All

I enjoy his pre and post race shows, and that's about it.

@jeff.brines recorded some thoughts after listening to the Downtime show. Listen below.

what a chode lol

Whoops! First time playing with the new Google image model. I tweaked the output after generating the first variant and accidentally introduced that bug (missing phase 3). FWIW, I spot-checked a few numbers and it’s accurate. You all might not be as impressed as I am, but being able to visualize data this quickly and correctly is a huge unlock for anyone working with otherwise eye glazingly boring financial data.

I felt this was worth posting here. Yes, AI made it and yes its pretty spot on. It was built primarily off all financials from 2016-present.

Nope

She should have 2 YT cups..

@Digit Bikes great post, really appreciate you sharing this! As to the Felt question, I honestly can't tell you. Robot might have a better feel, but outside the Felt acquisition by Pierer Mobility during COVID, I don't have a ton of insight into how big they were. @ebikepartyshirt, CAST Touring and SNDR Products (different brands, same company, technically). We're in the process of building a new manufacturing facility here in the Tetons, which has me banging nails (or rather, driving metal screws) a lot of my day until this thing is dried in (see, I do "real work" too sometimes...)...

Great point. The "benefit of the doubt" interpretation is that Markus/YT Germany really believed they could turn the ship around from July right up until the last minute when the company was shuttered in October. The cynical interpretation is that the lack of information and/or misinformation given to YT USA was intentional, with the intention of stringing along, blindsiding, and then killing YT USA in the administration process. In theory, the cynical approach would allow Markus to 1. Clean all the old YT Germany debt off the books through closing the old business, 2. Buy back the old YT Germany...

I meant to link this earlier, but this should go to the company's financials (in this case ending 2020) https://www.bundesanzeiger.de/pub/de/suchergebnis?18 Here is the kind of color we get...its not much "Liabilities to Shareholders There are liabilities to shareholders amounting to EUR 10,710 thousand. These are shown under the item "Other Liabilities"." Maybe this is a German thing I don't understand, but this is not something I'd usually see in a US filing. You have debt holders, and you have shareholders. To have a shareholder also loan the company debt, especially EUR10.7M, is a bit odd! In any event thx for...

Good call! My notes said he was on YT for 2021 and 2022, but you're right it was only one year.

That's bananas.

lol, missed opportunity