Sublime
An inspiration engine for ideas
Here's a painful 6.5 minutes where Andrew Sorkin & Becky Quick try to understand the unit economics.
Ken Chenault and Ankur Jain say a bunch of things that don't make sense because they can't say "We have an insane deal that is losing Wells hundreds of millions of dollars" https://t.co/wQcSC2BUoS
Sheel Mohnotx.comEmbracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.comWATCH: Great #streamingwars discussion on @SquawkCNBC with @andrewrsorkin @JoeSquawk @MelissaLeeCNBC
$NFLX $AAPL $AMZN $ROKU $DIS
$TWTR $CMCSA
https://t.co/Czx91Up8ga
Rich Greenfield, LightShed 🔦x.com
🚨The U.S. just tried to borrow $42B in a 10-year auction.
The auction tailed, demand tanked, and even foreign banks stepped aside.
Here’s why this matters for every investor, borrower, and taxpayer.
(a thread) https://t.co/BR5TNSOPPY
WATCH: Streaming is now dominating media industry headlines as the lines blur between tech & media companies — thanks for having me on @SquawkCNBC @andrewrsorkin @BeckyQuick @JoeSquawk (full segment below)
$DIS $AAPL $NFLX $T $AMZN
https://t.co/VyXQPNy03g
Rich Greenfield, LightShed 🔦x.comHere is CNBC's reaction when Roaring Kitty of GameStop, $GME, began his stream: https://t.co/cnc5dnNPpq
unusual_whalesx.com