Multiple Threads

224 posts

Multiple Threads

Multiple Threads

@multiplethreads

Multiple Threads. https://t.co/vINY3tfvNF

Planet Krypton Katılım Ekim 2008
16 Takip Edilen12 Takipçiler
Deedy
Deedy@deedydas·
Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!
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Multiple Threads
Multiple Threads@multiplethreads·
But Sundar took over as the founders stepped back from a company that had missed social and was losing cloud to Amazon and was scrambling for android device challenges. Not a failing company. A company that had hit the ceiling of its founding DNA. That’s the point. Boards reach outside their comfort zone when the existing playbook stops working.
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Multiple Threads
Multiple Threads@multiplethreads·
@tomri33le @deedydas Microsoft: $58 in 2000. $33 in 2013. 44% stock loss. 13 years. Even with dividends reinvested .. still down 23%. When Ballmer quit, stock jumped 9% in one day.
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Multiple Threads
Multiple Threads@multiplethreads·
ANET, MU, ENPH, GOOGL, MSFT, PANW, ADBE, DOCN, NTAP, IBM Beautiful chart. Terrible conclusion. These companies outperformed because they were broken when the new CEO walked in. Low base + aligned incentives + someone who grew up knowing they couldn’t afford to fail. That’s not an India alpha. That’s a desperation alpha.
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Multiple Threads
Multiple Threads@multiplethreads·
@PaulcHealth @deedydas Racism would be saying they succeeded because they’re Indian. I’m saying they got the opportunity because the board ran out of safe options. Big difference.
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Multiple Threads
Multiple Threads@multiplethreads·
Google had lost search relevance narrative to Facebook. Microsoft was declared dead by every analyst in 2013. Adobe was bleeding to piracy. Every one of them had a specific crisis that made the board finally consider someone outside the old boys network. Noticing that pattern isn’t racism. Pretending it doesn’t exist is.
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Multiple Threads@multiplethreads·
Alpha here isn't 'Indian CEOs are better.' American boards only hire immigrant CEOs when they're truly desperate .. bottomed-out stock, failed turnarounds, nothing to lose. You're buying a distressed company with finally-aligned incentives.
Deedy@deedydas

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

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amul.exe
amul.exe@amuldotexe·
@nishantmodak I am bullish on this & trying to ideate amortized code intelligence that can summarise a large codebase at an interface dependency graph level such that it can be used by local LLMs to make sense of the codebase with higher reliability & fewer tokens
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Nishant Modak
Nishant Modak@nishantmodak·
Local code models are improving faster than most people think. At what point does on-device inference meaningfully cannibalize AI API revenue? What am I missing about why this doesn't happen by end of 2026?
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Nirant
Nirant@NirantK·
@nishantmodak local code models are actually ~worse than cloud models in any decent sized codebase the best bang for buck is when you can stuff a lot of the codebase into the llm reasoning window, that is 256K tokens for cloud models, 32-64K for local often quantised
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K.O.O
K.O.O@Dominus_Kelvin·
This is dope. For Nigerian/African founders I’ll definitely still stick to @ZohoZeptoMail The pricing is still super affordable and it’s credit-based that has a validity period of six months. I am still using the 10,000 emails I got from spending less than ₦3,000/$2.50.
@levelsio@levelsio

✉️ Trying @Cloudflare's new Email Sending feature today If you send 1,000,000 emails per month: - Postmark: $1,206/mo - Resend: $650/mo - SendGrid: $600/mo - Cloudflare: $354/mo - Amazon SES: $100/mo So Postmark is now by far the most expensive email provider And SES and Cloudflare are now the cheapest email providers I know my friend @marckohlbrugge is trying out SES now so I'll try Cloudflare and see how it is, SES is cheaper but Marc said it takes a bit more managing, and since I already use so much Cloudflare stuff it's nice to use them for email too With AI especially all of these are just as easy to use and setup in your app/site so economically it makes sense to go for the cheapest, because email is just email, it's all the same and deliverability is good with all of these I think TL;DR email sending has become a commodity!

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Mohd Danish
Mohd Danish@mddanishyusuf·
1 million emails/month: Postmark: $1,206 Resend: $650 SendGrid: $600 Cloudflare: $354 Mailchimp: $800+ Maillayer: $99. Once. Forever. Self-hosted, yours forever: ↳ SES, SendGrid, Mailgun, Postmark ↳ Campaigns, sequences, transactional API ↳ One-click Railway deploy. Your server. Your data. Your emails. → maillayer.com
Mohd Danish tweet mediaMohd Danish tweet mediaMohd Danish tweet mediaMohd Danish tweet media
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Multiple Threads
Multiple Threads@multiplethreads·
Every abundance creates a new scarcity. Knowledge abundance makes judgment the new scarce good.
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Multiple Threads@multiplethreads·
Software programmer is done. Long live software engineering
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Chris Munns
Chris Munns@chrismunns·
maybe the cloud was a mistake
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Wildan
Wildan@wzulfikar·
Sendgrid was founded in 2009 and there are more email services now: - resend → good dx, free 3k emails/mo, or $0.0004/email - zeptomail → from Zoho team, $0.00025/email (cheapest I've found) - plunk → open source, free 1k emails/month, or $0.001/email - cloudflare email → $0.00035/email, transactional emails only - mailgun → free 100 emails/day, or $0.00075/email. it's among the oldest email provider, beside sendgrid and amazon ses. all services above (except cloudflare) have email template functionality. zepto is the cheapest but @resend is a good bet if you just want to start. plunk (what i use now) is open source and you can self-host. what did i miss?
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Shekhar
Shekhar@cshekhar·
I've been corrected twice for pronouncing "route" wrong. once for saying "root" (apparently it's "rowt") and once for saying "rowt" (apparently it's "root"). I cannot win.
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Multiple Threads retweetledi
Corey Ganim
Corey Ganim@coreyganim·
If you're building an AI company remember this: You're a data company first. A media company second. And a product/service company third.
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