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Tren Griffin
@trengriffin
, 3 tweets, 1 min read Read on Twitter
One of the hardest things to do as a broadband provider is overbuild another operator which has mostly fixed costs. As the overbuild begins the incumbent(s) will drop price to maintain market share. A pricing umbrella for a service like fixed 5G to homes turns out to be a mirage
"5G Fixed Wireless Access (FWA) Market Worth $46,366 Million by 2026 - Exclusive Report"

Everyone knows that the author of this report intentionally rounded that last 6 million up to sell more copies.
None of this is new: A fixed wireless technology called "Project Angel" was a well-kept secret and wasn’t even known to AT&T when it bought McCaw in 1994 “in case the deal didn’t go through." google.com/amp/s/www.rcrw… "AT&T doesn’t like to call the system wireless local loop..."
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More from @trengriffin see all

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Tren Griffin
@trengriffin
WSJ: wsj.com/articles/inver… This could be referring to many different things "they already know."
It isn't that Burger King offering a $5 monthly coffee subscription is loss leader which is in effect a marketing cost. google.com/amp/s/www.cnbc…
It isn't that after the first year, Apple’s cut on subscription renewals is lowered to 15 percent. forbes.com/sites/dbloom/2… What else don't investors know?
Read 3 tweets
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Tren Griffin
@trengriffin
Charlie Munger: "Everybody with any sense at all knows that some businesses are better than others. What makes it difficult is they sell at higher prices. If all you had to do was figure out which businesses are better than others, even an idiot could make a lot of money."
Charlie Munger: "A pari-mutuel system at the racetrack is a market. Everybody there bets and the odds change based on what’s bet. That’s what happens in the stock market.” "What we want are favorable odds.”
“Playing poker in the Army honed my business skills. What you have to learn is to fold early when the odds are against you, or if you have a big edge, back it heavily because you don’t get a big edge often. Opportunity comes, but it doesn’t come often, so seize it when it does.”
Read 4 tweets
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Tren Griffin
@trengriffin
WeWork: Total footprint of all leased real estate in the Seattle area has risen to 1.7M square feet, up from 900k square feet as of last summer. Claims to be the fourth largest office occupier in Seattle. By the end 2019 at least 19 Seattle locations geekwire.com/2019/wework-fo…
"In the trendy Capitol Hill neighborhood of Seattle, WeWork will open an office in October at 1525 11th Ave. The five-floor office will have 1,350 desks." That building is ~70,000 square feet, so that's ~ 52 square feet per desk.
"In WeWork's buildings, the average square footage per person hovers around 50 square feet. This compares to 250 sq ft for commercial offices." cbinsights.com/research/repor…
Read 3 tweets

Related threads

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The Wellness Warrior 🕊✨
@TheWellnessWar3
One of the hardest things to do in life is to say “No.”

All of us regularly say yes unthinkingly sometimes

Or out of:

Vague attraction
Greed
Vanity
Fear of disappointing

We can’t say no—because we might miss out on something if we did

👇 {THREAD} 👇
Today I’m going to teach you all the power of saying, “No.”

Saying no is pretty much a super power

So, let’s jump straight in it then ladies and gentlemen

The resource we waste the most of, but will never get any of it back

If you haven’t guessed already, that resource is ⏰
Property can be regained

Money can be re-earned.

Time?

Time is our most irreplaceable asset.
We cannot buy more of it. We cannot get a second of it back.

We can only hope to waste as little as possible.

Yet somehow we treat it as the most renewable of all resources.
Read 10 tweets
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wretchardthecat
@wretchardthecat
One of the hardest things for the collusion theory to explain is why the Kremlin did not collude with Merkel, with Corbyn or Hillary. These people were left wing. You can make a plausible case for Russian conspiracy only by throwing out the WaPo op-ed's logic.
The real strategic threat to Russia was never America but China. The Russians share a border and border conflicts w/ China, but not with America. Realistically the Russians know America will never invade Russia. Can the Russians be so sure about Siberia?
To the Kremlin the biggest threat must have been the relative decline of the West vis a vis China caused by the corrosive effects of its own leftover useful fools. This would give them the motive for undermining Western Left. They had to stop China.
Read 4 tweets
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Victor Asemota
@asemota
One of the hardest things to do on Earth is relocating.
Even if it means moving from one neighbourhood to another or city to city, it is hard. Imagine moving from an entire culture to another as you move from country to country?
The first thing that hits badly you is the food.
When I first started school in England, the hardest thing to adjust to was the food. IT was so bland!! I had to put pepper into everything and it was not the same. One day, I got fed up, went to Tesco, bought stuff and made my own Nigerian stew. It was still not the same.
I had to run away from Sheffield every weekend to Manchester because my Bestman and his wife lived there and had Nigerian food. Having the food you are used to all around you is something that you take for granted until you now have to drive two hours to and fro to get it.
Read 10 tweets
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tnielsenhayden
@tnielsenhayden
One of the hardest things to understand about graft, corruption, and self-dealing is how extraordinarily wasteful they can be.

Grifters don’t care how much value they destroy, as long as they make money on the deal.
For example: no-bid contracts for disaster relief supplies that never get delivered. Result: no help or repairs now; no way to minimize further damage. Real cost: hugely more than the price of those missing supplies.
Temporarily getting control of a business, then running a bust-out fraud (as seen in Goodfellas and The Sopranos), wastes big value for little profit — but that profit goes to the guys running the bust-out. The cost goes to everyone else.
Read 14 tweets
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Mark Rogowsky
@maxrogo
Hey @business, we see what you did there

(Thread incoming... and it's long)
Also, if we're going to criticize Tim Cook, the captain of a ship that's created 100s of billions in value with him at the helm, let's not stop at "what's wrong with Siri"
Let's talk about the fact that Apple has found a "secret sauce" to make money around iPhone: Sell people stuff, both digital and physical, that work with iPhone
Read 23 tweets
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John Noonan
@noonanjo
One of the most interesting stories to come out of the investigation: Russian hackers paid Facebook to run 2 ads. The first was "Save Islamic Knowledge," 2nd was "Stop Islamization of Texas." The ads set the rally for the same place/location.
so for a few hundred bucks, they had a bunch of Americans screaming at each other in the Texas streets and the media covering it.

It wasn't stupid.
I haven't seen any evidence of it over past few days, but safe bet they are feeding fire of gun control debate.

Their favorite topics are black lives matter and anthem protests, anything that has negatively charged emotional isotopes, anything that feeds tribal division.
Read 21 tweets

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