Greg Bae

Bae Advisory | VP Product / GM | Commerce, Fintech, Payments & AI Monetization | Ex-PayPal, Twitch/Amazon, Activision Blizzard, Google

[Greg Bae @GregBae]

ChatGPT, Gemini, and Grok now all create discounted cash flow models and scenario modeling better than any McKinsey analyst I’ve hired.

[Greg Bae @GregBae]

@JTLonsdale @chamath @JTLonsdale you got a great pulse on the zeitgeist and X’s ads algo is scary good!

[Greg Bae @GregBae]

Pour one out for traders holding $SOXL and $KORU today. I liquidated my entire trading account to sit this one out in cash.

$DRAM $EWY $SLV $COPX $SPY $QQQ

[Greg Bae @GregBae]

An emerging pastime of mine is to make Grok, Gemini, and ChatGPT fight for the truth on a given topic.

Grok is usually the thinnest, but most contemporaneously relevant. Hallucinates the most but sharp when right.

Gemini is usually the most generic and bends the most via input from other AIs. But strong overall.

ChatGPT throws the most shade at other AIs but panders to my input, making it the hardest to trust. Strongest and yet the most shady.

[Greg Bae @GregBae]

@paultoo Legendary 👏

[Greg Bae @GregBae]

@elonmusk But have you heard the band Kardashev?

[Greg Bae @GregBae]

@DonaldW60852684 Respectfully, that is not a trend line.

[Greg Bae @GregBae]

@Mr_Derivatives XYZ popped over 20% with a 40% headcount reduction so target 10% upside? 😂

[Greg Bae @GregBae]

@andrewchen I imagine at your scale that is a huge cost. Time seems to be an unavoidable part of the assessment process though! (As an operator I have spent >25% of the week on recruiting/evals.)

[Greg Bae @GregBae]

@firstadopter The Middle East is less consequential for US oil demand than I suspected!

[Greg Bae @GregBae]

@aleabitoreddit Love the energy and insights! Keep going

[Greg Bae @GregBae]

@KarelMercx Good points! Monetize volatility

[Greg Bae @GregBae]

@ramez Why not focus on internal growth factors, such as increasing birth rate and supportive measures like cost control and tax incentives for parents.

[Greg Bae @GregBae]

@elonmusk Neven seen a picture of Elon looking so joyful!

[Greg Bae @GregBae]

@KobeissiLetter The chart doesn’t even capture the exponential growth rate of power generation developed in China. America must step up its infra leadership.

[Greg Bae @GregBae]

@XFreeze Tragic self-sabotage!

They forgot their own past and now pander to useless woke narratives. Common bonds form the essence of culture. When you criminalize love for your own nation, commons bonds break down and culture is eroded in favor of self interests.

[Greg Bae @GregBae]

@KobeissiLetter Take a victory lap today on fake data, bury the bad news tomorrow.

[Greg Bae @GregBae]

@elonmusk Data centers in space now make perfect sense!

[Greg Bae @GregBae]

@Mr_Derivatives At this point I hope for a lower low to buy in. Damage is already done so flush out the liquidity