Naka-pin na Tweet
The phrase "software is eating the world" is about to become a teenager: bullfight.substack.com/p/peter-pan-an…
English
Bullfight Cap
1.8K posts
Bullfight Cap
@BullfightCap
Long term tech bull but sometimes cynical bear
Sumali Eylül 2020
1.4K Sinusundan987 Mga Tagasunod
@P_Remarks Is there an explanation for this other than pods?
English
Last cycle it was Assure, this cycle it’s @HeyCanopy… these SPV companies can’t resist hanging customers out to dry
English
Not as crazy as the back to back to back AAU national champions
prayingforexits 🏴☠️@mrexits
Craziest back to back I’ve ever seen
English
$fds I used to think this was a decent bear pitch. Now convinced it might be dumbest one on claude. Forget the quant level shit its unreal how unreliable claude can be numbers wise.
Wall St Engine@wallstengine
FactSet $FDS fell 8% after Anthropic launched 10 ready-made finance agents for pitchbooks, credit memos, KYC and month-end close, added Microsoft 365 support, and expanded data tie-ins including $MCO Moody’s.
English
Spirit, iRobot, Figma… the body count from the Lina Khan doctrine is piling up
English
Podcast appearances are inversely correlated with market share
English
@QuinnyPig Is there any Microsoft product from the last 20 years that doesn’t fall into that category?
English
@Sunny_and_72 Think 5.3 was the first blogs.nvidia.com/blog/leading-m…
English
GPT 5.5 seems good but very incremental for the *first Blackwell-trained model*
I don't understand why this wouldn't be a major 🚩 to scaling law beliefs - which underpin the entire DC build out
if future scaling will come from the SW layer, why do we need all this?
English
Do the people in the 15 cars backed up at the Starbucks drive-thru not realize that if they park and walk in, there's no line at the counter, or do they just dislike getting out of their car that much.
English
@parkerconrad Why do you think there are so few examples of public software companies with similarly strong AI results?
English
Rippling AI was the most successful launch we've ever done. On the heels of this launch, Rippling's revenue is now growing 78% YoY (at ARR over $1 Billion). And this growth rate has now increased, every quarter, for three straight quarters.
Parker Conrad@parkerconrad
Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees. Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n
English
