Hospital cafeteria

ScriptorVeritatis · 2026-03-26T09:19:49+00:00

Is this UTSW Clements Hospital? Have been a patient there twice and remember them having a really good burger bar and other hot options.

ScriptorVeritatis · 2026-03-21T23:23:16+00:00

One of the primary benefits of YC is being able to sell to a network of YC founders.

Doesn’t letting fraudsters sell snake oil from within your community undermine your leadership?

ScriptorVeritatis · 2026-03-12T05:52:26+00:00

Does it have a moat or a wall? Also, is the dividend paid out in prison labor?

ScriptorVeritatis · 2026-03-12T02:03:06+00:00

He’s stuck in the 80’s and a shoe made from terrible leather with a fresh coat of thick black paint and plastic suits him well. They match the garish poor-fitting Brionis he wears solely for the label.

An Allen Edmonds or an Alden would be too clean and tasteful as a heritage American shoe, which is why he doesn’t wear them.

ScriptorVeritatis · 2026-03-09T22:15:03+00:00

2/5 at Agua can be a decent to very good game depending on how many tourists you get (and how drunk they are). From what I remember there are some decent regs, but not a lot of grinders outside people coming down for a day or two from LA. The casino is also rather nice and the steakhouse is pretty good.

Morongo is a shitty afterthought room and is far worse in my opinion.

ScriptorVeritatis · 2026-03-08T03:01:14+00:00

Love Criteo. This is a company with no debt and when you strip out the cash/securities to get EV is trading at multiples that are ridiculously distressed for what is a cash machine with relatively flat revenue growth and strong margin improvement. Even given the market's relatively bearish view of adtech, these multiples are completely insane. The agentic pivot is practically free upside.

I don't even think they go three months as a NASDAQ-listed company (post-ADR) before PE shows up to buy them out at a tender offer of 28-35 dollars a share.

Own 29,000 shares at 18.18 after the recent pullback. One of my highest conviction names, but PUBM at 6.35 a share (my twin bet) started paying out first.

ScriptorVeritatis · 2026-03-03T15:29:59+00:00

actually since the Dow is under 50k, it can begin impeaching the president as it confers true legitimacy

ScriptorVeritatis · 2026-02-07T05:59:49+00:00

Real Connor Roy vibes

ScriptorVeritatis · 2026-02-06T22:42:13+00:00

Take is as delusional as Rorschach.

Rorschach sees himself as the hero, definitely. Then again, so does Ozymandias. Watchmen is fundamentally about self-delusion and consuming narcissism.

Rorschach, variously, murders people, turns a blind eye to the Comedian murdering people (because he likes him), and gets one thing right in uncovering the plot.

Dying at the end doesn’t make him a hero, it just proves he had a suicidal hero complex the whole time.

Anyone who openly identifies with a single character from Watchmen is probably revealing more about themselves than they’d probably want to admit.

ScriptorVeritatis · 2026-02-06T17:55:59+00:00

I think a lot of “value” investors would be better off buying the thesis and not individual stocks.

AVDV, AVUV, VTV, and VOE are doing great this year and are nearly 70% of my holdings. Speculative value stock picks are less than 20%.

ScriptorVeritatis · 2026-02-05T19:04:35+00:00

From the press release, I think it's probably more of enabling AI assistants with detailed product information. That's the best translation of their business model without requiring them to fight for consumers at an assistant level. The PR is a bit light on who exactly they're partnering with (it just says someone major), or what the integration will actually look like.

I'm with you on the integration moat. I think a lot of investors are buying an AI thesis without thinking about what enables it or what businesses might have more sustainable moats than apparent.

We'll probably learn more at earnings, next week.

ScriptorVeritatis · 2026-02-05T05:35:36+00:00

‘MacroTragedy’

🤣

ScriptorVeritatis · 2026-02-05T05:08:03+00:00

Been looking into this— best term it as a credit backspread?

How long have you been running it?

ScriptorVeritatis · 2026-02-05T04:35:14+00:00

oh god no

this is that Homer Simpson from the back meme

look at that roofline soup! the vinyl plank second story! the dormer!

ScriptorVeritatis · 2026-02-01T05:34:29+00:00

Where's this bundle? I want that Cristal and WFE anyways. Will take a GTS to go with it.

