Andy Baldacci

1.1K posts

Andy Baldacci

Andy Baldacci

@AndyBaldacci

Gambled for a living for a decade, now running @sabersim

Portland, ME Katılım Mart 2023
910 Takip Edilen380 Takipçiler
Andy Baldacci retweetledi
nick kokonas
nick kokonas@nickkokonas·
many years ago Bono was on (I think) Letterman and he said, In Ireland you look up at the rich guy on the hill and say, Someday I'll *get* that guy. In the US you say, Someday I'll *be* that guy. I can't find the video, but it stuck with me. Sadly, we're becoming the former.
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Andy Baldacci
Andy Baldacci@AndyBaldacci·
@amix3k Couldn't the same be said for AWS/GCP/Azure which have big margins?
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Amir Salihefendić
Amir Salihefendić@amix3k·
What isn’t priced into Anthropic’s or OpenAI’s gigantic valuations is that they have no moat. I use both ChatGPT Pro and Claude Max, and we’re reaching the point where there’s very little practical difference between Codex, Claude Code, GPT-5.5, and Opus 4.7. That tells me the long-term value won’t sit in the model or harness layer. Those layers will become commodities, with pricing pushed down to token cost plus a thin margin.
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Andy Baldacci
Andy Baldacci@AndyBaldacci·
@regyperlera the hard part isn't the app, it's scaling the contractor quality (like you said). if they figure that out, it's worth more than $199/mo
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Regy
Regy@regyperlera·
Crazy this took 2 years to build. Have seen it done so many times, contractor quality is hard to control and scale. Hope they figure it out but not worth $199/mo… open sourcing Morningside.app this weekend
Casa@getcasa

After two years of building under wraps, today we're announcing Casa – your personal property manager. We've raised $27M to redefine the homeownership experience from the ground up. We believe your home is your most treasured asset, emotionally & financially. It shouldn't also be a second job. Most homeowners are on their own – expected to have the time, expertise, and relationships to keep things running. Finding a plumber you can trust. Remembering when the HVAC was last serviced. Knowing what's actually wrong before someone shows up to fix it. Casa gives every homeowner what used to be reserved for the few: a dedicated team that knows your home deeply, handles the work, and stays in your corner. We're enabling this by building a deep, technical understanding of every home we serve – something that's never existed before, across 100 million single-family homes in the country. For $199/mo, membership includes: - A complete inventory of your home, built using specialized hardware & software - 1.5 hours of handyman time every month (and it rolls over) - Unlimited Concierge requests to take on virtually any home project - Custom, proactive care plans built specifically for your home - Weekly package and donation pickups - Scheduling and payments for your regular vendors - Utility and property tax monitoring …and we’re just getting started, with more benefits on the way to make the experience of owning your home as magical as it always should have been. Available now in the SF Bay Area and Los Angeles. Reserve your spot everywhere else. → getcasa.com

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San Diego Josh ☀️🌴🚲
San Diego Josh ☀️🌴🚲@JoshInEncinitas·
Do we think people are going to pay $2400 a year for this?
Casa@getcasa

After two years of building under wraps, today we're announcing Casa – your personal property manager. We've raised $27M to redefine the homeownership experience from the ground up. We believe your home is your most treasured asset, emotionally & financially. It shouldn't also be a second job. Most homeowners are on their own – expected to have the time, expertise, and relationships to keep things running. Finding a plumber you can trust. Remembering when the HVAC was last serviced. Knowing what's actually wrong before someone shows up to fix it. Casa gives every homeowner what used to be reserved for the few: a dedicated team that knows your home deeply, handles the work, and stays in your corner. We're enabling this by building a deep, technical understanding of every home we serve – something that's never existed before, across 100 million single-family homes in the country. For $199/mo, membership includes: - A complete inventory of your home, built using specialized hardware & software - 1.5 hours of handyman time every month (and it rolls over) - Unlimited Concierge requests to take on virtually any home project - Custom, proactive care plans built specifically for your home - Weekly package and donation pickups - Scheduling and payments for your regular vendors - Utility and property tax monitoring …and we’re just getting started, with more benefits on the way to make the experience of owning your home as magical as it always should have been. Available now in the SF Bay Area and Los Angeles. Reserve your spot everywhere else. → getcasa.com

