Jarrod Williams

@kevinolearytv Business on top. Party underneath

This might be the best commercial for Miami Beach real estate I’ve ever seen and New York paid for it. You don’t tax capital and expect it to stay. You drive it to places that want it. It’s that simple. I’ve watched this happen for years — over-tax, overreach, and the money walks.

@MatznerJon He’s too smart for his own good

Does Polymarket or anyone have odds on this? How do I put my entire net worth against this asshat?

@JamesonCamp This guy is high on his own supply

You’re retarded if you actually believe this

If you remove rent regulations after a long period of high rent regulation you are going to experience the reduction of new development that the market would have produced during that period otherwise. That’s another problem with rent regulations that doesn’t get talked about much. Once you make the decision to go that route it becomes increasingly harder to switch back to market rates as time goes by

@Ollie_Vargas_ Grok says that milei deregulated rental units but the rent skyrocketed? And now she’s leaving? What’s really happening in Argentina?

Argentinian young professional: I voted for Milei and now I can't afford rent anywhere. I'll probably migrate out of the country, but I'll still never vote for the left.

@jesse_vermeulen Remember the Napster days with dial up internet

honest question: what do people do during the 5-10 min while Claude is running?

@gregisenberg Completely agree

This is the problem with AI right now in ONE screenshot. LLMs are TOO agreeable. and that's actually a billion dollar opportunity. There are MULTIPLE billion dollar companies hiding in plain sight here. the entire concept is just: AI that pushes back. If AI is your employee... Well, your best employee isn't the one who says "great idea boss" to everything. it's the one who tells you your idea sucks before you waste 6 months on it. Brutally honest AI for fitness coaching. Dating profiles. Financial planning. Copywriting. Design feedback. Hiring decisions. Etc etc. The niches are endless and nobody's building for them yet. Someone please go build this

@dian_arifiya Why is every move so aggressive haha

Turkish pizza is no debatable, everyone will be addicted

@Michael_in_biz @ClintFiore That’s actually costcos whole model but you are right about grocery margins

@ClintFiore @jbwill910 You lie and claim the reason groceries are so expensive is greedy corporations. Most people have no idea their profit margin is 5% or less. If you look at Costco, almost their entire net profit is just the membership fee. They operate at almost breakeven for everything else.

Besides it being 10X more expensive than it should be and years too slow to open… what’s the plan here? How did they even sell the concept? I don’t understand what the premise is at all. Grocery stores make like single digits in profit when they’re run by shrewd businessmen that know what they’re doing. Government is not going to be able to legitimately sell groceries for less, even at zero profit, because their operational ineptitude and inefficiencies will be more expensive than the razor thin private sector profit. It’s mission impossible. Which means low prices can only come from tax dollars subsidizing the losses… so we could have just skipped a bunch of steps and bought groceries for poor people with tax dollars instead and everyone would be better off.

@202accepted I don’t know why the fact that they wouldn’t leave and can afford it automatically makes it okay for the government to take more of someone’s money

i hate to say it but a 1% tax on property over $5m you don’t live in is hard to argue against for the average voter like, the solution is simply “actually live in NYC”, “what are you so broke you can’t afford 1%?”, and “well you could just leave NYC” all are ego hits none of these property owners don’t wanna take and have a hard time refuting love or hate him, he’s actually doing something vs most mayors and tells you in the slickest way possible

@ClintFiore That is over my pay grade. Can’t understand it for the life of me

@jbwill910 I know it’s dumb but how did the sell the concept is what I’m asking. Pretend I’m a dumb voter and explain to me why this is genius.

@SenWarren Well they employ millions of workers and you took half of what they made. But yeah take more. Why not

If you paid even a penny in federal income tax last year, you paid more than: Tesla Southwest Disney Live Nation HP United PayPal CVS Health Palantir Citigroup PG&E 3M That's right. They paid $0 in federal income tax. It's time for big corporations to pay their fair share.

