Joel Davidson

Louder for those in the back. This has become an insane influencer trend. As @JosephLaMagna put it, it’s a lack of respect to your playing partners when you film your tournament round for personal gain. Full article: thefriedegg.com/articles/three…

@ANGC_burner Brother, they’re EBITDA positive, nothing to worry about

I think you got bigger fish to fry, dog.

@ProGolfCritic @livgolf_league This aged nicely.

Can we agree that if @livgolf_league continues as usual, with some light tweaks, we are never, ever listening to CGM reporting when it comes to ANYTHING related to #LIVGolf again? Their credibility has to be gone forever on the topic, right? The ultimate ♟️move would be to plant info to make the media look even worse than they’ve looked to date when it turns out false. That IS something I would do - use people’s biases against them. Like what the media did with BLM. 💯 Not saying that’s the case. But not not saying that’s the case. 😂 Something has smelled about this 💩

This is a good idea. NO in June was always a terrible idea (I’ve said that since it was official). If NO says no, then they can move it.

Halfway @NoLayingUp pod idea - deep dive into "keeping your card" risks. A la YTK

@NUCLRGOLF @BrysonLegion On the bright side, the Crushers are EBITDA positive

🚨⛳️🤦🏼‍♂️ #LIVID — Bryson DeChambeau is NOT happy with the course conditions at LIV Mexico City @BrysonLegion “You got destroyed grass… oh this is rough.” “Guys this is what we’re playing on apparently!” (Via: perisgoIf/IG)

@elonmusk - please fix power wall algo and custom automation ability. Amazing product, terrible ability to customize strategy. The “home status” is not a value add what so ever. You should be able to interact with it in natural language

@gyftzk9pkb The point is that funding is now gone EOY. PIF is one of one. New funding will be next to impossible given only sovereign wealth funds have capacity to handle these losses. And it’s not a viable business

@joelrdavidson 5 billion of the PIF funds likely to be in the trillions of dollars is absolutely nothing

The LIV Golf math is much worse than reported: • $462M operating loss on $65M rev (2024, UK entity only) • ~$100M/month true net burn • 5B of PIF injections since 2021 The reported loss EXCLUDES ~$1.5B in signing bonuses. Those sit as equity injections from PIF, not opex

If the initial PIF thesis was “PGA Tour is weak” with side of “soft power sports washing”, that’s now evaporated. Given it’s not a serious rival, product, or business - you can’t squint and find an investment thesis and sheer size of capital requirements make this impossible

Must read

Sounds like in the next few days move 32-37 are dropping and there might not be a move 38

Tough, tough day for the normally-great CBS broadcast. Worst Masters coverage in recent memory…soooo much Andrew Catalon, Nantz felt mia, IBF sorely missed, impactful shots of notable players nowhere to be found, total fail on the 72nd hole. Underwhelming, run-of-the mill feel

@ThorbjornOleZyn @ColtKnost @TrevorImmelman I think we got Haotong’d

Hey CBS has anybody suggested showing more golf shots? Just an idea @ColtKnost @TrevorImmelman

Haotong is the GOAT

This is arguably one of the most incoherent and confusing rounds / broadcasts in a while Did Scottie WD?

Why did we nerf the course. Thursday was an all time conditties setup

@KylePorterNS @JustinRayGolf *6

@JustinRayGolf What if … he’s five clear?

32 of the last 35 Masters winners were within four shots of the lead entering the third round.

As part of our Masters preview at @fried_egg_golf, I went deep on Scottie Scheffler and the search for meaning. thefriedegg.com/articles/scott…

Spieth.