Lauren Balik @laurenbalik
Data Wrangler. Investor. Bearish on most things. Human capital, infrastructure, SaaS. Writing things here: https://t.co/9Edqal6qij NY or LA Joined December 2022-
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Fun afternoon. It's amazing that any sane, rational person over the age of 16 outside of tech can look at this SNOWFLAKE PARTNER ECOSYSTEM IS DEAD, NO IT'S ALIVE AGAIN, NO...NO...NOW IT'S DEAD AGAIN, NO WAIT WE SHOULD ALL LOVE THE SNOWFLAKE PARTNER ECOSYSTEM PLEDGE YOUR LIFE,…
Fun afternoon. It's amazing that any sane, rational person over the age of 16 outside of tech can look at this SNOWFLAKE PARTNER ECOSYSTEM IS DEAD, NO IT'S ALIVE AGAIN, NO...NO...NOW IT'S DEAD AGAIN, NO WAIT WE SHOULD ALL LOVE THE SNOWFLAKE PARTNER ECOSYSTEM PLEDGE YOUR LIFE,…
@MartinShkreli prepare these boys for a short bid at Rikers
@MartinShkreli prepare these boys for a short bid at Rikers
Though an unrelated point, Snowflake does not in fact need an LLM and the world does not need an LLM from Snowflake. There are 100 reasons to be short $SNOW.
Though an unrelated point, Snowflake does not in fact need an LLM and the world does not need an LLM from Snowflake. There are 100 reasons to be short $SNOW.
I'm short Snowflake $SNOW. Snowflake management has lost control of its channel partners. Two $SNOW channel partners actively pumped a social media blitz about Snowflake's decline, based on MNPI, 2 weeks ahead of $SNOW's February, 2024 stock tank. medium.com/@laurengreerba…
This is an interesting point, from a smart account. (No, I am not a macro bear, generally, before people get mad.) Yet it has several biases. Target is the second best at everything. -Their produce and food selection is worse than most decent or nice grocers. Their prepared…
This is an interesting point, from a smart account. (No, I am not a macro bear, generally, before people get mad.) Yet it has several biases. Target is the second best at everything. -Their produce and food selection is worse than most decent or nice grocers. Their prepared…
I've been deep on Cava $CAVA for a long time. This weekend, Cava makes their midwest debut (for the stock to work they need to win in big areas outside of the South/East, like Chicago, Mnpls, Mlwk, not to mention Seattle, SF Bay Area, all in high union and high cost of labor…
Friendly reminder that a lot of failed SaaS (B2B and B2C) is functionally insolvent and the data or metadata collected on your company/you will be fire sold for pennies to ad networks and data brokers.
Friendly reminder that a lot of failed SaaS (B2B and B2C) is functionally insolvent and the data or metadata collected on your company/you will be fire sold for pennies to ad networks and data brokers.
Who wants to know what? I do levered AI grift research. Meaning, I have databases and use AI (as it's actually meant to be used) on AI grifters. 👉I go hard. I do not apologize. If you have a company making AI claims and you want to know what's real or not, reach out!
Who wants to know what? I do levered AI grift research. Meaning, I have databases and use AI (as it's actually meant to be used) on AI grifters. 👉I go hard. I do not apologize. If you have a company making AI claims and you want to know what's real or not, reach out! https://t.co/edlWk5gdvD
🌈I get many amazing emails + messages from folks who just want to know what's going on.🌈 Normal people. Mortgages, rent, having a garden, taking kids to baseball/soccer, etc. You know, the TAM. I absorb many brain damage hits per capita (per capital?) but it's worth it. 🇺🇸🦅
You are proving my point. I know all this about Sigma and Hex and all of it. In as much as folks like to try and discredit me, I know everything around the cloud analytics/BI space. Read my post history if you'd like. Sigma and Hex are horrible and built to blow up Snowflake…
You are proving my point. I know all this about Sigma and Hex and all of it. In as much as folks like to try and discredit me, I know everything around the cloud analytics/BI space. Read my post history if you'd like. Sigma and Hex are horrible and built to blow up Snowflake… https://t.co/hOetxtMmJ4
Benn Stancil @bennstancil, a Snowflake $SNOW pumper Data Influencer, needs to answer why convicted felons and money launderers like Mukund Mohan trade off the Snowflake consumption insights information in his Friday blog. @SECGov This has gone on for years with Benn's Friday…
Benn Stancil @bennstancil looks terrible in orange and every other color. I do hope he gets the mental help he needs. "SELL THE SECONDARIES!" says Benn Stancil, in a blog. Meanwhile he's getting sued by an employee he fired who claims she never got her last paychecks. 🫠
Benn Stancil @bennstancil looks terrible in orange and every other color. I do hope he gets the mental help he needs. "SELL THE SECONDARIES!" says Benn Stancil, in a blog. Meanwhile he's getting sued by an employee he fired who claims she never got her last paychecks. 🫠
🦅🇺🇸🦅🇺🇸🦅🇺🇸 Benn Stancil @bennstancil is a "Wolf in Sheep's Clothing" per Glassdoor Reviews of his $SNOW partner company Mode Analytics 1) Benn's company he cofounded, Mode Analytics, Benn, a Snowflake $SNOW partner, is being sued for not paying a female employee her final…
🦅🇺🇸🦅🇺🇸🦅🇺🇸 Benn Stancil @bennstancil is a "Wolf in Sheep's Clothing" per Glassdoor Reviews of his $SNOW partner company Mode Analytics 1) Benn's company he cofounded, Mode Analytics, Benn, a Snowflake $SNOW partner, is being sued for not paying a female employee her final… https://t.co/fliNPg0xlF
@laurenbalik The only account that gives out Alpha ahead of time. Thank you, Lauren.
