‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎

AxisReseller#0001 ✧ 482533788845604874

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

Legit check 👀

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@TMTLongShort Ig the core bet is on human ingenuity and who is willing to pay the most for tokens.

Makes sense to be long I suppose when you see how startup crazed everyone is nowadays

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@TMTLongShort I agree enterprise use cases and implementation will eventually catch up but labs need capital now to justify capex and training vs. inference allocation

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

I will say that Ad revenue will be the first to go vs. GOV take rate as agentic commerce requires no UI interaction while take rate on orders --> 0% requires access to DASH distribution network (much harder).

Surprised this wasn't brought up tbh.

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

ECON 101 First Class: economic profits i.e. DASH GOV take rate gets competed away. Incremental apps after this point won't be created. This applies to 80% SaaS GMs as well.

Of all the critiques to Citrini's argument this isn't one of them.

[MrRatable @MRatable]

This is so silly. In Citrinis world:
-Drivers sign up for 100 different delivery apps and are equally willing to drive for all of them.
-Entrepreneurs start delivery businesses even though margins are near zero.
-Restaurants cede customer relationships to 100 unvetted apps.

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@DeanTTraining Dumbest shit ever. This take assumes protein and carbs are competing, which they aren’t at normal calorie intakes.

On 2k cals, 50% carbs = 250g. To begin to crowd out carbs you’d need protein > 250g.

Bodybuilders/athletes? The 250g becomes 300-400g.

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@TMTLongShort …Priors converge, trades crowd, thesis decay accelerates.

Whichever AI Lab is the first to the party will absolutely print.

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@TMTLongShort More open-ended prompting/research means compute scales non-linearly with each degree of research freedom.

More possible paths = more cost.

Cost pressure forces models back to familiar angles in the training data…

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@TaimurH67009511 No clear story in SW to drive revisions vs infra/semis. “Claude can’t code enterprise SaaS” doesn’t fix pricing + seat pressure esp. at high valuations ex. SBC.

IMO LOs won’t step in without a clearer narrative, and pods would rather put long exposure elsewhere.

Thoughts?

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@ContrarianCurse Your average bloated cursor app with high architectural entropy means OSS becomes difficult/unreliable requiring more engineering manpower.

Flexible pricing and full pane solutions i.e. ddog wins.

DT is still too enterprise focused to benefit here imo

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@TradexWhisperer @DividendDude_X I know you did not straight line 52% revenue growth in your DCF…

How did you end up with that valuation???

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@0xUmbreon 👀

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@holisticnicola @rektdiomedes @Derek_Fitness

[Genevieve Roch-Decter, CFA @GRDecter]

People who locked in mortgages at 2% in 2021.

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@heysxri i just put night shift settings on max on my phone, works pretty well

[Pierre @pierre_crypt0]

One thing for sure it's easier to flip shitcoins than discussing geopolitical shitshow.

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@CryptoCammers @Nefturians 👀

[‎ ‎ ˚ ‏‎ ‏‏‎ ‎ ‎ @AxisReseller]

@KapitalHQ @Nefturians @heysxri

[Kapital @KapitalFNF]

All Kapital members received WL access to @Nefturians NFT 📝✅

Here at Kapital we are very bullish on their upgraded ERC721A+ contract and their innovative ERC721N/Snapshot system 📈 https://t.co/Bn45BttEF6

10x WL Giveaway 🎁

RT, Like, Follow and Tag a friend to qualify ❤️