Wood

@peterjkostis @GolfChannel Impressive but Jack will always be the GOAT!

@GolfChannel From 1996-2008, Tiger Woods missed 3 cuts and had 14 Major Championship wins... almost 5 times more majors than MC's.

What's the craziest stat in golf? Replies are open ⬇️

Yes, unfortunately it never caught on in the US with television viewers. I went to three LIV events and had a great time. Without a large tv contract & sponsors it couldn’t survive. So coming from someone who liked it… I don’t think Bryson, John, DJ, Cam - “the big contract players” should easily be able to rejoin LIV. I wish there was easier access plan to the young golfers who difnt get the big paydays

The LIV Miami event was played at The Blue Monster the previous 4 years with massive attendance. The PGA Tour playing there this week with empty stands around the course. TV coverage will avoid grandstand shots this week. It’s pathetic. Miami needs a party not a funeral.

@MeghanMcCain @BrentScher Love how @MeghanMcCain will call out anyones bs regardless of who they are.

@BrentScher I regret wasting my time reading the dumbfuck interview.

Tucker Carlson tells the New York Times he regrets interviewing Nick Fuentes, the interview everyone bent over backwards to defend. (He then says Mike Huckabee and Ted Cruz are worse than Nick Fuentes)

"Renewed my Bloomberg.com sub. +166%. @tomkeene @FerroTV, please tell me this paid for a Lambo or a villa in Tuscany. I need closure."

@JonathanYarwood Burns or Young

@Androvian70 @MavrocksGirl we need more people like Jim Garner today!

@MavrocksGirl nice story about your Dad... youtu.be/ZRhiLvfsa4c?si…

Love this! 😆

@jcrupper1 @Thejessicakorda @GolfChannel He wasn’t the GOAT, that would be Jack Nicklaus. Agree with Jessica, LPGA more interesting than another Tiger Woods car incident

@Thejessicakorda @GolfChannel Because it’s the best player to ever take a swing, and we only wanna watch womens golf, when we wanna watch womens golf, right now, we wanna watch stories about the 🐐

@GolfChannel not putting on women’s golf to talk about tmz related news is really awesome. Why can’t they stream that live and we just get to watch golf on tv when turning on the GOLF channel. 🫠🙄

@BigMack_4 @grok what are Lacey Eden’s rings in the picture

Okay Lacey Eden, go off queen

@aakashgupta “They have more cash than every Ai company on the planet” are you not considering Alphabet, total cash $126B, an Ai company?

OpenAI is paying 17.5% per year to create lock-in across entire industries before Anthropic can get there. They raised $110 billion four weeks ago. They have more cash than every AI company on the planet combined. And now they’re guaranteeing PE firms a 17.5% floor return to take their money. This was never about capital. It was about distribution. TPG, Bain, Advent, and Brookfield collectively control hundreds of portfolio companies across healthcare, manufacturing, finance, and retail. Put $4 billion into a JV at $10 billion pre-money, guarantee the return, and in exchange you get engineers deploying customized models inside every company those firms own. Once a customized AI model is integrated into operations, switching costs become enormous. Anthropic is running the same PE playbook with Blackstone, Hellman & Friedman, and Permira. But Anthropic offered no guaranteed returns. OpenAI looked at that and decided to buy the race outright. The math on what they’re financing this with is wild. $13 billion in 2025 revenue on 33% gross margins. $9 billion in cash burned last year. $17 billion projected burn in 2026. They owe Microsoft 20% of all revenue through 2032. And they just promised PE firms a guaranteed 17.5% on top of all that. They’re stacking liabilities on a company that won’t be cash-flow positive until 2030. The bet is that enterprise lock-in today is worth any price. If OpenAI can embed its models across hundreds of PE portfolio companies before an IPO, those contracts become the revenue story that justifies an $840 billion valuation to public markets. If the models get commoditized before the lock-in matures, they’ve guaranteed returns on a business that can’t fund them. Thoma Bravo already walked. Orlando Bravo questioned the long-term profit profile and pointed out his portfolio companies can already buy OpenAI’s tools without committing capital to a JV. That’s the real question every PE firm should be asking: why invest to access something you can already purchase as a customer? The answer is OpenAI needs them more than they need OpenAI. And 17.5% guaranteed is the price of admitting it.

@jiahanjimliu @AI_PowerFlow Option expiration

@AI_PowerFlow m a n i p u l a t i o n

Holy smokes!!