@michelletandler Someone will make a lot of money. Not the state

How on earth can it cost $30 million and three years for the NYC government to build a grocery store in Harlem? There are *dozens* of grocery stores for sale, all over New York City, for less than $5M. Many are less than $1M. This seems like a scam. (or vanity project)

@pitdesi So glad he is out there tackling the big problems for us

This is great & should be federal Best thing Lina Khan did was “Click to Cancel” requiring subscription cancellation as easy as sign-up, & to disclose renewal terms before billing. Trump admin killed it 6 days before it was to take effect, under pressure from Comcast & Home Alarm lobby. Pure evil.

It doesn’t have anything to do with any of that. These companies were being valued at 30-50X earnings. The market is simply saying I have no idea what the world will look like in 30 years given the speed AI is moving and zero confidence that these companies will continue to be able to win in whatever that environment looks like

It is not a software meltdown, it is a mental meltdown in the markets, also known as AI psychosis. Take these companies, check what they do, their moats, their customers, their revenue, and what their CEOs are doing now. Cloudflare, HubSpot, and Snowflake. What will likely happen to them and to businesses like that? I might be wrong, but markets seem to price narratives now, not fundamentals. It seems it is better to just quietly bet on my understanding of reality.

@Dan_Jeffries1 @Rafael_L_Spring These companies were selling at 30x earnings. Thats 30 years to hit that valuation to break even. You think that is coming back?

@Rafael_L_Spring Yeah well if that proves true (it won't) I will sell in five years. 😂

This is wonderful. Will buy all of these this week. 60-90% off their highs. Perfect opp. Anyone who thinks the average company is going to waste time recreating all this software and hosting it and maintaining it are high on their own supply. The golden rule of investing is buy when there's blood in the water. Some of these companies will not survive but so what? Others will adapt and thrive and have the cash and vision to make the pivot.

@NattiFolan @PicturesFoIder That got let go from a tech job at a mattress company?

@PicturesFoIder Riiiiiight. I'm supposed to take scientific and economic advice from a failed social media dork. Pass...

A clear, well-articulated argument against a new data center in Ohio... worth watching

@moseskagan @FARlikewhoa And embracing AI.

@FARlikewhoa Why are we raising pay faster than inflation, instead of using that $$ to hire more teachers to reduce class sizes?

Teachers at Los Angeles Unified School District (LAUSD) are set to strike Tuesday. Here’s where negotiations stand: •Pay: United Teachers Los Angeles (UTLA) is seeking a 17% raise over two years, while LAUSD is offering 13% over three years. The sides are relatively close on compensation. •Class Sizes: Average LAUSD high school classes range from 35–40 students. Teachers are pushing to cap them at 30, while also reducing elementary class sizes from roughly 24. While overcrowding is a legitimate concern, the union’s proposal would cost hundreds of millions annually. This remains a significant gap. •Mental Health Staffing: UTLA is requesting approximately 375 additional counselors, psychologists, and social workers to support student well-being and academic success. The union cites housing instability, immigration stress, and poverty as key drivers. The district agrees on the need but argues that declining enrollment and expiring federal funding make permanent cost increases difficult to sustain. Another major point of contention. •AI in Education: UTLA is seeking contractual protections against AI replacing educators. LAUSD agrees AI should be introduced cautiously and used to support—not replace—teachers. However, the district prefers pilots, guidelines, and studies rather than binding contractual limits. In practical near-term use, the two sides are not far apart. •Expanded Programs: Proposals include growth in arts, physical education, community schools, and enrichment programs. The district broadly agrees in principle but seeks flexibility on scope and funding. Conceptually aligned, but divided on scale. Bottom Line: Both sides have valid concerns and defensible positions. The outcome will hinge on how they balance educational priorities with long-term fiscal realities—and it will be closely watched across California.

@FreightAlley This is a bad use of statistics. That $130/month is only for people that use food delivery services. The vast majority of people spend $0/month on food delivery but everyone has to buy gas

The average consumer spends $130/month on food delivery fees and y’all are worried about +$60/month in gasoline prices destroying the consumer?

@molzer Plus 1

Appraisals are so stupid.