Jake Huneycutt

9.3K posts

Jake Huneycutt

@jakehuneycutt

A boring smattering of value investing, data science, economics, Appalachia, liberty, and cats.

Austin, TX Katılım Haziran 2012

587 Takip Edilen782 Takipçiler

Jake Huneycutt@jakehuneycutt·5h

Agree with this. AI is a transformational technology, just like the internet. But a lot of the early internet business economics were unsustainable and we're seeing a very similar pattern with AI companies.

Yoshik@AskYoshik

The AI numbers are starting to look very ugly. Even under "best case" assumptions, FT's own data shows Microsoft AI ROI at -9%, Google at -15%, Meta at -28%, Oracle at -35%. Only Amazon barely comes out positive. This is exactly why I keep comparing this to the dot-com era. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't. Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet.

English

Jake Huneycutt@jakehuneycutt·19 May

@FanSince09 Exactly! This is what all the nostalgia seems to miss. People loved video stores - but Blockbuster was the worst. Even as far as chains went, it was the worst.

English

348

Allen Ivermectin@FanSince09·18 May

No. We’re not doing this. Blockbuster sucked. The mom and pop video store was cool but Blockbuster was bad, the whole process of going to blockbuster was bad. I’m a physical media guy but there isn’t anything I miss about blockbuster Video stories died out bc people were tired of Blockbuster. The late fees, never having what you want to see, scratched discs and worn out tapes.

Paul Anleitner@PaulAnleitner

If Pizza Hut can return, then we can resurrect Blockbuster. And we should. While Netflix made things more “convenient” we lost something irreplaceable: The ritual of going to a place with your family or friends to choose a story together. That experience was special.

English

482

983

377.1K

Jake Huneycutt retweetledi

Goku@ProjectGokuu·18 May

Novak Djokovic just said being bored is the most creative state a child can be in. His son is 10 and his daughter is 7. He says when his son told him he was bored after a morning of ping pong, kayaking, and soccer, he sat him down for a conversation most parents avoid. "It's okay to be bored sometimes. When you're bored, it doesn't mean that you have to instantly take a book or a screen. You need to also learn how to be with your thoughts." Djokovic says boredom is when creativity finally shows up, and it's also when everything you have been suppressing through your phone comes to the surface. Most parents are protecting their kids from the only state that grows them. — Novak Djokavic (@DjokerNole) on Jay Shetty's (@jayshetty) podcast PS: B2C health apps, SaaS, brand or info founders: We'll make 𝕏 your #1 organic acquisition channel in the next 90 days without you writing a single tweet. In just 55 days, this account grew to 10.1K followers and 37.3M impressions. Book a 15-minute call: cal.com/goku/15-min-me…

Goku@ProjectGokuu

Novak Djokovic just said hydration is the one health habit no one can argue with. Djokovic is the 24-time Grand Slam champion who has spent 15 years studying wellness and longevity. He says most people don't realize how poorly hydrated they actually are. Djokovic says diet changes are challenging because there are hundreds of different diets and everyone has their own preference. But he believes hydration is something everyone can agree on. Drinking water alone isn't the answer. The cells need minerals, electrolytes, and the right nutrients to absorb the water in the first place. Djokovic says modern soil is depleted, the food travels too far from where it's grown, and the air and water are polluted. Hydration is the one variable still inside your control. Most people are dehydrated and have never been told what it's actually costing them. — Novak Djokavic (@DjokerNole) on Jay Shetty's (@jayshetty) podcast PS: B2C health apps, SaaS, brand or info founders: We'll make 𝕏 your #1 organic acquisition channel in the next 90 days without you writing a single tweet. In just 55 days, this account grew to 10.1K followers and 37.3M impressions. Book a 15-minute call: cal.com/goku/15-min-me…

