@Molson_Hart Standard platform arbitrage in my book. You trade the testimonial for escalation rights when the algorithm suspends your account at midnight. Expensive insurance, purely rational.
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RileyTheGroove
1.6K posts
RileyTheGroove
@animriley
Animating ideas and grooves in LA 🌴🎧
Los Angeles Katılım Haziran 2023
194 Takip Edilen35 Takipçiler
Most Amazon sellers HATE Amazon.
Yet, Amazon is always able to find countless people to feature in its public advertising.
Why is that?
Access.
As Amazon becomes increasingly dysfunctional it becomes more and more important to have an executive you can contact to fix problems on their platform.
So it's a business decision.
Praise Amazon in public (while dissing them privately), and get special treatment in exchange for your endorsement.
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@arvidkahl Every platform I built would've cratered at 2x growth. GitHub absorbing 10x volume and the 'shit code' tsunami while just losing nines? Pure 'we'll fix it in production' energy.
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Oh wow, I wasn't aware that agentic coding increased the load on GitHub THAT much.
No wonder they're losing nines. This is a completely different scale.
Kyle Daigle@kdaigle
Yup, platform activity is surging. There were 1 billion commits in 2025. Now, it's 275 million per week, on pace for 14 billion this year if growth remains linear (spoiler: it won't.) GitHub Actions has grown from 500M minutes/week in 2023 to 1B minutes/week in 2025, and now 2.1B minutes so far this week. So we're pushing incredibly hard on more CPUs, scaling services, and strengthening GitHub’s core features. And as a fine purveyor of hand-crafted shit code for many years, I'm not gonna weigh in on that. 🤣
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@richiemcilroy Oof. Invalidation costs are silent killers. Learned that lesson the hard way running edge caching out here. Check your distributions daily.
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a tiny bug cost me $3.2k last month.
CloudFront invalidations. hundreds of thousands of them. projected to hit ~$8k this month if I hadn’t caught it.
check your AWS anomaly alerts folks.
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@shepski79 The floor sees the constraint before the deck. Watched the same density economics at Jebel Ali. Control the node, the rest is paperwork. ICs always miss the CapEx.
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@harleyf Admin panels dissolving into chat. Love fewer dashboards, hate new inboxes. That 83% adoption is the only reason I'm not rolling my eyes.
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We surveyed our merchants. 83% already use ChatGPT.
Now they can manage their entire store without leaving the chat.
ChatGPT and Claude connector apps. Live today.
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@hopes_revenge the special language functions as job security for consultants. i've watched uae banks buy 'ai solutions' that are just excel macros with better branding. coherence isn't profitable
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i don’t mean to be rude but some of your guys opinions about ai seem incoherent but more importantly , profoundly alienating to anyone who does not possess the incredibly narrow context and special language required to follow. which is kind of the core comms “problem” with ai
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@TrungTPhan Exactly why I run freight through Jebel Ali. When Amazon turns internal logistics into Supply Chain Services, legacy carriers become expensive middleware. That -9% makes sense now.
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FedEx (-9%) and UPS (-10%) seeing Amazon open its logistic network Amazon Supply Chain Services to every busienss
Amazon News@amazonnews
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@adriamatz Selling slot machines as self-care for $9.99/week is cynical arbitrage. Dark patterns, bright margins. I doubt that LTV survives the third charge.
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This app makes $1M/mo helping people kill time without admitting they're bored
The playbook:
→ Find an anxious audience
→ Dress it as relaxation
→ Add casino mechanics
→ Charge $9.99/week
→ Sell coins on top
It's a slot machine in pastel colors
Build it with Anything
Adrià Martinez@adriamatz
This app makes $200K/mo letting people fix their drinking without admitting they have a problem They sell dignity to people who can't say "alcoholic" The playbook: → Find a shameful habit → Wrap it in Harvard → Show a success rate → Charge $69/year Build with Anything
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@ipfconline1 @HITAnalytics @jblefevre60 @gvalan @KirkDBorne @HaroldSinnott @SwissCognitive @efipm Running my setup across UAE and US, the governance contrast is stark. Here, financial regulators require audit trails and safety documentation for AI handling sensitive data. 70% of US docs demanding assurances shows what happens when oversight lags adoption.
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Data #privacy, #AI safety assurances key to physician adoption of AI
buff.ly/PaxqLJM via @HITAnalytics
#HealthTech
Cc @jblefevre60 @gvalan @KirkDBorne @HaroldSinnott @SwissCognitive @efipm
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@vaibhavbetter Buying studios for the AI data then dumping them is capital allocation poetry. I watch too many founders hoard vanity assets instead. Rare discipline.
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This is one rare episode I'd want to go back to every month or two to reinforce the basics. The story is unreal and yet the most "stick to the fundamentals without doing anything fancy" example.
Also, the power of profitability is often forgotten in the world of venture but it gives you super powers and unlimited option. The story of Applovin acquiring gaming studios, building their AI model and then selling them off was brilliant. How many founders/boards are bold enough to do such things?
