BeTheYoda

“the magic you are looking for, is in the work you are avoiding” Graham Weaver

[BeTheYoda @SiValleyBoy]

Credit: https://t.co/XvIhY80ZxW

[BeTheYoda @SiValleyBoy]

@G_mh_000 @siddarthpaim It’s a diff skill set to build vs scale - very few (ala Bezos) have both. Doesn’t mean 100B to 4T is any less. Scaling without a hiccup is incredibly difficult.

[BeTheYoda @SiValleyBoy]

@mukund Futures were a bit green and now a bit red. Let’s see what tomorrow brings…._

[BeTheYoda @SiValleyBoy]

@mukund @grok iPh sales have been >200M per year for last 5-6 years in the 200-250M annual range per Gemini and other sources.

[BeTheYoda @SiValleyBoy]

@LarkDavis That’s a backward looking data point, best divined after the fact. How can you predict the duration?

[BeTheYoda @SiValleyBoy]

@guo_lin99725 The Rev for LUNR last qtr was 53M. Their annual run rate is sub 250M

[BeTheYoda @SiValleyBoy]

@AdityaKhemka5 @kanupriya1707 @tourismvietnam We visitd this wk. Tho we are Indians from US (get same treatment), we didn’t feel any racism. At times they use Hindi words which can appear patronizing. OTOH, exp’d a 7 mem desi fmly - loud in a priv tour for 4 hours straight with zero empathy or respect for fellow trvlrs.

[BeTheYoda @SiValleyBoy]

@WeekendInvestng @sjpatil - this is amazing, isint it?

[BeTheYoda @SiValleyBoy]

@MMoney642 Everyone should posit their picks this way. What could go wrong or what went wrong is not mentioned enough or at all. After all there is a bull/bear case to every trade. Very well articulated

[BeTheYoda @SiValleyBoy]

@ramahluwalia You’d call it a rolling correction @ramahluwalia?

[BeTheYoda @SiValleyBoy]

@sachinvats @UiPath @danieldines What about automation anywhere

[BeTheYoda @SiValleyBoy]

@512x512 Type “BGT result” and get brit game show applicable UK. BGT is an Ind Oz cricket ser concl last night. >~100M+ passionately care about it over 2017 result of Britain’s Got Talent. Added “Border Gavaskar” yields right result. Tbf, same for @perplexity_ai

[BeTheYoda @SiValleyBoy]

@sjpatil You there?

[BeTheYoda @SiValleyBoy]

@RihardJarc @RihardJarc love all your content - thanks!
Q: should META search be viewed akin to Amaz search ie in the cntxt of their family of apps and not a GOOG or Perplexity competition? Ie enhances user experience for their subs and not increase TAM directly but thru stickiness

[BeTheYoda @SiValleyBoy]

@ramahluwalia Excellent data and narrative. Thanks @ramahluwalia

[BeTheYoda @SiValleyBoy]

@ramahluwalia Can’t take credit for it…have heard it mentioned somewhere (don’t recall where, I think @jfahmy may have made me aware of it). In any case good to know you see if this way. Have a great long weekend - appreciate your content (a lot)

[BeTheYoda @SiValleyBoy]

@ramahluwalia Thanks @ramahluwalia Would you call this a rolling correction?

[BeTheYoda @SiValleyBoy]

@itihasika @yashsingh510

[BeTheYoda @SiValleyBoy]

@apsk32 What (if anything) in your opinion can derails this ie what’s the best case?

[BeTheYoda @SiValleyBoy]

@kklisura @garyblack00 Divs open a new class of investor and signals confidence for long term cash flows

[BeTheYoda @SiValleyBoy]

@gregisenberg @sjpatil