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Jeff
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@EricCrossMLB Might be a Gator homer but taking Crews over Langford was so confusing
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Remember when Dylan Crews and Jasson Dominguez were arguably the top two prospects in baseball and had a ton of hype?
Life comes at you fast.
I'm not 100% out on either, but both of their values are plummeting.
RotoBaller MLB@RotoBallerMLB
Dylan Crews Optioned to Triple-A Rochester rotoballer.com/player-news/dy…
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@TechLayoffLover Don’t worry, the $300k they’ve paid in taxes over the last few years will hold them over
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A buddy from college hit me up last night out of nowhere.
Dude was a senior product manager at Google. Pulled $320k+ TC no problem. House in Austin, three young kids, wife who stepped back from her career to handle the family chaos.
Got cut in the latest restructure wave.
Now he's watching the savings bleed out at $5,800+ a month just to keep the lights on and the kids fed. Mortgage, daycare for the toddler, school supplies, two car notes, health insurance COBRA kicking in soon. He crunched the numbers stone-cold: maybe four months before it's game over.
He was always the loud one in the group—bragging about the stock grants, the remote flex, how Big Tech was bulletproof forever. Last night on the call he was quiet. Shaky. Admitted he's waking up at 3 a.m. staring at the ceiling thinking about what happens when the account hits zero.
He's blasting applications. 250+ out the door. A couple recruiter DMs that fizzle. Screens that end with "we'll be in touch" and then silence. The market is ice-cold and every job posting gets 500+ applicants overnight.
He said flat-out: "We thought we had it figured out. House, kids' college funds starting, vacations planned. Now I'm refreshing job boards at midnight wondering if we'll have to move in with my in-laws."
You never think it'll be you.
Until the access gets revoked, the calendar turns into a ghost town, and the mortgage statement shows up anyway.
If you're still collecting fat TC at a FAANG or big tech shop thinking the golden handcuffs and network will always catch you…
wake the fuck up.
The runway disappears faster than you expect.
DMs open if you're in the same spiral or watching someone you know crack under it. No judgment. Just real talk.
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Creepy Todd spent the whole season laughing and clapping in opposing coaches faces (Cal was so mad he got a T nearly crossing half court lol) then gloating in postgames, but he’s won, so he gets to do that.
Clocks ticking though, & these coaches hold grudges… see you soon.

WT - Mo D Enthusiast@WildcatsTongue
Todd Golden is in for a rude awakening when his generationally loyal frontcourt graduates
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NFL names...
Achane = AY-chan
Etienne = AY-chan
Adam Schefter@AdamSchefter
Update on how to pronounce Travis Etienne Jr.’s name moving forward:
HT

@EMT_Ashlie @fangotickets supports private listings so you can make sure your tickets go to other Bucs fans
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Bucs really need a new stadium and a whole new fan experience. The little beach moment outside the front just won’t cut it. It’s a billion degrees with no shade, concessions are nefariously overpriced. Pirate ship it’s one redeeming factor.
And they have to figure out SOME WAY to get fans to stop selling tickets off to other fan bases. At least to some degree
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@_Investinq Why more tax? Why not just get rid of the 30%+ in taxes employers are paying for humans over agents? Get rid of fica, payroll, and income taxes.
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The CEO of a $380 billion AI company raised his hand and said something no tech executive has ever said before.
Tax us.
Dario Amodei runs Claude, one of the most powerful AI systems on the planet.
He told Axios his technology will wipe out half of all entry level white collar jobs in the next few years.
Marketers, coders, lawyers, accountants, call center workers and all of them in the blast zone.
Then he proposed something that stunned Washington.
A token tax on every single AI transaction his company processes.
Three percent of revenue, sent straight to the government.
Andrew Yang went on CNBC today and took it further.
He said the entire American tax system is now broken.
We tax companies for hiring people.
Payroll taxes, income taxes, all of it penalizes human employment.
But when an AI agent does that same job, the government collects nothing.
Yang's proposal is simple and radical.
Stop taxing labor and start taxing the machines that replace it.
The host asked him directly. Tax the AI agents instead?
Yang didn't flinch. "Yes, exactly."
He pointed out that Amodei is not asking to be taxed out of generosity.
He sees the backlash coming.
He knows that when millions of Americans lose their paychecks to software, the anger won't be directed at Washington.
It will be directed at Silicon Valley.
"Since when does a CEO of a major company raise his hand and say tax me and mine?" Yang said. "He sees the writing on the wall."
The numbers behind this are staggering.
US employers announced more than 1.1 million job cuts in 2025 alone.
A February 2026 poll found 63 percent of Americans already believe AI will reduce the number of available jobs.
And Yang estimates that 20 to 50 percent of the 70 million white collar workers in the country could be displaced in the coming years.
The people building the most powerful technology in human history are now publicly warning that it could break the economy that funds the entire American middle class.
And one of them is literally begging the government to take his money before the public does something far worse.
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@LeadingReport @grok what would these values be if Elon was 55 and not 54?
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@EricCrossMLB Wow, higher on Langford than Anthony, Chourio, and PCA is surprising
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@AdamSchefter Oof sounds like he left because Bowles has no chance at coaching his way to a Super Bowl
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Mike Evans’ decision to leave Tampa was not about money; the Bucs were aggressive in their pursuit and presented what was said to be a “very strong offer”. It came down to a desire for a new challenge as Evans enters the last years of his career.
Adam Schefter@AdamSchefter
ESPN sources: former Buccaneers six-time Pro-Bowl WR Mike Evans is expected to sign a three-year deal with the San Francisco 49ers.
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@danielsethlewis @nejatian Why is a CEO not explaining their algorithms? Lol what
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If so, why is a public CEO dropping vague hints about a product without explaining the mechanics?
Your kind of messaging is only designed to excite retail and goose your stock -- it offers investors no facts needed to evaluate it. I believe it is fair criticism and why I see $OPEN as acting 'promotional' over substantive.
Are you saying the 4.99% offering isn’t about increasing velocity and turnover? Because otherwise the implication seems to be that you’ve somehow discovered a way to fund mortgages very near the Treasury rate — which would be quite a claim! And it ignores the very real friction here that tech-alone cannot solve.
I’m very open to learning what the actual economics. I am curious and would change my mind as as the facts change. Thanks for the response!
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The lunacy of the $OPEN debate is that it’s actually no big deal on the 4.99%.
@nejatian has embraced promotional theatrics — over real substance. This would've made sense:
“We are running a test using Lennar’s system to buy down mortgages to see what it means for your business in terms of increasing the speed and volume of turnover of homes on our platform.”
Fine. Go test it. That’s what experiments are for. And its great if you make it up somewhere else in the value chain. But let’s not pretend it’s something it’s not.
There’s no edge here in technology, underwriting, cost of capital, loan sales, or FHA/regulatory. There are very real costs in mortgages, and not all can be eliminated even if the tech is powerful ($BETR).
The $OPEN folks get defensive when people ask fair questions. They post vague responses ("you are a fool to doubt me!") and unleash an army of idiots and bots screaming about “not getting it.” The warrants, burning the shorts and the non-believers. It's embarrassing. Its unserious.
DO YOUR JOBS. Educate, but do not obfuscate. Do not take a great reputation and mix by promoting it like a new $AMC or $GME ape trade. Its should be beneath @nejatian -- and I dont know why the people in the room aren't telling him as such (@rabois).
cc @CedarStResearch
Kaz Nejatian@nejatian
I've spent nearly my entire career building financial services products. Doing this has been immensely rewarding, but it has been a series of "but actually" ppl explaining to me why the foundations upon which they stand are not path dependent on things that are now optional.
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