$MSFT (Microsoft) CEO just perfectly described what I was trying to share with several previous posts:
"You've got to keep your harness separate from the model. The harness will ensure that your memory, your context, all of that is external. That means any given model at any given time is swappable."
This... Show More
Two things are happening to software at the same time, and most people are only looking just at one of them.
The first is obvious: AI makes building things nearly free. Anyone can describe an app, a website, a workflow, and watch it get built in minutes. The second is less discussed: AI also makes breaking... Show More
I want to share some news and my recent thoughts on several companies. Here we go 👇
💡Interesting idea that $WISE.L (Wise Ltd) is like a $COST (Costco Wholesale Corp) model applied to money.
Lower costs lead to lower prices. Lower prices bring more volume. More volume lowers unit costs. And the loop... Show More
$GTLB (GitLab) announced layoffs, and restructure plan that should cutoff 3 layers of management and reorganize R&D into 60 smaller autonomous teams. 100% bullish news, stock down 10%.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
“There’s no such thing as bad publicity.”
$ETOR (eToro Group LTD) banners are today across major European news because of the chaos during the Slavia–Sparta derby. eToro, one of Slavia Prague’s main sponsors, is getting visibility from all the photos and TV coverage. From a pure marketing perspective,... Show More
Our portfolio is now software-heavy. It’s a combination of several factors: my edge, low valuations, market sentiment, and a complete misunderstanding and misjudgment of Mr. Market.
I have been working for more than 10 years in a SaaS company as a software developer. What I see every day in our company,... Show More
One of the simplest signals I keep coming back to:
Watch what management does, not what they say.
When CEOs are buying their own stock and companies are aggressively buying back shares, it usually means one thing: they think the stock is cheap.
$TTD (Trade Desk Inc)
CEO Jeff Green bought ~$148M worth... Show More
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