Kyle Redinger retweeted
In 2021, we spent $7.5bn for a 500k electric-vehicle charging stations.
3 years later, only 8 had been built.
Not 8,000. Not 800. 8.
If this were a one-off, we could treat it as an unfortunate case study of waste and inefficiency. But it’s not.
Kyle Redinger retweeted
So immensely wild that North Carolina builds basically as much housing as California now, despite having a population 28M smaller. Complete indictment of California housing policy here.
Kyle Redinger retweeted
Let me get this straight:
College administrators have created a bunch of meaningless jobs…
to employ a bunch of useless people…
who graduated with unemployable degrees…
and are passing off the costs on our children…
while raking in billions of tax payer 💵
It’s a racket
Kyle Redinger retweeted
$STWD CEO: "The federal government makes no mistake is leaning across all the banks, big and small, and saying reduce your exposure to the Office segment. I don’t know what they think is going to happen to a $3 trillion asset class but it will take down the banks"
Kyle Redinger retweeted
Comrades, we have been tricked by wealthy homeowners.
No more, we must take away their local control and build housing.
Kyle Redinger retweeted
Percentage of 12th graders who have a driver’s license, who’ve ever tried alcohol, who ever go on dates, and who worked for pay at any point during the last school year. researchgate.net/publication…
Kyle Redinger retweeted
>50% of $SIVB loan book was comprised of capital call-dependent lines of credit to VC/PE firms. There is no bank contagion folks. SVB was just a high-risk factoring machine for overcompensated GPs & devoid of any risk management.
Kyle Redinger retweeted
Our Board of Visitors’ Buildings and Grounds Committee approved the additions to a long-term master plan for the Fontaine Research Park, including the new Paul and Diane Manning Institute of Biotechnology and a central energy plant. bit.ly/3YqOWgv
Kyle Redinger retweeted
1/ How to succeed with founder led sales:
Last week, @garrytan was nice enough to invite me to his home to speak with the current YC batch. The most common topic was founders figuring out how to close the first set of customers in time for demo day.
Kyle Redinger retweeted
We talk to a fair number of LPs. If we connect the dots, it seems there is a huge explosion coming. Here's how it might unfold:
Kyle Redinger retweeted
Never before has the federal government responded with such aggressive fiscal support. No wonder inflation remains problematic.
Kyle Redinger retweeted
There are cities that build lots of housing and where housing is cheap (green).
There are cities that build little housing and are expensive (purple).
There is no city in America that builds lots of housing and is also expensive. That giant red box is completely empty.
Kyle Redinger retweeted
Investment banker told me Friday that the current cost of debt for mid-market private equity deals is around SOFR+750 bps, or just under 12%. This assumes roughly 50% equity down.
Kyle Redinger retweeted
2/ "We're not able to share with you a specific cost gap number between Taiwan and US, but we can share with you that the major reason for the cost gap is the construction cost of building and facilities, which can be 4 to 5x greater for US fab versus a fab in Taiwan."
Kyle Redinger retweeted
"I would look for the person with passion for the job. The person that is always doing more than their share.
But I like my way better. It’s a lot easier just to take somebody that’s been batting .400 in baseball and say, “I think I’ll stick them in the lineup.”"
Kyle Redinger retweeted
With heavy hearts we must share that we have lost one of The Pack. Matt Farrell, known to many as
@WillauerProsky has passed away. Optimistic & loyal, Matt was an indefatigable advocate for investors (Matt loved big words).He will be sorely missed, esp by those who knew him best


































