Peter Nicholls

@dunkrugering @StockMarketNerd Jira would have to be one of the stickiest products out there. In these big companies it is deeply integrated to the point it’s basically the OS for how a company runs.

@PeterNicholls @StockMarketNerd IMO, there are two questions to address: 1) Is it mission critical? 2) How big are the switching costs? Project management and productivity software tend to not have good answers to these questions.

$TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software.

@dunkrugering @StockMarketNerd How? I’m a software engineer, I don’t see it.

@StockMarketNerd Of all the public SaaS companies, this might be the most at risk from AI. Ill just leave it there.

So at unscripted we had a feature that allows folks to download a zip of a photo gallery, turns out zipping a large amount of large images can take sometime.. at this kind of scale approaches like background jobs and lambda functions fail because of timeouts or the job is restarted. Zipkit solves this by sitting there constantly churning out zips, unscripted have done close to 1m now.

@PeterNicholls What is a main use case for that?

I often chat with my friend about his API product. We discuss growth tactics, marketing, product, and architecture. If you are building an API product or a product with a public API, share your problems, questions, or whatever. If I see I can help somehow, I would love to.

@DmytroKrasun I’m now wrestling if there’s a market here or not, all relevant adword keywords are very low volume. Any tips @DmytroKrasun?

@DmytroKrasun I’ve yet to finish the landing page but zipkit.io is something I created when background jobs and lambda functions failed us at unscriptedphotographers.com

@DmytroKrasun 100 people signed up with little to no marketing from my behalf and that was when I had no docs and a broken landing page

@JZivanDesign Interesting! RC should open source some of this code, would love to see it.

@PeterNicholls Yea, this is using swiftUI, but the state management part and SwiftUI redraws is the hard part. I think it actually may be easier with UIKit if I put everything in stacks… But I'm keeping to SwiftUI for now because it supports all of the apple platforms in one API

Would you believe me if I told you that this is 100% native UI rendered from JSON. State, animations, and everything? Because it is.

@JZivanDesign Yeah gotcha! That makes sense. For iOS is SwiftUI the unlock that makes natively rendered remotely built paywalls possible? I can’t imagine how gnarly it would get trying to map JSON into auto layout constraints to solve something like layout.

It's pretty simple. JSON objects that say what kind of views should be rendered, where it gets its data or styles from, and if it can change state. Other JSON objects that explain the state types and default values and other objects that define styles. All get serialized into intermediary objects, then processed by something that makes sense of the layout, style, and state objects and put into the view layer. POC is working in swiftUI and Jetpack Compose.

@farguk_design 👌is this a native app?

@JPEGuin I've built a little iOS SDK tool you might find useful in collecting feedback - github.com/getuserkit/Use… Love to hear what you think.

@JPEGuin Nice work @JPEGuin! It's impressive how fast this thing feels!

I have always wanted to make a movie/show tracking app. I love movies. I love watching them, logging them, consuming them, everything to do with them. So I made my own. Available via TestFlight now, and coming to the App Store soon! testflight.apple.com/join/Hxex2M6J

@eriksen_tim You’re the man for the job Tim!

@PeterNicholls My guess (or is it hope?) is that one of the ECIP banks will be subject to shareholder activism and then the others will be more pro-active to avoid that.

Fund has been building a basket of community banks. Includes a tiny S&L conversion. PFS Bancorp $PFSB in IL. 20M mkt cap. Half of book. Just over 10 times earnings. Aggressive buyback. Buying back stock at 10x versus investing in 3% yielding securities is very accretive. otcmarkets.com/filing/html?id…

@eriksen_tim Yeah it’s fairly frustrating to watch play out. Hard to tell if a stock like CZBS is a value trap or instead it’s one of those very little downside just requires patience scenarios.

@PeterNicholls Most are cheap in terms of book and more importantly earnings. The problem is that they all are doing a poor job of execution. The smaller ones are the worst offenders. They should be very aggressive in their buybacks and/or making acquisitions. 3 yrs of thumb sucking.

@eriksen_tim Sorry didn’t mean to imply anything, just trying to compare the different epic banks that I’ve been following.

@PeterNicholls Didn't say it was or wasn't. Although $CZBS needs to actually buyback shares. It is not hard to do open market purchases. After looking at, and buying some, conversions it led me back to buying ECIP banks as part of the basket.

@RaulJuncoV S3 is a beast! I just spun zipkit.io out of an internal tool we had at unscriptedphotographers.com would love to hear what you think.

Amazon S3 quietly became a concurrency control system. Most teams still treat S3 like a dumb bucket. Upload backups. Store images. Serve static files. Reliable, cheap, boring. That mindset is outdated. Today, S3 is the backbone of: - serverless architectures - ML pipelines - analytics workflows - database snapshots - IoT ingestion And conditional writes turned it into something even more powerful: A conflict-aware storage layer. Imagine a collaborative editor: 1. Alice and Bob both load project-plan-v1.json 2. Both make edits 3. Both try to save project-plan-v2.json 4. One silently overwrites the other Classic race condition. With conditional writes, each user sends a PUT to S3 with If-None-Match: *. The first write succeeds. The second fails with a 412. No overwrites. No locks. The second user reads the latest version, merges, and retries as project-plan-v3.json. Done. You get optimistic concurrency with a single HTTP header. No external locks. No extra logic. Just safe, versioned updates built into S3. This works anywhere: - Upload APIs - ML checkpoints - ETL outputs - Config files Any system where multiple writers need to avoid stepping on each other. One silent overwrite costs more than any AWS bill. You lose data, trust, history, and weeks of incident cleanup. S3 already gives you a guardrail. Use it. What’s the nastiest S3 race you’ve seen?

@rebound_capital What’s it worth? What’s a valuation that has a decent margin of safety built in?

On $CSU While Mark's departure is obviously a hit, Constellation is now trading as if AI is going to disrupt the entire business. We now have one of the best opportunities to invest in the company, which is experiencing its worst drawdown in its 20-year history. Think about it: There is next to no chance that a telecom or mining business that has worked with a vendor for 10+ years and fine-tuned the software to cater to their business perfectly is suddenly going to vibe-code an alternative just to save 0.1% of their revenue in software costs.

@jakemor I’ll give it a spin Jake, hmu.

Looking for beta testers. Releasing something really special soon. If you have xcode on your laptop and make native ios apps for a living please, dm me.

@jogicodes Where’s about it aus are you? I’m up in Byron, starlink has been a godsend.

If the Australian internet permits it ...