Spatch1003 @spatch1003.bsky.social · 30/09/2026LOL, the VCs on Twitter are fighting (but it’s a day that ends in “y”, so what else is new). Factory is accusing an advisor of stealing strategic plans and getting a job at competitor Cognition. Our old islamophobic friend Shaun Maguire goes nuclear…maybe literally in his own mind? 100
Spatch1003 @spatch1003.bsky.social · 30/09/2026Unusual Whales is a hack account that constantly implies Pelosi is insider trading when her husband just buys calls on tech stocks (guess what? that's been an awesome trade) so I'm not at all surprised it frames Dems blocking a voter ID bill in this way. 060
Spatch1003 @spatch1003.bsky.social · 26/09/20262024 proves that sufficient numbers of Americans are utter morons and, as long as they have the right to vote, Obama will be 100% correct about this. There is not a majority in this country for rational, material politics. 000
Spatch1003 @spatch1003.bsky.social · 25/09/2026My favorite way to annoy Confederate sympathizers: telling them that Lincoln would have almost certainly won a free election in 1860 in South Carolina where he was on the ballot and then waiting to see how long it takes them to get it. 011
Spatch1003 @spatch1003.bsky.social · 07/09/2026My 8YO absolutely loves space and rockets. He has been reading a book about the Apollo program and has been telling me today all about how Werner von Braun helped design the Saturn V. So, that day has finally arrived…the day where I must start teaching my son about WW2 and that Nazis are evil. 020
Reposted by Spatch1003conputer dipshit @davidcrespo.bsky.social · 04/09/2026a very funny detail: 18% of the negative sentiment is either "AI is going to put this company out of business" or "this company doesn't use AI enough". that's positive on AI lol 2142
Spatch1003 @spatch1003.bsky.social · 31/08/2026Oh dear. Even the idiots of the All In podcast (which I sometimes need to listen to for work, ugh) seem to now understand that Trump is regularly acting in an erratic manner rather than executing on complex, 17D chess. 000
Spatch1003 @spatch1003.bsky.social · 24/08/2026As one of my colleagues is fond of saying, there are only 2 stories in investing: bundling and unbundling. 011
Spatch1003 @spatch1003.bsky.social · 23/08/2026Interesting data from Vercel over on Twitter. In the last 2 months, closed source models have gone from 72% of tokens to 38%. And yet, if public statements are correct, both OpenAI and Anthropic have seen accelerating revenue growth. It gives a sense how much the pie is growing for both to be true. 010
Spatch1003 @spatch1003.bsky.social · 14/08/2026Oh wow, that’s a brutal month for them. Still up $40B for the year though according to the article. 000
Reposted by Spatch1003Ben Lesnick @banditloaf.wcnews.com · 14/08/2026The Iran war is a lot like the job market: you keep sending CVs but it makes no difference. 1377
Spatch1003 @spatch1003.bsky.social · 14/08/2026The objections to levered buyouts (“OMG, private equity is buying a company by forcing it to take out loans”) are overblown. The situation is no different from existing owners taking out debt, paying themselves a dividend, and selling the company. 010
Spatch1003 @spatch1003.bsky.social · 10/08/2026I just don't understand this. I've helped hire many individuals at my current firm. I have no idea whether the people we ultimately selected were the most qualified. Why? Because hiring is never a purely quantitative exercise and "soft" factors play a role in the end result! 110
Spatch1003 @spatch1003.bsky.social · 10/08/2026This is 100% correct. The polling miss created a sense that Dems “lost” 2020 even though they came out of it with a trifecta, which is what really doomed woke 1. We had to wait days for the networks to call it for Biden (well after it was obvious), we lost House seats, and the Senate was uncertain. 172
Spatch1003 @spatch1003.bsky.social · 07/08/2026Oh great, I had managed to avoid any WW2 atomic bombing debates in my feed and then here comes the president of Iran. 000
Spatch1003 @spatch1003.bsky.social · 04/08/2026Great thread from Trent Hone on that perennial question of ranking Halsey, Spruance, and Fletcher as carrier commanders. 010
