Really loved the first half of PEACEMAKER S2. Laughed a ton. Better than S1, too. Tim Meadows forever.

Utterly astonishing to me how many premium research reports, decks, and studies cite Statista

Had never thought of this before, but it seems straightforwardly true. It likely applies even to formal writing in addition to “posts.”

Let's Gooooooooooooooooo

IMO it really speaks to Jensen’s leadership that Nvidia still runs as it does when 50% of your employees could choose to retire tomorrow but don’t and instead keep showing up and working hard

In Q2 2025, Roblox's average monthly hours grew by 1.9B hours... matching its growth over the first *two quarters* of the COVID-19 pandemic

"Yes [Roblox has 110M DAU, more MAU than Switch+PS+Xbox+Steam, is now 66% over Age 13+, 9B hours of engagement, will book $6B+ in 2025, a video game record and up 38% YoY, and had operating cash flow of +$1.1B in the last 12 months] but its GAAP unprofitable and has some bots!"

What a growth curve. Roblox's monthly engagement is now 1.75x that of Steam and 0.6x of Netflix

By my model, Meta's life-to-date outlays/spend/investment into Reality Labs will pass $100B this quarter (Q3 2025). Sounds wild, but reported spend (Q1 2019-Q2 2025) is $88.6B.

By my model, Meta's life-to-date outlays/spend/investment into Reality Labs will pass $100B this quarter (Q3 2025). Sounds wild, but reported spend (Q1 2019-Q2 2025) is $88.6B through