Axel

Canadian in London
Finance / tech

[Axel @axel_malone]

@atelicinvest Interesting, I wonder if it would be better as an MCP instead of email. Though your end user might end up skewing more towards retail instead of institutional

[Axel @axel_malone]

@atelicinvest @EggMasonValue Ooof, how much is that running you for a single answer? Also curious on how you're routing the agent towards each model

[Axel @axel_malone]

@0xPaulius Okay nice very handy, can clonk do monetization? Like integrate ads?

[Axel @axel_malone]

@wtfzambo @haydendevs Also, why not just run an Anthropic/openai/ollama locally vs. something in the cloud?

[Axel @axel_malone]

@wtfzambo @haydendevs Just saw, so essentially it lives in the ollama cloud and you use whatsapp as a messaging layer to talk to it? With notion as the “second brain” layer? Do you use to proactively read emails / come up with drafts / schedule meetings or is that too complex for it?

[Axel @axel_malone]

@wtfzambo @haydendevs Ideally looking for an assistant that can proactively manage my schedule / email without having to prompt it every time or for me needing to micromanage it

[Axel @axel_malone]

@wtfzambo @haydendevs What do you use it for? Currently using obsidian with Claude and not seeing the extra value in setting it up other than remote access and calendar / email access

[Axel @axel_malone]

@ContrarianCurse Sequoia loves Zuck

[Axel @axel_malone]

@rubicon59 People realising Fable slop is overblown

[Axel @axel_malone]

@midwit_capital Github != gitlab. What’s the thesis for $GTLB?

[Axel @axel_malone]

@rubicon59 It’s a low liquidity Twitter pump atm. Think they need more operating momentum otherwise it’s completely speculative

[Axel @axel_malone]

@HedgeyeComm I think in the short term you might have a higher natural rate of employment if advances in robotics/ai happen quick enough, but I think over time people will migrate / retrain into careers that are more resilient to being completely replaced by ai

[Axel @axel_malone]

@blondesnmoney $psix?

[Axel @axel_malone]

@BustedAuction crazy pace but didn’t John Malone do this in the 80s?… not unheard of

[Axel @axel_malone]

@ACapitalLP Skimmed it, but construction delays seem pretty prominent. Can’t seem to stick a timeline

[Axel @axel_malone]

@Amph0ra1 @AyyouEm Fee is split between the investment banks and lawyers no?

[Axel @axel_malone]

@PaxDex_Research Why $NICE vs any other customer support firm eg $VRST or $CNXC? $CNXC is crazy cheap at 4.77 forward P/E