Reposted by Spatch1003Louis @louisevans.bsky.social · 03/08/2026Me buying Baumol’s goods: Haha fuck yeah!!! Yes!! Me buying Baumol’s services: Well this fucking sucks. What the fuck. 113420
Spatch1003 @spatch1003.bsky.social · 01/08/2026We can debate how much further Soviet armies could have moved when the uprising kicked off given the state of their logistics. There is no debate that the Soviets helped condemn thousands of Polish civilians and Home Army soldiers to death by refusing US/UK access to airbases. 000
Spatch1003 @spatch1003.bsky.social · 26/07/2026My God. AI slop is literally this 1980s PSA. They tried to warn us but we just laughed! 020
Spatch1003 @spatch1003.bsky.social · 10/07/2026I have no idea what is going on in MI-7, but it is hilarious to see Prospect and a Sunshine co-founder of all people complain about Democrats attacking each other with financial smears based on half truths. Maybe it's time for some self reflection by all parties involved in this? 110
Spatch1003 @spatch1003.bsky.social · 10/07/2026Being a legislator and a politician is a career. Most likely could put their charisma and network to use elsewhere. Why shouldn’t I want to pay a high wage to encourage to best to work as my representative to get my preferred policies enacted rather than as some corporate executive? 020
Spatch1003 @spatch1003.bsky.social · 09/07/2026The Onion wants Republicans to win and rule you like a king. 060
Spatch1003 @spatch1003.bsky.social · 08/07/2026So, this highlights my issue with Prospect: constantly making exaggerated accusations based on innuendo with no actual evidence (in this case, openly comparing this situation with what the Trump kids are doing) such that the only valid job to have is graduate student. 100
Spatch1003 @spatch1003.bsky.social · 08/07/2026This is not directed to Abdul but more towards this form of senior citizen populism: There is a thought that constantly echoes in my head that terrifies me, the fact that each election will likely be the youngest electorate of the rest of my life. But I’m sure there’s no problem coming from that… 031
Spatch1003 @spatch1003.bsky.social · 04/07/2026“Ah, the Luftwaffe. The Washington Generals of the History Channel.” - Homer Simpson Remember early 2000s, when we would complain about the History Channel only showing WW2 documentaries? We didn’t know how good we had it until it became the channel of aliens, ice road truckers, and Oak Island. 000
Spatch1003 @spatch1003.bsky.social · 03/07/2026Honestly, this one is just a statement of fact. The 6 Republican justices clearly see the 14th amendment as woke (and therefore their enemy). 000
Reposted by Spatch1003Michael Stahlke @michaelstahlke.bsky.social · 03/07/2026So I said “Bobby Lee, it sounds like you’re just feeding brigades to emplaced artillery” and then Longstreet started crying. 191694351
Spatch1003 @spatch1003.bsky.social · 01/07/2026It sucks that one of the members of Iced Earth is a J6er considering how great their Gettysburg songs are: The pressure's on and the reb's attack The Yanks must hold, they can't fall back Just two brigades, two thousand strong Against twenty thousand they can't hold long 100
Spatch1003 @spatch1003.bsky.social · 30/06/2026Damn, you know a SCOTUS opinion is bad when even an r/supremecourt flaired user thread is filled with a bunch of "wow, I can't believe this is actually 5-4, what are these idiots doing?" comments. 000
Spatch1003 @spatch1003.bsky.social · 29/06/2026How the fuck is Collins' favorables still at 48/51 after voting for Kavanaugh and thereby killing Roe? What the hell is wrong with the state of Maine? 010
Spatch1003 @spatch1003.bsky.social · 20/06/2026I think this chart is NBD. (1) It’s a 9 month style trend, which is nothing in the time scale of markets. (2) I bet this is mostly driven by biotech (stocks with no EPS because drugs are in trials) that saw an end to a vicious bear market starting in Sept 2025...right where the lines diverge. 220
