RichSteinStockAnalyst

I love stocks and software but not always together

[RichSteinStockAnalyst @AnalystRich]

@McFranchisee Why red bull and not monster?

[RichSteinStockAnalyst @AnalystRich]

@chrisbward @skyquake_1 How do I do this?

[RichSteinStockAnalyst @AnalystRich]

@viggy_krishnan @P_Remarks VCs seem to think AI isn't that useful for drug discovery though? Might make trials more efficient though (which is bearish tools)

[RichSteinStockAnalyst @AnalystRich]

@dalibali2

[RichSteinStockAnalyst @AnalystRich]

@TihoBrkan This guy doesn't know anything about the businesses he buys

[sdmat @sdmat123]

Anthropic

[RichSteinStockAnalyst @AnalystRich]

@MRatable Jevons paradox

[RichSteinStockAnalyst @AnalystRich]

@viggy_krishnan @InvestLikeBest Where this argument falls down is if Anthropic bills for $300 per month and is recognizing that revenue, and it's up to the company how much they use. Eventually that will lead to a reckoning.

[RichSteinStockAnalyst @AnalystRich]

@viggy_krishnan @InvestLikeBest The 90th percentile user is probably using 100x tokens the 50th percentile user at your average company - that creates an easy path for the next 2-3 years. How much the 90th percentile user usage expands does depend on what you're saying (which is harder).

[RichSteinStockAnalyst @AnalystRich]

@parmita Fantastic thread thanks for taking the time to write it!

[RichSteinStockAnalyst @AnalystRich]

@ohcapideas Roberts is a bad capital allocator and he will do a dumb deal - it's just a matter of when

[RichSteinStockAnalyst @AnalystRich]

@SouthernValue95 @evrgn11112231 Is this the account that likes $BME?

[RichSteinStockAnalyst @AnalystRich]

@convexititties This was the bear case on nflx for years and it didn't work

[RichSteinStockAnalyst @AnalystRich]

@neilcybart The point is to build a successful company not to maintain a rockstar agm.

[RichSteinStockAnalyst @AnalystRich]

@noyesclt @JerryCap So are they connected or it was just a press release ?

[RichSteinStockAnalyst @AnalystRich]

@LTVcapital Wow this is a good way to lose a lot of money

[RichSteinStockAnalyst @AnalystRich]

@WarrenPies Powell was in turn a significant downgrade from bernanke

[RichSteinStockAnalyst @AnalystRich]

@MRatable This guy is incredibly cringe

[RichSteinStockAnalyst @AnalystRich]

@dalibali2 This is a bet I'm more comfortable taking

[RichSteinStockAnalyst @AnalystRich]

@MRatable @SaaSletter Except they're not marking it up - at best they're selling it at cost