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Andy Baldacci retweetledi
Andy Baldacci retweetledi
Hvygens
Hvygens@Hvygens·
Lee Kuan Yew: "I ignore polling as a method of government. I think that shows a certain weakness of mind. An inability to chart a course. Whichever way the wind blows, whichever way the media encourages the people to go, you follow. You're not a leader."
Zoe Gardner@ZoeJardiniere

71% of the public support rent controls…

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Andy Baldacci
Andy Baldacci@AndyBaldacci·
@goldenpants013 @bttsports Pretty easy to fix on the UI, no? User puts in the amount they want to bet and it shows the weighted price they will pay
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GoldenPants13
GoldenPants13@goldenpants013·
@bttsports Any level shown will be so thin and twitchy that people not using market orders will almost never get filled. "Price changed" message will be working overtime while MMs dance their quotes around
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GoldenPants13
GoldenPants13@goldenpants013·
Man I can't even imagine how much volume the Masters would have done on Kalshi if they hadn't switched to deci-cent across the orderbook. Everyone will be jumping around and not loading up levels - I understand wanting to do it 99+/98+...but will squash liquidity elsewhere
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PFT Commenter
PFT Commenter@PFTCommenter·
Thank u for your service, patron 🫡
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Michael Lucas Poage 🐝
Michael Lucas Poage 🐝@RubyBrewsday·
@typesfast @levelsio The same way JK Rowling created a franchise that has dominated for decades when writers rooms full of highly pad folks can’t make a season last more than 8 episodes. You can’t beat talent and now the talent has the tools to do more
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@levelsio
@levelsio@levelsio·
I think it's as unimaginable in the mind of someone who has thousands of people on payroll why you "wouldn't" just hire a second person As it it unimaginable to me why you "would" I personally love my life without managing people, without calls and meetings, without interpersonal drama, team retreats, company conferences, having to fly everywhere to meet people, and I still make a lot of money I think it's really a blindspot of status quo "we've always hired so why not?" On reverse you could of course say me operating solo forever is a blind spot too. Could I make much more money hiring people? Maybe yes but then I'd lose my very chill and very free life I have now that's worth more to me than money
Seth Bannon@sethbannon

"It's bullshit." @typesfast's view on the 1 person billion dollar company.

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Andy Baldacci retweetledi
Kevin Dalton
Kevin Dalton@TheKevinDalton·
Days after last year’s Palisades and Eaton wildfires, several heroic Los Angeles residents tackled and zip-tied a man starting fires with a blowtorch in their neighborhood. Los Angeles Police Department arrested 34-year-old Sierra-Leyva for a felony probation violation, but somehow determined that even though he was starting fires with a blowtorch, it wasn’t quite enough for an arson charge. I hope you’re sitting down because it turns out Sierra-Leyva is an illegal immigrant with a lengthy criminal history and is suspected of starting other fires. I hope you are still sitting down, because a Van Nuys jail ignored an ICE detainer and released him. Fortunately, ICE was there and immediately re-arrested the arsonist.
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Mckay Wrigley
Mckay Wrigley@mckaywrigley·
looking for a handful of people to test something new... i've been using it for a few months and am prepping to share. if you're a fan of claude cowork, openclaw, manus, perplexity computer, etc then you're a perfect fit. this will self destruct in 4hrs - please dm or reply.
Mckay Wrigley@mckaywrigley

you’re like 6 prompts away from infinitely customizable personal agi. anthropic gave you a world class agentic harness for free. use it!!!

