Employee Gayle is going viral for being honored with just flowers at her retirement after working 44 years at Walmart.

Never in a million yearss did I expect this: “Wachtell says three of seven of its executive committee are under 40.”

💾 Smaller KV cache. Bigger savings. Compared with the previous generation, V4.1-Flash’s KV cache needs just: 🔹 1/4 the HBM 🔹 1/8 the SSD storage Cache-hit charges often account for a large share of agent costs. Compressing the cache cuts those costs significantly. 3/6

Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally. "I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left." "Every basis point of artificial yield suppression is a subsidy to procrastination." "Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets." "If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit." wsj.com/opinion/let-the-bond…

What *actually* great looking cities look like

The most beautiful city in North America

I don’t think you need to sell $GOOG as long as @demishassabis is around

Probably close to bottom on $ACN given the narrative here.

David Tepper says he bought and demolished the Hamptons mansion of his former Goldman Sachs boss, John Corzine, for $43.5 million to get revenge for years of humiliation. “I worked on the high-yield bond desk in the late ’80s. I was considered one of the best. Then I found out Corzine had passed me over for partnership yet again. I was absolutely devastated and humiliated” “Then came another rejection. And another. I kept thinking, ‘My God, I just can’t break through. It’s always another “no” from the people at the top” “In 1992, I left and founded Appaloosa. Within ten years, I had become a billionaire. And he was still there” “In 2010, I bought his old Hamptons mansion from his ex-wife for $43.5 million. I could have just lived in it. I said, No” “I tore it down completely and built a house twice the size. That was my way of settling the score for all those years of humiliation”