Gus

@finger_puppets Heart those weirdo Ballard stories so so much ty

Everybody is saying that Borges writes Backrooms better than Backrooms (which is true), but why are we sleeping on J.G. Ballard?

@TheRealJohnSeal I don't feel like watching this but my observation as SF pedestrian is that most drivers only see other cars and larger vehicles. There was no traffic and the driver had green, and in SUVs anything ahead below 4 feet is effectively invisible. This is why I often cross mid block

Is it just me, or did the car not slow down, even though the people it hit seem to be in clear view? What am I missing? Also, why are police chasing shoplifters into the street? Is it really so important to return that purloined bag of Druid Circles to Trader Joe's?

@atelicinvest Professional designations are harmless simple signals like college degrees. Could you cram enough to pass o-chem/cfa-2? Great, lots of hiring managers or their managers want that. A market failure, but it's rational. CFA/FRM and keenly aware they're useless

unfortunately, asset management game isn't about actually outperforming, it's about selling the promise of outperformance. And it's super easy to say 'we are all about the AI' without having any AI workflows. But you know what stupid three letters a lot of people want? Yep.

@__paleologo My mom bought me that and I expected to hate it and I was so so wrong. What a fabulous book

This is one of the best books ever. Need to reread it. Super-recommend

@AlekseiKaplin I posted x.com/busgus/status/… the other day to a local blackshirt whom this reminds me to block and it feels apt here. Fun for me is that even after taking down the wall, the ex-DDR has since been outpaced by neighbors who never built one

@bauhiniacapital They will. And continue losing. Slowly & surely.

The bad faith responses and RTs are off the charts. This guy RTed me and then blocked me so I could not respond. Once again for the people who can’t read… If Country A with world leading tech bans exports of that tech, Country A’s tech will not be globally dominant.

@rohindhar Making the SF code (and the IBC!) suck less would be really nice, but having gut renos be electric not gas is good actually. I am not smart enough to solve, a targeted mix of subsidy and penalty maybe. Tax gas use (universally!) to partly fund subsidies

Article here: sfchronicle.com/sf/article/hom…

Death of housing supply by a thousand cuts in San Francisco If you want to renovate an apartment building to improve or expand the housing stock in San Francisco, it just became more expensive and complicated Despite how expensive it is, the housing stock in San Francisco (particularly for rentals) is already so old with infrastructure that that falling apart. Now new hurdles further disincentivize improvements Regulations like this are a minor inconvenience for well-to-do homeowners renovating homes. But will make improving rental apartments a non-starter The city is simply not serious about the housing crisis where there are not enough homes and not enough quality homes Obviously doing things like this makes housing more expensive not less expensive, so that’s what we’ll continue to get in San Francisco “Starting July 1, most property owners seeking permits for gut-level renovations that also replace major mechanical systems, such as water heaters and furnaces, will be required to ditch natural gas and install fully electric systems” “The San Francisco Department of the Environment estimates that the new rule will affect the equivalent of roughly 261 single-family homes and 293 multifamily units a year”

@Exysay_Eastbay When The Band That Would Be King came to the UC in the 90s, they somehow had Jad Fair show up with it and perform a handful of songs. Spoiled rotten

I was so spoiled growing up

Looks uphill to this corner and the departed 53, requiescat x.com/busgus/status/…

Our intrepid performer starts his run right around here x.com/busgus/status/… The Bullitt chase is evergreen

That's my bus home

Newscopy: "WRECKERS AT WORK--Beneath a sagging ceiling, and oblivious to the faded mural before him, a workman goes about the chore of ripping out the paneling in Izzy Gomez' place. The old hangout is being wrecked, and many a San Francisco memory goes with it." 1952 Nov 18

@NJ_Capital_ @SowingAlphaSeed 'could'

@SowingAlphaSeed He could always borrow against his shares.

Musk's wealth is the definition of paper wealth. SpaceX and Tesla would both crash like 90% if he were to try liquidating.

