 2.8T? (nevermind that people won't be working in the back of a taxi, they'll be doom scrolling short content videos like on the subway)
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Brett Winton
Brett Winton@wintonARK·
Let's dimension the US robotaxi market (since market participants seem unwilling to do so). People pattern match against structurally ~$3 per mile point to point mobility products and so misunderstand the potential scope of robotaxi as it becomes mass accessible. The average US adult spends nearly an hour per day driving. The imputed labor cost of all that manual piloting runs in excess of $4 trillion per year. In addition we pay $1.6 trillion annually for the actual service of driving point to point. By giving people back time (for which they don't have to pay full freight) and winning spend share, we think the US market could approach $4 trillion annually at saturation. Given reasonable expectations of supply diffusion and consumer adoption robotaxi service providers could exceed $1.5 trillion in revenue by 2030 with gross profits in excess of $1 trillion.
Brett Winton tweet mediaBrett Winton tweet media
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Einar Olsen
Einar Olsen@einarwhat·
@devahaz The 125k for ice cream machines is such a weird thing to add in... thats like 10(?) machines for cafeterias for a workforce of 2-3 million?
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Discounted Trash Flow
Discounted Trash Flow@DiscountedTr·
> 6'5" scarecrow who convinced Silicon Valley that renting desks was disrupting humanity > Trademarked the word "We" then sold it back to his own company for $6 million > This hollow-cheeked prophet burned through $12 billion preaching about elevated consciousness > Wife Rebekah fired employees based on their "energy" like some deranged corporate shaman > Leased his own buildings to WeWork at premium rates because grifting your investors builds character > Stringy hair and dead eyes, looks like he gets life advice from ayahuasca ceremonies > Shot tequila before mass layoffs because nothing says leadership like ritual alcoholism > Smoked weed on private jets while 2,400 employees got shitcanned for his mystical landlord fantasies > SEC investigated the whole scam but this patchy-bearded messiah walked away with $1.7 billion > Now running Flow after somehow raising another $350 million from the same idiots he already robbed > Turned office space into a spiritual journey and somehow people bought it twice
Discounted Trash Flow tweet media
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Einar Olsen
Einar Olsen@einarwhat·
@cap_zay Biden gave it all way, but don't worry, Trump rebuilt the military in his first term (before Biden gave it all away)
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Einar Olsen
Einar Olsen@einarwhat·
@devahaz On the more instagrammy side, you have ube cheese pandesal. Another top tier ube treat I've had was the Ube Shake at Shake Shack in BGC, but most importantly you can't make Halo-halo without ube icecream (at least imo)
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Einar Olsen
Einar Olsen@einarwhat·
@Crypto_Mags I don't get the dunking here, isn't this what you'd want people working with AI safety to do? Test out things?
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buyhighsellhigher
buyhighsellhigher@ebitdaddy90·
@atelicinvest We already have enough bananas. Theyre just unevenly distributed - Naval probably
GIF
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Unemployed Capital Allocator
Unemployed Capital Allocator@atelicinvest·
Give monkeys a god and you expect utopia. What you get is content, status games, and noise. Distractions at scale. A tiny slice uses it to actually make the banana trees.
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Einar Olsen
Einar Olsen@einarwhat·
@gnoble79 @DeepThroatIPO @saylor The real question is why would a pension fund buy a stock like Strategy in the first place? Say what you want about Saylor, but he has been open and vocal about his questionable bitcoin strategy for as long as he's run it. Nothing of this should be news to anyone.
