Donatello
@DonatelloCap
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Concentrated Global SMid PM looking for great businesses at a discount. DMs open. Views are my own and not investment recommendations. DYOW.
Texas
Joined February 2013
There's no such thing as traveling in the NBA anymore. Jalen Green took SIX steps in a 1-point game with 25 seconds left... no call 😭
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Connor Hellebyuck and this dude, the biggest heroes in America right now
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Something big is happening. Using the latest Codex model I vibecoded an autonomous commerce agent that will call the factories in Shenzhen, negotiate in fluent Cantonese, and buy everything I need for me. No more going thru middlemen like Amazon & Walmart who charge huge markups.
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My son’s piano teacher decided to detour into popular music so my son is now leaning The Final Countdown, and now I’m looking for a new piano teacher
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Imagine how Josh Allen feels right now. Nix is out hurt and Stroud is playing like this
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CJ Stroud is playing exactly the opposite of how you’d like a QB to play with an elite defense. Just protect the ball at all costs. Don’t let their defense score/give the offense short fields. Bemusing stuff.
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This period of time in SaaS reminds me of the living hell that is running a hedge fund when a sector dies and you have exposure. 1) You wake up, reach for your phone, see your stocks are down pre-market for the fifth day in a row on no news. Good morning! Go get a bacon /
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Cursor CEO has said that vibe coding builds ‘shaky foundations’ and eventually ‘things start to crumble,' per FORTUNE
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I came to America to escape people who talk like this. “Having a different relationship to property” is communist code for ownership being conditional and political. It is the same idea that destroyed entire societies, now rebranded with softer language and moral smugness.
NYC Mayor Mamdani's Tenant Director, Cea Weaver: "We'll transition from treating property as an individual good to a collective good. Whites especially will be impacted."
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