Guy Friedman (@guyfriedman) / X

Guy Friedman
@guyfriedman
9h
Really kind of depressing these two can’t make a wager without the name calling. Also @Jason can we get them on the pod?
Keith Rabois
@rabois
Oct 31
Time to bet Nate Silver again on his fake assessments re the US Senate races in Ohio Texas Michigan Iowa Alaska and Kansas.
Guy Friedman
@guyfriedman
Nov 1
Not sure if anyone else cares: Open @espn app Click on scores Then you click the league you want to see on the top bar It just shows all the scores but nothing else (there’s no standings, news, etc…) You have to click “see all” on the sub-menu below to see the standings & other
Stevie Van Zandt
@StevieVanZandt
Nov 1
I have been waiting patiently for it to get fixed since I know nothing in this modern world actually works. But I give up. THE ESPN APP SUCKS MOOSE COCK! I cannot get Sunday NFL Countdown on it. It takes three or four buttons before you reach anything even when it does work. IT
Guy Friedman
@guyfriedman
Nov 1
So weird - what’s the upside for her?
Haley Stevens
@HaleyforMI
Nov 1
I am endorsing Mike Rogers for the United States Senate today.
Guy Friedman
@guyfriedman
Nov 1
Interesting analysis
Podcast Alpha
@PodcastAlphaX
Oct 31
David Friedberg @friedberg traced one dollar of $NVDA chip cost through the AI stack. It comes out the other end as $18 of Anthropic revenue. The chain he laid out on All-In: every dollar Nvidia spends making chips turns into $4 of revenue at a 75% margin. SpaceX spent $10
Guy Friedman
@guyfriedman
Nov 1
Feels like a bet on simplicity, people who don’t want to navigate an app (probably not on Twitter). I’m still surprised lots of folks manually calling places, scheduling, etc… I used it for a week but switched back to ChatGPT Kind of crazy at $30b but founders seem like
Pat McGovern
@pw_mcgovern
Oct 31
What is bull case for Instinct (at $30b) given Muse, Dot, et al. are the same thing with a huge distribution advantage? Anecdotally, I’ve tried to give Instinct invites to non-tech friends/family and adoption is tepid.
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