

Nathan Covey
8.8K posts

@nathan_covey
founder @useharmony | byu | wharton moelis fellow | husband, father, latter-day saint






I'm renting out a movie theater in NYC to watch IG Reels. The date? April Fools. But this is 100% real. Come out and enjoy IG Reels on the big screen where they belong





We’re rolling out summaries for Articles now. Just tap the Summarize button if you want to know if it’s worth your time to read it (or if your attention span is 12 seconds).

@floinkus glad to see it has helped someone. my problem is I always try to solve the problem myself before going to support. So it's usually a non-trivial issue if I end up going to support. AI support seems to only be helpful right now for dumb questions or just searching documentation



The small new OpenAI models are great at runescape! For reference, GPT-5.4 Mini is 3x cheaper than Sonnet


Composer 2 is now available in Cursor.




LULULEMON GUIDES FOR CONTRACTION Lululemon beat Q4 expectations, but things are still shaky. With all the recent controversy around the brand, especially criticism from founder Chip Wilson, the turnaround is not exactly in full force. One half of the business is booming, the other is not so much. While China Mainland surged 24%, the core Americas business fell 4%, with US revenue specifically down 6% for its second straight year of decline. But what really stands out is the 2026 guidance. Lululemon is projecting EPS of $12.10–$12.30 for the full year, below the $13.26 they just posted. They're guiding to earnings contraction. A brand that once grew 20%+ annually is now asking investors to brace for shrinking profits while it attempts to stabilize its primary market. To lead the reset, the board appointed former Levi Strauss CEO Chip Bergh as a director. Bergh is credited with turning Levi's into a $6B powerhouse, and his arrival comes while Lululemon still lacks a permanent CEO. The move signals a shift from routine governance toward an active brand turnaround.