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“It’s not AGI, but it’s worth a few trillion $ in GDP” - anon
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Hemingway Capital
6.4K posts
Hemingway Capital
@lfg_cap
Global Tech investor. definitely not important and definitely not investment advice.
Katılım Ekim 2017
1.4K Takip Edilen13.8K Takipçiler
Carl used to get up at 430 for a 2 hour work out. Impossible that guy is actually a loser… oh wait.
TBU@TBU12345678
have we considered that some of these AI losers like $WDAY are just like…losers (unrelated to AI)?
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Fast follower after dropping the ball is probably the right strategy @sama
First Squawk@FirstSquawk
OPENAI TO MERGE CHATGPT, CODEX APP & BROWSER INTO DESKTOP SUPERAPP TO STREAMLINE RESOURCES & USER EXPERIENCE - WSJ
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@oluomotoso @satyanadella Interesting. Any publicly traded names in (any) emerging markets you really look up to?
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@lfg_cap @satyanadella Building SaaS in Africa, we never had 80%+ gross margins to defend. Distribution costs, payment rails, local support — it adds up. The companies that survive here are already operationally lean. The margin compression hitting US SaaS is just Tuesday for emerging market builders.
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I think there's still pain in Software to come.
@satyanadella told you that you have to be willing to halve margins to address this much larger opportunity.
I don't think most software companies will be able to pivot. You need:
1/ the willingness to take gross margins down to build agents and end-to-end workflows that actually don't break and handle context limits
2/ the talent to do it and get the tooling right
3/ the will to disrupt your own pricing model (worse impact to OP than perp license -> subscription in the near term).
Very few of these can or will do all three at once.
TechStockFundamentals@TechFundies
The interesting thing about SaaS is the market basically went through a gut-wrenching process where it put every possible AI fear on the table culminating with "we're all out of jobs". The downward price movement emotionally reinforced the validity of these concerns into investors' minds. And when stocks are going down quickly, it allows anyone to say whatever bearish thing comes to mind without getting laughed out of the room (and vice versa when stocks are ripping). But now we are perhaps at a point where any investor who holds shares in SaaS has digested these concerns and already determined they are in. In other words, I would think most people who own SaaS at this point are much firmer hands than a few months ago. Like what needs to happen from here to get current investors to sell? And is that going to happen shortly? Will be interesting to see how it plays out from here.
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@lfg_cap @satyanadella What firms can/will pivot the pricing model well? Hyperscalers have a head start with consumption models already, but the seat based guys seem years behind the curve.
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@RedDevi52539977 @satyanadella WCLD which is a more accurate depiction of software has not.
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@lfg_cap @satyanadella Software comapnies will build these ecosystems the best. We’re all adopting really fast. I’ll take the reverse bet as you. We will see who is right. IGV has bottomed
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@Msp194 @satyanadella Ideally both and not buyback stock with debt like fatso is doing
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@Msp194 @satyanadella It’s crowding out budgets significantly this year and there is no upsell potential.
You either get fit or change the biz model.
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@Stormshieldval @satyanadella Tbh works pretty well in consumer and very very smb.
Enterprise was a dumb concept. Remember Coupa Pay - that a joker that Rob Bernstheyn was
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@lfg_cap @satyanadella What about the litany of software cos that attached much lower margin payment revs to capture previously unaddressable wallet share?
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@lfg_cap @RodAlzmann Agree on all. But life > stocks and given his last 2 years I’m not going to say anything bad about him or question anything
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@P_Remarks @RodAlzmann For good reasons. I think Sid is awesome btw. The kilocode put was weird. The Bill hire was bad. I’m also disappointed with the progress on packaging / pricing that they were talking about in 2021.
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@lfg_cap @RodAlzmann Ya I’ve been leaving Sid out of my war except as a silent cc
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Rod Alzmann@RodAlzmann
@EnergyPeddler @P_Remarks of course. screen grab conveniently omitting footnote 1. (1) The reported transaction represents the number of shares of Class A Common Stock that were withheld by the Issuer to satisfy tax liabilities incurred in connection with the net settlement of restricted stock units.
QME
Ya
funniest pain trade from here is that q3 / q4 flat to down, q1/q2 signal proper winter and then everyone gets massively short (even the cheerleaders).
Then Rubin ultra / tpu 9 etc check start coming and cycle bigger than we all though and the down cycle looks like early 25 lol
DDR prices to $40 a GB !!
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