Marc

Director at management consulting firm. Writing about personal finance, consulting, AI, and the Caribbean (🇹🇹)

[Marc @advisormode]

Hi X, I'm Marc

I’ve spent the past six years in strategy consulting, after starting my career in investment banking.

I help companies figure out what the real problem is, what matters most, and what they should do next.

I’ll be sharing what I’ve learned about consulting, client work, and building a career in consulting and finance.

If you work in any of those areas, say hi.

[Matthew 11:28 @ByKuhle]

accepting work opportunities that terrify me but increase my exposure

[Marc @advisormode]

Voters stalling out data center construction, AI bond market in free fall, Jensen pushing the AI trade to the brink. Economy is looking real shaky now

[Marc @advisormode]

@JustAFamilyMan_ That Microsoft non renewal gonna be max pain

[Marc @advisormode]

@JustAFamilyMan_ It's funny because so many of them want to move here. NYC is crawling with Australian bartenders. Bush was their savior with that E3 visa

[Marc @advisormode]

This! After I got my MBA I was totally prepared to relax on more school. Realized I want more out of life and put an end to that immediately. Got a couple of certifications and now I’m leading AI strategy development at my company

[tee @fienixtaranova]

You have to upskill to better your environment which will better your QoL

[Marc @advisormode]

@benmesika @JustAFamilyMan_ This is very localized knowledge though. Would the average person outside of Loudon County know about these benefits when a data center comes knocking

[Unc Perkins @JustAFamilyMan_]

And they know damn well they don’t want them in their backyard, so they need to STFU.

[Ben - Needs a Kidney @benstreeet]

Hi friends, I need a kidney transplant (again) this video is me asking. I’m very close to needing dialysis, but I’d much rather forgo it.

If you can share, like, repost, whatever it is to help spread the word I’d be eternally grateful. I hope this will reach the right person.

The link in my bio will take you to my website and donor page. This video was made possible by Jonathan Pickett, and my wife with support of my family and friends. Many thanks 💚

[Marc @advisormode]

$2T just a couple of weeks ago. Between Jensen, the data center reckoning at the polls, and the sell off last week, AI is having a tough quarter

[*Walter Bloomberg @DeItaone]

ANTHROPIC: TARGETS VALUATION OF ABOUT $1 TRILLION IN IPO

[High Yield Harry @HighyieldHarry]

Crazy to see Chamath just finally coming around to the obvious fact that W-2s with tepid income growth and minimal stock market exposure feel left behind and hate the economy.

[Marc @advisormode]

@RDRembert $NVDA is a generational hold!

[Marc @advisormode]

The clearest use cases for agents today are work related: running research, planning your day, analyzing data.
Consumer adoption will be tougher since the current use cases are too high friction and involve:
- High levels of trust: letting an agent spend your money.
- Things we enjoy doing on our own: browsing Airbnb and imagining the trip.
- Personal taste that is hard to articulate: choosing clothes, restaurants, or somewhere to live

[Craig Shapiro ⚽️ @cshapiro]

Interesting bits from Brian’s Airbnb earnings call about AI agents and consumer behavior:

— Airbnb gets ~500k bookings a day
— ”very non-material” traffic from Muse/Instinct
— says people *want* to browse: average user looks at dozens of listings and 25+ photos
— 90% of users message the host
— most traffic comes between 9 to 5 when people are at work (using Airbnb as escapism)
— 80% of travels say they like doing their own travel research

[Marc @advisormode]

@bairanyc We need to be having a totally different conversation right now, but the priorities are all over the place!

[Marc @advisormode]

@kemchance Dotish and no shame… he need to pick a struggle

[Marc @advisormode]

@JustAFamilyMan_ Minneapolis is a hidden gem. Great summer bike riding

[Marc @advisormode]

Public money, including pension and health funds, parked at a bank doing high-risk insider loans with too little set aside for losses. And throw in the president helped steer public funds into this bank and is friends with the bank’s owner. This could get ugly fast.

[Politics Global @PolitlcsGlobal]

🚨🇵🇾 UPDATE: Paraguay has lost 15% of its annual tax revenue because it had been deposited at Ueno Bank prior to its collapse

[Marc @advisormode]

Expected, most people use AI like a google search

[unusual_whales @unusual_whales]

"There’s still no sign of AI boosting overall US productivity," per Apollo

[Marc @advisormode]

This bank failure in Paraguay is flying under the radar. 60% of the adult population used this bank. The bank was being regulated by it's former CEO. Absolutely insane!

[CNN Breaking News @cnnbrk]

Paraguay's president resigns following a crisis over a bank collapse, leaving millions of customers unable to access their money https://t.co/hL9K0DPP8f