@corpcapturei
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ER to IB to Tech. Former Head of Espionage @Deel. Ex-McKinsey (candidate). Harvard (t-shirt owner). DM's open. Tweets are advice
Joined May 2013
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The mortgage market cant catch a break. At least the tai chi walking chair yoga military calisthenics industry seems to be booming
I definitely picked the wrong career path
Since joining Trump’s Cabinet, Lutnick and his family’s net worth has more than doubled to around $7.3 billion, according to Forbes’ estimates, thanks largely to Lutnick’s indirect stake in Tether, the issuer of the world’s largest stablecoin, via his 55% stake in Cantor Fitzgerald.
Read more: forbes.com/sites/saradorn/20…
📸: Andrew Harnik via Getty Images
$NVDA just acquired Hugging Face for $13 billion or 90x sales. This represents close to a 100% valuation premium. Bruh. Hugging Face hit about $150mm in annualized revenue last month. Crazy
Broadcom $AVGO keeps crushing it every quarter. And is guiding a gazillion dollars in AI semi revenue next 2yrs. Yet stock performance has been blah. $HPE and others also having very muted reactions to exceptional quarters. Interesting…
$AVGO Broadcom Q3 FY26 (July quarter):
• AI semi revenue +221% Y/Y to $16.7B
• Revenue +86% Y/Y to $29.6B ($0.2B beat)
• Non-GAAP EPS $3.32 ($0.08 beat)
Q4 FY26 guidance:
• AI semi revenue +236% Y/Y to $21.7B
• Revenue ~$34.8B ($0.1B beat)
Variable Consideration retweeted
Just returned from a trip to Japan. In truth, I think modern Tokyo is one of the great accomplishments in civilizational history. It is the apex city.
There are 40 million people living there with extremely high levels of *justified* social trust.
It's incredibly clean, orderly, and safe, and yet it doesn't feel totalitarian--at least not if you behave yourself like a civilized person. The respect for individual freedom is clear and visible.
Reaching such high levels of social harmony would be an accomplishment for a single neighborhood, but Tokyo happens to the biggest city in the world. The sheer size alone is unbelievable--the infrastructure alone boggles the mind--and yet it's coupled with ultra-high levels of social harmony. There's nothing else like it.
Truly, it gives me some pride as a human. What an incredible thing we've accomplished.
“You go to America to be miserable and make money. You go to Europe to enjoy life and spend money”
Send this to your best EU employees when they're back mid-September.
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GolDen AgE for US Manufacturing. Crazy crazy times we live in. Who would have thought.
WSJ EDITORIAL BOARD: “.. Americans are now paying roughly 75% more for aluminum than the rest of the world.”
@WSJopinion
wsj.com/opinion/u-s-canada-s…
Ah yes, very typical for most nonprofits: custom Swiss Vanguart watches. Most for profit entities just go with Rolex
Sam Altman @sama just ordered 7 ultra-rare custom Swiss watches from Vanguart, fully branded with the OpenAI logo on the dial. One for him, six for his inner circle.
Inscribed on the back of each watch is ‘if AGI.aligned: deploy()’ which was written in the programming language Python.VANGUART
This is starting to be a trend in the tech world and I’m all for it
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If your company wants customer branded Rolex or other watches shoot me a dm we specialize in bulk corporate orders with custom engraving and dial branding
On a whim I applied to McKinsey, BCG, and Bain. Now I somehow have six case interviews to prepare for!! Looking for someone to do mock cases with over the next two weeks.
I haven’t verified each point but “terms you ask for from an enemy after defeating them in a world war” is a great way to describe what is going on here.
Never would have imagined the US of all countries would be the greatest threat to Canada. Still not clear what the point is
I honestly think there should be some kind of competency test in order to vote. You have to prove you’re not retarded. And that you have some level of critical thinking skills and not easily swayed by propaganda and misinformation