Mike
481 posts
Mike
@knickerbockr94
Don’t foul on a three
Brooklyn, NY Katılım Eylül 2020
277 Takip Edilen51 Takipçiler
i want to start a set of trucks that serves amazing coffee, breakfast sandwiches, & tacos in the morning, then transforms into a margarita truck at night.
it can be at the right place at the right time & you can always see it’s real time location in a web app. e.g.
- outside office buildings & school
dropoffs at 8am.
- near parks & gyms at noon.
- outside apartment complexes at 6pm.
- it can be a at festivals, concerts, & events.
basically an ice cream truck for adults.
instead of making people come to the business, the business comes to them. why hasn’t this been done already?
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Just found out Josh Hart’s game worn Rookie jersey used when he scored his 1st points is available.
@BusterScher has it for sale at $18,500
Cool piece. I would imagine this moves soon.
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There’s a 5-year old out there somewhere in the New York area just discovering the Knicks.
That kid probably thinks this is all normal.
I hope his dad/uncle/grandpa does not tell him the truth.
Let that kid live.
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@goatcollect Got a really good deal on nba team auctions (predecessor to Sotheby’s) back in December 2022
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There it is.
Jalen Brunson’s Knicks Debut jersey. (Still have to confirm with photomatch, which I will do shortly.)
@knickerbockr94 prepare for your DM’s to be flooded.
Mike@knickerbockr94
@goatcollect @BusterScher What do you think my Brunson Knick’s team debut jersey could go for?
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@web4O @goatcollect @BusterScher Scooped it for dirt cheap on nba team auctions (predecessor to Sotheby’s) back in December 2022
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@ChrisJanssen @HPbasketball If this were a historically good franchise like the Celtics, the narrative be 1000x different. Look at these closeout wins ON THE ROAD. People are acting like they’re beating the Wizards.
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Nobody said they control their opponents. It’s simply true that it would be MORE impressive if they dominated this way against better opponents. Doesn’t mean they wouldn’t be legitimate champions or anything like that.
You called it “one of the most impressive title runs”…. To me, an impressive title run is running through a series of elite opponents. You may have a different definition of impressive, but don’t act like the degree of impressiveness cannot be questioned at all given the lack of quality opponents.
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We gotta stop this. You don’t control. Who you play. You play. Who. Is in front of you.
Chris Janssen@ChrisJanssen
@HPbasketball It would be more impressive if the East opponents they destroyed weren’t the antithesis of a gauntlet lol.
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@TheKostos 1) Super Bowl 42
2) 1996 WS Game 6
3) 1998 WS Game 2 (Martinez GS)
4) 1999 Knicks ECF Game 6 clincher
5) 1995 Jordan double-nickel
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Great answers to this so far. Keep em coming!!
For me:
2003 ALCS Game 7 (Boone HR)
Super Bowl 46 Giants over Pats
2011 NFC Title Game in SF Giants over Niners
Last night Knicks over Cavs
I have some losses also for my fav teams that I don't want or need to mention lol
Nick Kostos@TheKostos
What's the best sporting event you've ever been to in person? @YouBetterYouBet
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Guess which one of these Game 7s required an Amazon Prime subscription to watch.
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@daichi_ishi @BLACKHAL0_ @recap_david Adults that read licensing agreements aren’t luddites.
Listing photo contracts grant marketing rights for that property — not rights to generate derivative AI content. & showing photorealistic structural changes w/ no engineering disclaimer isn't innovation. It's misleading.
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@BLACKHAL0_ @recap_david Ok fine, just change your customer from the agent to the photographer then and let them sell to the agent at a markup.
Luddites have never won, ever. Don't be one.
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I turned a Zillow listing into a cinematic property renovation video for $15 (no camera, no drone, no film crew)
Just listing photos + Calico AI.
The average agent pays $100-$500 per property for videos like this. Sell this output to realtors and agents and make $$$.
Here's how the system works:
→ Pull listing photos from any property (Zillow, Redfin, wherever)
→ Lock in a consistent renovation style for the entire property
→ Generate photorealistic renovated images
→ Animate each room transformation
→ Create a cinematic closing shot featuring the realtor's contact info
→ Generate a custom music track
→ Edit everything together
The result: a scroll-stopping property video that makes buyers reach out — built from photos that were already sitting on the listing.
No videographer.
No staging budget.
No waiting for golden hour.
RT & Comment "RENOVATE" and I'll send you the full workflow + all the prompts + a step-by-step video showing how to do this (must be following so I can DM you!).
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@MatiBuildsWith @GarrettLord the edge cases you don't know exist are the dangerous ones
half the failures in any real industry are invisible to an engineer until someone who's lived it looks at the output and goes "yeah that's completely wrong"
you’d never spot the edge cases a NY lawyer knows from court
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This is why "vibe coding" solo devs won't replace expert engineers.
