Corn Capital

L/S investor and occasional degenerate poster. Tweeting into the void

[Corn Capital @CornCapital_]

@inactive346677 I'll probably trim some today as I want to allocate to other things right now and expect some vol on the print

[Corn Capital @CornCapital_]

$META unironically in founder mode. It’s amazing that a company with >70,000 employees can change direction so quickly (and frequently) without all the bullshit corporate processes that happens at companies 10x smaller

[Corn Capital @CornCapital_]

@lottite The vibe axis

[Corn Capital @CornCapital_]

No way this slide was created by a sober person

[Corn Capital @CornCapital_]

@ContrarianCurse Had one with 89% the other day and never got my food

[Corn Capital @CornCapital_]

@FundamentEdge Great post! I’m super interested in making my skill files more in depth and additional validation steps. I’ve had some success with basic skill creation but believe they can get much better (from what I’ve seen in your content)

[Corn Capital @CornCapital_]

@bappllc Honestly I have Amex gold so I get Uber one and usually use Uber Eats for that reason, but I still use DoorDash when the prices aren’t far off. $DASH management is good

[Corn Capital @CornCapital_]

Have noticed a significant deterioration in the quality of $UBER eats service

Consistently delayed, 2+ stops, etc.

Very frustrating for a hungover guy on a Sunday trying to get a cheesesteak

[Corn Capital @CornCapital_]

@Fiscal_ai @FundamentEdge Definitely interested!

[Corn Capital @CornCapital_]

Was beginning to think that Brett (@FundamentEdge) was mostly pumping his AI Accelerator with all his recent posts, but now I get it. With the right data (Daloopa, quartr, etc.) and the token budget, the things Opus can do is insane. I feel like I’m starting to get AI psychosis

[Corn Capital @CornCapital_]

@KarstResearch $ABT ?

[Corn Capital @CornCapital_]

Year and a half might be a bit of an exaggeration, the techs really aren’t that hard, I think most could learn over a summer with the right support network if they tried.

In the interview process, really just a box check and the rest is personality/behavioral, so you get enough normal kids who have done the 3ish months of prep who end up making it thru

And hey, on the upside, you get to enjoy the last 2.5 years of college almost stress free

[Corn Capital @CornCapital_]

@itscrazycuzz Waste of time tutorial

[Corn Capital @CornCapital_]

@KarstResearch @vanckzhu Daily reminder that asking a good question on fintwit is like asking a crackhead for directions

[Corn Capital @CornCapital_]

Niccol joined $SBUX 9/9/24 ($92.21). After more than 2 years, we are at $96.11 lol -- you would have been incredibly stupid to short something that has UNDERPERFORMED the broader market by >30%!

[TheStockBro @TheStockBro]

@ariaradnia Nah. Do not short Brian Niccol… that would be incredibly stupid

[Corn Capital @CornCapital_]

@Sherronesmoore Yk it’s bad when a Michigan burner is posting about AI

[Corn Capital @CornCapital_]

@ContrarianCurse I've already used my free weekly reset dawg its literally Tuesday

[Corn Capital @CornCapital_]

@ContrarianCurse I'm ripping thru usage limits, I think I've only crashed out on it once, but it is really that good

[Corn Capital @CornCapital_]

A collection of my favorite iMessage AI summaries

@Apple plz never take this joy away from me

[Corn Capital @CornCapital_]

Really enjoying have Opus 5.5 do a first pass at model with the skill files I've made, but still believe most of the value add in modeling is the mental model -- 0 alpha in using this as an all-in-one modeling replacement

[Corn Capital @CornCapital_]

@KarstResearch this is what it feels like