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Tren Griffin
@trengriffin
, 4 tweets, 1 min read Read on Twitter
It's way harder without idiot competition says Charlie Munger.
Draft obit ideas:
On banking:
On the Internet:

"Nobody's going to stop the Internet that enabled me to get that table for $100. And everybody's threatened by it."
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Tren Griffin
@trengriffin
An operator of geostationary satellites talking trash about low Earth orbit satellites (SpaceX, Amazon, OneWeb) naturally raises some of the key technical trade offs inherent in any system operating in spaaaaace. To get X you can't have Y due to physics. spaceintelreport.com/viasat-on-amaz…
Dankberg: "Starlink's altitude is lower, the EIRP is lower, and in order to get the geographic coverage they have increased the look angles they are going to support. It’s not clear they are going to have cross-links.

Surely they’ll have inter-satellite links.

It's not clear."
Reducing cost of launch is a big enabler for LEOs. SpaceX has low-cost launch and [Bezos-owned] Blue Origin does." [Iridium was] way over-built — $5-$6 billion for 70-plus satellites...these [broadband LEO] satellites are not being overbuilt. They’re built for 5-7 -year life."
Read 4 tweets
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Tren Griffin
@trengriffin
Quiz: I've written a lot about factors that impact Roku's business like a subscription business model and wholesale transfer pricing. What will be the most important Roku numbers tomorrow? See generally: finance.yahoo.com/amphtml/news/r…
Quiz Question 2: What is the decoder ring for these ratings? Is there a Rosetta Stone? bing.com/amp/s/www.nasd…
"Analysts expect Roku to finish the first quarter with approximately 28.4 million active accounts and ARPU of $19, up from $17. Consensus estimates call for $192 million in revenue, which would represent 40% year-over-year growth and an adjusted net loss of $0.24 per share"
Read 6 tweets
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Tren Griffin
@trengriffin
"SpaceX is targeting 18 to 21 launches for this year not including the Starlink missions, which is consistent with previous years — SpaceX launched 18 times in 2017 and 21 times last year — but lower than the 30 to 40 annual launches forecasted in 2017." spacenews.com/spacex-to-laun…
"SpaceX expanded its manufacturing ability to 40 rockets a year in anticipation of a commercial boom that didn’t happen. 'We thought the commercial market might expand to that, I think we probably wished it had, but we’ve got plenty of capacity to launch our Starlink system.'"
Things are about to get launchy it seems.
Starlink: see previous link
OneWeb: spaceintelreport.com/oneweb-targets…
Telesat: prnewswire.com/news-releases/…
Read 3 tweets

Related threads

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George Mack
@george__mack
CHARLIE MUNGER'S 7 IRON LAWS:

Charlie Munger has been the biggest COGNITIVE INFLUENCE on my life so far.

Here are a list of my favourite PRINCIPLES from the eccentric billionaire.

THREAD...
MUNGERS LAW #1 - IF IN DOUBT, INVERT.

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.”

Avoiding stupidity is easier than seeking excellence, yet nobody does it.
His golden piece of advice is two-fold:

1. Avoid being lazy
2. Avoid being unreliable

No matter how connected, well-read or talented you are - if you don't avoid these two, you are destined to fail.
Read 30 tweets
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A.R. Moxon (read pinned tweet)
@JuliusGoat
People who think gun control advocates need to compromise more, realize a key fact:

Gun control *is* the compromise position.

Other countries just have bans, you realize.

Gun control advocates are by definition compromising.

Would YOU like to compromise?
People on the left would do well to realize that in MOST cases our desired policy ends are already the compromise positions, and the requests for further compromise are simply requests to capitulate entirely.

Reject that frame. We're already at the halfway point.
It's a negotiation.

Sweeping gun control legislation at the federal level is the offer.

It's an opportunity to avoid a total gun control ban down the road.

Those who don't want to work on the former are opting for the latter.

That's how this works.
Read 22 tweets
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Dannielle Blumenthal PhD
@DrDannielle
1) Hillary Clinton on Jews.
2) “Hillary routinely referred to Jews as either ‘fuckin’ Jew bastards’ or ‘stupid kikes.’” blogs.timesofisrael.com/hillarys-top-a…
amazon.com/Hillary-Other-…
3) “When Bill lost the 1974 race for Congress, Hillary turned on his campaign manager and called him a ‘fuckin’ Jew bastard.’”

amazon.com/State-Union-Ma…
blogs.timesofisrael.com/hillarys-top-a…
Read 120 tweets
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NOLA.com
@NOLAnews
We’re following protesters as they walk towards the Convention Center, calling for an end to the shutdown and a “national emergency against Trump.” The President is speaking in New Orleans today at the National Farm Bureau Federation's convention.
Everyone’s bundled up in the 40 degree weather, but the crowd’s energy is still contagious.
The group is also against the President’s consideration to pull money for the wall from the Army Corps of Engineers, funding that was to be used for disaster relief projects like flooding prevention.
Read 18 tweets
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pplswar
@pplswar
WANTED: A serious progressive approach to foreign policy. Dictator-lovers need not apply.
ALSO WANTED: Intellectuals who oppose bad faith arguments and don't resort to strawmen and deflections when they can't come up with remotely coherent arguments for their know-nothing FP positions.

Noah Berlatsky need not apply.
"Sometimes you have to pick the gun up to put the gun down." -- Malcolm X
Read 92 tweets
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Ally Fogg
@AllyFogg
Not picking an argument with DL here because we're pals, but a good opportunity to point out why this tweet profoundly misrepresents MY position on Brexit and (I would imagine) Corbyn and most other Corbyn supporters too. [thread] >
Brexit will be disastrous for the British economy, and the harder the Brexit the more damaging it will be. At the same time, any attempt to halt or reverse Brexit would plunge this country into a political & constitutional crisis that would paralyse the country for decades >
with instability, uncertainty, massive internal strife and consequently a whole different set of economic calamities. There is simply no going back to the pre-2016 consensus, it is impossible, it's not there any more. >
Read 9 tweets

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