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Marcelo P. Lima
47.4K posts
Marcelo P. Lima
@MarceloLima
Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: memosbyhh.com
In light of yet another WSJ hit piece on @elonmusk, let’s recall what Larry Ellison said about the WSJ back in 2018:- People don’t realize it but Elon Musk is our time’s Thomas Edison.
- This blew my mind: The New York Times printed Nazi propaganda that Poland had invaded Germany, and the journalist who wrote this won a Pulitzer Prize for his efforts.
- Watch Nadella describe SaaS apps as nothing more than a CRUD database with some business logic, but once the business logic moves to AI agents, SaaS is over:
00:00 - Lina Khan blocked Amazon from buying iRobot; they had to lay off 31% of their employees and are losing money hand over fist. Then, she blocked JetBlue from acquiring Spirit Airlines; Spirit is now contemplating bankruptcy. Great job, Lina!
Readers added context they thought people might want to knowReaders added contextAmazon’s acquisition of iRobot was abandoned because it had “no path to regulatory approval in the European Union.” It had nothing to do with Lina Khan or the FTC. theverge.com/2024/1/29/2403… - I'm told this is the Berkshire internship reading list
- Replying to @JasonHow much is a plane ticket to Venezuela or Mexico? Plus a few hours’ work for the agents involved. $5k?
- Neither the New York Times nor the Wall Street Journal have written about the historic achievement of Boom in building the first ever supersonic aircraft not backed by a government. The FT though wrote a story accompanied by a cool graphic:
- YouTube is censoring the Joe Rogan interview with Trump by not showing the video (with over 33m views) when you search for it, and people have noticed. WTF.
00:00
- Enjoyed this vignette of @elonmusk’s work ethic at SpaceX. NASA’s chief engineer: “I guarantee you this guy is not going to fail”
- Replying to @AustenEven crazier: there is zero media coverage of this
- Hard to believe Ebay bought PayPal for $1.5 billion in 2002. Market cap today: Ebay: $39 billion Paypal: $295 billion
- Bloomberg is such a joke. While Perplexity does realtime call transcription for free, Bloomberg has a 15 minute lag and costs $30k/year.
