I still hold two league hockey records: most time spent in the penalty box, and I was the only guy to ever take off his skates and try to stab somebody
West Coast
Joined June 2020
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Chet retweeted
The Soviet Union collapsed at 50%...France is at 57% and striking for more, mindblowing
Chet retweeted
AI’s growth is creating demand for new financial markets.
Derivatives tied to GPU rental costs will end up helping businesses hedge the cost of computing power.
As AI spending scales, markets for managing those costs will become a HUGE part of the financial picture.
inc.com/rachel-suleymanov/ka…
The sad part is plastic surgery deletes the exact features that made them interesting to look at. What’s left is an AI slop looking face. Npc behavior at its worst.
Chet retweeted
One of the most attractive cities in the country - in a wonderful location with mountain views, forests nearby, not far from the Ocean - is collapsing simply because of dumb people and bad policies. The people of Portland are doing this to themselves.
Portland’s Royal Sonesta: bought for $108.3M in 2016. Now reportedly sold for $6.83M for 220 rooms—just $31,000 per key. A staggering 93.7% price collapse.
This is what happens when government fails at public safety, downtown disorder spirals, Measure 110’s consequences go unaddressed, and Multnomah County’s mental-health system fails people in crisis.
Tourism doesn’t thrive where visitors feel unsafe and downtown businesses struggle to survive.
Portland didn’t get here by accident. Policy choices have consequences—and taxpayers, workers, businesses, and property owners are paying the price.
@mitch4portland
@pnwpolicyangel
@TeacherTiff4PDX
@kanalforpdx
@MayorKWilson
Chet retweeted
Many years ago managing partner loops me into call with him and the Associate below me to go over cash flow forecast and debt amendment (we were blowing thru covenants) while I was about six cocktails deep after skiing in Breckenridge. Was a rough one...tbf was on a defined vacation but didn't matter .
Chet retweeted
Today we’re launching markets on Business Sector KPI’s.
Kalshi originally launched KPI markets to provide investors with direct exposure to the underlying events that move stocks.
If you had a thesis on Tesla’s Q4 car deliveries, instead of just buying or shorting the stock as a proxy, these markets enabled you to trade directly on the number of deliveries.
But what if your thesis isn't about a single company, but rather a broader, sector-wide trend?
If you are bullish on the adoption of robotics, delivery apps, or content streaming, you could buy a basket (ETF) of individual stocks in each sector, but in doing so, you become exposed to the external variables that influence stock prices.
Our new Sector KPI markets enable users to trade on aggregated performance.
For example, if you have a view on the mobile adoption of AI, you can now trade on the combined monthly downloads for Claude, ChatGPT, Gemini, and Grok.
We have KPI markets for aggregated credit card spend, point of sale data, and foot traffic, with more to come.
These markets offer a new way to express an opinion and, of course, hedge risk.
Chet retweeted
Wall Street spent decades building ways for big corporations to hedge risk.
Prediction markets bring that power to small businesses.
From restaurants to farmers to tourist towns, suddenly you can insure against events no insurance company would touch.
I find it poetic that longevity requires giving up life's pleasures, one by one, until there's nothing left
Sometimes I’ll drop in on a random car show and the most chad old men are there flexing the coolest cars you’ve never seen
Only 10 oysters deep and suddenly I’m confident I would have prevented 9/11 if I was on the plane. It really is just like chasing inspiration with a club. Hemingway was right.
This is not performative. I feel a certain way about oysters… A way that can only be described through experience. Any other stupid questions?