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Andy Baldacci
Andy Baldacci@AndyBaldacci·
@Altimor while not the critique the OP made, the problem is that Ramp's customers are not representative of the makeup of the overall economy. it's absolutely a strong signal, but I can't imagine large enterprises are paying multi-million dollar annual contracts on a ramp card.
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Andy Baldacci
Andy Baldacci@AndyBaldacci·
I would bet against the strategy working because of all the execution challenges, but I would have to imagine the sales motion would be smarter than that. 1. You're branded as the "do everything" company, so people have that expectation going into it. 2. While installing christmas lights, your tech notices a problem with the roof, takes pictures that they show you, and ask if you want one of their roofers to come check it out to see if it's anything more serious. it's like a hygienist saying they found a spot that could be a cavity but waiting for the dentist to come in and make the call. again, i don't think they will be able to execute well for a ton of other reasons you mentioned, but CAC isn't the main one unless they completely drop the ball there too (which is likely with all the stuff they'd have to juggle)
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Mike Botkin
Mike Botkin@MikeBotkin_·
@dylthorn It's not pragmatic. Based on your profile, you do Christmas lights, call a few of your customers from this past season and tell them you are now doing plumbing - let me know how many call you and pay for service at market rate.
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Mike Botkin
Mike Botkin@MikeBotkin_·
Surprised by this. Marcus is entering the “consolidate all services into one for homeowners” space. You’d think he, more than most, would understand the execution challenges. It’s nearly impossible….especially given the CAC just to acquire a customer, let alone service them with quality. Mass scale doesn’t deliver the advantages people assume in home services. Brutal play. Tip of the cap for the ambition. May the force be with you.
Marcus Lemonis@marcuslemonis

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Brandon Gell
Brandon Gell@bran_don_gell·
I'm open sourcing @every's CFO skill and calling Charlie––after Charlie Munger––who embodied the principle that capital discipline is a competitive advantage. You can work with Claude Code or Codex to connect all of your financial sources (for us, @mercury, @stripe, @ChartMogul, @tryramp, Google Sheets) for super in depth analysis. I've already used this countless times to help better understand our growth and expenses, to help make decisions (Every Conference in Q3?!?!), and to control certain expenses through Ramp. github.com/EveryInc/charl… --> npx skills add EveryInc/charlie-cfo-skill If you want access to more, exclusive content like this, subscribe to every at every.to/subscribe.
Brandon Gell@bran_don_gell

I'm Every's COO. I'm also our CFO. Here's the thing: I suck at Excel, and I don't know what best-in-class financial management and analysis looks like. So I'm building my own CFO—a Claude Code skill that lives in our EveryOS repo, knows everything about our business and accounting, is connected to Mercury, our massive Google Sheet, and Ramp, and so much more. The best part? After I jam with it on decision making, I can ask it to DM a team member or channel in our Discord or email a recap to anyone on the team. It going to be the best thinking partner I've ever had.

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Andy Baldacci
Andy Baldacci@AndyBaldacci·
@lkr @1Umairshaikh @TheCraigHewitt If you include “a very high risk of breaking at some unknown point in the future” in what you mean by scamming, then I’d agree with the point, just not with the categorization
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Umair Shaikh
Umair Shaikh@1Umairshaikh·
Is it possible to vibe-code a legit million dollar SaaS?
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Andy Baldacci
Andy Baldacci@AndyBaldacci·
doesnt at all align with the skills they have or how they've made money throughout the life of the business. i agree it's better for customers, but i think it's ~impossible for an incumbent to make that sort of pivot and succeed. most likely they'll burn a ton of cash "trying" in a way destined to fail.
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Alex Kane
Alex Kane@a_kane47·
Serious question: Is Nevada saying: “We don’t want a model that’s better for customers.” ? The prediction market model introduces a new type of interacting with sports in a ways Nevada expressly forbids: - anyone can connect via API and trade - anyone can submit bids and offers - corporations can trade - exchanges can accept brokers as flow providers All of these things unlock a level of transparency and efficiency in a way Nevada’s endorsed sportsbook model could never achieve. Yet while Nevada has chosen to throw the kitchen sink at prediction markets, I’ve seen no effort anywhere in Nevada to contemplate allowing any of the features that make this market model so great. Why is that?
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