Congestion pricing is working. It is reducing traffic by 11%. What does that mean.70,000 cars are off the road every single day. What else is it doing. It's moving our buses faster. It's moving people faster.We've seen a change in ridership. But also, we've seen safety increases. There's a 14% decline in pedestrian crashes.And on top of it all, it is bringing in the revenue that we had projected originally. But what's the backup plan if that evaporates. Yeah, we're confident, right, that the MTA and uh the ...

Yeah, I mean after the Figma IPO, we did get lots of lots of outreach from investors. My phone was blowing up. So, yes, there's definitely been a big push from outside, but at the same time, we also saw it as a great opportunity for us to invest in two products that need a lot of funding.Agent bricks for aentic AI uh and then lakebase for building databases for AI. So, you know, uh we kind of put those two together. So, what kind of questions are investors asking you.You know, some big private equity, ventu ...

You know, Vladimir Putin said something, one of the most interesting things. He said, "Your election was rigged because you have mail-in voting. " He said, "Mailin voting every election. " He said, "No country has mail-in voting.It's impossible to have mail-in voting and have honest election. " But Vladimir Putin, smart guy, said, "You can't have an honest election with mail-in voting. " And he said, "There's not a country in the world that uses it now.A veritable litany of lies can be found in those commen ...

Chartmaster says the technicals tell him it's actually time to sell this name. So let's bring in Carter Braxtonworth of Worth of Charting. Carter, what do you see here with Nvidia.Yeah, I mean the weakness today before we get to the charts was not idiosyncratic to Nvidia. It was a lot of high-flying marquee super cap uh technology type names, but Nvidia is the big one. And you have a slight break in trend.Let's uh go to the charts and see what we can see. I have four in total. The first as always has no lin ...

Boom. As soon as we take a bite, we both closed our eyes because naturally we're just enjoying our food and the car just came out of nowhere. I mean, it was glass metal.I I thought we were I thought we were going to die. Very grateful. Um, I can say it's one of the wildest things that can actually really happen.Like one in a million seeing a car just hitting a restaurant and just being there with that impact was just mind-blowing. ...

Turning now to new developments in the Jeffrey Epstein saga saga as pressure to release the government's case files continues to grow despite the president's claim that the issue is a Democratic party hoax. A Republican chairman of the House Oversight Committee, James Comr, announced late yesterday that the Justice Department would begin complying with his committee's subpoenas for documents and information tied to the case and will start handing over that material on Friday. The news came just hours after ...

The next big real estate move we may already know. We're buying billions of dollars a year in senior living and we're seeing returns in the sevens going in with low to mid- teens on levered IRRs. I've never seen that combination of investment characteristics in my long career in real estate.What is the supply demand scenario going on in senior living that makes it so attractive. It's needsbased. So, we have these strong, durable, decadel long tailwinds and we're in the fourth year of growth and the growth c ...

So I go to Asia. First. I ask you why SoftBank is taking that $2 billion stake.Why are they getting Intel to sell more equity to them. Yeah, there's a lot going on here with Intel, but on the software on the SoftBank front, in particular, the founder Masayoshi Son, has had ambitions in the chip area for a long time. He bought ARM Holdings, of course, the chip designer.That's that's that's commonplace in all sorts of smartphones. And he has ambitions to be able to compete in A. I.chips against in Vedere in p ...

Christian, you've put out a React note along with colleagues really talking about how this is all for support, this potential stake. But it wouldn't close the gap with TSMC. Just talk us through your thinking.Yeah, there's like the positives of this stake one near-term that it can help, but we don't think it's it's really positive long term for stakeholders in terms of the near-term positives they get the 10 billion infusion, they get us signaling that the government is behind this and behind and Dylan and ...

Just remind us why private credit is really salivating at the opportunity here. It's a huge opportunity with an eye, you know, unlike private equity, which was in some kind of logjam with access, you know, this big opportunity with infrastructure and digital infrastructure. The margins can be quite high. The coupons can be very lucrative.So, yes, it's a piece of the pie that everyone's trying to get in on right now. They get in on better. There's opportunities to come.I was just looking at a note put out by ...