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Bill
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Incredible that we pull every lever possible for tech aristocrats but none for folks looking for housing
ABC News@ABC
People across America are increasingly facing the risk of losing parts of their land to eminent domain, in support of the growing expansion of AI data centers as the demand to power them continues to grow. Read more: abcnews.link/zOAmA5Z
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@BenSasse Hi Ben - my mom was diagnosed with pancreatic cancer at 77 years old that had already metastasized to her liver. She has been apart of the Autogene Cevumeran trial in NYC (can go through NYP, MSK, or NYU I believe). She recently had her tumor reduce by 75% after 6 months
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Friends-
This is a tough note to write, but since a bunch of you have started to suspect something, I’ll cut to the chase: Last week I was diagnosed with metastasized, stage-four pancreatic cancer, and am gonna die.
Advanced pancreatic is nasty stuff; it’s a death sentence. But I already had a death sentence before last week too — we all do.
I’m blessed with amazing siblings and half-a-dozen buddies that are genuinely brothers. As one of them put it, “Sure, you’re on the clock, but we’re all on the clock.” Death is a wicked thief, and the bastard pursues us all.
Still, I’ve got less time than I’d prefer. This is hard for someone wired to work and build, but harder still as a husband and a dad. I can’t begin to describe how great my people are. During the past year, as we’d temporarily stepped back from public life and built new family rhythms, Melissa and I have grown even closer — and that on top of three decades of the best friend a man could ever have. Seven months ago, Corrie was commissioned into the Air Force and she’s off at instrument and multi-engine rounds of flight school. Last week, Alex kicked butt graduating from college a semester early even while teaching gen chem, organic, and physics (she’s a freak). This summer, 14-year-old Breck started learning to drive. (Okay, we’ve been driving off-book for six years — but now we’ve got paper to make it street-legal.) I couldn’t be more grateful to constantly get to bear-hug this motley crew of sinners and saints.
There’s not a good time to tell your peeps you’re now marching to the beat of a faster drummer — but the season of advent isn’t the worst. As a Christian, the weeks running up to Christmas are a time to orient our hearts toward the hope of what’s to come.
Not an abstract hope in fanciful human goodness; not hope in vague hallmark-sappy spirituality; not a bootstrapped hope in our own strength (what foolishness is the evaporating-muscle I once prided myself in). Nope — often we lazily say “hope” when what we mean is “optimism.” To be clear, optimism is great, and it’s absolutely necessary, but it’s insufficient. It’s not the kinda thing that holds up when you tell your daughters you’re not going to walk them down the aisle. Nor telling your mom and pops they’re gonna bury their son.
A well-lived life demands more reality — stiffer stuff. That’s why, during advent, even while still walking in darkness, we shout our hope — often properly with a gravelly voice soldiering through tears.
Such is the calling of the pilgrim. Those who know ourselves to need a Physician should dang well look forward to enduring beauty and eventual fulfillment. That is, we hope in a real Deliverer — a rescuing God, born at a real time, in a real place. But the eternal city — with foundations and without cancer — is not yet.
Remembering Isaiah’s prophecies of what’s to come doesn’t dull the pain of current sufferings. But it does put it in eternity’s perspective:
“When we've been there 10,000 years…We've no less days to sing God's praise.”
I’ll have more to say. I’m not going down without a fight. One sub-part of God’s grace is found in the jawdropping advances science has made the past few years in immunotherapy and more. Death and dying aren’t the same — the process of dying is still something to be lived. We’re zealously embracing a lot of gallows humor in our house, and I’ve pledged to do my part to run through the irreverent tape.
But for now, as our family faces the reality of treatments, but more importantly as we celebrate Christmas, we wish you peace: “The people walking in darkness have seen a great light; on those living in the land of deep darkness a light has dawned….For to us a son is given” (Isaiah 9).
With great gratitude, and with gravelly-but-hopeful voices,
Ben — and the Sasses
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@bhalligan - Leonard / Howley would both be incredible but likely very difficult
Other folks
Brian Jellison (Roper)
David Gitlin (Carried)
Brad Jacobs (GXO, XPO)
Richard Fairbank (Capital One)
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Who are some non-obvious CEO guests I should have on my pod?
