For SaaS companies to thrive, they must: 1. Replace human labor (support, biz dev, IT) 2. Move from seats to outcomes 3. Defend OpenAI from building workflows that commoditize their data 4. Maintain differentiation w/ code as a commodity That’s why these names are down 50%

My feed is just two things: - People bearposting about inflation expectations rising, student loan delinquencies increasing, manufacturing jobs being destroyed, the worst housing market in 13 yrs, etc - The dumbest fucking stocks with zero revenue clearing all-time highs

If we are going to have $3T tech companies they should give back to society. China forces their titans to invest in rural communities. The least Apple can do is fund Heat 2.

AWS bleeding share to Azure and GCP “Since GPT-4’s launch, Azure has consistently added more to its ARR than AWS. In two of the previous eight quarters, Google has booked more new ARR than Amazon.”

Just need 3% mortgages one more time bro just one more time I promise only need it one more time

Think this continues to work as vertical software companies digitize lagging industries AI will be a tailwind as it will let them bundle more offerings, and their position as the operating system will give them the data to provide AI insights and defense against commoditization

Very interesting bit of data “Grind score = % of employees "Positive Business Outlook" / "Work Life Balance." Low WLB + employees who believe in the company = success.”

You can complain about the market being dumb or you can turn your brain off and make some money

Interesting that when Gemini runs a Deep Research report it references *literally* hundreds and hundreds of sources ChatGPT will return a Deep Research report with sometimes only 10 or 12 sources ChatGPT writes a better narrative…but on less stable scaffolding

Why won’t this gigabrain/retardio thesis work: Buy ServiceTitan because boomers are retiring and will sell their companies to Private Equity who modernize these businesses using their platform