illiquid @lefttailguy
consilient software observer; crafting an alchemist's paradise. palo alto Joined September 2020-
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A business creates X dollars of value of dollars and captures Y% of X. X and Y are independent variables.
A business creates X dollars of value of dollars and captures Y% of X. X and Y are independent variables.
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AI as a PaaS for Business Transformation: "If I were building DoorDash from scratch today, we would have a very different approach given all the tools available. But this is kind of like when DoorDash started 12 years ago where you had the real acceleration of cloud computing…
Holy bullish
A bet against Figma is a bet than screens/visual interfaces won't exist/be the dominant for of human computer interaction in the future. This would also mean you think all other application software is a zero.
I think Figma Dev Mode MCP adoption is key driver that will mediate multiple/terminal value debate for the stock. Serves as a leading indicator/measure of whether AI generated code is a complement or substitute Figma.
I think Figma Dev Mode MCP adoption is key driver that will mediate multiple/terminal value debate for the stock. Serves as a leading indicator/measure of whether AI generated code is a complement or substitute Figma.
Design informed is as important as data model informed or source code informed.
Design informed is as important as data model informed or source code informed.
Long Vertical and select infra software, short horizontal applications has worked like a charm this year. thank you for coming to my ted talk.
ok both worked fine, i'll take it
Isn't this relatively bearish? 1) sounds like humans (and increasingly smart/scarce humans) are the bottleneck 2) how do you continuously write evals for tasks within complex, continuously adapting systems (e.g investing)?
Isn't this relatively bearish? 1) sounds like humans (and increasingly smart/scarce humans) are the bottleneck 2) how do you continuously write evals for tasks within complex, continuously adapting systems (e.g investing)?
Atlassian acquirers loom (workflow screen recording) and now browser company (workflow execution) interesting context surface area they are assembling.
Bezos bought Washington Post (founded in 1877) for $250M in 2013; Paramount/Dave Ellison buying The Free Press (founded 2021) for $200M. Is media back?
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