Bill Doty

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Bill Doty

Bill Doty

@DotyBilly

🌞/acc

Katılım Ekim 2014
911 Takip Edilen1.6K Takipçiler
Bill Doty
Bill Doty@DotyBilly·
Are we all mentally prepared for another $ibit $mstr rejection?
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Bill Doty
Bill Doty@DotyBilly·
30x turnover
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Bill Doty
Bill Doty@DotyBilly·
18x turnover lmfao
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Wagie Capital
Wagie Capital@WagieCapital·
After 9 years of being a public company (15 years since being founded), Evan Spiegel finally decided to put together a business plan for how to reach profitability $SNAP
Wagie Capital tweet media
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Bill Doty
Bill Doty@DotyBilly·
Long wheat again as a hedge
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Bill Doty
Bill Doty@DotyBilly·
The biggest issue I have with specs imo is they’re trying to make it a stand alone AR device afaik w/o a “compute puck” Apple could run all over them because everyone in the world has a phone with crazy fast cpu in their pocket that could offload much of the 6DOF work
Nikita Bier@nikitabier

@bearlyai Nice rewriting of history by Evan. Luxottica approached Snapchat first and he turned them down because he thought he didn’t need their designs. His designs:

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Bill Doty
Bill Doty@DotyBilly·
We could easily see a chips -> datacenter owner rotation right if there are constraints on new builds?
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Bill Doty
Bill Doty@DotyBilly·
@Mastacash A good scenario is it instantly flops on release reviews and they stop blowing money on it… Best case is it’s a hit somehow…? Worse case is it’s mediocre and they continue for another half decade on bad product that gets ran over by meta, apple, google china etc
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Mastacash
Mastacash@Mastacash·
$Snap This is the most important bit in this interview. Add this to what Jensen said during his keynote regarding compute cost of snap, I was saying this earlier this year, user base is the moat, not software, it takes a decade to build. Why do you think OpenAI abandoned Sora? AI levels the playing field for $snap, and basically gives them a second chance. Just to be clear, this is by complete accident, @evanspiegel has stumbled into this. Now extrapolate what happens, compute cost down, need for staff reduces from efficiency, headcount reduces, SBC reduces, profitability goes way up. The only caveat here is his delusion on trying to be Steve Jobs, or Elon Musk. Wow, talk about polar opposites in Aura factor. My hope here, is we get a total spin out of Specs, that means the investment will come from outside of $snap.
Mastacash tweet media
David Senra@davidsenra

“AI is the best thing that's ever happened to Snapchat. We've always had a ton of ideas but we've had very limited resources and we're up against monopolistic companies. We've essentially been engaged in trench warfare with monopolies for 15 years…18 months from now the way that Snap operates will be completely different than the way it operated last year.”’

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Bill Doty retweetledi
Energy Headline News
Energy Headline News@OilHeadlineNews·
Cramer: "I've sold everything oil and gas"
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