Ronny Rentner

9 posts

Ronny Rentner

Ronny Rentner

@ronny_rentner

Katılım Mart 2020
28 Takip Edilen14 Takipçiler
Ronny Rentner
Ronny Rentner@ronny_rentner·
@alapshah1 @eric_seufert Today we already have auction at Google, so nothing changes for Door dash. They know how to win thes auctions.
English
0
0
0
21
Alap Shah
Alap Shah@alapshah1·
I'm saying new startups won't own relationships with the end customer. They will work with restaurants and drivers and get their orders directly from ChatGPT and Gemini via their demand auctions. Among the biggest winners in this world will be restaurants themselves as they can go from a 15% fee to DoorDash to a (hopefully) smaller one to ChatGPT
English
10
1
22
6K
Alap Shah
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.
Joe Weisenthal@TheStalwart

In today's Odd Lots newsletter, I wrote about what I saw as the most interesting part of the @Citrini7 piece that everyone's talking about today. Not the macro stuff per se, but rather the radical change in who makes money from online commerce, and the end of network effects.

English
77
23
280
434.1K
Ronny Rentner
Ronny Rentner@ronny_rentner·
@elonmusk As a German, I am asking the same question about Germany. Though, the graphic is wrong. The European Commission is neither a country nor does it have any money on its own. It's coming form Germany to a large degree. You should also put this in relation to number of people.
English
0
0
0
9
Ronny Rentner
Ronny Rentner@ronny_rentner·
@EndWokeness So called land of the free, where company owners are not allowed to freely decide on the pay of the person running their company..
English
0
0
0
4
End Wokeness
End Wokeness@EndWokeness·
1.76 BILLION shares voted in favor of Elon Musk's pay package (vs 528m against) Judge McCormick overruled them all Do not incorporate in Delaware
End Wokeness tweet mediaEnd Wokeness tweet media
English
855
6.3K
39.8K
910.1K
Stock Talk
Stock Talk@stocktalkweekly·
@Tesla @elonmusk IN AMERICA, SHAREHOLDERS OWN COMPANIES, NOT JUDGES If you prefer the latter, move to China
English
23
49
974
48.5K
Tesla
Tesla@Tesla·
A Delaware judge just overruled a supermajority of shareholders who own Tesla and who voted twice to pay @elonmusk what he’s worth.  The court’s decision is wrong, and we’re going to appeal. This ruling, if not overturned, means that judges and plaintiffs’ lawyers run Delaware companies rather than their rightful owners – the shareholders.
English
4.9K
8.8K
61.9K
62.3M
Igor Glavatskiy
Igor Glavatskiy@Glavib7·
@BithumbOfficial @EfforceOfficial Do you have any understandable Roadmap (i'm 10 years in energy solutions)? Else but trading your token? How will trading your token “help bring opportunity for energy efficiency”?? @stevewoz Can you help me understand?
English
1
0
1
0
NAD Electronics
NAD Electronics@NADElectronics·
@RentnerRonny Hello. We're sorry to hear about the issues you have been experiencing with your NAD unit. Could you please tell us which NAD component it is, as well as provide us with your support request number? We'd like to follow up with our NAD Support Team. Cheers.
English
1
0
0
0
NAD Electronics
NAD Electronics@NADElectronics·
The ultimate compact streaming amplifier, the D 3045 compliments your home stereo while delivering hi-res sound. ow.ly/hrHV30qDsd6 #NAD
NAD Electronics tweet media
English
1
1
6
0