English

1.6K

14.3K

4.4M

Jake Huneycutt retweetledi

Jeremy Horpedahl 🥚📉@jmhorp·17 May

The Industrial Revolution would probably not have been approved by a public vote

English

136

387

4.9K

124.2K

Jake Huneycutt retweetledi

Luis Garicano 🇪🇺🇺🇦@lugaricano·17 May

No smoking gun, but the preponderance of evidence points to smartphones, not economics, as the culprit for the global drop in fertility: • In the US and UK, births fell first and fastest in areas that got 4G earliest • Birth rates were stable in the US, UK and Australia until 2007; in France and Poland until 2009; in Mexico and Indonesia until 2012; in Ghana, Nigeria and Senegal until 2013-15 Each of these inflection points matches local smartphone adoption (see picture). • The younger the age group, the sharper the drop. • in-person socialising among young adults is dropping. In SK, by 50% in 20 years • Sexual dysfunction is higher among heavy social media user • Effect is largest in culturally traditional societies — Middle East, Latin America, sub-Saharan Africa • Decline holds across countries hit hard by GFC 2008 and those not hit, fast-growing and not growing. Excellent again @jburnmurdoch. ft.com/content/fba35e…

English

312

4.6K

1.4M

Jake Huneycutt retweetledi

Disaffected@DisaffectedPod·16 May

The framing on this issue is all wrong. This is NOT just about Gen-X-specific "nostalgia" for how Pizza Hut used to look. It's bigger. The old decor was *human*. Warm. Inviting. People like salad bars, too, not just because "nostalgia". These are things *people like*, not just specific cohorts who want specific looks that emulate their childhood. Everything today is sterile and hostile in color and form. McDonalds looks literally like a prison. Nearly every chain has built in Brutalist concrete, decorating in Millennial Mortuary Gray. People--not just Gen X--are tired of human-hostile architecture. -J

Matt Braynard@MattBraynard

We're so back. An entrepreneur is restoring Pizza Huts to their former glory.

English

305

824

6.5K

158.1K

Jake Huneycutt@jakehuneycutt·16 May

Fully agree with this. Data is very important but once you 'optimize for 1 metric', you start getting poor results, and a lot of value is difficult / impossible to quantify. Focusing on making customers happy is best in the long-run and buys you a lot of goodwill.

Startup Archive@StartupArchive_

Shopify CEO Tobi Lutke explains Goodhart’s law and why he doesn’t like KPIs or OKRs “Goodhart’s law is real. The moment a metric becomes a goal, it’s no longer a useful metric… No metric by itself is a complete heuristic for a complex business. There’s a million different tensions in a company, and you can’t keep all of them in harmony by optimizing for one thing.” For this reason, Shopify doesn’t use KPIs or OKRs. But as Tobi explains, this doesn’t mean they don’t value data and metrics. “We are extremely data informed. We have invested enormous amounts of money and time into systems that give us basically everything at our fingertips… But what Shopify attempts to do is just not over-fit for what’s quantifiable.” People love optimizing for highly-quantifiable things because there’s immediate gratification that comes from seeing a number go up. But Tobi thinks that the most important aspects of a product are rarely quantifiable: “The overlap of the most valuable things you can do with a product and the things that happen to be fully quantifiable are like maybe 20%. Which leaves 80% of a value space unaddressable by the people who only look at quantifiable things.” He continues: “Shopify is comfortable with unquantifiable things like taste, quality, passion, love, hate… The sort of deep satisfaction that a craftsperson feels when they’ve done a job well is actually a better proxy if you allow it to be.” They then have robust analytics systems that tell the company if something’s wrong or a new rollout breaks something. “We think about it as a cockpit for a pilot. The decisions are still made by pilots, and we think this leads to better results… I think there needs to be more acceptance in business of unquantifiable things… And then metrics take a support function.” Source: @lennysan (Feb 2025)

English

Jake Huneycutt@jakehuneycutt·16 May

@Grandzow @consequence Never noticed how much his face looked like McGinley's before. Though, Weird Al's dimples are more dramatic.

