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Daniel Ni
277 posts
Daniel Ni
@danielmichaelni
SWE YouTube. Previously Meta, Google, DoorDash, Uber
New York, NY Katılım Şubat 2014
83 Takip Edilen35 Takipçiler
@sama @TylerJnstn Historically, technological revolutions have been net creators of jobs
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@TylerJnstn many current jobs will go away
i think we will find a lot of new ones, though they may look very different
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I honestly miss the Sam Altman that used to call out his peers for downplaying this risk.
Sam Altman@sama
i think a lot of people are going to be busier (and hopefully more fulfilled) than ever, and jobs doomerism is likely long-term wrong. though of course there will be disruption/significant transition as we switch to new jobs, the jobs of the future may look v different, etc.
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I still haven't solved the CO2 bedroom challenge
You open the window and you wake up from a 6am garbage truck or barking dogs and sunlight
You close it, you suffocate in 1200 ppl at 5am
I guess you really need some mini tube in your wall with a vent that opens and closed based on internal CO2 but how do I build that?
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JUST IN: Elon Musk says most cryptocurrencies are "scams" during OpenAI court testimony.
"Some of them have merit, but most of them are scams."
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12 months ago, Adam recorded a video about my formula
Back then I was doing $15k/month. January $60k/month. Now is $100k/month
Apply it. It works.
P.S. One clarification.
LIFETIME.
Started using it again early this year, immediately made money. Stopped before because it broke my Ads. Now I know how to work with it. Fast money. Europeans love it.
Viktor Seraleev@seraleev
I’m ready to share my formula. Let’s go 👇 • Design Bright icon and strong screenshots = higher install conversion. • Quality first I often enter existing niches, so my product has to be at least on par with the leaders. • Onboarding A well-thought-out onboarding + paywall can bring up to 75% of all payments. I use short video onboardings (4–5 steps). • Step-by-step UX Help users get results in as few steps as possible. • Transparency No hidden close buttons, aggressive paywalls, or price tricks. • No lifetime deals I fully dropped lifetime purchases. My goal is to grow subscriptions. • MRR growth Weekly + yearly subscriptions work best. Weekly = easy try. Yearly = best value. • Free trial I use a 3-day trial to reduce fear and increase paid conversion. • Retention Nothing fancy: listen to feedback and ship improvements regularly. • Brand Unique name for every app. Competitors often use my brand in their keywords. • ASO Title, subtitle, and keywords must be data-driven. I always put the main keyword + app name in the title. • Localization The easiest growth lever. Translate keywords, screenshots, and the app itself. • Pricing optimization Prices adjusted by purchasing power. Sales come from all over the world. • Use your own app This is the best way to improve UX and find new growth paths. • Marketing Pick one channel and master it. One channel is enough to grow. For me right now, it’s Google Ads. Add a second channel only after you hit a plateau. • Reinvest Put money back into the business. At the start, I reinvested 100%. Now it’s around 40% back into ads. Bookmark this and apply it to your apps.
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@sama if (applicant.handle === @danielmichaelni) { return .invite }
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GPT-5.5 is going to have a party for itself. it chose 5/5 at 5:55 pm for the date and time.
if you'd like to come, let us know here: luma.com/5.5
codex will help the team pick people from the replies. 5.5 had some good ideas/requests for the party, which we'll do.
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@wallstengine Why would someone use Booking instead of booking direct?
