Kyle

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Kyle

Kyle

@marathonreturns

investing, running, hockey, golf

Toronto, Ontario Katılım Aralık 2011
1.1K Takip Edilen388 Takipçiler
Luc Grefte
Luc Grefte@LucGrefte·
@ProfVanAert To add, the stage was even neutralised, ~90% of the peloton just wanted to reach Paris safely without crashing and celebrate. There were barely any classics specialists present. It saved Wout’s season, but the performance itself wasn't as great as people make it
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Prof. Van Aert, M.D.
Prof. Van Aert, M.D.@ProfVanAert·
Fails to recognize that Pog, even at 80% is still better than most at 100%. Clearly evidenced by the fact he only finished 4th in the stage. “Special bike setup” as if Pog doesn’t have the resources in team to do the same? Cmon. “One of the most overrated victories” is a stretch.
Luc Grefte@LucGrefte

Wout on the special bike setup, wider tyres, his terrain beating a knee-injured, mentally fried Pogačar who had no teammates. One of the most overrated victories (but no need to tell the norm viewer)

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David Coletto 🇨🇦
David Coletto 🇨🇦@DavidColetto·
NEW Poll: Fewer than half of Canadians believe the end of CUSMA would be bad for Canada. Only 45% say it would be bad. A majority think it would make no difference or even be good. That’s a striking perception gap compared to business and policy elites. Details: abacusdata.ca/fewer-than-hal…
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Chris Curtis
Chris Curtis@_ChrisCurtis·
A refresher on the @BostonGlobe’s editorial when Tim Thomas declined President Obama’s invite to the White House after the Stanley Cup win.
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Barstool SEC
Barstool SEC@SECBarstool·
Hockey Twitter: “damn my favorite player followed someone I don’t like on Instagram, time to take down my whole shrine to him” CFB Twitter: “damn my favorite player almost killed multiple people going 90 in a 35, I hope he doesn’t get benched in the spring game”
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Mihai Simion
Mihai Simion@faustocoppi60·
I always wondered how ice hockey has such a big audience. 🏒 Very tiring to follow the puck, can't they at least make it fluorescent and bigger for the screens with the current technology? See you in 4 years. #MilanoCortina2026 #Hockey
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Leafchick93
Leafchick93@leafchick93·
@HennyTweets Refused over safety issues after threats made to his family. He’s a Dad before a Hockey Player!
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malinvestment.jpeg
malinvestment.jpeg@malinvested·
Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics. “Well, as a matter of fact, I won't, because ultimately the application layer is just ….” The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.
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Kyle
Kyle@marathonreturns·
@atelicinvest Half of the business is the workstation. There's nothing proprietary about it. They've long been a share donor, and competitors keep getting better.
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Unemployed Capital Allocator
Unemployed Capital Allocator@atelicinvest·
@marathonreturns You're still not turning off your main data platform man lol. They'd need to reach full parity There are already tons of great alternatives at fractions of the cost
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NHL Rumour Report
NHL Rumour Report@NHLRumourReport·
Elliotte Friedman: There definitely was a conversation with Auston Matthews...just saying like hey if we do this [sell], are we gonna have problems here for next year and Matthews told them no; they had to know before they started making those calls - Real Kyper & Bourne (2/2)
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Bingobongo Capital
Bingobongo Capital@Bingobongocap·
@blondesnmoney WSJ headline in 5 years, “ai promised to do your taxes for you and save money but ended up cost people thousands in penalties and fines”
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Cluseau Investments
Cluseau Investments@blondesnmoney·
I give it two years until Anthropic releases Claude Tax > "Good afternoon! Just drop your W-2 and 1099-B and I'll handle the rest!"
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Trevor Scott
Trevor Scott@TidefallCapital·
At the low today $CSU.to was 13x 2026 fcf
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Steve Magness
Steve Magness@stevemagness·
I mean. If you read the study these people were essentially maniacs. They sustained 10+ hours a week for 15+ years, racing an insane number of times per year. This represents the 0.00001% of endurance athletes. Essentially those overtraining. Let’s not broaden this out to even the semi serious. The average Boston marathon qualifier, so good amateur trains less than 7-8 hours a week during peak marathon training. These guys were doing more than that for 15 straight years.
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George Ferman
George Ferman@Helios_Movement·
Chronic endurance training is really not ideal for the heart. 106 male cyclists and triathletes aged 50+ who’d trained 10 or more hours per week for 15 years+ underwent MRI scans that produced detailed images of their hearts, and had an ECG implanted under the skin of their chest that recorded every heartbeat for two years (left pic). After an average follow-up of 2 years, researchers found that more than 47% of the athletes had signs of scarring in the left ventricle of their hearts. So: moderate exercise 100% protects the heart, but very high lifelong volumes may increase AF. Of course, more research is needed to confirm if controlling exercise blood pressure could lower AF risk in this group (left pic once again).
George Ferman tweet mediaGeorge Ferman tweet media
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Unemployed Capital Allocator
Unemployed Capital Allocator@atelicinvest·
Press F to pay respects to all the investment analysts that have to explain this lobster reddit 4chan thing to their 75 year old PMs (actual age 45) come Monday morning.
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