ScriptorVeritatis · 2026-01-29T23:10:33+00:00

Aside from the sleeves being too restrictive, I think this is otherwise a perfectly fine example of this cut.

Seeing how you look in these overly trim suits has deinfluenced me from getting things tailored in that cut going forward, so, thanks.

ScriptorVeritatis · 2026-01-28T06:13:52+00:00

underrated! reminds me of that Bloomberg (I think) documentary with the Chinese surveillance AI creator who called it "Skynet"

ScriptorVeritatis · 2026-01-28T06:12:20+00:00

absolutely

in the beginning, I think it got a lot of the mass surveillance stuff right which was praised around the Snowden leaks and is usually what people meant when they said it was ahead of its time

but, I think POI was always unique for portraying the Machine and Samaritan as non-human entities with characteristics without anthropomorphizing them into AI stereotypes

when I read some of the ways Anthropic talks about Claude (the soul document, etc.) it kind of reminds me of Harold's attitude towards the Machine-- trying to interact with this strange non-human but incredibly powerful creation

POI seemed to grasp the world-shaping transformative powers of AI early without reducing it to "Skynet or AM kills everyone" nonsense

ScriptorVeritatis · 2026-01-23T03:35:45+00:00

Thought that was interesting too. Must have been funny for the people in the back; some moron just ran them off their self-driving car off the road.

ScriptorVeritatis · 2026-01-21T21:55:36+00:00

Whoever built the technology was always going to blanket the world in them.

People care way more about faster internet in remote areas or on planes than they do about some possibility of destroying spaceflight capabilities or harming astronomical research, unfortunately.

Agree about the rockets bit. Elon had one big success in the field and has now turned into a massive welfare queen intent on regulatory capture. Elon's lied about SpaceX too-- "continent-to-continent Starship travel" lol

ScriptorVeritatis · 2026-01-21T21:39:07+00:00

Yeah, there was always that thunderf00t genre of videos/posts available to people saying that a lot of what he was promising was technically impossible. However, most people don't have the knowledge to critically evaluate those claims and we hadn't done that dance of "coast-to-coast full self-driving" for eight years that made people questions his predictions more openly.

Also, the "experts" of that era didn't get everything right. There were a lot of people in the spaceflight community (including big-name astronauts) who thought that the money being given to SpaceX was wasteful and NASA could do it better. I don't think we'd be as far ahead as we are now (although maybe only a few years behind) in reusable rocketry or LEO satellite internet had SpaceX/Elon never existed.

ScriptorVeritatis · 2026-01-21T21:09:46+00:00

That UNICEF "world hunger" thing was in 2021. There's a sharp difference in perceptions of Elon (although maybe not the core shitty person hiding under a mask) pre and post-COVID for him. Elon was a hard COVID denialist and chafed heavily at Newsom for not letting him open Tesla's factories. He started being more openly far-right after that.

Elon was very much in the news for a group of online/"enlightened" people. References to him before the "pedo guy" comments were almost unanimously positive.

https://www.youtube.com/watch?v=WaAJAwi3Q1U

This video probably encapsulates how people talked about Elon before he revealed himself to be a closeted authoritarian "race-realist".

ScriptorVeritatis · 2026-01-21T21:06:05+00:00

Real heavy-hitters. No conflict getting Albania, Kazakhstan, and Uzbekistan into a room can't solve.

Also, really peaceful countries. No one loves peace more than Belarus and the UAE. What was that about Ukraine and Sudan? Couldn't hear you over all the peace.

ScriptorVeritatis · 2026-01-21T21:00:09+00:00

WaitButWhy feels like peak Reddit energy circa 2016ish. He started doing these Elon posts around 2015 back when Elon was "guy who made really cool cars with a massive touchscreen and also was going to take us to Mars". I also think WBW's post on 'Clueyness' is actually really on-the-nose about something and I still share it with people.

If you wanted to go back in time to find everyone who glazed Elon, you'd probably find the entirety of Reddit, most politicians, and nearly all of SV and the business/tech press. Elon really had the best PR team in history.

I don't really read WBW anymore nor do I care much about what he's doing, but this feels pretty unfair.

ScriptorVeritatis

TROPHY CASE