@atlanticesque It’s literally for college students and retirees
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Basile Senesi
3.4K posts
Basile Senesi
@BasileGSenesi
Fintech CRO at F2 (YC)💰📈Unicorn builder 🦄 🔨 Winemaker @ Coteau Pavot 🍇 proud dad
San Francisco, CA Beigetreten Mart 2015
3.2K Folgt1.7K Follower
Trader Joe’s reputation is totally misunderstood.
Despite the crunchy-sounding name, Trader Joe’s sells CHEAP, EASY food. Lots of snacks and frozen stuff at low prices. It’s basically a college freshman’s ideal.
It’s not, like, a fair trade-ethical-organic specialty grocer.
Nick Allmaier@NickAllmaier
I want to be a trader joes american. I want to listen to NPR. I want to send my children to a montessori school. I want to make expensive charcuterie boards for guests. I want to inexplicably like charcuterie boards, like more than is reasonable. But i've been denied this
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Dear parents of toddlers between 2-5 years old....How u guyz are keeping them busy without giving Smartphone?
Throw some Ideas plz.
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Books, play at the park, go on adventures with them, ride their bike with them around neighborhood, have them help you prep cooking…
Alternately if you need them focused while you do stuff nearby, scissors and cardboard boxes go a long way, as does a paint brush + bucket of water and instructions to paint the whole fence
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It’s time to expose a huge scam in AI startups: Contracted ARR
The reason many AI startups are crushing revenue records is because they are using a dishonest metric
The biggest funds in the world are supporting this and misleading journalists for PR coverage.
The setup: Company signs 3-year enterprise deals. Year 1 is discounted (say $1M), Year 2 steps up ($2M), Year 3 is full price ($3M).
They report $3M as “ARR” — even though they’re only collecting $1M right now.
The worst part: The customer has an opt-out option at 12 months! It’s not actually a 3 year contract.
In the chart below, by Q5 the company is trumpeting ~$100M “ARR” to press, while actual cash-generating, in-effect ARR is ~$35M. That’s ~3x inflation.
On top of this, enterprise AI companies are bundling full-time “forward deployed engineers” into deals massively reducing margins, sometimes producing Year 1 negative margins.
At some point customers are going to start triggering their opt-out clauses or aggressively negotiating down Year 3 pricing.
And a wave of enterprise AI companies may collapse.
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Why are luxury car interiors increasingly resembling cheesy nightclubs? Or teenage bedrooms? Who is this for?
Sawyer Merritt@SawyerMerritt
Mercedes has unveiled the interior of the new all-electric Mercedes C-Class. • Pillar-to-pillar display • Enhanced 3D and 4D immersive soundscapes • Faster cabin heating vs combustion models (even in extreme cold) • Heat pump (uses ~50% less energy) • Smart humidity control to prevent dry air and discomfort • Decoupled suspension mounts to reduce vibration • Refined electric motor and HVAC noise characteristics Full vehicle unveil will happen next week.
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@DearS_o_n Dental insurance. Never actually covers what you need.
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We are initiating coverage on NewBird AI (f/k/a @Allbirds) with a STRONG BUY rating and an $847 price target.
Key highlights:
✅$4.1B → 99% decline → AI pivot → +876% in one day
✅Zero GPUs, zero data centers, zero customers
✅Competitive advantage: wool
✅Microsoft spent $80B on data centers last year. ✅NewBird's war chest: $89M
Full investment memorandum below. This is not investment advice. This is not even a real company anymore.
Built on @F2aiHQ. CIM in post below.
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I always have a hard time believing Joe and the Juice is a real business
They have huge footprints in high rent districts and are always nearly empty when I go
Short Squeez@shortsqueeznews
BREAKING: Emirates International Investment acquired a minority stake in Joe & the Juice at a $1.8 billion valuation. Growth equity firm General Atlantic is still the majority shareholder.
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@ForTheDadsPod @BussinWTB Just wait til your 6 months after the baby arrives!
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remember when companies would add dot com to their name and instantly skyrocket? remember what happened after that?
Bull Theory@BullTheoryio
THIS IS INSANE. Allbirds is now up 910% in a single day, adding $143 million to its market cap. Yesterday it was just a $22 million company that was about to shut down forever.
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Adults over 30, do you take off work for your birthday , or do you think it’s childish?
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@cremieuxrecueil And eventually social decay to the point of revolution and the wheel breaks
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NASA brought the flag back to the center, perhaps only briefly.
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion
Seen in San Francisco
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@jtimsuggs Ugh Swedish design aesthetic coming for everything these days
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@zvwhittenberg @KenKirtland17 @Erdayastronaut Do the astronauts need to remember to push in the safety igniter cap to take off?
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@KenKirtland17 @Erdayastronaut Estes solid rocket motors.
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Just so I don't miss anything in my deep dive on Starship HLS, let me know what questions you have BESIDES the dozen plus refilling tankers, height / tippiness of it, and using methalox as those topics are greatly covered.
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