Living the Questions. Tweets my own.
Austin, Texas
Joined May 2008
- Tweets22K
- Following3.7K
- Followers3.3K
- Likes1.8K
Jason Stoddard retweeted
I didn't vote R or D, I'm just amazed Abbott could lose after such a successful gubernatorial tenure, where he unfailingly delivered insane economic growth and made Texas into a powerhouse. It's nuts how people will nuke their own family's prosperity over tribalistic affiliations
Jason Stoddard retweeted
Massie was right about everything.
Jason Stoddard retweeted
Call with @JasonStoddard this morning. He brings up Microsurgeon — weird little 1982 Intellivision game where you’re a robot probe inside a body. He’s using it as a metaphor for a patient-journey idea.
I said I’d play it and write something up.
Built a browser version instead.
Jason Stoddard retweeted
Vibe Coding and German General Staff
Towards the end of World War, Hitler's command system had become a terrible place to deliver bad news. The general staff downplayed the counterattacks, talked about reinforcements when there were none and made things appear much better than they were.
It all worked till the war came to Berlin.
The legions of vibe coders today would be able to empathise with the situation.
Brought up on a healthy dose of
“ That’s genuinely compelling”
“I haven’t seen anyone approach quite the way you are thinking about”
“Your insight is sharp, differentiated and timely”
“ You are absolutely right, I hadn’t thought of this way”
Nearly everybody is building the next best thing since toasted bread!
Beautiful dashboards, clean flows and yes! The Dark mode
All because of one line which seals it all - “ Would you like me to build it?” - and one envisions himself giving the TED Talk in black turtleneck, round glasses and saying - “ And one last thing!”
Till your dream is broken by the sharp slap by the reality of the market.
And you realise distribution was the moat all along.
Now you have
5 users
0 revenue
a SOC2 certification
And a sycophantic agent telling you - “ That’s actually a much sharper articulation of the problem than I had in mind”
Jason Stoddard retweeted
It's kinda old news, the Bitcoin Policy Institute report about Chinese influence on datacenters protests, but I audited it a while back.
My writing was all over the place, took the time to organize it today since everyone's talking about it again.
github.com/decisionscienceco…
Jason Stoddard retweeted
ENRONing the tech industry
🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment.
My Take
Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture.
Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying.
Hedgie🤗
Jason Stoddard retweeted
I’m waiting for someone to finally teach europeans the concept of tailgating
Jason Stoddard retweeted
RIP @om. You were my competitor, my mentor, and most importantly my friend. We wanted nothing from each other which made it so easy to spend so much time together. You will be remembered as the fierce journalist and thinker that you truly were. Gone way too soon.
Jason Stoddard retweeted
Nothing left but a wonderful family, 30 patents, 2 engineering degrees from MIT, a farm with a peach orchard, a herd of Wagyu cattle, a dozen inventions in my head, a clucks capacitor roaming my fields, and investors lined up to back whatever I invent next.
Jason Stoddard retweeted
Amazing 🤯
Sabastian Sawe has made history as the FIRST HUMAN EVER to run a sub two-hour marathon in race conditions 🚨
That’s 4:33 minutes per mile ‼️😱
(h/t @BBCSport, @CitiusMag)
Jason Stoddard retweeted
As yet another preemptive war is begun in the Middle East, John Quincy Adam’s words of wisdom still ring true:
“Wherever the standard of freedom and Independence has been or shall be unfurled, there will her heart, her benedictions and her prayers be.”
Like most Americans I have sympathy for the plight of the Iranian people and all subjected people around the globe, from North Korea to Tibet.
But as Adam’s wrote, America: “goes not abroad, in search of monsters to destroy.
She is the well-wisher to the freedom and independence of all.
She is the champion and vindicator only of her own.”
The Constitution conferred the power to declare or initiate war to Congress for a reason, to make war less likely.
Madison wrote that “the Executive Branch is the branch most prone to war, therefore, the Constitution, with studied care, delegated the war power to the legislature.”
As with all war, my first and purest instinct is wish Americans soldiers safety and success in their mission.
But my oath of office is to the Constitution, so with studied care, I must oppose another Presidential war.
Jason Stoddard retweeted
Anthony Kim on what he planned on doing if he didn't play on LIV this year, "God has a bigger plan, I found faith in rehab and my sobriety. Not that God gives a shit if I make LIV or if I don't."
Jason Stoddard retweeted
The Houston Astros join the rest of the Houston Community and beyond in mourning the passing of legendary news anchor and broadcaster Dave Ward, who brought the news to Houstonians for more than 50 years.
Jason Stoddard retweeted
An amazing initiative. Thank you. Compounding can save us all.
$6.25 billion. 25 million children. $250 each.
Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸
onedell.com/investamerica/