MBF Capital

FO investor, public and private, mostly tech

[MBF Capital @MBFcapital]

Brief self intro - spent a few years on here under diff account, mostly just watching in silence and learning from a lot of great accounts. Recently decided to go anon with the goal of getting more active and engaging beyond DMs

[MBF Capital @MBFcapital]

Anyone have experience using Caplight? If so would love to chat

[MBF Capital @MBFcapital]

@JonHartman14 Agreed and think they go hand in hand. Companies with strong customer value, etc will be able to find/dictate the right pricing model while those that don’t will be stuck with inefficient pricing

[MBF Capital @MBFcapital]

@TwannsWorld @SouthernValue95 ADSK, BSY, CDNS, SNPS all in favorable position imo

[MBF Capital @MBFcapital]

@viggy_krishnan @mario_cibelli BIDU Apollo Go a good example of how hardware cost for AVs can decline over time (even accepting difference in costs of China supply chain vs US)

[MBF Capital @MBFcapital]

@inglouriouscap @ActuallyFinance What advice do you have for a generalist to try to do vs a specialist to find alpha, ie follow secular trends, connect dots between sectors, etc?

[MBF Capital @MBFcapital]

@JaredSleeper Curious how you see the long term sustainable margin profile of SaaS changing with AI? ie maybe R&D can be 10% of rev instead of 15%, but S&M is stuck at 20% bc of more competitive dynamics … w/ implications for LT multiples?

[MBF Capital @MBFcapital]

@MarcLore @wonder I am a member and have had a weeks long issue with deliveries going to the wrong address. I have been assured the issue was resolved but still happening. I am canceling my membership unless this is resolved ASAP

[MBF Capital @MBFcapital]

@googlemaps I’ve tried editing an incorrect address multiple times and each time told it’s accepted but the change is still not reflected (it’s been several weeks). What next steps can I take?

[MBF Capital @MBFcapital]

@JonHartman14 Only after Waymo buys Lyft

[MBF Capital @MBFcapital]

Very intriguing

[MBF Capital @MBFcapital]

@TwannsWorld In eps recaps, use tables/charts for numbers rather than long paragraphs of text. Much easier to digest

[Mario Cibelli @mario_cibelli]

How badly do key players in the ecosystem really want to veer into new and different business models? Does an ad network want to manufacture cars and run a service organization or would it just prefer to be the OS for as many OEMs as possible?

[MBF Capital @MBFcapital]

@TidalCap @aleximm @bgurley @yipitdata @Uber @lyft @WaymoCommunity Agreed. I’ve been surprised how many people just easily assume Waymo can/wants to jump into building a national (global?) marketplace platform vs just developing the AV software/hardware

[MBF Capital @MBFcapital]

Think Waymo’s path to displacing Uber will be a lot harder outside of SF, and I’m not convinced Waymo wants to/should do it alone. Sentiment on $UBER starting to feel very one-sided for what feels like far from a certainty

[MBF Capital @MBFcapital]

@neverhedgecap Work at FO, feel free to DM if you want my 2c

[MBF Capital @MBFcapital]

@FundamentEdge May take a little manual lifting to put all files etc in there but NotebookLM is great

[MBF Capital @MBFcapital]

Random question - anyone have any experience with operating a pizza shop at high volumes and willing to chat?

[MBF Capital @MBFcapital]

@Cashflow_Cowboy Good list. Especially agree on point 3

[MBF Capital @MBFcapital]

@modestproposal1 @benedictevans Any thoughts on best ways to invest in the theme beyond TSLA/GOOG? Seems like hardware is tough bc of downward pricing and software mostly being done in house, so there are limited options

[MBF Capital @MBFcapital]

@SKundojjala Any thoughts on AMBA in this space? Focused only on ADAS/AD and they only have one major design win thus far (for their latest CV3 chip), but tech seems promising