Brian Kochuk

never settle for anything less than greatness

[Stewart Mandel @slmandel]

I know everyone thinks their school is cursed, but I swear NC State sports truly is cursed. They absolutely, positively cannot have nice things.

[Joe Giglio @giglio_OG]

Add another win to the *PLAYOFF OT* chart
- Seven straight for the Canes, five this year

[Stormy @StormyCanes]

Welcome to hell you muppet reject

[BuccoCapital Bloke @buccocapital]

Stop talking about SBC. It. Does. Not. Matter. Microsoft is getting killed. Adobe is getting killed

Will anyone complain about SBC at OpenAI or Anthropic or Databricks or SpaceX? No

Is SBC a cost. Yes. Of course. But it’s not about that. This is about terminal value.

[Brian Kochuk @bakochuk]

@buccocapital Is it more ripping out SAP to an AI friendly data warehouse like snowflake where claude can more easily expand upon?

[Sports TV News & Updates @TVSportsUpdates]

Texas-NC State is the First Four game that Dick Vitale and Charles Barkley will call with Brian Anderson. (Jordan Kent and Jim Spanarkel will have the other three First Four games.)

[malinvestment.jpeg @malinvested]

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.

“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”

The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

[Brian Kochuk @bakochuk]

@AGoldFan @flasportsbuzz The brinks truck came from miami

[Brian Kochuk @bakochuk]

@Sheena_Marie3 Rooney rule interview?

[DraftKings Sports @DKSports]

Start time for every Wild Card game in Texans history:

⏲️ 2025 Season: Mon 8:00 PM ET
-
⏲️ 2024 Season: Sat 4:30 PM ET
⏲️ 2023 Season: Sat 4:30 PM ET
⏲️ 2019 Season: Sat 4:30 PM ET
⏲️ 2018 Season: Sat 4:30 PM ET
⏲️ 2016 Season: Sat 4:30 PM ET
⏲️ 2015 Season: Sat 4:30 PM ET
⏲️ 2012 Season: Sat 4:30 PM ET
⏲️ 2011 Season: Sat 4:30 PM ET

All good things must come to an end😢

[Brian Kochuk @bakochuk]

@TT_stocks_ @Stockiva_ $pfsa?

[Brian Kochuk @bakochuk]

@buccocapital @buccocapital

[Joey Politano 🏳️‍🌈 @JosephPolitano]

crazy that I find out about this via Walter Bloomberg

[Brian Kochuk @bakochuk]

@buccocapital Does this include ylutube tv?

[Brian Kochuk @bakochuk]

@JoshGrahamShow Should have been playing over morrow earlier in series

[Brian Kochuk @bakochuk]

@corylav chatfield looked like he pulled something at the end

[Brian Kochuk @bakochuk]

@nfldraftscout @Realrclark25 @Jermiah_Smith1 Is he that much better than ryan williams at bama?

[Brian Kochuk @bakochuk]

@murphsturph Thoughts?

[Adam Gold @AGoldFan]

Hahahahahaha

[Brian Kochuk @bakochuk]

@AlbertBreer Did AI write it?