Mario Rivera

FO Investor. Prior, TMT and consumer PM at $18B hedge fund. Mainly pointless replies and none of this is investment advice.

🇺🇸🇪🇸

[Wing @Wing]

Wing is partnering with @official_kddi to bring highly automated drone delivery to Japan.

We plan to launch in select areas by late 2027 and expand across Japan.

Learn more: https://t.co/z0hnNXUeDy

[Mario Rivera @NYC_Rivera]

@SnorlaxCapital @totodile_cap @LongOnlyLarry Daniel Danker, ex-CART, is driving the aggregator strategy at WMT. Not surprising frankly...

[Mario Rivera @NYC_Rivera]

@ChrisGPT @kimmonismus Yep

[Artificial Analysis @ArtificialAnlys]

Tomorrow.

[Mario Rivera @NYC_Rivera]

@S_curvecap @totodile_cap @LongOnlyLarry Big baskets and RMN. When CART signed the UBER partnership GMV growth accelerated by >300bps and has maintained that growth. Imagine the potential for further acceleration when deeply incorporated into the DASH app and DashPass experience.

[Mario Rivera @NYC_Rivera]

@P_Remarks @LongOnlyLarry Of course it's a good idea. DASH hasn't been able to crack large baskets. This gives them scale across the two biggest profit pools in delivery. Can use that leverage whether or not agentic commerce takes off.

And agree, had to keep it out of Dara's hands.

[Mario Rivera @NYC_Rivera]

@S_curvecap @totodile_cap @LongOnlyLarry 🎯

[Mario Rivera @NYC_Rivera]

@LongOnlyLarry @P_Remarks Nah, allows RMN as a % of GMV to grow, that's all that matters.

Also, notice how CART's GMV growth accelerated post UBER deal. As part of DASH, that higher growth rate will likely be maintained for longer.

Agree on integration risks though and regulatory risks.

[Mario Rivera @NYC_Rivera]

@P_Remarks @LongOnlyLarry Of course it's a good idea. DASH hasn't been able to crack large baskets. This gives them scale across the two biggest profit pools in delivery. Can use that leverage whether or not agentic commerce takes off.

And agree, had to keep it out of Dara's hands.

[Mario Rivera @NYC_Rivera]

🎯

[Clifford Asness @CliffordAsness]

Bicyclists are the Brahmin class in every left-wing city. Their quest to become Beijing 1972 continues.

[Clifford Asness @CliffordAsness]

Bicyclists are the Brahmin class in every left-wing city. Their quest to become Beijing 1972 continues.

[Mario Rivera @NYC_Rivera]

@ChrisGPT @thsottiaux Congrats on the quarter sir!🫡

[Cayetana Álvarez de Toledo @cayetanaAT]

Ni la Venezuela de Maduro. Ni la Francia de Mélenchon.

La izquierda no sabe gobernar. Y no acepta perder.

Su estrategia es siempre la misma: fraude, miedo y violencia.

Ante su intimidación, nuestra firmeza.

Con @NunezFeijoo, España tendrá un Estado fuerte que garantice el ORDEN y la LIBERTAD.

Porque no hay libertad sin orden. Ni orden sin autoridad.

@PopularesMurcia @Rebeca_Murcia
@jmluengogallego @LopezMirasF @ppopular

[Mario Rivera @NYC_Rivera]

@blueprintsmb22 @nitinmeshram @grok Not just that, he was literally the PM that launched Chrome, the O/S to the open web.

[Mario Rivera @NYC_Rivera]

@TokenGremlin Neutral. Just want better products and models irrespective of if they come from Ant, OAI, GOOG, SPCX, META.

[Jimmy Apples 🍎/acc @apples_jimmy]

With Astra's help and a little bit of opus 5.5 I broke the private telegraph code Napoleon III and Empress Eugénie used in June 1859, around the battle of Solferino (BnF NAF 11355). The coded telegrams have sat in the Bibliothèque nationale since 1916 with no published key.

As far as I can find, they have never been published in decoded form. This is the reconstruction.

The Empress, 23 June

"Je suis désolée de vous avoir fait de la peine. Ce n'était pas mon intention. Ne vous inquiétez pas du petit, il va à merveille."

"I'm so sorry to have caused you pain. It was not my intention. Don't worry about the little one, he is doing wonderfully."

The Emperor, same day, eve of Solferino

"Il faut y regarder à deux fois avant de faire de la peine à ceux qui aiment… Je suis inquiet de la santé de notre fils ; dites-moi franchement comment il est."

"One must think twice before hurting those who love… I'm anxious about our son's health; tell me frankly how he is."

[Mario Rivera @NYC_Rivera]

Self awareness > insufferable attitude.

[Rohan Varma @TheRohanVarma]

It sounds like folks aren’t that impressed with the flight booking product we built.

I currently have my dot navigating the US immigration system for a friend moving here - is that sufficiently complex or do most people typically want to do that by hand too 😬

[Mario Rivera @NYC_Rivera]

@TokenGremlin Your issue and @ChrisGPT 's issue is assuming that the reporting is contemporaneous with the latest checkpoints. When did those interviews take place? Same issue with the Sergey article.

[Mario Rivera @NYC_Rivera]

@ChrisGPT I read the article big boy 😂

[Mario Rivera @NYC_Rivera]

@ChrisGPT Cope

[Mario Rivera @NYC_Rivera]

I'd urge you to read the transcript in its totality. Then conduct a search with the likely most common keywords. Are you getting an AIO for that query? Seems like they are looking for culprits in the wrong place. Obviously discovery is changing and search is evolving but...

[Pythia Cap: Partially Conductive @PythiaR]

Interesting commentary from $ROL on $GOOG search.

[Mario Rivera @NYC_Rivera]

@PythiaR I'd urge you to read the transcript in its totality. Then conduct a search with the likely most common keywords. Are you getting an AIO for that query? Seems like they are looking for culprits in the wrong place. Obviously discovery is changing and search is evolving but...