Pizza arb

So busy at the moment but hes a story worth your time. “If someone could pay Doordash $16 a pizza, and Doordash would pay his restaurant $24 a pizza, then he should clearly just order pizzas himself via Doordash, all day long. You’d net a clean $8 profit per pizza. He thought this was a…

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Elevators

In the post Covid world. How do your staff get to their office on the 20th floor? The office elevator operarting at 20% capacity ain’t gonna cut it. ‘Jes Staley, the chief executive of Barclays, the British bank, said that “the notion of putting 7,000 people in a building may be a thing of the…

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Windows team v iPad

“We were fixated on Win32, Pen, and more.” “Endless rumors of Apple’s tablet *obviously* meant a pen computer based on Mac. Why not? The industry chased this for 20 years. That was our context.” “Sitting in a Le Corbusier chair, he showed the “extraordinary” things his new device did, from browsing to email to photos…

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