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Bill retweetledi
Maybe I'm being obtuse, but idea every company is going to code their own ERP, ITSM, CRM, Slack, etc reminds me of cloud repatriation. Maybe you save money but now you're locked in to internal teams building and maintaining those products, which does nothing for your customers.
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@patrick_oshag @pmje73 @MadsenSouth @tseides Best part of podcasts is hearing someone speak like a human rather than give the perfect response, wordsmithed in the perfect way, delivered with perfection
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@pmje73 @MadsenSouth @tseides We don’t ever send questions because we don’t prepare any. Sometimes people ask like five times haha.
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Over the last 2 yrs I’ve met 150-200 people who tell me they’ve listened to one or both of the @patrick_oshag and @tseides pods. So I went back and listened to them both and then printed them. There are at least 10 answers across 3 hrs I would say better now and a few answers I would completely change. Makes me think if I put stuff in the public domain I want it to either be perfect or more frequent so it doesn’t have to be perfect.
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If I was an nba GM with a player who is top 7-20 but def not a top 5 player I would never sign or extend them for a max contract above 25-28% of the cap and I would just ruthlessly keep trading those players away for more players under rookie contract and draft picks to get more shots at a top 5 player I’d actually want to pay 1/3 of the cap.
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@DudespostingWs The real tears come when you realize, this love is 1/100Xth of the love they showed when you were a baby
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@hobie_tweets Lovely balance of wanting house prices to go vertical yet complaining about absolute tax $$$
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This is unfortunately true.
wanye@xwanyex
The key thing to understand about housing in the United States is that people actually want it to be expensive.
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An interesting data point: breakout enterprise AI applications are winning against incumbent SaaS companies on average 90% of the time in competitive deals. Pretty remarkable.
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How the fuck is a hot dog cart ruining your bar
Amy Reichert@amyforsandiego
Last night, Henry’s Pub in downtown San Diego closed for good & went after the illegal hot dog carts that are destroying small businesses in the Gaslamp. I’ve spoken with multiple business owners who say the city won’t act because many of the vendors are illegal immigrants.
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@hobie_tweets Gotta note Mitch could have contested every touch on the possession - look where he started squaring up!
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Here’s where Robinson was when Brown catches the ball and Brown correctly realizes Robinson would have blocked that 3 into the 5th row if he let it fly.
Covers more ground than anyone not named Wemby.
Ian Begley@IanBegley
Knicks could’ve played it safe & traded for a healthy backup C at 2025 deadline. They instead bet on Mitchell Robinson, who made one of the biggest plays in Game 6 (clip below). Cs struggled with Robinson all series. NYK was +46 in Robinson’s 124 minutes.
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A random fact is that Hertz won the 2013 Pershing Challenge at Columbia B School because half the judges owned it at the time
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@WaterworldCapi1 You’d think it’s a non-starter. From Google: the European automotive industry supports over 13 million jobs, accounting for 7% of total EU employment, including direct and indirect positions.
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The Europoors welcomed Russia in and got rugged. Now they are letting the largest Fox in the Henhouse. Ridiculous how stupid they are.
Wall St Engine@wallstengine
EU AND CHINA START NEGOTIATIONS TO ABOLISH EU TARIFFS ON CHINESE ELECTRIC VEHICLES - HANDELSBLATT
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I’ve been just listening to early 2000s euro trash edm/pop to prepare for the upcoming era of EU over US outperformance
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@SpencerHakimian Are high margins the right metric? In your exmpl, US gets $400bn of opex into its economy vs Europe gets $855bn. More middle class jobs created in EU with ability to invest in US biz as 40% of US stock market is intl. Dynamic has led to lots of US wealth, innovation, & inequality
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Don’t make eye contact while eating a banana. Simple stuff.
Acyn@Acyn
Watters: I have rules for men. Like you don't eat soup in public. You don't cross your legs. And you don't drink from a straw. His excuse was I was drinking a milk shake. Again, you shouldn't be drinking a milk shake. Milk shakes are for kids.
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