The loop you described (observe failure → expert judgment → verifiers → post-train) is exactly what happens when experienced devs use AI tools: they catch subtle failures AI misses, then teach it through corrections.
The gap between "AI did the work" and "AI + expert did the work" compounds over time.
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Larry Ellison is right. Models are trained on the same data. The differentiator now is expert human feedback applied to real workflows.
Doctors, lawyers, engineers. People who actually do the work. Observing how models fail in production, providing the cognition to fix it, and feeding that signal back into training.
That loop is the new moat: observe failure → extract expert judgment → build verifiers → post-train → deploy → observe new failures. Each cycle makes the model better at harder, longer-horizon tasks that general training data never covered.
The companies that own that loop will power the next generation of AI.
Daniel@danielisdizzy
Larry Ellison $ORCL highlighted something critical: models like ChatGPT, Gemini, Grok, and Llama are all trained on largely the same public internet data. When everyone trains on the same information, models inevitably converge. That’s why AI is moving toward commoditization. The real moat isn’t the model itself. It’s the proprietary data behind it. Companies that can train on exclusive datasets gain an advantage competitors can’t replicate. Having data that no one else has will allow you to dominate your market.
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@arjun13s @kavir777 @samrathpatpatia @williamcagas This is all gonna work until you have enough users to be worth suing. Ask anyone who’s tried to scale on sketchy MLS data.
You think those listings photos are free to use? An agent paid a photographer to take those, passed a licensing exam, & pays MLS $1,500/yr upload listings
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@knickerbockr94 @kavir777 @samrathpatpatia @williamcagas There's quite a few ways to get data, lots of different sites and people to pay to get this type of data. Its gatekept sure, money opens those gates. Furthermore, there are always ins and outs of association.
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REAL ESTATE AGENTS — KISS YOUR JOBS GOODBYE.
We built Zentro, a 24/7 real estate web agent that works for you to find your dream home.
Stop chasing listings. Let them chase you.
Built with @browser_use + @convex + @agentmail + @supermemory + @hud_ai
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@arjun13s @kavir777 @samrathpatpatia @williamcagas I listed the specific legal and structural barriers. What possibilities am I missing exactly?
You sound like a tech bro trying to disrupt an industry you’ve never worked in. I’m a RE developer btw who would benefit from compressed commissions.
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@knickerbockr94 @kavir777 @samrathpatpatia @williamcagas Sounds like you aren't considering all possibilities...
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@arjun13s @kavir777 @samrathpatpatia @williamcagas Do you understand how MLS actually works? Agents create that data (and took those photos you’re showing) and pay dues to have NAR gatekeep it. Your ‘data guy’ doesn’t own anything — and the moment you scale, that access disappears. It’s an archaic system, but that’s the reality.
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@knickerbockr94 @kavir777 @samrathpatpatia @williamcagas What if we told you that people we know can get data :)
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@arjun13s @kavir777 @samrathpatpatia @williamcagas “Proprietary method’ = scraping sites that explicitly prohibit it in their ToS. That’s not a business model. You’d need 500+ separate MLS / IDX agreements across the country or a business agreement that Zillow negotiated with NAR.
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@knickerbockr94 @kavir777 @samrathpatpatia @williamcagas We have a proprietary method to getting listings from multiple sites ;)
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@dmamoosh @kavir777 @browser_use @convex @agentmail @supermemory On top of that, they can’t scrape Zillow — IDX access requires a licensed MLS participant. And that’s just one local MLS. There are 500+ in the US, each with their own agreement. Good luck scaling that.
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@kavir777 @browser_use @convex @agentmail @supermemory Jokes on you. Great brokerages like LIV Sotheby's have "pocket" listings that are not in the MLS. That is where some of the best deals are. Furthermore, most of your tour requests are going to seller agents so they will just pickup the full commission unless it is a FSBO.
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@kavir777 @samrathpatpatia @williamcagas @arjun13s Where are you scraping listings from, or do you have national MLS access?
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@JustinLokos @nicochristie The template can be automated too — just run a formatting script and it looks exactly like your higher quality/house style every time.
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@nicochristie higher quality template/existing workbook => higher quality output. similar to code imo
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@alapshah1 @joecarlsonshow Food ordering is fundamentally a browsing experience for most people. ‘Order me a pepperoni pie from Joe’s’ happens what 10% of the time? DoorDash is basically a visual marketplace.
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@joecarlsonshow DoorDash's business is fine today, the issue lies with what happens when ChatGPT and Gemini start allowing users to simply prompt- "order me a pepperoni pie from Joe's"
I'm Citrini's co-author on the report and lay out how that might go below
x.com/alapshah1/stat…
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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DoorDash just posted possibly their best quarter ever, with a 32% increase in order volume. Yet the stock is down 6% today because a popular substack author published a detailed post on how agentic technology will drive down food delivery margins (amongst other things).
I'm not sure we've seen a bigger bifurcation between the online investing world and the fundamental business world.
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