Julian Hebron

@ATRightMovies I LOVE how you pre-biased this question with Collateral, and I 100% vote for Collateral because Cruise so seldom plays the villain, which he did masterfully. But he’s not just a villain in Collateral, it’s quasi antihero, and for some reason I always appreciate antiheroes. And of course I always love to see how Mann can bring out deep, fresh performances from legends who he directs.

What is Tom Cruise's greatest role?

At his confirmation hearing, Warsh dismissed core PCE as "rough swag" and said he'd prefer to focus on better gauges of underlying inflation like median or trimmed mean. This got attention because Dallas Fed trimmed mean was 2.3% in February (y/y)—well below core PCE at 3.0%.

"Spring selling season" is real—but only where there is a spring. This is one of the analyses I produced this week with the excellent team at @Redfin

@Kalshi_Culture I wanted to vote for Kool Aid but I didn't see it on the list. "...Jonestown ... so ... you could say ... the whole film is about Kool Aid..." 😂 youtube.com/watch?v=95GPBi…

Martin Scorsese’s Last 4 Films. Which one is your favorite?

Is this the most 2026 headline of 2026? bloomberg.com/news/features/…

Interesting, newsy conversation with @SecScottBessent at @Semafor World Economy on inflation, deficits, Anthropic, and more semafor.com/article/04/13/…

@CinemaTweets1 Still haven’t seen The Batman (as a Nolan trilogy loyalist, for better or worse). But did watch The Penguin season 1 and if The Batman is similar, then I’m probably missing out, right?

Four of the Best Trips to the Cinema I’ve Had This Decade

@DEADLINE Great news, great show, great duo.

Production has started in LA on Season 2 of Prime Video’s spy drama series 'Mr. & Mrs. Smith,' from Amazon MGM Studios and New Regency. Season 1 stars Maya Erskine and Donald Glover are back, with Erskine also joining Glover as an executive producer for Season 2. The duo are believed to be reprising their eponymous John Smith & Jane Smith roles; to what extent is unclear. As previously reported, a new, younger John & Jane couple is expected to be introduced in Season 2. Mark Eydelshteyn ('Anora'), who was cast in late 2024, is set for the John role. Talia Ryder ('Never Rarely Sometimes Always') has been cast opposite him in her first TV series gig More details here: deadline.com/2026/04/mr-mrs… (Photo: Amazon Prime)

OpenAI acquired TBPN for $100M+ but most people are drawing the wrong conclusions. OpenAI doesn’t care about TBPN as a business or a show. They immediately shut down all ads and they are going to leave full editorial independence to John and Jordi. That is a big win for TBPN and the team, but more importantly it is the signal for what OpenAI was actually after. They wanted to acquire @johncoogan, @jordihays, @DylanAbruscato and the team. These guys are some of the smartest, most experienced marketers on the internet right now. They understand how to win the vibe war, while making everyone love them. Luxury positioning with down-to-earth approachability. Those who have never built a media company won’t understand how difficult it is to pull this off. But John, Jordi, Dylan and others executed this strategy perfectly. And this is what OpenAI has to replicate. They need users to pay for the high compute costs, yet they need to make AI less scary and threatening. So OpenAI is not buying a show. They are not paying a multiple on revenue. And they definitely are not planning to use TBPN to run some psyop campaign. OpenAI just pulled off one of the best talent acquisitions in a long time. They figured out how to hire generational talent to beef up their marketing and comms efforts. The money was merely the price it would take for the team to give up their neutral position in the ecosystem and point their talent behind a single company. OpenAI wanted the people. TBPN was just the vessel to effectuate the transaction. And the money was the market clearing price to pull off a blockbuster trade for first round draft pick talent. Congratulations to each of them. They are true trailblazers who understand their market value and they exploited it to the tune of $100M+ Not bad for a few guys in a warehouse with a couple of cameras :)

Definitely worth reading…

Today in How It All Works headlines… businessinsider.com/richest-people…

Goldman tries to quantify the net effect of AI both substituting for and augmenting U.S. employment. Their conclusion: AI substitution in occupations like phone operations and insurance claims administration have reduced monthly payroll gains by around -25K and raised the unemployment rate by 0.16 pp over the past year. AI augmentation in occupations including medicine and education have added +9K to monthly payrolls and lowered the unemployment rate by 0.06 pp. This nets out to a slight -16K drag on payrolls and an increase in the unemployment rate by 0.1 pp. Caveat: This exercise doesn't account for the possible benefit from either construction hiring due to data-center buildout or AI-driven productivity/income gains.

AI-generated content is on the rise. 🤖 - @Ritholtz ritholtz.com/2026/03/share-…

If you haven't kept up on crypto mortgage developments, here are 3 key inflection points since last year, along with the 3 main types of crypto mortgages right now. This rundown includes crypto priorities @pulte laid out last summer; @newrezwholesale crypto mortgage initiatives that drive these priorities forward (albeit with non-agency loans); and of course details on today's crypto-for-down-payment news from @vishal_better's @tinmanAI team along with @coinbase and @FannieMae. There's a lot of responsible innovation and progress happening. Please comment with anything I'm missing... thebasispoint.com/what-is-a-cryp…

@jharlen00 @ATRightMovies 🙌🏻👊🏻

@TheBasisPoint @ATRightMovies He has to stop a bomb from going off 2 weeks earlier, which he does at the end of the movie after he goes thru the turnstyle and starts going back in time (after the car chase and the woman gets shot).

@ThoughtPillow @ATRightMovies Fully agree. Deep movie. Killer style too.

@ATRightMovies Don’t disrespect “In Time”. It is a great movie. Just because it lacked a budget to make it international doesn’t mean it’s not a great movie

Which movie has an interesting concept without being a great movie?

@cozzydog @myMotorhead @PCATBS 🤘🏻🫡

@myMotorhead @PCATBS My tinnitus is a direct result of Motohead and it was all worth it

We cannot believe we’re saying this… with profound sadness we share that Philip Anthony Campbell has passed. Motörhead’s guitarist for 31 years, Phil later formed @PCATBS with his sons Todd, Dane, and Tyla. A brilliant guitarist with a huge heart and unstoppable humor. RIP Phil.

Leonardo DiCaprio is leaving tomorrow’s #Oscars and immediately returning to the set of Martin Scorsese’s next film to continue shooting. After that? Leo’s meeting up with Christian Bale & Michael Mann around August to start shooting Heat 2 in Chicago. I fully support all of this

🤘🏻