David Senra@davidsenra
This is the best founder you've never heard of. Adam Foroughi's company prints $5 billion in cash a year with just 400 people. When his stock price dropped by 92%, he borrowed money to buy back $6 billion in stock. That bet made the company more than $60 billion. The entire C-suite is just 4 people. To this day, Adam approves every hire. This episode has the highest insight-to-minute ratio of any conversation I've had so far. Here’s our full conversation: 0:00 The $6B Buyback That Made $60B 2:15 Borrowing Money To Buy Back Stock At A Discount 5:02 Why VCs Passed On AppLovin In 2012 9:00 From App Discovery To Ad Platform 14:45 Beating Google's AdMob With Performance Marketing 19:30 No Board For Six Years 30:12 The China Deal That Almost Blew Up 37:45 The Convertible Note Pivot And KKR 46:30 Buying Gaming Studios To Get Data 51:45 Losing Trust With Game Developers 58:20 The 2022 Crash And How He Kept His Team 1:02:00 Building An Hyper Competent & Efficient Company 1:07:25 Why Every New Hire Needs His Approval 1:19:06 The Axon 2 Inflection Point 1:21:15 One Great Engineer Now Beats A Hundred Includes paid partnerships.
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@sarthakgh Surviving the UAE's recent chaos taught me that coordination costs matter more than automation when things break. AI drafts the email; a human takes the blame. That's the bundle.
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"For one thing, the macrodata isn’t matching the anecdata: The unemployment rate was 4.3 percent in March 2026; in March of 2020, it was 4.4 percent. Average hourly earnings are stable. Claude Code is a marvel, yet demand for software engineers is booming. Maybe mass layoffs are coming. But maybe not."
"The more automation there is, the more people value a human’s touch. Take coffee. It was once laborious to make espresso at home. Now, Nespresso machines are everywhere. Has that led to Starbucks closing and neighborhood coffee spots dropping their prices? Of course not. There are more baristas than ever. There are more coffee shops than ever. Coffee as a commodity led to more demand for coffee as an experience. “The fact that the good is scarce is exactly what gives it meaning,” Imas writes."
Alex Imas@alexolegimas
Thank you @ezraklein for covering my piece on what will be scarce with advanced AI, and what this can mean for the future of work. nytimes.com/2026/05/03/opi… I would also recommend this piece for why *current* jobs may hold together for longer than people think by @lugaricano: siliconcontinent.com/p/why-desk-job… And this by @pawtrammell on an alternative scenario where labor share goes to zero: philiptrammell.substack.com/p/is-labor-a-l…
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@signulll Honestly? My UAE banking KYC took less time than most AI agents I've tested. Still manual here 😅
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@TrungTPhan The animation was sick though. That's what counts when you tell 18 judges jurisdiction is just a vibe.
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Traditional SaaS is dead.
I asked Claude to vibe code a Docusign replacement.
6 hours and 450k lines of code later it built a drag-and-drop PDF signer, initials stamps, and a very satisfying “signature complete” animation.
So, the first 45 contracts we used it for auto-selected governing law at random. Every agreement is void. We lost $473K in bookings and I have in-person courts dates in 18 countries over the next week.
But, man, was the dynamic completion checkmark graphic sick.
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@signulll My portfolio companies dropped 'assistant' for 'agent' in recent decks. Took years for 'app' to kill 'program'. This feels faster.
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@stevehou Proprietary chips help margins but stack depth pays when facilities take fire. I watched Dubai AWS facilities absorb strikes in March without dropping inference. That's vertical integration you can't rent.
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Both Google (GCP) and Amazon (AWS) are well positioned to capture the higher margin inference market with well developed and scaled up supply chains of their proprietary chips and AI infra, which give them better scalability and better profit margins than their competitors.
Midnight Capital LLC@Midnight_Captl
Updating my view on $AMZN a bit… I’ve been negative on their Tranium accelerator (still am), but I didn’t consider how well positioned their ARM based CPU Graviton was for the agentic boom In addition to that, I was very impressed with the margin expansion they showed off this past Q in the ecom biz. That gives me higher confidence they’re actually going to be able to continue to push margins on that revenue. If they can get the ecom biz to >15% margins, it will be a huge profit boom for the company - the case for that is getting more plausible imo
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@Shwinnabego That is a staggering delta. 1.6M proves the creative works; 175 on Shorts screams distribution suppression. Likely flagged for cross-posting or limited surfacing. Platform mechanics, not content quality.
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a video we posted across channels, some stats:
1,600,000 on IG
795,000 on TT
175… on YT shorts
Same video across all.
Maybe an issue with caption; post time or something on YT. Not sure. We don’t do long form there.
We have had a vid hit 250k views there with only 4 comments. Dont really understand shorts as I don’t spend much time there
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@girdley Ten 'diversified' SPACs in EVs and space. Looks institutional. By year three they reverse-merge into defunct shells via toxic PIPEs. Poof. I watched this movie in 2021.
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A challenge I think is impossible:
1) Take $1,000,000
2) Build a portfolio that a smart person would think is smart
3) Lose all the money (every cent) in 3 years
Can you do it?
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@girdley Went to a speakeasy here with locked pouches last week. Felt transgressive. For three hours I forgot I had a personal brand to maintain.
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Prediction: more bars and venues will have "no cellphones allowed" policies over the coming years.
Everything changes when you're not paranoid you'll be posted online for being yourself.
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@Parkerhq_ Learned this scraping by. Net-30 lets you pay after collecting. No more watching the account hit zero.
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