Charles Rubenfeld
@Crubenfeld
Followers
560
Following
7K
Statuses
2K
Tech, Finance, Economics. Currently in startups, former macro research
New York, NY
Joined October 2011
@JTLonsdale Agree on carry, but why not lower taxes for every day Americans without creating distorted incentives around overtime and tips?
0
0
1
Look I don’t want the product manager in Brooklyn to determine what the “truth” is like Twitter used to do it. But I can’t say I’m loving the new system either…
Can someone confirm this? Did USAID money cover Chelsea Clinton's $3m wedding that Ghislaine Maxwell attended?
0
0
1
Pretty important caveats on X financial position. 1) $1.25b of EBIDTA but completely offset by interest payments 2) Some of their revenue may be 100% margin payments from xAI 3) Revenue is still way down Don’t bet against Elon, but this isn’t “mission accomplished” yet
@compound248 $1B of that revenue/ EBITDA is from “royalty fees” from xAI at likely 100% margins and non cash (“equity “ contribution of data to train xAI and helps price the $6B round)
0
0
4
@mhdempsey And your point is supported by this. None of these kids planned their career around working in DOGE. One of them followed his curiosity to do the scrolls competition and it led to this!
0
0
1
I'm not talking about tech companies. Salesforce can figure it out themselves. But Jetblue? Caterpillar? Johnson and Johnson? These companies will be lost without guidance.
1
0
1