john h

Cool

[john h @Ngoc1Long]

@KlepperCasey @StockOptionCole Are you using AI now?

[john h @Ngoc1Long]

@Muzzlebuster @DudeWhoInvests Who is the user of the output of the AI? Isn’t it eventually the human? If yes, how does human understands the output? Can 2 AI agents sign the contract for the company? Or does it still need human review and sign? How can they review it?

[john h @Ngoc1Long]

@ZenoReport @DividendDrip No, this is double standards. If you create more files, do you need human read them? You instead spend more time of creating to presenting. It just like you say I have a lot of Gas, but you still need a car to drive and this car only provided by $MSFT

[john h @Ngoc1Long]

@ZenoReport @DividendDrip Based on your points, does it mean even we can develop a PowerPoint and excel quicker, we still use the power point and excel? Just like people asking AI now but behind it the AI talks to Google search to gather more information, that is why the google search hit more than normal

[john h @Ngoc1Long]

@wealthmatica I see that AI won’t replace SaaS, especially replace $PATH that is all my thesis. Now it turns out the software stocks are back, why do you exit this time? This time is for holding or buying more.

[john h @Ngoc1Long]

@wealthmatica The number of projects are released rapidly. Human cannot review code with this speed. Automation is a key. It doesn’t mean $PATH will win, but it has more experience than others to be successful. My 5% portfolio will be $PATH and no more.

[john h @Ngoc1Long]

@wealthmatica The people expect that the automation must be an AI agents but they should know that burning token even cost more and slow.
One thing I know for sure that more people using AI coding, more projects require testing. People cannot review code anymore, automation is a key by then.

[john h @Ngoc1Long]

@jakebrowatzke When the people look back to the software stocks, this time, this will follow the trend.

[john h @Ngoc1Long]

@JakeS0926 @WheelieInvestor If everyone uses Anthropic apps, can it have enough inference to supply?

[john h @Ngoc1Long]

@920_Chris @WheelieInvestor Microsoft was there in the Mag 7 since 1999, where were you at that time?

[john h @Ngoc1Long]

@Sam23709 @Banana3Stocks When the stock was at $500 people said I would buy if it went down to $400, then when it was at $370, the people said It could go deeper and then it bounces back, then people buys it at $450 and $500. It happens every time stock goes deep, nothing change.

[john h @Ngoc1Long]

Most AI companies don’t make most of their money from $20/month subscribers.

The real revenue driver is enterprise:
• SaaS companies using APIs
• Cloud AI consumption
• Enterprise contracts

If those SaaS like $path bankruptcy, who will feed the AI companies?

[john h @Ngoc1Long]

@1000xStocks Does this mean OpenAi will have 20% of the company?

[john h @Ngoc1Long]

@MarkMacRacing @danielisdizzy Do you know the inference aws bedrock is running max supply now? If they don’t invest, they will really in trouble.

[john h @Ngoc1Long]

@SynthuLTrades @jakebrowatzke Normally, by the time you give up your portfolios, the stock will go up

[john h @Ngoc1Long]

I have a use case to see if AI will replace $PATH
e.g.: make a payment: step 1 pick item, step 2 add card, step 3 validation, make a payment, so on…, all these steps require logging, permission, audit (monitoring), rollback.
Can 5.3 codex or Cowork or vibe code do it?

[john h @Ngoc1Long]

$PATH quick research

[john h @Ngoc1Long]

$PATH quick research

[john h @Ngoc1Long]

$PATH quick research

[john h @Ngoc1Long]

$PATH quick research

[john h @Ngoc1Long]

$PATH quick research