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BOOKING $BKNG Q1’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.53B (Est. $5.51B) 🟢; +16% y/y
🔹 Adj. EPS: $1.14 (Est. $1.07) 🟢; +14% y/y
🔹 Gross Bookings: $53.8B (Est. $54.24B) 🔴; +15% y/y
🔹 Room Nights Sold: 338M (Est. 341.34M) 🔴; +6% y/y
🔹 Adj. EBITDA: $1.29B (Est. $1.24B) 🟢; +19% y/y
Q2 Guide:
🔹 Room Nights Growth: +2% to +4% (Est. +7%) 🔴
🔹 Adjusted EBITDA Growth: +4% to +6%; (Est. +14%) 🔴
🔹 Gross Bookings Growth: +4% to +6%
🔹 Revenue Growth: +4% to +6%
FY Guide:
🔹 Gross Bookings Growth: High single digits to low double digits, reiterated
🔹 ex-FX Gross Bookings Growth: High single digits, reiterated
🔹 Revenue Growth: High single digits
🔹 Adjusted EBITDA Growth: Slightly faster than revenue growth
🔹 Adjusted EPS Growth: Low to mid-teens
Other Metrics:
🔹 Constant Currency Gross Bookings Growth: +8% y/y
🔹 Constant Currency Revenue Growth: +10% y/y
🔹 Alternative Accommodation Room Nights: +5.5%
🔹 Airline Tickets: +28.5% y/y
🔹 Rental Car Days: -4.9% y/y
Financials:
🔹 Net Income: $1.1B; +225% y/y
🔹 EPS: $1.36; +239% y/y
🔹 Net Income Margin: 19.6%
🔹 Adj. EBITDA Margin: 23.3%
🔹 Cash From Operations: $3.2B; -2% y/y
🔹 FCF: $3.1B; -2% y/y
🔹 Cash & Cash Equivalents: $16.0B
Capital Return:
🔹 Buybacks: $3.6B repurchased in Q1
🔹 Remaining Authorization: $18.2B
🔹 Dividend: $0.42/share declared
🔹 Stock Split: 25-for-1 stock split effected April 2, 2026
Commentary:
🔸 “Despite headwinds associated with the Middle East conflict, we are pleased to report a solid start to 2026, with Adjusted EBITDA growth of 19% (net income growth of 225%), alongside 15% growth in gross bookings and 16% revenue growth.”
🔸 “Although the conflict’s dynamics impacted the quarter’s results, our underlying performance exceeded expectations across all key metrics, with continued strength in our strategic growth areas, particularly in the U.S.”
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Thanks, Lucas 🤝
Apple Small Business Math
Earn $999,999, pay 15%. Keep $850,000.
Earn $1,000,001, 15% up to $1M, 30% on the rest.
Make $1 more, pay Apple an extra 15 cents.
Lucas Moscon@lucasmoscon__
@seraleev Worth double-checking. Apple applies the 30% only to sales *after* you cross $1M in a calendar year, not retroactively. So, crossing the threshold by $1 costs you an extra 15 cents, not $150K :)
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@thsottiaux Codex sometimes doesn't show all changed files. Here it shows 1 file changed, but running `git status` shows that several have been changed
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@GergelyOrosz Buying $SNAP is the same as making a donation to Snap executives
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Had to do a double take on this: Snap generates $6B of revenue, has 450M+ daily active users, and yet it’s valued at $9B (!!!)
When you go down the rabbit hole to understand why this terribly low valuation, you learn very very interesting stuff about Snap+about the ads business
Lenny Rachitsky@lennysan
Software is not a moat Over the last 15+ years, nearly every innovation @EvanSpiegel and his team shipped got copied. Stories. AR glasses. Swipe-based navigation. The camera-first interface. And yet @Snapchat is the only independent consumer social app that has lasted. Nearly 1 billion MAUs. ~$6B in annual revenue. Over 8 billion AI photos shared on Snapchat *every day*. In our in-depth conversation, we discuss: 🔸 Why distribution—not product—is now the biggest challenge for startups 🔸 How Snap keeps inventing with a 9-to-12-person design team 🔸 How AI is changing the way designers work 🔸 Why humanity's comfort with AI will be a bigger bottleneck than the technology 🔸 Why Evan is calling this year a "crucible moment" for Snap Listen now 👇 youtu.be/-7Yol5vX5xw
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Each Y Combinator batch I ask the startups what percent of their code is written by AI. It passed 75% at least a year ago, maybe two.
Deedy@deedydas
In ~2yrs, Google has gone from 0% code written by AI to 75% code written by AI. What an incredible transformation of how software is created.
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Daniel Ni retweetledi
@Jeffreyw5000 FTX bankruptcy lawyers conducted one of the largest cases of modern-day value destruction
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@unusual_whales This shit ain’t breaking. People been posting about this on X for the past year
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BREAKING: The BBC has found a pattern of spikes in trades on financial markets ahead of public announcements by President Trump, including during the Iran war
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