Essays, Notes, & Asides

Asides

  • Twitter as the new Linkedin will never not be funny to me:

    Sources: Elon Musk and his Twitter advisers discussed adding paid DMs, which would let users privately message “Very Important Tweeters” 


  • Seasonally strongest quarter of the year, and PTON guidance goes boom. Saw this in JPM today:

    “Net Adds of ~27k, well below prior JPMe of ~90k CF Net Adds & broader investor expectations that we think were closer to ~60k”


  • I get that doctors are busy, but firing patients who have nothing wrong and don’t come is just … stupid.