@matt_slotnick@grok give me a dcf for my pre-revenue, pre-growth, pre-idea, pre-founder start up.
Pls use WACC as my discount rate and a 10 year terminal value.
@_scottreid it was the most direct,articulate, no BS message he's had since coming into office.
hoping it means he is very confident in his execution to diversify trade (particularly coming from an ex-banker)
@nateberkopec the two most important things I've realized in an AI world (at least in enterprise):
1. data moat (why should customers trust you with their data)
2. real taste in products - feeds into #1
@matt_slotnick I concluded (for me) that I should keep building it out since clients may prefer me or a colleague interpret the data for them.
But I can reduce the business logic to make it easier to ingest
@matt_slotnick I think about this from time to time for work… if it’s worthwhile building pipelines to structure data for benchmarking on complex business problems… or will the models be good enough to tell the users in the future.
@shomikghosh21 was thinking about $AMZN yesterday - was impressed recently with their ads on amazon videos are tailored to you + your amazon search history. (definitely can also have high ROI with live sporting events)
also like $HOOD but looks expensive to me still 😢