Fierce_beast
@Fierce__beast
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Write-ups and track record https://t.co/2DFHqErb3O
NYC
Joined December 2021
I hope $WIX does well over time. But for now I worry that base44 is too much of a wrapper and may never be profitable as new competitors emerge and or as Google builds out a full suite of apps that do the same thing base44 does. I would not doubt their ability to eventually
In the past two weeks, we’ve introduced Gemini 3 and Opus 4.5 as Base44’s leading models Even though they’re both are more expensive than what we used historically (Gemini Pro 2.5 and Sonnet 4.5), we’ve made plenty of optimizations to stay healthy AND have a positive gross
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L/s ended up flat for the month. SMH was down 4% QQQ down 2.2% Still holding onto a decent return since launching this thing. Longs realized may not have enough small cap factor exposure. Not sure if i need to do anything about that though. Let's see how Dec plays out.
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interesting he holds a 12% position in $goog and seems to think future marketshare is $nvda's to lose. i just increased my position in $nvda though. and i also have a 15% position in $goog in my l/s. indeed pass the popcorn. at 25x eps growing 60% expected next year, this
Nvidia is the world’s most valuable company, generating $120 billion of annualized net income selling highly engineered chips and software that have required decades to perfect. So why have they felt it necessary to issue a rebuttal to short sellers like Michael Burry? Three
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big price increase in $WIX. Anyone know how real is this and is it a problem?
Here is the bear case 🐻❄️ for $WIX in one picture. A business that undergoes disruption and chooses to milk the existing customers is always a big warning sign ⚠️⚠️ Wix is doubling the price of my plan. At a time when cheaper and better substitutions are all over the place.
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TPU deal with antrhopic on oct 23rd. $NVDA up 11% 7 days later. TPU deal with $META and $NVDA down. $NVDA stock price up 28% YTD. P/E multiple 25x, lower than deepseek moment. NVDA calendar year 2026 EPS estimates up 35% since Jan 1st 2025. Even if multiple stays the same.
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@nikoliasgoninus TPU is the greatest hardware and continue to be so. The fact is about hardware demand which is all public information:
technavio.com
The AI GPU Chip Market size is expected to grow by USD 145057.6 million from 2025-2029 expanding at a CAGR of 32.4% during the forecast period.
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Future of education may look something like every child has an AI device and they interact with it to learn about the world. The AI device specializes in educational development, exploration, humility, mystery, strong ethics etc. It teaches each child in their own best way.
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Protein folding accuracy trends for the CASP competitions every 2 years. https://t.co/AkP8ymyypi
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Opus 4.5 reclaims the top of the official SWE-bench leaderboard with 74.4%, narrowly ahead of Gemini 3. Cheaper than Opus 4, but more expensive than Gemini. Takes less steps than Sonnet 4.5, but still run for >100 steps for optimal performance. Details in 🧵
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The SWE-bench Verified leaderboard is a fair competition environment for all models since they must all use mini-SWE-agent, so private scaffolding improvements that each company creates do not effect performance. Congrats to Anthropic! https://t.co/uP4JuBqb9u
Opus 4.5 reclaims the top of the official SWE-bench leaderboard with 74.4%, narrowly ahead of Gemini 3. Cheaper than Opus 4, but more expensive than Gemini. Takes less steps than Sonnet 4.5, but still run for >100 steps for optimal performance. Details in 🧵
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Who else did it?
It's almost hard to believe $CHGG is still alive as a business. I'm signed up for their email marketing and weekly am getting promotional AI services Why would anyone pay $CHGG for anything in 2 years?
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dam the benioff comment about chatgpt seems kinda petty. These ceo types don't fuck around though huh. I forgot who at openai, sama maybe, said something about having an internal crm or the future enterprise saas can be recreated easily and CRM stock started kinda selling off.
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the short case for $nice
AI IS DEAD. LONG LIVE AI. Sierra "says its customer support agents have already been used by hundreds of millions of people" "has reached $100 million in annual recurring revenue, up from about $20 million this time last year" "Loveable CEO Anton Osika recently shared at a
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$mdgx?
This is a story about how skin substitutes, materials used to improve healing of complex wounds, grew from a niche product in 2019 to scamming taxpayers and patients out of $10 bln/year, not because of a medical breakthrough, but from billing abuse. It’s a case study in how hard
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dropping price of gpt below openai, yet not losing money? how?
@skeptrune we're not losing money on this
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New SotA on FrontierMath and new highest ECI! For context, a 5-point difference on the ECI scale is equivalent to the o1-o3 jump. We aren't yet off the reasoning training exponential.
Gemini 3 Pro set a new record on FrontierMath: 38% on Tiers 1–3 and 19% on Tier 4. On the Epoch Capabilities Index (ECI), which combines multiple benchmarks, Gemini 3 Pro scored 154, up from GPT-5.1’s previous high score of 151.
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Interesting thread on $FIVN I don't know what the takeaway is yet but a few things i know for sure are: 1) I have made many mistakes 2) a lot of those mistakes came from undervaluing the magnitude that potential changes in the competitive dynamics of an industry may have on an
@jonrice80 this was just one example of lower pricing. I don't know if others are doing it, but AI lowers the competitive advantages these companies have accrued. Unless they have a major competitive moat, i think pricing pressure will be a big issue not just from competitors but because
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