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George Noble
George Noble@gnoble79·
@saylor just went on CNBC and said that if Bitcoin drops 90%, he'll simply "refinance the debt" and "roll it forward." This guy is a desperate fraud who has NO CLUE what he's talking about. Let's actually look at what "rolling it forward" means in reality: Strategy holds 714,644 Bitcoin purchased at an average cost of $76,056 per coin. Total acquisition cost: $54.35 billion. Bitcoin is trading around $68,000. Already below their cost basis. The company carries over $8 billion in debt. 100% of its convertible notes are now out of the money. Now imagine Saylor's own scenario. Bitcoin drops 90%. That takes it to roughly $6,800. Strategy's 714,644 Bitcoin would be worth approximately $4.9 billion. Against $8 billion in debt. The assets don't cover the liabilities. Period. And he thinks banks are going to refinance that? On what collateral? On what cash flow? Because Strategy's operating cash flow was negative $138 million in 2025. Down from negative $53 million the year before. The trajectory is going the wrong direction. When asked: "You think banks would lend to you at that point?" Saylor just laughed it off. But here's who's not laughing: 11 state pension funds that bought MSTR as a "regulated proxy" for Bitcoin exposure. CalPERS. New York State. Florida. Wisconsin. New Jersey. Teachers. Firefighters. Police officers. Together they hold 1.8 million shares. Their original investment: $577 million. Current value: $240 million. That's $337 million in paper losses. Most funds are down 60%. CalPERS, the largest public pension fund in the country, bought 448,000 shares for $144 million. That position has been cut nearly in half. These aren't hedge fund cowboys who can stomach a drawdown. These are retirement systems with fiduciary obligations to millions of public workers. Meanwhile $MSTR has fallen from $543 to roughly $123. Down 77% from its all-time high. Saylor says he'll buy Bitcoin "every quarter forever" and will never sell. But that's not how debt works. You don't get to choose when your creditors come calling. You don't get to "roll forward" $8 billion in debt when your only asset has collapsed and your operating business generates negative cash flow. The people who say "we'll just refinance" are always the ones who can't. The question isn't whether Saylor believes in Bitcoin. The question is whether pension funds managing trillions in retirement savings should be exposed to a leveraged single-asset bet run by a man who laughs off a 90% drawdown scenario on national tv. Teachers. Firefighters. State employees. Their retirement savings are sitting inside a company that just posted a $12.4 billion loss and whose chairman's contingency plan is "we'll figure it out." That's STUPID. And the people who'll pay the price aren't on CNBC. They're counting on those pensions to be there when they retire.
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Jerry Capital
Jerry Capital@JerryCap·
Fridman rose to prominence in 2019 after Elon Musk praised a study Fridman authored at MIT, which concluded that drivers remained focused while using Tesla's semi-autonomous driving system. The study was not peer-reviewed and was criticized by Al experts. [3][4 That year Fridman transitioned to an unpaid role at MIT AgeLab, 3] and since 2022 has worked as a research scientist at the MIT Laboratory for Information and Decision Systems (LIDS), [5[6] As of February 2024, Fridman lives in Texas and is employed at MIT.7]
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Einar Olsen
Einar Olsen@einarwhat·
@devahaz @bendreyfuss They have terms for this, "imperfect vessel", "cyrus argument", and so forth. there are no boundaries to the mental gymnastics people will employ to justify their own positions
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Deva Hazarika
Deva Hazarika@devahaz·
@bendreyfuss Christians know Trump actual dgaf about faith and religion, right? Right?
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Ben Dreyfuss
Ben Dreyfuss@bendreyfuss·
It will be funny when Trump leaves office and five seconds later all the people being like “funniest most relatable president ever” go back to taking this all very seriously and believing that if you don’t pray before meals then you’re a communist atheist Manchurian candidate
Aaron Rupar@atrupar

Trump: "Mike Johnson is a very religious person. He does not hide it. He'll say to me sometimes at lunch, 'Sir, may we pray.' I'll say, 'Excuse me? We're having lunch.'"

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Einar Olsen
Einar Olsen@einarwhat·
@devahaz They sent out that weird gold guy with that playbook
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Deva Hazarika
Deva Hazarika@devahaz·
“Ok we’re all involved in sex trafficking and blackmail and foreign influence trading, this could be bad what do we do” “I know let’s spread rumors it was giant pedophile ring” “That sounds bad” “Then when all the stuff comes out we go hard on ephebophilia and it’ll all be cool!”
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Einar Olsen
Einar Olsen@einarwhat·
@BluthCapital but its not a car company, its a robotics company, no wait its an ai company, no wait its a datacenter company, no wait its a fabless chip company, no wait its a chip foundry company and on and on and on
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Oh Come On!
Oh Come On!@BluthCapital·
$F and $GM both trounced $TSLA last year, despite EV losses. But I was told by $TSLA that ICE cars are dead?
Oh Come On! tweet media
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