StayGold

Interested in TMT and Credit

[StayGold @StayGoldSF]

@elonmusk @grok using quantitative figures as much as possible, what were the stated intended uses of funds in the Spcx S-1 ?

[StayGold @StayGoldSF]

@joequant Yeah I found this article suspiciously low on examples except a few cartoonish things. And I didn’t buy the argument that there is an incentive for officials to act short term because they relocate - their track records follow them (see Ponzi guy recently purged in Shanghai)

[StayGold @StayGoldSF]

@carrynointerest Ehh this just sounds like Jevon’s, no?

[StayGold @StayGoldSF]

Update: aped into $Bmbl on glp thesis validated by $Vsxy. Fortunately I feel we are in a market that will reward this

[StayGold @StayGoldSF]

@signulll Bullish dating apps ? $Mtch $BMBL

[StayGold @StayGoldSF]

@signulll Bullish dating apps ? $Mtch $BMBL

[StayGold @StayGoldSF]

@TrungTPhan Crazy lore, 50 biz class seats a day to Shanghai is wild

[StayGold @StayGoldSF]

@Mojo_flyin Yeah, Chinese competition doesn’t lie. It’s absolutely ludicrous that only one person/entity in America (Musk) seems to have the political will and wherewithal to move at their speed

[StayGold @StayGoldSF]

And just like that Nikesh’s $cybr thesis looks quite prescient

[Sean D. Emory @_SeanDavid]

Honestly we may not own enough $OKTA

[StayGold @StayGoldSF]

@TMTLongShort Further reading on E and vertical integration

[Jawwwn @jawwwn_]

“It was vertically integrate, or die.”

@elonmusk explains exactly when a company should vertically integrate:

“The top suppliers would not work with us, or we would get their D team.”

“Which team would you give to the startup everyone’s saying will go bankrupt?”

“We tried outsourcing.”

“There’s a massive amount of work going from prototype to production.”

“You need a fast feedback loop with engineering. If that feedback loop is all the way out in Thailand— there’s just no way.”

“If you have an existing production line and already know how to make it at volume— that you can move. But you can’t create a production line that never existed super far away from where the engineers are.”

“Let’s say there’s a problem with the cells— you’d only find out it didn’t work 5 months later.”

“That’s a recipe for disaster.”

Via @thirdrowtesla @wholemars @battleangelviv @Gfilche @Kristennetten @vincent13031925 @Sofiaan @kimbal

[StayGold @StayGoldSF]

$Bill * BILL HOLDINGS TO CUT WORKFORCE BY UP TO 30%

Activist trifecta really made the Dorsey lever happen, quite impressive

A Tegus transcript attributed some past underperformance to the CEO viewing the co like a family so this is a pretty radical shift

[StayGold @StayGoldSF]

@gurgavin Activist trifecta doing the work

[StayGold @StayGoldSF]

@00000sol0 Entire PA is in $Cdns at the moment. That said, I’m probably the dumbest person on this site

[StayGold @StayGoldSF]

EDA $Cdns $Snps is interesting because --while it's doing better than other software-- it's the only thing on this chart that isn't up like 100%

[StayGold @StayGoldSF]

@TheOneandOmsy @grok can you clarify the mechanics of this? Will it cost robinhood money by fronting money or is this just lost float revenue?

[StayGold @StayGoldSF]

@MaggotMilkSop @SammyKoppelman No way 😂

[StayGold @StayGoldSF]

@zachtratar Thank you, might have jumped to conclusions there. Took it for granted that AI would be able to accelerate adoption of open source alternatives but rly know enough to be dangerous

[StayGold @StayGoldSF]

@Mojo_flyin Rly interesting, thanks for sharing

[chatSBC @chat_SBC]

Jevons for software engineers