@AltayCapital I'm honestly not sure what I'd do if I had to pay, but as long as I'm not a jerk about it I've got 5.5 and Claude at work now and free-beer 5.5 max at home. I'm guessing I'd use it more at work and do free things at home. Lotta utility still

If you aren't on one of the $100 or $200/mo plans on Claude or ChatGPT (or both), why not? Revolutionary tech that's massively subsidized in pricing. GPT Pro + Fable are worth it I'm building tools / automation for several side projects, equity research, and just messing around

@ChairliftCap Had a buddy try, first tech bubble. 0 for 5. He's fine, long well compensated career, mostly with Visa. But these are lotteries

Why plug away for decades at a 'normal' company when you can work somewhere that IPOs at $2tr and instantly be post economic

@SelenaC10705 I take back what I posted then. For what it's worth, the automated translation gives the impression the article devalues transit, sees only auto transport as legitimate and fails to consider induced demand. Glad to read that's an error!

@busgus It looks Chinese, but the translation is very poor.

Sometimes I lament the fact that the rest of the Bay doesn't urbanize more but half of SF doesn't want to urbanize itself

@OnodaCapital Depends what 'value' means. The money in buying something beaten down is always from a rerate after things start going unexpectedly right. If that's not value then sure, by definition

Think the only time I’ve ever made money long something on a value thesis was late 2022. Otherwise literally never

@SelenaC10705 I can read some languages, not Chinese Is this an accurate translation of '年輕時每天搭乘Muni、公車上下課；長大後開始自己開車通勤，和許多居民一樣'?

I read it without the translation, and it was excellent. Maybe something was lost in your translation. Nobody was saying that policy disagreements are disrespectful. Please re-read what I wrote. Before making assumptions, try asking me questions first. Start by asking how many years I've been a public transit rider. 🤯

@SelenaC10705 @xurbanxcowboyx Policy disagreement is not disrespectful. Me, I ran the op-ed through gtranslate and found it not only well written and reasonable sounding, but also car brained and terrible policy. Viz www-singtaousa-com.translate.goog/2026/05/03/new… Taking Muni shouldn't just be for kids

San Francisco is already one of the most urbanized, dense, and internationally recognized cities in the United States. You don't look for Hong Kong in San Francisco. That's disrespectful. The assumption that SF needs to "urbanize itself" shows you don't understand this beautiful city. San Francisco's character, neighborhoods, and quality of life were built over generations by the people who live here. SF was thriving before the pandemic and it will be back, better than ever. A city is more than a housing production target. It's more than just tech ppl here. It's also schools, parks, transit, culture, small businesses, historic neighborhoods, and communities that have invested decades into making the city desirable in the first place. History is an important part of San Francisco's economy. It's a world famous city that has thrived on tourism for generations. Acknowledge that, respect it, and don't dismiss or criticize it without first understanding what makes San Francisco special. Too often, the debate assumes there is only one correct model of urbanism. More density everywhere, more development everywhere, and fewer local considerations. That kind of ignorance will destroy San Francisco. Cities are not interchangeable products. The goal shouldn't be to turn every neighborhood into the same copy and paste version of urban living. If your preferred vision is a different type of city, there is plenty of land throughout California where new communities can be built around that vision. The question is why some people insist that existing cities and established neighborhoods must conform to a single model, regardless of what current residents want. Greed has a lot to do with the decisions. Before lamenting that San Francisco doesn't want to "urbanize itself" enough, ask a different question. Have you listened to the people who already live here? Have you considered why they value the city as it is? Do you respect the needs of existing residents, or are you simply frustrated that they don't share your preferences? Good urban planning starts with understanding communities, not dismissing them. Start by listening with respect.

@HedgeDirty @Samingo_real @AlanMCole To some extent it's almost impossible to have the requisite monomania it takes for these achievements and remain a normal person. The Mick Jaggers of this world aren't likely to be regular self effacing or grounded

@Samingo_real @AlanMCole It's kinda like how Barry Bonds is not particularly likable but you could cut his career in half and each half individually would be inner-circle hall of fame

There are all kinds of fully valid knocks against the proprietor of this site, but being a founder-ceo of two distinct companies in the top 10 of public co mkt cap *simultaneously* is an accomplishment with exceedingly few analogs

@DeepDishEnjoyer @devahaz @buccocapital I've teased our friend for his triumphant ex post tweets, but Adobe was pitched to his nothing ever happens trades and he said x.com/i/status/19711…

@devahaz neither are advice but also @buccocapital's is completely post-facto

Which anon’s investment advice to blindly follow, bucco or p4?