technology analyst, investor, father, foodie, erratic exerciser, expert procrastinator
Boston, MA
Joined December 2011
- Tweets658
- Following379
- Followers357
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The @dtownboston Pres. Michael Nichols arrogantly gaslights Downtown Crossing’s residents & business owners, saying they are all wrong and should ignore their better instincts. Mike-crime is crime, and it’s random to the innocent victims. @MassDailyNews
wgbh.org/news/local/2026-10-…
I have 20 free drink vouchers on @Delta due to my status. But I never need them because I’m always getting free alcohol in Comfort+ or First Class. What’s the best way to utilize these? Sad to think about all this free booze going to waste. @FlyerTalk @thepointsguy
A no-nonsense piece from @BOSDowntown Co-founder Rishi Shukla in on the “lived” reality of crime and public safety in Boston. My take: taglines (“safest major city in the country”) don’t mean people feel safe. @MassDailyNews @johnfgately @OnlyInBOS
commonwealthbeacon.org/opini…
How it (“The Kiss”) started (Oct 30, 2021)…and how it’s going (June 27, 2026) @barstoolsports @BarstoolReags @stoolpresidente @MailSport @DailyMail @jennalemoncelli @nypost @nypostsports @Outkick @JoeKinseyexp @WakeFB @DemonDeacons
1/2 The @RonanFarrow @NewYorker exposé convinces me @sama is actually channeling four of the most iconic tech personalities of the past 50 years:
- Bill Gates (more business person than technologist)
- Steve Jobs (bending reality to fit his narrative and objectives)
(con’t.)
This used to be known as @Uber Black. Now Black car trunks are full of drivers’ personal stuff, half of them can’t load our suitcases, and in places like Florida, some drivers are unable to communicate with us in English. Competition was overdue. @dkhos
bloomberg.com/news/articles/…
Big takeaway from hyperscaler earnings: @oracle is screwed. Don’t have the cash flow or bal sheet to compete at scale w/ @amazon @microsoft @Google. Also blew 100% on OpenAI - now no one else will make a big RPO deal on OCI. Cooked. @PythiaR @TechFundies @buccocapital $ORCL
Most important number from @amazon tonight was $244B RPO. That $44B seq increase was equal to the growth in RPO from Q4’23 to Q3’25 - two yrs of incremental backlog in ONE qtr! Fully explains capex guide. $AMZN @TechFundies @TMTLongShort @blondesnmoney
Time for some hard truths @JesseBWatters - @CharlesHurt is not cutting it as your stand-in. Awkward, low energy, no chemistry with guests. You lose us every time he sub hosts. Sorry. Give it some thought. P.S. You still da man!
This is my Dad. Born in 1926. Spending his 100th year on earth. Takes the road test every year to renew his IL driver’s license. He barely needed it today. Thx @elonmusk for giving us the gift of a great afternoon with FSD! @Tesla @wholemars @SawyerMerritt @teslacarsonly @turo
Enjoyed @tmcgrathphilly’s @BostonMagazine story on negotiating. Plenty of insights. But Tom-pls leave your personal politics out of it. It undercuts your credibility. @Tesla’s EV competitors in much worse shape & $TSLA near new highs tells the real story.
bostonmagazine.com/longform/…
"Larry Ellison has become the world’s richest person for the first time." Not true actually. On April 24, 2000, $MSFT fell 15% after a disappointing FQ2, and @larryellison surpassed @BillGates by $500m to top the list (net worth $50 bil). @MelinAnders
bloomberg.com/news/articles/…
This move by @VersantMedia to rebrand @MSNBC will go down in the marketing Hall of Fame screwups alongside @dunkindonuts dropping “donuts” and @hbomax dropping Max. The peacock is globally recognizable without words. Destroying value already.
Nice coverage of PLAN: Downtown zoning issues from @boston25 and @DrewKaredes. Hoping for a balanced outcome of housing, historic preservation, shadow protection, and small business support. @OnlyInBOS @BOSPreservation @FOPG @RevSpaces #LadderBlocks
boston25news.com/news/local/…
…and the DSO and DIO are back on track, along with CFFO, as predicted. Not to mention China headwind remains a sideshow to exploding AI inference demand. $NVDA @dowdedward @FinanceLancelot @TechFundies
Ed - see my reply yday re: hockey stick production ramp of Blackwell that created an end-of-qtr timing diff btw shipments (rev rec) and collections (prediction: reverses in Q1). And if anyone owns $NVDA for Chinese demand, that’s misguided and missing the secular big picture.
Hearing it’s a fire that started on the roof of a building at Batterymarch and Milk streets. Now seems under control.
Massive fire in the Wharf District area right now. @OnlyInBOS @wbz @wbznewsradio @BostonGlobe @bostonherald
Massive fire in the Wharf District area right now. @OnlyInBOS @wbz @wbznewsradio @BostonGlobe @bostonherald
Your move, Dunkin’ - I mean you even held onto the X handle. Take the L and get your brand mojo back. @dunkindonuts @universalhub
