MrRatable

3.3K posts

MrRatable

MrRatable

@MRatable

Investor who likes software

شامل ہوئے Mart 2021
696 فالونگ6K فالوورز
MrRatable
MrRatable@MRatable·
If software companies are selling enough ai product to impact their gross margins, absolutely no one will care about their gross margins
Hemingway Capital@lfg_cap

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.

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MrRatable
MrRatable@MRatable·
I did not realize Dubai is basically in the Straight of Hormuz, what if this is all about a resort Trump wants to build
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MrRatable
MrRatable@MRatable·
If deep down a part of you didn’t want to run money like Abdiel, you dont truly love the game
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MrRatable
MrRatable@MRatable·
I just noticed that VIA got crushed today, what happened?
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MrRatable
MrRatable@MRatable·
Claude hallucinations keep getting worse
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Hunter SPX Thompson ❎
Hunter SPX Thompson ❎@CoorsLightCEO·
The new em dash is when someone writes "that's not a ___. that's a ____."
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MrRatable
MrRatable@MRatable·
I’ve always been a GTLB hater but it’s gotta go up from here
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MrRatable
MrRatable@MRatable·
The Yext shareholder letter is a work of art
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MrRatable
MrRatable@MRatable·
Not to brag but Claude thinks my questions are sharp and get to the heart of the topic
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MrRatable ری ٹویٹ کیا
Peter Schmidt-Nielsen
Peter Schmidt-Nielsen@ptrschmdtnlsn·
I kind of think that Harvard should just target 2% grade inflation per year forever, and start giving out letters above A. It's fine if the average GPA is a 7.0 at Harvard in 30 years, so long there's still variation and therefore signal.
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MrRatable
MrRatable@MRatable·
@obsidiancap1 @buccocapital What kind of obvious analysis is that, the deeper answer is that there are no longer more buyers than sellers
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
What happened to TMO and DHR? I’m not close to these names but they were investor and FinTwit darlings for years and years and years and years And then they just…died. What gives?
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