Conhead Capital
2.6K posts
Conhead Capital
@conheadcapital
just happy to be here
Chicago, IL Katılım Nisan 2021
456 Takip Edilen1.1K Takipçiler
Microsoft Office 365 is such a dog shit product.
Literally been breaking for the last 2 weeks when we try to buy more licenses.
We use Gmail and Slack, so it's silly to even use this.
Sharepoint is buggy a f too.
Why no one else make a functional collaborative file systems :(
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@buccocapital Documentation aside - am I dumb or is it finally time to get Long Snowflake?
Non-tech people at my company are trying to use AI to get data from our warehouse. These agents are running tons of queries which probably leads to a meaningful acceleration in the next 1-2 quarters
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Seems dumb and backwards
The documentation is the literal brain of a company’s AI models, and the external ones
Probably an area to double down, not replace
Official Layoff@LayoffAI
Snowflake just replaced its entire technical writing team with AI. Not reduced. Replaced. All ~70 of them. If your job can be documented, your job can be automated.
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@jackusherr Having a small separate account is great (just spending money), but it’s nice to buy a gift and have it come from “me” not from “us”.
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Big fan of Nick and his blog. This is one area where I strongly disagree with the recommendation.
You'll save so much mental and emotional energy by going all in on shared bank accounts and building on a foundation of trust and honesty.
Nick Maggiulli@dollarsanddata
There's a simple solution to this: -Joint bank account (all income goes in, all shared expenses come out) -Each spouse keeps separate account -Any surplus (in joint account) gets split (50/50) and sent to separate accounts -For big purchases, each party deposits back into joint
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@BucknSF Probably trying to buy their way to own the auth layer for these vibe coded tools (auth to use the tools, auth for the agents to access data)
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Williams sucks this year, and they are almost 100% going to lose their title sponsor next year. $team
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@compoundpapi I have neither camel nor she-camel in this fight.
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Very interested to see what Greg Abel is going to say about the energy market in the annual letter on Saturday. Feels like this should be a moment where his background (and newfound access to capital) should shine.
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@atelicinvest They can outsource their scraping compute to their customers and aggregate the responses?
I've never understood how this thing was legal anyways, feels like a total SPAM factory.
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I don't spend a nickel unless it somehow produces more tokens.
So what are we saving up for? Curing Cancer? Replacing Doordash? Migrating to Stablecoins?
It's not like that... the tokens are the goal.
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There are plenty of reasons that the 25yo's might fail (GTM, Enterprise Security/Support, etc.) but the risk isn't going to be visible for several years at the earliest, and it won't be Sam/Dario
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guys - it's not Anthropic vs SaaS.
It's SaaS vs 3 25 year-olds in a garage.
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@MadThunderdome but i thought there would be ramps after the drops?!?
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Conhead Capital retweetledi
**Recent Venture Investments** don't work at these multiples, but venture as an asset class will be just fine (albeit likely much smaller)
Harry Stebbings@HarryStebbings
We have a big problem. The venture model doesn’t work with the current public market revenue multiples. Datadog ⬇️ 21% Figma ⬇️ 20% Wix ⬇️ 38% Braze is 2.5x ARR Atlassian is 4.8x ARR Klaviyo is 4.5x ARR Venture doesn’t work unless this changes. Agree @infoarbitrage @bgurley @jasonlk @rodriscoll?
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@HighyieldHarry $BOX is an AI beneficiary - RPO already accelerating. Home to unstructured corporate data and soon these companies are going to realize that curated context (and agent authorization) is the bottleneck to AI. Big upgrade cycle to AI plans & shift to usage-based monetization ahead
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Btw, I have almost zero interest in buying the dip on these low-AI-moat, high SBC companies.
But what are the few companies unfairly caught in the selloff worth buying/reconsidering?
High Yield Harry@HighyieldHarry
How it feels having negligible exposure to all these low-AI-moat software companies that have sold off
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highest quality tax loss stock this year?
$CSU ?
anything else in that quality bucket?
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I bet this fuckin guy wakes up every single day in shock that his company is valued at half a trillion dollars and he gets to just hit the sell button over and over and over and over and over
Filing Tracker@FilingTracker
$PLTR Co-founder and CEO Alex Karp filed to sell 585,000 shares for $95,931,810 ($163.99/share): sec.gov/Archives/edgar…
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@vanckzhu It means they are the leader in AI AND they aren’t going to lose the core search business
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I want to fade this
*Walter Bloomberg@DeItaone
AI BUBBLE FEARS SURGE, BOFA SURVEY FINDS Bank of America’s latest global fund manager survey shows the biggest market “tail risk” is an AI stock bubble. • 45% of investors named an AI bubble as the top risk — up sharply from October. • Only 17% cited rising bond yields (previously the #1 concern), and 16% cited inflation. For the first time since 2005, a majority of respondents worry companies are overinvesting, driven by the massive AI capex boom. Tech firms are set to spend trillions on AI data centers, even as revenue returns remain uncertain. 53% of investors now believe AI stocks are already in a bubble (slightly down from last month’s record 54%).
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