Reposted by Spatch1003Sam (ABeardedPanda) @abeardedpanda.bsky.social · 14/06/2026Your opinion is worse than useless if you spent years talking about how USAID was a nefarious organization for US influence and only quietly changed your opinion after the death toll racked up 114218
Spatch1003 @spatch1003.bsky.social · 12/06/2026There's a lot of people that don't understand the reason why these schools have 5%, 10%, 15% of their portfolio in SpaceX is because they invested in the early rounds (Founders Fund made its first investment in 2008 @ ~$400mm valuation!) and have made >50x their money on the investment. 110
Reposted by Spatch1003Kevin M. Levin @civilwarmemory.bsky.social · 12/06/2026This is true, but what is even more incredible is that approximately 71% of eligible free Black men of military age in the Northern free states volunteered to serve in the Union army and navy. 321453
Spatch1003 @spatch1003.bsky.social · 12/06/2026I love how my inbox is filled with puns for the SpaceX IPO (Ready for Liftoff from Bloomberg) and here comes no-nonsense FT with the straight man routine of “World’s Biggest IPO.” Jolly good show, mates. 000
Spatch1003 @spatch1003.bsky.social · 09/06/2026Equating an endowment investment in a 2007 vintage VC fund that buys a stake in SpaceX in 2008 with the act of funneling federal research dollars into generating CSAM and shuttering USAID in 2025 is also a form of slopulism. 000
Spatch1003 @spatch1003.bsky.social · 06/06/2026I’m not sure that communists want to get into a contest with the Western Allies of “who thought they were fighting on the wrong side of WW2.” 0100
Reposted by Spatch1003BeijingPalmer @beijingpalmer.bsky.social · 01/06/2026I'm beginning to see why Mainers keep buying cursed items from mysterious stores, frankly. 335624
Spatch1003 @spatch1003.bsky.social · 01/06/2026I really like these charts in the book, breaking out major events each month in the primary theaters into a timeline. It really gives a good sense of the interconnected nature of the conflict that is missed in a campaign overview. 100
Spatch1003 @spatch1003.bsky.social · 31/05/2026We’re 2 weeks from Republicans arguing that God a man with a giant dick that physically impregnated Mary like Zeus did to countless Greek women…and the focus of the press will be “is Talarico man enough for Texas?” 000
Spatch1003 @spatch1003.bsky.social · 30/05/2026USS Kwajalein (CVE-98) was laid down 16 days after that battle and it was commissioned about 4 months to the day after the end of the battle. It joined Third Fleet in time for Halsey to sail it into Typhoon Cobra in December 1944, 10 months after its namesake battle. 000
Spatch1003 @spatch1003.bsky.social · 30/05/2026We will know the vibes have changed when all the ads I get for the Pelosi stock trading apps and ETFs instead reference Trump’s trading. 000
Spatch1003 @spatch1003.bsky.social · 29/05/2026Two things are true: Trump cannot do whatever he wants but he can do a lot more than what a comparable Dem could do as a result of a biased SCOTUS and media. 020
Spatch1003 @spatch1003.bsky.social · 25/05/2026Well, look what just showed up on my doorstep; I thought it was still a month or two from release. I’ve been looking forward to this for a few years now. And, judging by the 1,000 page length, this one will be occupying space on my night stand for quite a while! 010
Spatch1003 @spatch1003.bsky.social · 25/05/2026Thinking of a sci-fi story where a species assumes they are the chosen of God because the length of their homeworld’s rotation around their star is perfectly divisible by a whole number of the revolutions it makes in that time. Leap years become a sign of the degeneracy of other sentient species. 100
Spatch1003 @spatch1003.bsky.social · 25/05/2026- Having kids is a huge decision and no one should feel bad about not doing so. But choosing not to have children because the world is doomed because of climate change/fascism/capitalism is a really stupid reason. - Onsies with the dual zippers are mankind’s magnum opus. Snaps are the Devil’s trap. 020
Spatch1003 @spatch1003.bsky.social · 23/05/2026The big question is whether we get devious, logical Wraith Squadron Zsinj or cartoon villain CoPL Zsinj. 020
