Journo, NYC expat in Texas. CBS contributor. Stone Cold Gentleman. “The hardest thing to explain is the glaringly evident everybody has decided not to see.”
Dallas, TX
Joined January 2013
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Javier E. David retweeted
My understanding of modern dating is that no one is attractive enough for anyone, doing literally anything is an ick, and the entire species is out of its own league.
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Javier E. David retweeted
Jamie Dimon to a country that pulled its gold out of New York: you have three armies within 400 miles, while gold in America is protected by two oceans and the US military
“If we have the strongest military in the world and the strongest economy in the world, we will be the preeminent reserve currency. It is those two things.”
“I was in a country somewhere in the Middle East, and also in Europe, and the people said, we took our gold out of the vaults in New York City and moved it to our country. You know what I said to him? I said, you have three armies within 400 miles who can come take your gold.”
“That’s the real world. You’re not thinking clearly about safety. That gold is protected by the Atlantic, the Pacific, the United States military, the rule of law.”
“But if we are not the preeminent military and economy, you will see our reserve status come down.”
Javier E. David retweeted
You gotta diversify your bonds, in this high interest rate environment
Ex-NBA Star Paul Pierce ‘Drowning Financially,’ Struggling to Pay Monthly Bills tmz.com/2026/10/27/paul-pier…
3 words: Tamal en cazuela. 🇨🇺 🇨🇺 🇨🇺
goya.com/en/recipes/tamal-en…
Javier E. David retweeted
BREAKING: Phillip Mullin has become the first child in Louisiana to be functionally cured of sickle cell disease 🎉
Javier E. David retweeted
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.
Javier E. David retweeted
IT'S OUT: Anthropic's IPO S1 sec.gov/Archives/edgar/data/…
Javier E. David retweeted
New: Netflix users aren’t opening the app as many days a month as they used to.
Sources shared a couple internal metrics that underscore the company’s engagement challenge.
bloomberg.com/news/articles/…
Javier E. David retweeted
The #Steelers defense has allowed three touchdowns over the last 15 quarters.
Javier E. David retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Javier E. David retweeted
BREAKING: The average cost of a family’s annual health insurance premium in the US is up +$1,303 YoY, or +5%, to a record $28,303.
This marks the 4th consecutive annual increase of at least +$1,300.
Over this period, the average annual premium for family coverage has surged +$5,884, or +26%.
To put this into perspective, CPI inflation has risen +13% over the same period, or half as much.
Since 1999, the average health insurance premium for a family has soared +$22,494, or +387%.
This represents an average annual growth rate of +6.1%, well above CPI inflation at +2.6% over the same period.
Health insurance has never been more expensive.
Javier E. David retweeted
Depreciation and amortization expenses for the five hyperscalers are set to reach $590 billion in 2029. This is likely to exceed their combined operating profits in 2026.
Javier E. David retweeted
Foldable iPhone Duo devices are reportedly breaking in large numbers, with displays failing along the hinge crease.
Buyers in Japan, China, Australia, and other countries have reported the same issue. In some cases, the display reportedly fails while the phone is still on display in stores.
The symptoms are identical: after just a few days of use, a black line appears across the screen.
Javier E. David retweeted
If you think Midtown Manhattan in the afternoon is much, much sketchier than it used to be, you're right thebiggerapple.manhattan.ins…
