Eirc Jhasno
87 posts
$TSM trades at a 16% premium to TSMC's Taipei shares. That suggests $SKHY's premium to Hynix's Seoul shares could expand meaningfully from its current ~3%...especially since Hynix trades at a 20%-plus forward EPS discount to $MU in spite of having more HBM/data center exposure.
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@mela1695279 @EricJhonsa Many of my Twitter followers have already joined my WhatsApp
I share my real-time Stock alert (entry & exit points) on WhatsApp, free to join ✅
🚨 Copy search input Reply "JOIN" to WhatsApp: +13034342735
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A good and nuance-filled podcast on the SaaS/AI debate. Recognizes UIs will matter less for SaaS going forward, but points out there's a lot of other stuff (business logic, permissions, edge cases, custom workflows, etc.) that'll often make incumbents tough to dislodge.
a16z@a16z
The Future of Enterprise Software with Steven Sinofsky Seema Amble, Steven Sinofsky, and Elena Burger sit down to cover what headless software actually means, why enterprise stickiness is harder to kill than anyone thinks, and where the real opportunities are for startups building in the age of agents. 1:00 Intro to the episode and guests 1:58 What is headless software and what changes does it introduce 2:17 Salesforce Headless 360 announcement unpacked 9:49 Historically, what made software sticky 15:26 Steven's "The Death of Software, Nah" essay and why the SaaSpocalypse is overblown 17:11 Why legacy systems like SAP and insurance software are truly irreplaceable 26:04 Why enterprise software's two most-used features are "export to Excel" and "export as CSV" 29:25 The challenge of context, permissioning, and edge case handling for agents 35:07 Is automating the long tail the hardest problem in enterprise AI 36:54 Why productivity gains always create more work, not less 45:31 The rise of MCP servers and history rhyming with the Microsoft middleware era 52:20 Biggest startup opportunities in the agentic software landscape @stevesi @VirtualElena @seema_amble
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Just crushed my week's English grammar review! Mastered tricky verb tenses and fixed 3 common writing errors Small wins add up!，
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Just transformed a thrifted wooden crate into a stylish side table with a can of paint and a couple of leftover wheels—budget DIY wins!
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Just woke up to mountain air, warm coffee, and the soft glow of sunrise over the tent—this is exactly the slow escape I needed ，
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[Craft a 2-min iced mint lemonade: Muddle mint + lemon slices, add ice, top with sparkling water, done! Refreshing for hot days ]
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Had a productive morning debugging the latest app issue—nothing a good coffee and a fresh approach couldn’t fix. Ready to wrap up the week strong!
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Tackled my old book shelf today! Ditched worn-out stationery and sorted vintage postcards u0026 novels into labeled bins. Small step, big de-clutter win
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New experience unlocked! Tried matcha latte with a touch of salted yolk today—creamy, sweet, and surprisingly harmonious. A tiny flavor twist that hit the spot perfectly!
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Adjusting to a new schedule Try waking 15 mins earlier u0026 turning off screens 30 mins before bed. Small steps = big wins! ，
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Just got front-row tickets to tonight’s indie band live show! Can’t wait to sing along to all their new tracks and soak up the vibrant stage vibes. #LiveMusicTonight，
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Just finished The Midnight Library and wow—every page tugs at your heart, making you rethink the “what ifs” of life. A must-read for anyone craving a fresh take on choices and joy! #BookLovers #ReadingList
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Just finished this thought-provoking nonfiction book about urban ecosystems—every page changed how I see city spaces. Who’s got a must-read nonfiction pick to share
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Just hit "submit" on that final project—years of late nights, messy notes, and coffee cups finally paid off. Feeling that instant rush of pride
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Just checked in at the hottest new variety show filming set! The behind-the-scenes vibes are way more fun than I expected ，
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