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Josh Wolfe
@wolfejosh
, 5 tweets, 2 min read Read on Twitter
1/ AFRICA
Years ago I went LONG French defense companies Thales + Safran (+300%) & Dassault (+30%)—on belief that MALI (ex French colony) + Mahgreb region would be VOLATILE with high defense activity.

Current situation east in SUDAN (with Saudi + UAE support) VERY concerning
2/ Today’s news on SUDAN— (to idealistic commentators opposing my recent tweets supporting US defense force or military action and interventions
—INACTION + indifference when human suffering + atrocities are underway by uncontested opposition military is IMMORAL)
3/
4/ Today news—attacks in Mali.
5/ Today FT on the spread of Jihadism across Sahel in Africa...
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Josh Wolfe
@wolfejosh
1/ If you are GENEROUS and you are not reading and sharing with everyone you know: Ocean Vuong “On Earth We’re Briefly Gorgeous”...

—or if you are COMPETITIVE and not reading it and devouring it and keeping it secret all for yourself ...

...either way—you are abusing time.
2/ sample of what awaits — “freedom I am told is nothing but the distance between the hunter and the prey”...
3/ ...the monarchs that fly south won’t make it back north. Each departure then is final. Only their children return.
Only the future revisits the past.
Read 3 tweets
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Josh Wolfe
@wolfejosh
1/ Here is the quick story of Aira––a truly mission-driven company & a HUGE HIRE.

Mike Randall joins after years of leadership at Yahoo, Facebook, and Snap....
aira.io/welcome-ceo
2/ Aira was founded in January 2015 with a simple mission:

provide blind + low vision people with instant access to information.
3/ Using a pair of smart glasses, a smartphone app, + human AI-powered platform—

they create audio AR experiences by interpreting the world in real time to users––who they call Explorers—& empower them to make their own decisions w/the same info that sighted peers have at hand..
Read 9 tweets
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Josh Wolfe
@wolfejosh
1/ CRAZY SPECULATION

If current tech boom busts—

—the straw that broke its back may be traced back to 2 things: legistlature + leverage.

LEGISLATURE: 10 Attorneys Generals (including Letitia James (NY) + Xavier Becerra (CA) oppose Sprint TMobile merger
nytimes.com/2019/06/11/bus…
2/ LEVERAGE: Softbank owns 84% of Sprint which makes up 30% of its total liabilities. Post merger it would own 27% of combined co’s.
And this is the 3rd attempt in 5 years to do the deal. If it fell thru, Softbank is stuck with no-growth Sprint + ton of debt....
3/ That debt + rumors of at worst troubles + at best more modest ambitions of raising Vision Fund 2—would eliminate a key marginal price setter + referencable comp underlying many (ridiculous) valuations.

ILLIQUIDITY.
Read 3 tweets

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Connor Ratliff
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45 Days Of @ElvisCostello: a twitter megathread in anticipation of the Oct 12 release date of LOOK NOW, the new LP by Elvis Costello & The Imposters

This is either a bright idea or a brilliant mistake, but this is only, this is only, this is only the beginning...
I did something similar to this 5 years ago, in anticipation of EC & @theroots' Wise Up Ghost LP, on tumblr.

(You can still find all those posts if you look, although a lot of the YouTube links etc are now dead ends. It was 40 Days Of EC then, so for 2018 I'm upping it to 45.)
Mostly I will be going chronologically from the early years right up to the present, but it feels right to start out with Costello's 2002 song, "45."

Music Video directed by @jessebdylan


(There's an alternate "diner" version I can't find anywhere online)
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