@the_zb_ Appreciate Zach’s giving us the “inside F1” from a teams perspective. All of us armchair QB’s can think we know what’s going on; Zach actually knows. Thanks for keeping us in the loop Zach

My initial visceral reaction to the race has subsided. I admit I had a very strong negative reaction to what I saw. I’m calmer now. But that doesn’t mean several of the points don’t still stand. Here’s how I’m feeling: The race weekend, to me, had “allure value” because it was analyzing something new and it was the first time we saw the cars racing in earnest. But that isn’t the same as “race spectacle” value. I don’t think it had the latter, mainly due to the behavior of the cars. The “allure” value won’t sustain things for very long. Do I think it was a good race? Personally not my cup of tea. I don’t like how this formula seems destined to be extremely predicated on management. Will it be worse on some tracks than others? Very likely yes. But that will still characterize these cars unless changes are made. What we saw in reality is that the energy starvation mostly removed the opportunity for later braking moves, and for driver skill to make a difference in the high speed. Both of those things seem to be “off limits” due to harvesting needs. When I see that, it does make me feel like a core facet of F1 is just gone. It’s telling when you get two drivers with similar cars and a Tyre offset like Norris and Verstappen, and unlike we would’ve seen in GE, absolutely nothing happened because there wasn’t enough energy for anything to happen. Lots of “overtakes”… but is that honestly what they were? I feel this is a strategically inflated number, and I’m not at all shocked that F1 is promoting and highlighting that. It was predominantly state-of-charge position swapping, as drivers realized they could dump the battery to get ahead, but had no hope of staying there if they did so. With a few genuine moves sprinkled in. Some people may like this, but I personally don’t yet find it enjoyable. It hindered my enjoyment of seeing cars go W2W. Is it a new type of W2W? I suppose you could say that. But it feels more like a cat and mouse management game. I have zero desire for that to be such a huge part of the sport, I want to see a deeper level of unbridled aggression in the driving. The PU is what is currently holding that back, because the chassis seems better suited to it now. The “battles” on track looked very very different, due to everyone having to mostly converge on harvesting and deployment methods. It caused all but 2-3 engagements to be very lackluster and fizzle out. One positive - right now, the cars can follow more closely with less detriment than the 2025 cars. It feels like 2022 again. But just like then, the teams will surely be figuring out more aero tricks that generate outwash and turbulence that will push this in the “negative” direction, because that’s always how it plays out with aero. Qualifying, to me, was the worst part. I didn’t enjoy a single bit of watching super clipping and harvesting in high speed corners, on a flying lap that had to be built around energy constraints. This is akin to saying “we are going to put just enough fuel in the car for you to go hard in throttle about 80% of the time, now you decide.” I just absolutely do not like anything about that. Could Australia have been further down the “worst case scenario” end of the spectrum than other tracks? Yeah, probably so. I’m calmer. But my general impressions don’t really change - I think this is a generally poor regulation set that is bound by physics constraints, and they need to respond with some quick adjustments.

@kgreifeld Congrats to both of you!

jfyi twitter!!

@agar_john @AgarBecki Your entire family is an inspiration Johnny!

My poor Mom is so tired. I watched both games of the world baseball classic. Which means mom got up at 5am. Sometimes I don’t know why I’m this baseball obsessed. Sorry Mom. I love you! @AgarBecki

@MavrocksGirl Definitely the generation of parents who smoked, including my father.

Please dont smoke.... But be humble and nice 😌

@tomkeene @LisaMateoTV @SFGiants @CFAinstitute Bucket hat every time Tom

just can’t decide. winner gets a steak dinner with @LisaMateoTV. @SFGiants @CFAinstitute

Let do a Monday giveaway, just because: @CallawayGolf Opus SP+ sand wedge (56-10S) Just need to RT and be following along. I’ll DM the winner on Wednesday. 🤙🏻

@lindacohn @NateSilver538 @KeithOlbermann @grok what did Keith say about Linda Cohn

Amazing @KeithOlbermann that you describe me how the world actually describes you. What happened to you? Gaslighting and bullying a former colleague? Is that really your thing now? It’s really sad and disappointing. Everyone knows you’ve been irrelevant since you left sports and decided to share your uninvited warped world views with the rest of us. You sound bitter and miserable. I hope you get the help you need.

Appreciate the reply. Although I liked the book, I’ve had concerns about the author’s conclusions/accuracy. If you have a suggestions for books that you think better reflect this time period I’ll read them.

@adrianmckinty assume you’ve read this. Although I reallly liked the book, I know a number of critics in Ireland didn’t. I’d be interested in your review.

@adrianmckinty Per chance did you have an “Ulster fry” while there. (Listening to “The Dectective up Late” for the 5th time)

rain, gunmetal gray sky, cold lough water, low ceiling clouds, puddles, an old stone castle, men and women with long memories and stories to tell if you can't write a noir in this town you're just not trying