Unemployed Capital Allocator
@atelicinvest
a washed up portfolio manager larping as a developer
Since I've had couple more followers since this, and I spew a lot more shit, let me add: - I'm just some rando that got unbelievably lucky early in life and I don't know what the fuck I'm doing any more than you - Investing in SaaS shitcos has permanently damaged my brain
Since I'm spewing a lot of shit these days let me make it clear I am some random unemployed anon with zero technical training A lot of the times I use Twitter to just organize my thoughts. I change my mind quite often. I currently have no direct bets on AI / crypto.
Totally normal behavior during a normal market.
NameSilo $URL.CN $URLOF ATH - Me chilling on ice while stock making all time highs $1.36 CAD! Watching others trading for short term gains! 🤣
To the senior guys on here: anything wrong with using Daloopa to pull in historicals?
I was told it was for high school kids?
the openai IMO news hit me pretty heavy this weekend i'm still in the acute phase of the impact, i think i consider myself a professional mathematician (a characterization some actual professional mathematicians might take issue with, but my party my rules) and i don't think i…
Polar is not like other billing platforms. We noticed that monetizing software was a mess. Developers deserve a more high-level abstraction, that takes away all headaches associated with running a business online. This is why Polar is loved by thousands of developers.
Hey, we doxxed @blondesnmoney
A Sherpa taking a cigarette break at 8,000 meters in the “death zone”, where oxygen is critically scarce
$GOOG $GOOGL has not outperformed $QQQ since December 2007. And that's barely a cherry pick.
Outstanding video by @FundamentEdge and explanation of how people won being long $GOOGL over the past 15 years. youtu.be/TjWWSY18VWk This report synthesizes the valuation methodology outlined in the discussion, expands it into an investable framework, and then applies that…
40% of ppl find chatgpt more helpful than Google AI mode.
Some interesting takes on $GOOGL from an Oppenheimer U.S. adults survey. - 66% of the people find $GOOGL's AI Mode results more helpful than $GOOGL Search. - 60% find $GOOGL's AI Mode results more helpful than ChatGPT - 64% would prefer AI Mode as the default $GOOGL Search…
Such interesting period in internet media My guesses 1. It can go close to zero. WebMD is not wsj. V few browse it for curation. 2. Yes but it can shift elsewhere. No reason why it has to stay on same sites. 3. Beats me. Anyone know?
Interesting piece from the Economist on the business model of the web For example, traffic to Stack Overflow is down, WebMD is down 50%. However, I have a few questions. 1) Traffic shouldn't go to zero right? I still type in the url to the WSJ because I want to see what…