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Tren Griffin Profile picture
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20 Sep, 5 tweets, 2 min read
1/ What business is this?
vivendi.com/wp-content/upl…
“Something in the region of about a couple of billion dollars of streaming in 2020 came from outside the DSPs, through the likes of Peloton, Instagram, TikTok and the rest. These are what they are betting on to deliver good, continued strong growth.” variety.com/2021/music/new…
"per-capita music spending remains below its peak in the US, according to JPMorgan. In 1999, recorded music revenue per capita was $81 on an inflation-adjusted basis, well above the $37 spent last year." amp.ft.com/content/876eaa…
"Almost half of Universal’s recorded music revenue comes from music that is less than three years old, meaning that it must continue investing in finding new talent."

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More from @trengriffin

Tren Griffin Profile picture
18 Sep
1/ "The price per pound of crab meat has gone up from $21 a pound. Yesterday, it was $52 a pound, which is astronomical, so a lot of us have had to take crab off our menus."

Seattle prices for picked crab meat have been $50 a pound for a long time. thedenverchannel.com/news/national/…
2/ Dungeness crab buyers from China are the cause of the current $50 a pound crab price.

In Southeast Alaska, Dungeness crabbers wrapped up an “average” season for a 2-1/2-month summer fishery Preliminary numbers indicate the catch came in at half of last summer’s level. Image
3/ The crabber sells their Dungeness crab at $4.25 per pound to the distributor and after different businesses add their slice along the value chain you pay $19 a pound in the grocery store at retail for in the shell (ie, not picked) crab. nationalfisherman.com/alaska/alaska-…
Read 4 tweets
Tren Griffin Profile picture
17 Sep
1/ "Charles A. See's oldest son Laurance died at age 57. His younger brother, Charles B. (Harry) See, wanted to try something different." He bought a yacht with some of the sale proceeds from selling to BRK. Do you know the name of the yacht (now in a marina near where I live)? Image
2/ The name of Harry See's yacht can be seen if you look below the bridge. Silverado. It cost $3M and at the time was the largest fiberglass boat in the world. See sold it to Max Wyman for $1M, which is lousy boat unit economics. Max Wyndham had sold the Wild Goose to John Wayne. Image
3/ The Silverado is currently docked in Poulsbo in Liberty Bay. You can see it right over the shoulders of this Orca. Max Wyman sold it to the Hilton family and they turned it into a five unit time share.

What has been Berkshire's return on the purchase of the See's business? Image
Read 4 tweets
Tren Griffin Profile picture
16 Sep
1/ "Credit cards are a Neanderthal version of what really needs to happen...much more consumer transparency, much more consumer control, [a] really clear sense for what things cost, and when you’re done paying for them, even if you are paying over time." news.google.com/articles/CAIiE…
2/ "What we focus on is making sure that it’s really, really, really clear to you as you decide to use Affirm what the costs will be, what the term will be, that there are no late fees, that you don’t need to be scared about missing a payment. It’s our job to remind you."
3/ The consumer credit value chain is impacted by "buy now pay later." How much revenue is lost by other lenders? How much less do borrowers pay? Is there an underwriting arbitrage? Is scale a competitive advantage for "buy now pay later" providers?
newyorkfed.org/medialibrary/i…
Read 12 tweets
Tren Griffin Profile picture
16 Sep
"Alaska’s largest hospital forced to ration treatment as COVID deaths, cases return to last winter’s levels in US" cbs4indy.com/news/coronavir…

"Southern Idaho including Boise could join northern Idaho in rationing health care" google.com/amp/s/amp.thes…

bloomberg.com/news/articles/…
"The team will look at life stage, overall health and comorbidity while considering triage"

"The 20-bed critical care unit at Bozeman Deaconess was fully occupied Wednesday. The medical unit was at 95% capacity and the surgical unit was at 114%." billingsgazette.com/news/state-and…
"Over the weekend Missoula broke its record for new daily cases added and one hospital is using ambulance bays for triage. Statewide hospitalization numbers are up 46% over the last two weeks, nearing previous peaks of late last year. Bozeman Health has more than 400 open jobs."
Read 4 tweets
Tren Griffin Profile picture
11 Sep
The 70-degree Starlink shell will be populated with Falcon 9 launches Vandenberg in California. It will expand coverage to areas such as parts of Alaska and Northern Europe.

97.6-degree (polar coverage) and 53.2-degree shells will launch from Florida.

nasaspaceflight.com/2021/09/first-…
Satellite constellations link to the network of networks on Earth via a gateway. It isn't possible to have a gateway everywhere they are needed due to regulatory/licensing constraints and since so much of Earth is covered by oceans. Intersatellite links = fewer gateways needed.
3/ Shotwell on the economics of Starlink laser inter-satellite links: “Anything you add to that satellite is expensive, but when you pack 60 of them together and throw them on one reusable launch vehicle, the economics are pretty favorable for us.” satellitetoday.com/broadband/2021…
Read 4 tweets
Tren Griffin Profile picture
10 Sep
1/ What was the code name of the secret locked room where Microsoft kept the Macintosh prototypes it was testing, providing feedback on and building applications for prior to the Mac launch on 1-24-84?

Why is this t-shirt and motorcycle jacket related to that work at Microsoft!
2/ There are clues about the answers to the previous questions here.

The code name for the Mac at Microsoft was "SAND" but the article below was wrong about what it meant.
"At [the] time [Microsoft committed to the Macintosh] we decided our app strategy would be to emphasize the Macintosh and win there, then roll back to the PC when graphical interfaces become popular." Bill Gates

InfoWorld, January 29, 1990
Read 4 tweets

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