Little Lad Capital
336 posts
Little Lad Capital
@Justa_Lad
LO analyst & little lad. Not advice; even I wouldn’t listen to me.
Katılım Ekim 2010
1.6K Takip Edilen769 Takipçiler
There’s a been a helicopter hovering over 42nd for 20 minutes. Just sitting there facing NJ of all places. How’s that even allowed in NYC airspace, but especially at 6am?
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@notinthemodel IMO, ability to price is a function of value provided. So the question is do you think they’re skilled enough + incentivized properly, to increase to value of the products more/faster than they raise prices. And do it faster/better than competitors. Sounds like you think no
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@Justa_Lad Sasan keeps price/mixing existing customers until the whole biz blows up
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What’s your most succinct & articulate bear or bull thesis for $INTU?
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Hey I know we’re all staunch capitalists here but what’s going to happen when there’s no jobs?
We’re kicking the can down the road rn but we should probably have some smart people working on this right?
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Next Task: Agents -- Earnings /conference calls and corporate presentations (earnings, analyst days, etc).
Criteria: breadth, depth, cost, real-time, API/MCP access.
Which of these is best to integrate? Anything else I should try?
TheLAPurchaser@TheLAPurchaser
Current Task: SEC filings for Agents. This is pretty easy. Lot of options. Here are the two i used. both free. Push: sec-filing-watcher. Real-time push. Pull: edgartools. 2k+ stars on Github. I think you can pretty easily re-create most of the BAMSEC workflow with this. Last Task: Sellside research conclusion -- there's no easy way. have to builder a web scraper. will be painful. i'll come back to it later.
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Generational pair-trade: Long bodyoids, short humans
Disclose.tv@disclosetv
ICYMI - R3 Bio working to grow headless human bodies to harvest organs "for research," as Trump phases out federal animal experimentation: "If we can create a nonsentient, headless bodyoid for a human being, that will be a great source of organs," says investor Boyang Wang.
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@TMTLongShort Idt that’s implicit in what I’m saying. We’re sorta making diff points and I accept yours. But I’m confident there’s a capability threshold where marginal gains < marginal cost, especially when workflows are bounded. Do u need 10K workers replaced when u 2K humans worth of work?
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@Justa_Lad True but that assumes a linear increase in economic value with an increase in intelligence. A 150 IQ worker is worth > 10k 110 IQ workers in many industries.
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If rolling over cars was a sport, Tiger Woods would be the Tiger Woods of it
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Yippit licking their chops, low-alpha podbois crying, & corporate frauds plotting rn
Josh Caplan@joshdcaplan
WSJ: SEC preparing proposal to eliminate requirement to report earnings quarterly and instead give companies option to share results twice a year
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In defense of the compounder bros and blue-collar gents, we’d probably see guys beating the brakes off the bots before unemployment ever gets that bad… Unless robo-workers get granted civil rights, which wouldn’t be the craziest thing to happen in our wild timeline
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It’s probably 5+ years out, but eventually the “autonomous robots” theme will drive a violent re-rating for $CTAS. Terminal value / compounding perception shifts can be brutal, I wouldn’t want to be long human frontline workers vs. clankers at 40x earnings
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To save themselves a massive amount of tokens, @OpenAI should just release a March Madness bracket prediction to preemptively save chat from regurgitating the same response to the millions of people trying to zero-shot their picks.
I want 10% of token savings for this idea.
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At some point we have to assume someone has planted a (very influential) agent in the WH social media role, with the sole purpose of tanking the admin’s public approval. Right? How else do you explain these posts?
The White House@WhiteHouse
UNDEFEATED.
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If you’ve ever considered launching a product of any kind, now is a generational window. With AI, u can instantly spin up branding/site/content that rivals billion $ budgets for near-zero cost & serve it to niches across the fragmented media space on the cheap. Won’t last forever
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Chinese aunties getting clawpilled is signal
Rohan Paul@rohanpaul_ai
China is adopting tech at an absolute breakneck pace. A ridiculous amount of people turned up into a public event in Shenzhen today to install the OpenClaw. Some devs who work at Chinese big tech companies threw a free public event right outside the Tencent Building in Shenzhen. To help regular people get OpenClaw running on their system. --- reddit. com/r/moltiverse/comments/1rncd7v/the_scale_of_tech_adoption_in_china_is_wild/
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