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Microsoft AI Explorer One

I use Pocket Cast. Just sayin…

This video on how much of the debt these companies hold is hidden from their balance sheets is chilling. According to this, Meta “officially” owes $151B, but in reality has debt obligations closer to $572B.

That’s over 40% of Meta’s entire market capitalization, and they’re rapidly adding to that debt. Meta’s existing properties are losing users, and there’s just no fucking way they’ll be able to pay back this debt in the long term, because they have zero hope of deriving income from all this data center investment. At some point, BlackRock and the other private equity firms Meta owes money to are going to come looking for blood

It’s easy to dismiss these efforts as hilariously misguided but they’re not. They’re extremely calculated and he only needs it to pay off once to make everything worth it

Fortunately there seems to be a limit as far as what people are willing to tolerate. While I agree these moves are extremely calculated, they’re being calculated by people who are almost completely disconnected from reality and whose egos cloud their judgment at every turn

Public schools aren’t “cheap,” they lack the funding to either implement a ratio like this or to pay enough to recruit and retain talented staff

One on one isn’t even necessary, look at the Montessori curriculum, two competent Montessori guides can manage a classroom of 30 kids with each kid working at their own pace (within guardrails, of course). The structure of public education in the US is a problem in addition to chronic underfunding

It’s totally different though. Sports betting is an all or nothing affair, you put money on an outcome, you either win or lose, then it’s over.

Day trading (and now vibe trading/meme stocks) may be similar, however investing in a company with good fundamentals long-term carries significantly less risk.

Many companies offer dividends, so you can make money even without the stock price itself increasing. And in holding a diversified portfolio of quality stocks long-term, meaning you ignore market fluctuations, the risk of losing everything is basically zero, and the likelihood of your portfolio increasing in value approaches 100%

I gotta disagree that the stock market is inherently gambling. If an investor does their due diligence, looks at the fundamentals of a company, and makes an informed decision to invest, they are very likely to see some sort of return on that investment.

Unfortunately, we’re deep into “vibe investing” territory now, where stats like P/E ratios no longer seem to matter to either institutional investors or many casual investors. Where people are dumping their money is now disconnected from where it’s wise to dump money