Larry
@LongOnlyLarry
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L/S TMT. On a continuous learning mission to be the best analyst I can be.
Joined June 2024
Curious, has anyone started doing the math on AI search cannibalizing YouTube? Think product reviews and learning niche things is shifting from watching YouTube videos -> AI search chats that are clearly less monetizable than social media ads. Either way, if Google wins AI
Happy Thanksgiving to all. Anyone want to entertain me & tell me WITH MATH on EPS how GOOG is going to get to >$400, i.e. not just assuming the multiple keeps expanding?
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And that the stocks only go down
The best part about being a software guy is that it’s always earnings season
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Detecting deception goes beyond body language. In our research study, involving 118 participants, we found that pupil dilation emerged as the most reliable indicator of lying, with electrodermal activity enhancing accuracy.
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Internally everyone knows you��re a beast because you’re probably known in the internal rankings. And you’ve got your nice suburban house with your smoke show wife and 2 kids and no one pesters you about work outside of work because no one knows who you are. What a life
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Oh to be a Citadel PM pulling $10M/Year and no one knowing who I am
An interesting thing about tech vs. finance is how much cultural power founders have. You could pull $10M/year at Citadel or DE Shaw and ~nobody would know who you are Founders? you can pull zero revenue but post about the dream of greatness to achieve moderate celebrity status
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Yeah I’m so cooked
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Yeah enough of this lord of the rings bullshit
Taiwan Semiconductor Manufacturing is a semiconductor manufacturing business in Taiwan. They don’t name companies like they used to.
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Not just exclusive to Brad here. Most of the tiger cubs get this same benefit. And still underperform lmao
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🖤 Black Friday starts early - get 65% off UnKibble: - 100% human-grade ingredients - No fillers or preservatives - Vet-developed, complete recipes - Picky-eater approved - 1,700 5-star reviews
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Shouldn’t be legal to be able to have a private and public equity business able to share info with one another. OAI telling Brad their weekly users reaccelerating, which is news that likely makes AI infra stocks move. Whatever.
@hblodget Yes, we own Google, Broadcom, Nvidia, OpenAI, Anthropic, etc. Not smart enough to pick just one winner. But I don’t think Benioff tweet much signal. ChatGPT has re-accelerated - almost 900 M weekly users. Benchmarks have converged - product velocity key. 🧐
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Yeah not even joking my feed is now way too full of uglies I’m sick to my stomach
Raya opening the floodgates and letting everyone off the waitlist is a major recession indicator
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Pretty great visibility into multi year top line acceleration and stock hasn’t worked this year. With you on this
Bought some $SAP leaps. 1) mama didn't raise no bitch 2) this is like a -0.8 r2 to the AI trade. Basically, in software, I think that as long as tokens cannot replicate your output, then you are likely safe and can take advantage of the cheap tokens to implement new, valuable
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A great civilization is rarely destroyed from the outside. Long before any enemy breaches its walls, it fractures from within. And in the modern world, outside powers don’t need armies to make that happen, only the ability to pose as its own citizens, whispering from behind false
The overreaction to this is insane, it’s really not that big of a deal. Instagram has stated what country accounts are based in for ages.
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India bot farms paid for by propaganda machines, who could’ve seen this coming
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MTCH gets defensive -> buys Raya at premium on peak growth -> exclusivity / app being for really only attractive people now littered with unattractive people degrade the experience -> people no longer can justify $25 a month -> churn rises and MTCH destroys value for shareholders
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Raya opening up the waitlist and letting anyone on means they’re probably looking to sell and juicing the revenue #. MTCH maybe?
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What happens to the economics for DoorDash when there’s a supply influx of gig drivers who need to make $, but can’t do it via ride share anymore, how much negotiating leverage do they then possess to pay out their drivers less.. hmmmm
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What gig job isn’t getting replaced by AV’s hint: it rhymes with whore and rash
The reduction of gig labor would be very painful for the economy. Underrated load balancer to provide basically instant access to some level of income for millions of people
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