English

InFinnite@Grandzow·16 May

@consequence anyone ever seen Weird Al and John McGinley in a room together??

English

8.3K

CONSEQUENCE@consequence·15 May

"Weird Al" credits Van Halen for helping him start his Hawaiian shirt collection. "Van Halen had the thing where they had no brown M&M's in their rider, which they say they did for safety concerns, sort of like the canary in the coal mine thing. 'Well if you don't get that right how are you going to get everything else right…' But I was just thinking, 'Oh, you can ask for free stuff, great: give me a free tacky Hawaiian shirt for every show that I do.' That year I did 200 shows, so I got 200 shirts. That was a jump start for my collection." (via @rockschoolpod) 📸: Ron Adar / Shutterstock

English

932

17.8K

10M

Jake Huneycutt@jakehuneycutt·8 May

@RaiderDogg @NBA__Courtside It's not a prediction. He'll get in, but he shouldn't. The point is, it's easy to find a dozen better players who aren't in the HoF.

English

Kelly Richard Long@RaiderDogg·8 May

@jakehuneycutt @NBA__Courtside You’re wrong, bookmark it

English

NBA Courtside@NBA__Courtside·7 May

Austin Rivers on the Draymond Green beef: “He’s a first ballot Hall of Famer and he deserves that because he put in the work as his role, there’s a difference between being a star and being a star in your role. Draymond was a star in his role one of the best at it. He talks to loose and he talks with conceit in his voice when he tries to come at other players as if he’s better then them, no you have achieved more because you was a star in your role and a cast that Steve, “the guy that hindered your career.” He was nice to you and helped you and embraced you with a bunch of guys very talented team one of the greatest teams every assembled that Warriors team. That’s why he’s in the Hall of Fame and he deserves to be in. But when you start talking how he did with Charles are he starts talking about me belittling my stuff other players, whoa whoa Dray you talking about I need to play Nas 1 on 1. Motherfu*er why don’t you play me 1 on 1 Draymond you can’t do hand offs in 1 on 1, you can’t set no pick and roll in 1 on 1.” (Via @ToTheBaha)

English

158

455

5.6K

764.8K

Jake Huneycutt@jakehuneycutt·7 May

@SwipaCam People forget ... Chuck had an MVP worthy Finals in '93. It's just that Jordan played absolutely out of his mind! 41 ppg, 8.5 rpg, 6.3apg, 1.7 spg ... and he did that against one of the league's best defenders.

English

111

Swipa@SwipaCam·7 May

Prime Charles Barkley would have walked Draymond Green (just like Barkley did everybody else). I’m tired of people playing with Chuck because he lost to Mike in the Finals. Go look at what Chuck did to Vlade Divac, DAVID ROBINSON, Shawn Kemp and Horace Grant in 1993.

Awful Announcing@awfulannouncing

Things got a little tense on the 'Inside the NBA set when Draymond took a shot at Chuck's final years in Houston 😬

English

141

255

2.7K

126.3K

Jake Huneycutt@jakehuneycutt·7 May

@CheckAnfro Braves are big throughout the entire Southeast and it's mostly thanks to Ted Turner blasting Braves games on TBS. That impact will likely wane over time, though. The era of Braves games being on TBS ended around 2007.

English

129

Ant@CheckAnfro·7 May

@CarsBow910 Do ppl on Atlanta actually watch the Braves? I’ve always wondered that. Because like in NYC ppl watch the Yankees, but when I lived in Minneapolis… people in Minneapolis didn’t really watch the Twins, but a lot of people from the metro area did.

English

17.1K

Carson Bowen@CarsBow910·7 May

Ted Turner spent 20 years making sure a kid in Montana could watch the Braves. MLB spent 20 years making sure a kid in Atlanta couldn’t

English

217

3.9K

47.7K

Jake Huneycutt@jakehuneycutt·7 May

@getnickwright I'm still baffled as to why they put Draymond on. He's not insightful or entertaining. He's just annoying.

