The latter IMO. Take $GOOGL for example. If the cat is out of the bag on agentic search, you either sit and watch your whole business unravel or you hop on the train.

Show Post

This is just coalitonal arson, and again I note the similarity between the way centrists talk about Black Democrats and philosemetism; a fetishistic weaponization and infantilization of marginalized groups that turns vicious the second participants don't play their assigned role.

Show Post

Bay Area venture capitalists opining on BART’s operating costs.

Show Post

You can interpret the differential response two ways: - Ardent high-propensity Republican voters don't want to talk to pollsters, biasing their results - Republicans are so depressed/unenthusiastic that they won't vote in the first place. Very different conclusions, obviously.

Show Post

As someone who has lived in American cities and suburbs, that is absolutely not true for the majority. People love their lawns, cars, etc. If they could own a house with a half-acre lawn and three car garage in the city center, they would, but they know that’s dumb.

Show Post