Eric

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Eric

Eric

@ericgardner0

Now: Cover business for @moreperfectus Before: Management consultant for ten years. Write a newsletter on retail/cpg https://t.co/NnlmrPY4h1

St. Paul, MN Katılım Nisan 2009
1.3K Takip Edilen431 Takipçiler
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Quds News Network
Quds News Network@QudsNen·
French journalist Marine Vlahovic was found dead in her home in Marseille while working on a documentary covering Israel's genocidal war against the Palestinians in the Gaza Strip.
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Prof Zenkus
Prof Zenkus@anthonyzenkus·
This boy will grow up without his father because of Israel's unchecked militarism and Donald Trump's unchecked narcissism.
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DiscussingFilm
DiscussingFilm@DiscussingFilm·
“No to war and Free Palestine” — Javier Bardem at the Oscars
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Leyla
Leyla@LeylaKuni·
“Equity-like returns with downside protection. 
Low correlation to public markets. 
Proprietary deal flow. ✋ And a gate… in case anybody gets ideas.”
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Khaldoun Khelil 🇵🇸🍉🇩🇿
“We are at a moment right now where people are asking themselves why can’t the Democratic Party defend this assault on democracy . . . and I would submit to you that if you can’t draw the line at genocide, you probably can’t draw the line at democracy.” - Ta-Nehisi Coates
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Nathan J Robinson
Nathan J Robinson@NathanJRobinson·
TikTok just demonetized Current Affairs. No explanation. Just kicked us out and eliminated our income stream and said we violated an unspecified policy. Of course the only thing we've done that could possibly be controversial is be critical of imperialism and genocide.
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Eric
Eric@ericgardner0·
@NicoleGoodkind We would absolutely have another but we’re paying about 45k a year for daycare right now.
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Sarah Longwell
Sarah Longwell@SarahLongwell25·
There’s only one thing I like about Donald Trump: His routine ability to make absolute fools out of his supporters by suddenly forcing them to defend something they’ve spent years loudly being against.
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Ramit Sethi
Ramit Sethi@ramit·
For my entire adult life, Republicans have repeatedly attacked foreign countries on false pretenses, caused millions to die, tortured brown people, eliminated women's rights, and given trillions in tax cuts to the rich while exploding the deficit Absolutely disgusting
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Kyle Brandt
Kyle Brandt@KyleBrandt·
“I used AI to make this video of Boba Fett fighting Freddy Krueger. Took me 10 minutes.” Cool! I’ve been watching those characters for 40 years, and swiped immediately past your video. Took me 1 second.
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Luke Goldstein
Luke Goldstein@lukewgoldstein·
In state of the union speech, Trump called for Congress to ban Wall St from buying up single family homes. The GOP bill now being sent around is actually a federal preemption blocking states from doing exactly that. We got a draft of the bill:
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Katie Van Dyck
Katie Van Dyck@CapitolKVD·
Fantastic RPA decision by the 9th Circuit yesterday. Well rooted in the statute’s text and a positive development for future litigants. A full throated defense of plaintiffs’ lawyers. And an exciting professional moment for me, being cited in the opening sentence. Link to the full opinion and my article published by the @UBaltLawReview below ⬇️
American Economic Liberties Project@econliberties

ICYMI: Yesterday, citing @CapitolKVD's "Price Discrimination & Power Buyers," the Ninth Circuit embraced the original goals of Robinson-Patman and delivered a landmark victory for mom-and-pop retailers across the country.

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Eric
Eric@ericgardner0·
I don’t have deep thoughts on abundance because I have zero interest in reading it. one of the main authors is a fraud and I’m not going to waste my time. That being said, I love how desperately they’re trying to push it and how normal people instantly reject the bullshit.
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Eric
Eric@ericgardner0·
People are just going to call restaurants and order, like it’s 1990, because they don’t want to deal with this bullshit
Alap Shah@alapshah1

To replicate marketplaces like $DASH or $AXP you need to replicate the demand and supply side. AI apps will do the demand side work for you, so to compete w DoorDash you just need to build the driver and restaurant network. The biggest competitor will likely be direct restaurant delivery vs using DoorDash. Alap here, coauthor of the piece w @Citrini7. Imagine in October you can just prompt ChatGPT to re-order your favorite tan-tan noodles from your local ramen joint. The AI can price shop across DoorDash, Uber Eats, Grubhub and Instacart and directly to the restaurants site, choosing which ever offers the lowest price. As AI companies start driving real volume to restaurants, they will start offering a demand auction that each restaurant and delivery app can tap into. Today DoorDash takes 25% of the total order, charging both the customer and restaurant. So instead the ChatGPT agent could transact with the restaurant's bid, with ChatGPT taking a 7% cut, restaurant only paying 7% (vs typical 15%) and the consumer saving 11% vs buying through DoorDash. ChatGPT could run a second auction with delivery drivers for fulfillment. This works when AI apps have sufficient volume of orders, which is likely a 2027 event. Though Joe I do think this also partially answers your second question. As AI apps scale these auctions, they will build network effects in the same way Google did with adwords. Perplexity's auctions will have a lot fewer restaurant participants compared to Gemini and ChatGPT.

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Eric
Eric@ericgardner0·
do i think AI is going to kill a lot of white collar jobs? yes. but not because it's great or genuinely better than the current system. but because it gives mgmt a reason or excuse to make the remaining few do less with more.
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Eric
Eric@ericgardner0·
no executive wants to spend a weekend trying to understand why entries aren't being posted to a general ledger, or why they just ordered 10x as much materials as possible. a big part of SaaS is the provider takes care of mistakes. execs get to offload responsibility.
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Eric
Eric@ericgardner0·
parts of this are obviously right. where it loses me (outside of the the dumb-ass crypto tie in) is that it doesn't fully understand why companies decide to go SaaS. i used to manage buy/build decisions for big corporations it's mostly about risk and service.
Citrini@Citrini7

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic

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