English

nick wright@getnickwright·7 May

Aside from the fact that this is awful, awkward television, it’s also just ahistorical. In his 4 years in Houston, Chuck averaged 16-12-4, including averaging 18 & 12 during a run to the Western Conference Finals. Draymond continues to recreate history.

English

927

1.8K

26.5K

Jake Huneycutt retweetledi

Jaynit@jaynitx·4 May

Jeff Bezos reveals the moment an early Amazon executive told him he had enough ideas to destroy Amazon: "Early in Amazon's history, Jeff Wilke came to me one day and said, Jeff, you have enough ideas to destroy Amazon. You have enough ideas per minute, per day, per week to destroy Amazon." "I was like, what do you mean?" "He said, you have to release the work at the right rate that the organization can accept it." "Every time I released an idea, I was creating a backlog, a queue, work in process. It was just stacking up, it was adding no value. In fact, it was creating distraction." "So I started prioritizing the ideas better, keeping lists of them, keeping them to myself until the organization was ready for the ideas."

English

511

6.7K

1.3M

Jake Huneycutt retweetledi

Shoshana Weissmann, Sloth Committee Chair 🦥@senatorshoshana·1 May

Fukuyama thoughts relevant. Struggle out of boredom, for sake of struggle "Experience suggests that if men cannot struggle on behalf of a just cause because that just cause was victorious in an earlier generation, then they will struggle against the just cause. They will struggle for the sake of struggle. They will struggle, in other words, out of a certain boredom: for they cannot imagine living in a world without struggle. And if the greater part of the world in which they live is characterized by peaceful and prosperous liberal democracy, they then will struggle against that peace and prosperity, and against democracy."

New York Magazine@NYMag

“Lately, I’ve been thinking about smoking. All the time,” writes author Xochitl Gonzalez. “With each passing day of this absolutely deranged year, my desire to contemplate how to make sense of it all while puffing on a cigarette grows.” Part of this smoking thing is a yearning for the past, admits Gonzalez. Not in an effort to recapture her youth, but to recapture an approach to time and life. “I can’t personally slow down technology or fix media or the demands of capitalism or any of the other existential things that have crept into our lives,” she writes. “But maybe what I can do is stop what I’m doing, ask somebody to come outside, and take five minutes to slow down with me while I engage in the very dangerous act of holding a flaming stick to my face. This could be my rebellion.” Read Gonzalez’s full essay: nymag.visitlink.me/55vbET

English

122

11.1K

Jake Huneycutt retweetledi

Daniel Jeffries@Dan_Jeffries1·1 May

Jensen is one the smartest and most far seeing folks the world. "If an AI scientist warns people that AI is going to permeate across radiology and radiologists are going to get wiped out, it might seem helpful but it's hurtful. If we convince everybody not to be radiologists and we now need radiologists, that actually is hurtful to society. "It is hurtful to convince all the young college graduates not to study software engineering because we are going to need more software engineers than ever. That's hurtful." "Scaring people with nonsensical things, which are not going to happen, that this is an existential threat, there's a 20% chance that is is existential, that's ridiculous. "That it's going to wipe out 50% of college level jobs. "That is it going to completely destroy democracy. "These kinds of comments are not helpful. They are made by...CEOS. And you become a CEO, maybe you adopt a God complex and somehow you know everything." Brutal. And right.

English

246

819

5.3K

852.9K

Jake Huneycutt@jakehuneycutt·30 Nis

@newstart_2024 Smartphones are the real problem. The 90s were a golden age. Internet spread knowledge and allowed people to connect like never before. Smartphones ruined it by turning everything into "Hot or Not" Internet made complex communication easier, while smartphones made it harder.

