Attempting Value

Engineer and investor. This account is an investment journal of sorts.

[Attempting Value @attemptingvalue]

Is the clanker getting $SNWV reimbursement in the right ballpark?

[Attempting Value @attemptingvalue]

@ArenaManCapital I suspect this happens eventually, but will require a lot of hardware bottle necks to be resolved before becoming widespread. Utilization of personal hardware is much lower than a central datacenter. So a lot more hardware for the same inference load.

[Attempting Value @attemptingvalue]

@madcap_cap I have a long list of muted words for this reason

[Attempting Value @attemptingvalue]

Me buying $CSGP and seeing founder Andy Florence bought at $35.82 and $29.89

[Attempting Value @attemptingvalue]

@atelicinvest Um, a book I didn’t read says it’s a weighing machine.

[Attempting Value @attemptingvalue]

@Divergent7651 Did that session make you more AGI-pilled or less?

[Attempting Value @attemptingvalue]

@MikeFritzell Updates on gov tenders for a specific company

[Attempting Value @attemptingvalue]

@gbrew24 Grant was S tier

https://t.co/gQM6kChv1F

[Attempting Value @attemptingvalue]

@HYcorps @chesir3cat @DeepSailCapital @onecentinvest Would take a mix shift or timing difference since receivables are up more than revenue.

Entirely possible, but sketchy. A management team diluting themselves should want to explain it better.

I don't see anything like > 50% in other EU gov suppliers I look at.

[Attempting Value @attemptingvalue]

@chesir3cat @DeepSailCapital @HYcorps @onecentinvest Yeah, the receivables % of revenue + lack of transparency on cash flow is either a red flag or self sabatage.

[Attempting Value @attemptingvalue]

@chesir3cat @DeepSailCapital @HYcorps @onecentinvest Doesn't disprove it. SuperCom has been deployed in Sweden since 2018 so kind of makes sense they'd have a lower cost to expand.

Following the below cost thesis, they need another game to get accrual earnings positive. Thoughts there?

[Attempting Value @attemptingvalue]

@chesir3cat @DeepSailCapital @HYcorps @onecentinvest Guessing that "admissible" is the key word. Might be a way to use Swedish public record laws to get their evaluation criteria.

[Attempting Value @attemptingvalue]

@chesir3cat @DeepSailCapital @HYcorps @onecentinvest The silver lining of government customers...
https://t.co/rp0qR2dcEI

Winning bid:
SuperCom 172 399 080,31 SEK

Losing bids:
ENIGMA 367 386 961,80 SEK
Attenti 39 104 431,00 SEK

[Attempting Value @attemptingvalue]

@StockForester @onecentinvest Where did they disclose the US revenue figure?

[Attempting Value @attemptingvalue]

@Investor_NICK_ Funny how Uber hides the take rate in insurance fees

https://t.co/ZTazbmUZ8y

[Attempting Value @attemptingvalue]

@BerkelKip They’re not a middleman like they use to be so risk that ADSK changes the economics.

Might be cheap enough to work anyway.

[Attempting Value @attemptingvalue]

@borrowed_ideas If it wasn’t Meta it would be someone else. Can’t change the outcome without becoming Amish.

[Attempting Value @attemptingvalue]

Suing $META because your kid is on the phone all day is like suing Fruit Loops because your kid is fat.

Use the parental controls.

[Attempting Value @attemptingvalue]

@EalimAlmalia @casque @CarioCapital @CurryorNothing There was a squeeze out of the last few GB shareholders. Admittedly I’ve not read FOUR’s 10-K that closely, but chat tells me the JV is still there.

[Attempting Value @attemptingvalue]

@_clarktang When you talk to altimeter portfolio companies, do they say switching clouds would be easy? Why not?

In my experience an enterprise will have many decisions each year where using an AWS api instead of raw compute saves time and headcount. Neoclouds are not the same market.