Many moons ago I was solicited to audition for The Onion after I graduated college. It was chaotic! This amazing newspaper of good writing, in the pre-internet and Web 1.0 era became okay in Web 2.0, then just okay in Web 2.5 just as I was auditioning. They decided not to go…
Many moons ago I was solicited to audition for The Onion after I graduated college. It was chaotic! This amazing newspaper of good writing, in the pre-internet and Web 1.0 era became okay in Web 2.0, then just okay in Web 2.5 just as I was auditioning. They decided not to go…
@Jhovde2121 @bennstancil Benn can decide whether Snowflake and its consumption is good or bad, whatever he thinks that week, and send this out to thousands of people. He does this on Fridays, several hours before millions of dollars bet on Snowflake's stock price expire, every week. If Benn screams…
Hi Benn Stancil @bennstancil, how can we front run your weekly Friday Snowflake $SNOW keyword-laden, sentiment-seeding blog you send out to thousands of people? Will Benn kill the Modern Data Stack again? Bring it back again? Call Snowflake dead? Up, down, up, down. Give us a…
Let's look at ⚡️some more data⚡️ about Benn Stancil, who positions himself as a progressive. 👉This time, we're looking at court documents from a woman who was terminated from Mode, who claims she was not paid what she was owed for about a year. We can follow along with this…
Let's look at ⚡️some more data⚡️ about Benn Stancil, who positions himself as a progressive. 👉This time, we're looking at court documents from a woman who was terminated from Mode, who claims she was not paid what she was owed for about a year. We can follow along with this…
Erik Bernhardsson @bernhardsson
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Senior PowerPoint Eng.. @ryxcommar
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Marcus for Peace – .. @MarcusForPeace
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Pochard Capital Manag.. @PochardCapital
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Senior PowerPoint Eng.. @ryxcommar
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93 Followers 277 Following https://t.co/FaeYIhhXq5 https://t.co/gFtkbRHbuP https://t.co/8Lo44yYrh8 https://t.co/R0JMTLqDWp https://t.co/wvaNfjDUnj https://t.co/i6waXmvRzD
Not only is @SarahBugden3 absolutely cracked at selling software, she is funny and nice. Go follow
@laurenbalik "lunatic too tied into the scam screaming at me" Sounds like an exception but most would be shocked to know it's more the rule 😆 🎡🙈
@laurenbalik I was thinking of you today when I saw it
I cannot possibly put into words how little I want to join your discord to get a single answer to a single technical question.
@MartinShkreli prepare these boys for a short bid at Rikers
I'm short Snowflake $SNOW. Snowflake management has lost control of its channel partners. Two $SNOW channel partners actively pumped a social media blitz about Snowflake's decline, based on MNPI, 2 weeks ahead of $SNOW's February, 2024 stock tank. medium.com/@laurengreerba…
Advertisers accept ad tech vendors’ use of fingerprinting — and the misguided characterization of it as “probabilistic attribution” — to their peril. These methods are not future-proofed, but more than that, they mask the broader trend of user-level attribution ultimately,…
On the other end is this guy
I don't understand how people hold like 5-10 portfolio positions total, it seems boring.
@tastybits @laurenbalik You are right to be confused. It seems like an attempt to seem relevant. They should be facilitating using other models, it is highly unclear why they would need their own.
@laurenbalik Why does Snowfake need an LLM and why would the world need an LLM from Snowfake? I’m very confused.
I have long said that MrBeast is the new Merv Griffin. After watching a bit more MrBeast lately with my 10yo, I will add that MrBeast is also the new Nickelodeon. Really YouTube (not all of it, just the stuff clearly targeted at tweens and teens) is the new Nickelodeon.
1) what
Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood
@laurenbalik they’ve never opened units before, just conversions… but somehow they gonna open like 50 every year into forever from now on lmfaooooO
@laurenbalik <— Type of guy who knows and follows both of the accounts ITT
I’ve never seen my local target so full that even getting a parking spot was near impossible. The US consumer remains undefeated
If I had a dollar for every time America has won a war that we've backed or directly participated in, I'd be Haiti.
Came to the Whitney to forget about algorithms for just a few minutes. Then I see this:
@mailboxmoney6 point two remains valid
Farmers markets are full of many great scams, for both raw produce vendors and prepared meal vendors -Inventory is highly perishable, basically unauditable at a unit level -For raw produce vendors, they only typically have to produce at the farm a portion of what they retail as…
@laurenbalik Had this oh shit thought when I somehow was able to print 500 pictures on Shutterfly for free and only pay shipping….seemed like I may have wanted to read whatever T&Cs I agreed to before uploading those….
Trends for United States
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