The master negotiator is no different than the bogey+ golfer who puts on his Peter Millar costume, shoots a 94 and will only talk about the birdie putt he sunk on 13.

hilarious. it seems we have exactly opposite tastes.

just bought a mixed six pack from Trader Joe's here in PNW and Mac and Jacks AA and Montocky were in the mix.

Drinkable, but barely. meanwhile all the IPAs were smashed and back in the rotation.

It was pretty mean of him, as in spirited.

Sounds like a perfectly rational response.

Deplete she stash in hand before buying 1000 new balloons to water.

What is the corrective measure to fix this issue?

Internalize this externality back directly onto the group who willingly buy expensive cars?

Push the higher cost of insurance carry by sin taxing the cost to insure above a national median number ($30k for example)?

Portion control.

Exhibit A: medical insurance options for self employed or startups.

I've always heard that the best thing you can do when navigating embarrassing baggage from aerial extracurriculars .... is to double down with a Fuckjet.

What about the right to sit on specific couch cushions?

If by gross margin you mean margin that is gross (see groks fondness for CSAM) then yes

performative end of Q1 action

Nope. Nor do his followers.

You ommited the parts on self dealing, government waste and aerial sexcapades but otherwise nailed it.

Fair enough.

I believe their service is differentiated and bery valuable to graziers who face high land + animal costs. Having a management tool that delivers efficiency is key.

IF* halter delivers on the tech (which isn't an AI BS story) they grow into their valuation with sticky customers.

How did I not know this until now?

Was it always known or sleuthed out post appointment as press sec?

I knew about the 30+ year gap, just not that the wedding was sponsored by Beretta.

Have you ever walked in a paddock or managed cows in a rotational grazing setting? Moved fences? Observed how cows move and don't when there's insuffucient forage?

No, no, I'm perfectly willing to accept your point and knowledge on an industry based solely on presence of trigger words in print.

AI may well be a bubble (it is) BUT yelling AI-is-Bubbling about every product that claims use of AI to improve its offering is not the way to articulate that point.

Pettifor is overreacting to a salesy headline.

As an author and economist, she should do better to understand what she's targeting

Paddock management (no/less fences) is the true new piece and value add here. The AI is fluff /sizzle.

screaming AI is bad at service or tool that touches it is not useful.

From a TAM perspective, the US has >$110B in cattle/calf receipts annually, AU another $20B. ~86M US herd. Globally close to 1B,

W/ 600k units collared @ ~$75 ARR, $2B valuation is 45x ARR. No reason to think that multiple can't be materially reduced.

May be my limited FT access, story does not address "AI bubble" in any way.

Halter unlocks (literally) rotational grazing yielding (1) pasture management (2) virtual fences (3) herd monitoring.

With cow capx > $3k + >$1k opex before land costs ... spending $60-100/yr to optimize is reasonable.

Still doing so at nearly twice your tap out age.

Ignoring m the economics and convenience, it’s just so flipping tasty

Quite nasty. It did speed up midway.

Where’s Chris Murphy?

About the only one on point week in and out. Him and AOC make a solid team

I was going to roll with Ka$hMoNeY

Often expressed more aggressively as anything but "XYZ".

Even better.

There’s definitively shrimp on that barbie.

Do these crimes have a statute of limitations?

a sex coach for Vaginal weight lifters from cumming point Australia?

Headline straight out of the blooming Onion .