Todd Dashefsky @tldash
Joined March 2009-
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I could watch playoff hockey handshake lines for hours. Love everything about the tradition.
On our way back from London where my wife completed the marathon today. Her marathon running is a treasure chest of memories in our family, and a source of escape for my wife for many years. But her last four marathons were more statements than escape routes. 2022’s NY Marathon…
Reading the Barron’s story on Nvidia, it seemed largely rehash of previously stated concerns. Big markets attract competition for sure. However, the debate is whether Nvidia’s system approach (compute, networking, software) has durable value and cost advantage vs discrete chip…
If Salesforce/Informatica reports prove true, I'm curious about the slide deck they will put forth to announce it. AI-heavy with a focus on how this tectonic shift can reinvent the experience in its core applications by vertically integrating even more deeply in the data stack.…
Seeing @dhurley15 win another national title reminds me of my own experience with him. No, I have never met or said a word to him. But in the early 90s, I attended 5 Star basketball camp in Honesdale, PA which was THE camp for future D1/NBA players (and average HS players who…
Too soon for the campaign for Caitlin Clark for Iowa football offensive coordinator?
Random Sat. morning AI Pop Culture Thought - how many movies are under development in Hollywood that are based on some person or faction within an AI/LLM company plotting some long-term outcome by secretly tweaking the training/inferencing of a model such that it produces a tiny,…
For those watching Purdue vs Gonzaga…is it super well known how absolutely nuts Gonzaga’s fans are pre-game at home? The videos of the student section on YouTube are insane. Only discovered it this week. This and Allen Fieldhouse at Kansas def on hoops bucket list
Highly recommend the second episode of “Mind the Game” with Lebron and JJ Reddick and taking it in via YouTube vs just listening. When they discuss the finer points of defending, you can see Lebron trying to make digestible all the details he processes in his head. Amazing to…
SNOW CEO buying $5m of stock sure puts that debated guidance in a different light….
If DBRX from Databricks is as good as advertised so far, this seems very interesting. Accelerating the industry to drive down model/compute costs to free up “AI spend dollars” or accelerate application deployment l, both of which open more TAM for Databricks’ core analytic and…
My super novice takeaways from ADBE analyst day: 1. "workflow software is the enterprise vault" - like servicenow (and maybe Box @levie?), i heard ADBE say, we are the natural ingestion point for your models, data, digital assets. put us in the middle, and we will…
I am fascinated by the debate surrounding Adobe and AI being a positive or negative for them. A lot can happen but as someone who watched them pull off the first SaaS transition, they know how to execute through industry changes. MS presented the math hedge funds are doing on…
Has anyone else noticed the stealth Pearl Jam soundtrack for hockey on ABC this season? Here for all the “Animal” going to commercial breaks they can throw out there
I keep thinking about these large buybacks tech companies are announcing with high P/E multiples vs solid after tax % risk free rates. Current spread doesnt justify it, so, apart from signaling to defend their stocks, they are ALL bullish about their EPS compounding over coming…
Inflection point - watched multiple women’s college basketball games today. Fairly certain that has not happened before. More than just Caitlin Clark…just good hoops
College football/athletics/ncaa is among the most interesting busines stories today. NIL, states suing the NCAA, big10/SEC seceding?, Dartmouth/NLRB ruling yday (USC ruling soon). So messy but private equity will hang around the hoop. @Andy_Staples podcast must listen daily
Most of us are not football players. But all of us can learn from Nick Saban. His work ethic, process-driven approach, discipline, ability to adapt, and even his humor are lessons for all of us college football nuts who have never played a down for him. Good luck, Coach Saban
It’s been an absolute privilege getting to know @VD718 and @Seawolfcap . I’ve long been an admirer of their work/intelligence, and I’m so happy to call them both mentors & friends. Yesterday, along w/ @RiskReversal& @dmoses34 , we were able to all be together for @OnTheTapePod
Bulldogalpha @longhorn9296
1 Followers 4K Followingdreverts @dreverts
466 Followers 1K FollowingGBClark @garrettclark87
143 Followers 3K Following You can't always get what you want. But if you try sometimes you just might find you get what you need.Q @RMQuinlivan
303 Followers 1K Following London to Rome on a bicycle. Still exploring. All opinions my own.btd @BtdShhh
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57 Followers 340 FollowingStanley Yuan 🔋 @nonlineargrowth
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214 Followers 3K FollowingSeine Research Capita.. @Seine_Research
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356 Followers 5K Following “I don’t vibrate on the frequency of the past.”neil harrington @neildharrington
580 Followers 5K Following . @StackMoxie ex -TOPOHQ/Gartner, MSFT- Yammer- SFDC Mostly Cycling, Sometimes running, always curiousEvan Zehnal @ZehnalE
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125K Followers 468 Following Our Mission: Cybersecurity partner of choice, protecting our digital way of life.Haviv Rettig Gur @havivrettiggur
