Renny
@rennyzucker
27. A little long here, some short there. Head of trading, fintwit sarcasm desk.
You will never, ever guess where the incident occurred. Ok maybe you will.
Confidence and condescension can create such a juicy, dangerous dialectic.
If you’re a small business owner or employee I would actually LOVE to hear stories about how AI or intelligent apps have allowed you to focus on what you’re good at while leaving the ‘business’ side of the biz to the machines.
One thing I’ve noticed is that small, specialized companies with strong engineering pedigrees but historically poor GTM motions, shareholder outreach, and FP&A controls are easily benefiting more from GenAI (and resulting downward pressure on SaaS prices) than large caps are.
They're calling it the Neville Chamberlain plan to preserve Fed independence
This morning, US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to…
One thing I’ve noticed is that small, specialized companies with strong engineering pedigrees but historically poor GTM motions, shareholder outreach, and FP&A controls are easily benefiting more from GenAI (and resulting downward pressure on SaaS prices) than large caps are.