Vladimir Bok
@vladimirbok
Published author 📖 @ManningBooks • applied AI/ML • prev. @Meta, @Microsoft, @Harvard • optimist
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well-defined constraint >>> outright ban
Trump just signed an Executive Order reversing the 1970s oil-crisis-era ban on supersonic flight, directing the FAA to instead establish a noise-based framework. This is exactly the type of regulation America needs, outcome-oriented vs. prescriptive.
“The cowards never started and the weak died along the way.” ― Phil Knight, Shoe Dog
Throwback to this 2006 gem: “Amazon CEO Jeff Bezos wants to run your business with the tech behind his website. Wall Street just wants him to mind the store.” Bezos: “We're very comfortable being misunderstood.” The rest is history.
The reports of hotels’ death have been greatly exaggerated. $ABNB $BKNG
Booking Holdings grew its total booking volume at a faster pace than Airbnb this quarter. And off of a much larger base. $ABNB $BKNG
Potentially huge tailwind for AppLovin $APP
The second-order effects of this will be fascinating to watch unfold. If developers keep more of their IAP revenue, they'll divert some proportion -- for many developers, most -- of that reclaimed margin back into user acquisition spending. This is a boon for the major mobile…
✅ Revenue beat ✅ EPS beat ✅ Conservative Q2 guidance
Based on the trends in the Ramp Advertising Index, I expect $META to beat Q1 forecasts for both revenue and EPS, but to issue a cautious outlook for Q2.
Based on the trends in the Ramp Advertising Index, I expect $META to beat Q1 forecasts for both revenue and EPS, but to issue a cautious outlook for Q2.
Ramp @tryramp has a think tank now? Today, we're launching Ramp Economics Lab. Download business spend data and analysis: Free and open to all.
Deel lawyers are still on GPT-2.0 😂
I don’t know what lawyers Deel hired but they should fire them