Viewing profile — shmatt

Except a sudden dilution usually tanks the stock by the exact % its diluting So GME dilutes by 20%, stock price immediately goes down by 20%. its not some infinite money hack

The lenders get their money back via management fees. Pretty much only the consumers and the employees get screwed over

Home owns are owned by people, not the home itself. If someone fails to pay a loan, their own credit score will be impacted For these PE loans, its the new company that takes on th…

eBay is dying, new competitors are being created constantly, and the big ones like Poshmark are getting more North American buyers and sellers. eBay has barely grown since their po…

Sam, Dario, and Sundar have the opportunity to create one of the funniest on call rotations in history

You had interviews scheduled longer than 45 minutes?

if you've ever been through a Meta loop (and their method is to cast an extremely wide net, so chances are you have), you've seen how inefficient their loop can be for long term su…

Labubus peaking and falling doesnt really say much about scarcity and trends. Labubu is made by a public company, who's stock skyrocketed, and essentially decided to go all in and …

Also made in Japan

This actually works well the other way around. When sales are still growing YoY (like the post covid market), but prices are up 30% or 40%, you understand your customer is still wi…

a company with 800 million weekly active users, and only losing $10B-$15B before implementing ads - which IMO is coming fast and soon to the LLM world - i would never calculate a 9…

This is literally the reason behind the collapse of Silicon Valley Bank. Debt keeps your cap table untouched, its very tempting at certain stages

Can you imagine Twitter/Reddit clients if the APIs were still free in the age of LLMs In a way this is probably the future state - 1000 different clients for 1000 different people,…

At least from what I noticed - Junie from Jetbrains was the first to use a very high quality to do list, and it quickly became my favorite I haven't used it since it became paid, b…

IIRC status pages drive customer compensation for downtime. Updating it is basically signing the check for their biggest customers, in most similar companies you need a very senior…

We sort of are able to recognize Nobel-worthy breakthroughs One of the many definitions I have for AGI is being able to create the proofs for the 2030, 2050, 2100, etc Nobel Prizes…

If we're making comparisons, its more like someone selling a $10,000 course on how to be a millionaire Not directly from OpenAI - but people in the industry is advertising how thes…

Im old enough to remember the mystery and hype before o*/o1/strawberry that was supposed to be essentially AGI. We had serious news outlets write about senior people at OpenAI quit…

Junie has been amazing for me, completely replaced my payments for Claude Code and Cursor. And it was free (until today). It's the least aggressive agent i've used, no complete re-…

We publicly know about tools like Pegasus and competitors Predator, Hermit and I would confidently assume hundreds of other tools that dont publicly advertise themselves. (they all…

Regardless, I can imagine how rage inducing it is for the Apple CEO to use Siri, then immediately after use ChatGPT Advanced Voice mode. Its like what Siri should be, regardless if…

yes, every 8200 founder i know already has the next product ready to launch in alpha the day after the time limit on their previous acquisition runs out

10 Billion Dollars / 50% more value for the employees stock is a big deal though. I know this might be unheard of but I think the CEO understood the value and wanted to end up with…

Maybe someone smarter than me can explain - how both Biden and Trump can hint or announce they wont enforce the law. Signed laws upheld by the Supreme Court can be filtered out by …

You'd probably have to define agents first. What large / mega caps call agents is LLM + RAG + API Calls to read data and trigger jobs. And there are plenty of those online