Viewing profile — khy34

You’re operating in a micro perspective. Managers of firms care about impact of financials. They don’t care about the metrics you are measuring / gaming. Ultimately all ‘progress’ …

The question should really be what is the reservation price of existing buyers. At some point the price will rise. But the value has to have risen for existing buyers to be ok with…

Country risk..

My intuition tells me that llm’s combined with SWE’s with really amazing fundamentals will kill the code monkeys. And frankly? That’s the best outcome. Code monkeys (in my view tha…

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