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Atlantis Data Solutions
166 posts
Atlantis Data Solutions
@ADS_Atlantis
https://t.co/QszyTplJtS https://t.co/3QjFfkaGh7 https://t.co/N8q9BiQJ0r
Katılım Mart 2026
49 Takip Edilen21 Takipçiler
@abcampbell I don't know exactly what they are building but I've worked with the tech people finance tools enough to know it will never beat the finance people's finance tools
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now tell me again how an API is going to automate all the jobs
anu@anuatluru
The next big thing in AI is … Services as a Service.
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@james_xond For me there it is before and after covid
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Can anyone pinpoint the exact moment when everything in society started getting noticeably worse?
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@Jaytel It's like having an incompetent employee who might at any moment destroy everything you've ever built. It is terrifying
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@eurofounder All my European friends have masters degrees, that's why I call them master
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Minimum requirements to start a business in Europe:
Germany: A master’s degree and at least 5 years of corporate experience. Highly unlikely to be approved if you’re younger than 35 years old
France: A grande école degree and 7 years of work experience. If approved, the mandatory 90-day business management course must be completed in person
Netherlands: You must be older than 37 with a university degree. In some sectors (like technology), the unpaid 12-month government supervised period is legally required
Romania: You do not need to register anywhere or pay any tax
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@charliebilello This is useless information. If you could tell me which markets will triple in the next 16 months I'd be impressed
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South Korean stocks have more than tripled over the last 16 months, trouncing every other country. $EWY
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@DominiqueCAPaul Funny in France CHF100K would result in CHF 12K take home pay
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Man, Swiss taxes are insane. I was playing with numbers, thinking how much to pay founding engineers and wondered about net income.
CHF 100k (~127k USD) translates into just CHF 12k taxes.
Not only that, but the government has a special website for citizens to calculate this.
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@5149jamesli I don't buy coffee based on price, but Starbucks coffee is not a premium experience. Even if it were cheaper I would not want it. it is just in some place there is not a different shop around.
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If people pay $9 for a coffee, they will sell you a $9 coffee.
Recently PepsiCo had to lower the price of Doritos because they kept increasing their prices and people finally had enough and stopped buying it.
The easy solution here is stop going to Starbucks. Simple as that.
Wall Street Apes@WallStreetApes
Starbucks CEO defends a cup of coffee costing $9 He says the customers needs to just not think about it as a $9 cup of coffee, you’re paying for the “experience” of getting a Starbucks coffee “In some cases a $9 experience does feel like you're splurging, and then what that means is we have to make it worthwhile.” He says Starbucks customers “want to have a special experience and regardless of what your income level is, in some cases, a $9 experience does feel like you're splurging — well, this is a really affordable premium experience” How out of touch could a person possibly be…
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Elon Musk has said: Universal high income via checks issued by the Federal government is the best way to deal with unemployment caused by AI.
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@MrFamilyOffice They have never been worth it. I would never before or after AI hire an MBA. They have no tangible skills.
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as AI disruption marches on
will MBAs still be worth it
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@ChairliftCap To be fair it is kind of meaningless unless you understand it really well from first principles.
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I once had a meeting with an, at the time, mid cap software CFO. I mentioned ROIC once in the meeting and he looked at me all confused and said 'what's that?'
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@Austen Having worked with these models and agents, I can conclusively say, they are not good enough to build anything meaningful yet
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If AI were going to kill SAAS in the near future this would be the first company it would kill
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@AllVentured How does Google still have 8 times the market cap of SK Hynix then? How sure are we of these 2027 profits? That means SK Hynix will have a PE of 2 if the share price doesn't go up. SK Hynix data: atlantisdatasolutions.com/south_korea/00…
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Yet analysts forecast memory and semiconductor companies to earn $1.5T of EBIT in 2027. How?
Callum Williams@econcallum
How much is the US really investing in AI? Total capital spending by big tech is around $600bn this year, but lots of that isn't on AI. Below is my best estimate of AI-related investment as measured by the official stats. More like $300bn this year
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Michael Burry just warned that your 401(k) is about to be used as exit liquidity.
Here’s what’s happening:
Nasdaq changed a rule so index funds MUST buy SpaceX stock just 15 days after its IPO.
SpaceX is only floating 5% of shares. Insiders own the other 95% and can sell it all 6 months later.
You didn’t agree to this. But your retirement account might not have a choice.
Do you still trust index funds with your retirement?
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@Dr_Gingerballs All right, explain to me how please? Is Capex more than cash generated?
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All of these companies have negative earnings if you factor in recurring quarterly capex. Seems worse than dot com if none of that capex pays off (it will not).
Ren@Ren_aramb
To think people are expecting the bubble to pop like it did in the dot com era Today’s Mag 4 P/E ratios: $META – 16x $GOOGL – 17x $AMZN – 24x $MSFT – 25x Dot-com bubble peak P/E ratios: Microsoft – 73x. Cisco – 200x+. Yahoo – 800x. The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble. Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow. Today we have the most profitable companies on earth, $MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.
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@HighKoalas @Nithya_Shrii Those places don't count. Thailand is legit where they went for White lotus. And my 4 times divorced director goes to find a 5th wife
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@ADS_Atlantis @Nithya_Shrii Lots of westerners go to places like mexico, Thailand, or Morocco where food poisoning can easily happen
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@HighKoalas @Nithya_Shrii Fair, if you are travelling to Afghanistan that counts. But most travelling is just hedonistic
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@ADS_Atlantis @Nithya_Shrii Maybe to Europe and Japan. Traveling solo in many countries could be scary. Not just the countries with crime, but being able to get bad food poisoning with nobody to help
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@craigzLiszt I'm not sure if you are serious but Googling something is much more likely to get you to the truth. Chat GPT might just make up some bullshit
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“just google it” has almost entirely been replaced in my vocabulary by “just ask ChatGPT”
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@buffscoldtakes @astnkennedy Please don't interpret my critique of Claude as an endorsement of one of the even more idiotic chatbots
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@ADS_Atlantis @astnkennedy Save that slander for Gemini
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I'm 22 years old and Claude Code is deteriorating my brain.
Every single day for the last 6 months I've had 6 to 8 Claude Code terminals open, waiting for a response just so I can hit 'enter' 75% of the time. And it's doing something to me.
In convos with a couple of friends, it's been a point that's been brought up pretty frequently.
None of us feel as sharp as we used to.
I don't know if it's just us, or others in their 20s are feeling the same thing, but it's something I've been thinking about a lot.
P.S. I know this is a problem with my reliability/usage of it, not Claude Code itself, but the effects are real nonetheless
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@StockMarketNerd It is hard to replace something that is useless and shouldn't have existed in the first place like a JIRA ticket
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If AI isn’t killing Atlassian & Twilio.
AI isn’t killing software.
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