English

205

Camus@newstart_2024·30 Nis

Billy Bob Thornton called it years before most people noticed. On Joe Rogan, he said when the internet first arrived he told his wife: “Watch and see — this is going to ruin people’s view of each other and ruin society.” He predicted that giving everyone a platform wouldn’t just lift real talent — it would flood the world with noise, bathroom selfies, and people becoming “stars” based purely on follower counts instead of actual ability. He’s still salty about 22-year-olds at studios greenlighting influencers who “can’t do jack shit.” We’ve built an entire culture where attention is currency, and actual talent often loses out to whoever games the algorithm best. Billy Bob saw the downside coming from day one. I remember thinking the internet would make everything better too. And in many ways it has — it’s given voice to millions of people who otherwise would never have been heard. But it also made the conversation louder and often dumber. Billy Bob’s old-man-on-the-lawn warning still hits on some real problems. Do you think the internet has been a net positive for giving regular people a voice, or has it done more harm than good?

English

102

1.3K

469K

Jake Huneycutt@jakehuneycutt·27 Nis

@64AMDG Say what you will about this guy - he has clearly worked hard on his body. Pavel Podkolzine was a 7'5" dude who was drafted in the 1st round in the NBA based on pretty much nothing but height/build. And plenty of similar examples.

English

574

LeCharles Bentley@64AMDG·27 Nis

Your definition of “high skill” is too narrow. Football is a strength & power sport. Those traits are the engine behind the skill — which is why the Eagles can make this pick — will it work, 🤷🏾‍♂️ Basketball isn’t built the same way — which is why an elite HS player can jump to the NBA. That jump does not exist in football. Not because of skill — but because the physical engine isn’t developed yet. High skill doesn’t operate in a vacuum. It’s supported by the traits the sport demands. That’s why elite sprinters can transition to bobsleigh — different sports, same engine — both highly skilled. Elite football players are highly skilled. So are elite basketball players. But the foundation of that skill is not the same — both high skill — just different motors.

Kyle Collinsworth@collinsworth55

When I say football isn’t a high skilled sport this is exactly what I mean. Dude has never played football before and got drafted. You have to be extremely athletic and strong but nobody is drafting someone in the NBA who has never played basketball before. Too much skill in 🏀

English

105

823

247.1K

Jake Huneycutt@jakehuneycutt·27 Nis

@collinsworth55 There's literally 7'0"+ dudes that were NBA prospects after playing for like a year or two. Pavel Podkolzine was 7'5" and was a 1st round pick based on almost nothing but his height/build. And 25% of men over 7' in the US (in the NBA age range) play in the NBA.

English

Kyle Collinsworth@collinsworth55·26 Nis

English

1.5K

237

3.3K

1.3M

Jake Huneycutt@jakehuneycutt·27 Nis

@TheNBABase But it actually wouldn't improve play. Analytics would then say that the best strats would be layups / dunks and getting free throws, so more foul-baiting / flopping / etc. Plus, it would put even more of an emphasis on height.

English

3.4K

NBA Base@TheNBABase·26 Nis

Steve Kerr says he would consider ELIMINATING the three-point line to make the game more creative “I would never do a four-point play. In fact, I would even consider getting rid of the three-point line. I just think that the game, as it was designed, is really to create the best shots possible. That’s why in the early days, you just throw it inside to the big guy. A three-point line came from the A.B.A., in 1979, and I think it was really effective. It makes for an exciting play, but the analytics revolution has created a weird situation where we all know exactly where the highest efficiency shots are: layups and corner threes because the corner three is twenty-two feet and not 23.9, like the up above the break. You have this whole no man’s land between those areas. So if you shoot a twenty-two-footer now from the top of the key, that’s considered a really bad shot. I just wonder—and I don’t know if this would work or not—if we got rid of the three-point line, if it would diversify the way everybody would play and create a lot of different creative solutions to basketball.” (Via @NewYorker , newyorker.com/news/the-new-y…)

English

368

104

1.8K

1.2M

Keşfet

@FanSince09 @DjokerNole @jayshetty @jburnmurdoch @Grandzow @consequence @rockschoolpod @RaiderDogg