32K Followers 2K Following Politics, Israel and Israeli-Palestinian conflict @TimesofIsrael, @ZmanIsrael. @RachelGur is my much better half.The Flag Guy @TheFlagGuy_
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588K Followers 749 Following For the duration of Swords of Iron to defeat Hamas terrorists, we're sharing up to date information. Also, memes. 🇮🇱 https://t.co/lC2D0o2v3NThe Persian Jewess @persianjewess
43K Followers 1K Following Iranian Jewish refugee, peaceful activist, staunch warrior against antisemitism and Jew hate. #endantisemitism follow on IG: @thepersianjewessElliotte Friedman @FriedgeHNIC
829K Followers 689 Following Trust the Weirdness, and You Are Not Alone -- https://t.co/G3jBI3M45Y. “The best way out is always through.” (Robert Frost) “Canadian Famous” #BringThemHomeIsaac de Castro @isaacdecastrog
29K Followers 2K Following deputy audience editor @tabletmag. idecastro at tabletmag dot com. opinions mine!John Ondrasik @johnondrasik
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173K Followers 74 Following United States Senator fighting for the people of the Commonwealth of Pennsylvania.Bloomberg Markets @markets
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168K Followers 23K Following Chad Pergram is the Senior Congressional Correspondent for Fox News. He's won an Edward R. Murrow Award & is a two-time recipient of the Joan Barone Award.ADL @ADL
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3K Followers 269 Following The global people platform for HR, payroll, talent, and beyond. Dayforce #MakesWorkLifeBetterNCAA Transfer Portal @RivalsPortal
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193K Followers 9K Following A personal account in which I speak for myself rather than for the federal government. For official announcements, please follow @RepRitchie.Israel ישראל �.. @Israel
1.6M Followers 5K Following The State of Israel's official Twitter account managed by the @IsraelMFA's Digital Diplomacy team 🇮🇱. #BringThemHome 🎗️#LetThemGoNowGovernor Phil Murphy @GovMurphy
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NOW: Columbia University faculty link arms and form a wall in front of the entrance to the ‘Gaza Solidarity Encampment’ as hundreds of students encircle the both lawns Students remaining in the encampment were told they could face disciplinary action after 2PM
The mob turn on Caitlyn Jenner who will not yield to them. Thank you @Caitlyn_Jenner for role modeling for prominent people and celebrities who ought to take as strong a stand.
I am a lifelong champion of Israel and the Jewish people - some of the most oppressed in the world. The only thing to protest is Hamas and make no mistake these are normal protestors they are Hamas sympathizers. I will not be silenced by these cowards.
Truly amazing! Columbia decided to hold its students accountable to the laws of the school. They are seeing the consequences of their actions. Something these kids were most likely never taught. Good SAT scores and self-entitlement do not supersede the law. I am sure you would…
Not only did Columbia make the horrific decision to mobilize NYPD on their own students, but the units called in have some of the most violent reputations on the force. NYPD had promised the city they wouldn’t deploy SRG to protests. So why are these counterterror units here?
Playoffs of NBA and NHL are 🔥 this year. Damn!
Passover is one of my favourite times on the Jewish calendar. This is a painful era for a ton of people, most of whom live in situations much, much more challenging than mine. I pray for the hostages and their families (#bringthemhome). I despise the hate that has exploded in…
ESPN has begun production on a 30 for 30 documentary on the life and career of legendary sportscaster Stuart Scott, per @DEADLINE.
Wow!! 800 wins! Congratulations Coach! .. ridiculous game!
This is a horrible attitude. The next bet might be the one that turns it all around! #TrustTheProcess espn.com/mlb/story/_/id…
The only genocide was the one Hamas attempted and still plans to accomplish. If the Israelis wanted genocide there would be one (they don’t, as unlike Hamas they are not monsters, though you slimeballs lie about it constantly). There isn’t one happening (you really need to look…
Steelers GM Omar Khan has done a great job with the Steelers qb room. Punt on Pickett ,get Wilson and Fields both at little to no risk. If both fail draft another in a year or 2. Have to keep addressing that position u til you find ur GUY
We’ve been building Box since 2005 and got to see the start of the cloud and mobile waves. AI has the opportunity to be much, much bigger. techcrunch.com/2024/03/16/aar…
6 years ago when I was in the right place at the right timr
2/ Surreal to hear new @Nas album at listening party in secret location (under Queensbridge) with Havoc (Mobb Deep) + Pusha T + Kanye. This is the hit.
“You can’t spend years hyperventilating about foreign interference in our democracy and then turn around and tell allies, particularly democratic allies, who their leader should be and when they should have elections.” —Sen Mitch McConnell today commenting on Sen Chuck Schumer
I can't stop thinking about this... Michael Caine on his defining philosophy on life: Use the Difficulty As a young actor, he was rehearsing a play scene when a chair got stuck in the door and blocked his path. He told the other actor he couldn't get by the chair to enter the…
Winners define their own destiny. Engage in activities to put yourself in a position to WIN. Visualize exactly how to get there. If not you, who? If not now, when? Today is the day to dream even bigger than ever before!! #MondayMotivation