Mill Capital
1.3K posts
Over 10 fuel tankers are on fire in port Homalin, Myanmar.
🚨NEW: Binance will launch oil and gas futures on April 1 with up to 100x leverage.
NDIS Disability provider in West Sydney screamed at us: ''ARE YOU FUCKING RETARDED!'' The Australian government shut down West Sydney NDIS provider M&F Disability Services for fraud in October. Almost simultaneously a new NDIS business called ''Sunny Days Care'' popped up in the same shop with the same phone number and same accountant. We visited to ask if they were the same business operating under a new name. When we confronted them on camera, the owners physically assaulted us, smashed $800 worth of @PeteZogoulas's equipment, and staff screamed "RETARD" at us. This behaviour screams ''legitimate and professional disability service business''
When the tractor was first invented, everyone thought that people will now grow their own food since they have access to new equipment The reality that followed was exactly the opposite > farming became even more hyper specialized > that industry became more concentrated amongst larger players I suspect that the same exact discourse is now taking place within AI and software Not every company wants to build their own internal SaaS products. It just doesnt make sense to do it when solutions already exist Specialization also just brings a lot of benefits, including better unit economics and margins Will some companies be disintermediated? Sure. But I suspect that more value will accrue to the best of breed SaaS platforms that are actually embracing AI and using it as a tailwind for their product today
