Pitts

@pitts_man

equity research at a family office

Joined October 2015
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  1. 7 hours ago

    So: PRISM = clandestine spying - NSA, Title 50 Stuxnet = covert attack - CIA, 50 Disrupting ISIS comms = probably DoD warfighting, Title 10

    Roughly: "Covert" = CIA & plausibly deniable impact "Clandestine" = spying w/ no direct impact "Warfighting" = DoD, usually not deniable
    11 retweets 10 likes
  2. 7 hours ago

    Roughly: "Covert" = CIA & plausibly deniable impact "Clandestine" = spying w/ no direct impact "Warfighting" = DoD, usually not deniable

    5 retweets 6 likes
  3. 7 hours ago

    Read this thread.

    I have several thoughts on 's blog post about YC's relationship w/ Peter Thiel, but I want to focus on these paragraphs in particular.
    27 retweets 61 likes
  4. 12 hours ago

    hey i just met you/ and this is crazy/ but the lack of nuance in your take about economic anxiety/ struck me as kinda lazy

    114 retweets 395 likes
  5. 8 hours ago

    I can't stop thinking about the "custom Tesla over the ear headphones" referenced here

    1 retweet
  6. 3 hours ago

    Put a fork in the Blue Jays. Give Bautista and Edwin qualifying offers in the off season

  7. 5 hours ago

    Getting into the car business will be a nice step down in CapEx spending relative to consumer electronics for Apple

  8. 5 hours ago

    GM's CapEx for 2016 ~$9B. Apple's CapEx for 2016 ~$15B, off-balance sheet commitments in FY 2015 of $29.5B

    Another example of how Silicon Valley isn't very good at capex intensive long term projects?
  9. 12 hours ago

    Private equity’s Canadian tax imbalance (& why their pension funds have an advantage) via

    1 retweet
  10. 9 hours ago

    I think we would have seen the exact same reporting in the lead up to iPhone/iPad if Apple were the size it is today back then

  11. 9 hours ago

    I find it extremely hard to believe that Bob Mansfield was brought out of retirement to sunset this project

  12. 9 hours ago

    It also isn’t compatible with Apple’s M.O, as others have pointed out

  13. 9 hours ago

    There is very little support in the article suggesting they are not making a car. And it came with a big escape hatch - “for now”

  14. 9 hours ago

    Really odd to see this takeaway from everyone. You’d think that would be the central thrust of the report + headline if it were true

    Apple no longer going to build the car it never said it was going to build.
  15. 17 hours ago

    Perfect 2016 story would be Pamela Anderson publicly advocating for less porn consumption as deep cover for being a spy sent to kill Assange

    4 retweets 3 likes
  16. Pitts followed , and
    • Greg Koenig
      @gak_pdx

      Follow me on Twitter! You'll go where I go, defile what I defile, eat who I eat.

    • Russ Salakhutdinov
      @rsalakhu

      Professor at Carnegie Mellon University

  17. Oct 14

    Ugh Kluber was too good

  18. Oct 14

    Deutsche Bank's top investor, Qatar, is getting worried about the outlook for the struggling lender

    50 retweets 24 likes
  19. Oct 13

    VocalIQ hasn't been integrated into Siri yet

    1 retweet
  20. Oct 13

    You bought a vineyard. Now, meet your staff. The unexpected complications of buying a chateau in Bordeaux 🔓

    107 retweets 178 likes

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