CuriosityAlpha

Asking why | Technology & Infra

[CuriosityAlpha @curiosityalpha]

@aleximm @Uber @WaymoCommunity @Rivian @Tesla Agreed and not only do they need a fragmented market broadly, but fragmentation in each geography they operate in. Makes me nervous bc they don’t just need to back one winner, but likely 3–4+ per market. Much harder if AV doesn’t generalize and needs local training.

[CuriosityAlpha @curiosityalpha]

@loganbartlett Saw Stebbings also note that no one is talking about this... but nothing so far 🤷

[Daniel Mahncke @MnkeDaniel]

$META is the cheapest Mag7 stock out there and one of the few companies that successfully monetizes AI.

Here's an article analyzing the stock and whether I think Meta's AI investments will do good or harm:
https://t.co/OymV5PCCZm

[CuriosityAlpha @curiosityalpha]

@jgaytandeayala Interesting take. Wonder how this would trickle down to junior hiring

[CuriosityAlpha @curiosityalpha]

@DimitryNakhla Exiting CNI perhaps

[CuriosityAlpha @curiosityalpha]

@MarceloLima Yeah agreed in a status quo environment v reasonable assumption. More pointing out that sell off is reflecting market view of a material probability margin compression due to shifting competitive landscape will occur. I generally agree more with you than market

[CuriosityAlpha @curiosityalpha]

@caitlinbolnick1 Hard to be as excited about Figure and X1

[CuriosityAlpha @curiosityalpha]

@beyond_mental @John_Hempton $VEEVA somewhat compelling to me

[CuriosityAlpha @curiosityalpha]

Probably a dumb framing, but if TSMC main overhang is Taiwan invasion risk, won't whole market be down 20-40%+
Will anyone really care if some percentage of your OA is down 90.

[gian @giansegato]

kinda ironic how the average work day is getting _harder_, as we progressively automate the easier parts of our daily jobs offloading them to agents. net result is that the average complexity of the tasks we still get to do is actually increasing

insofar as we decide to still work the same number of hours (if not more), the more we offload to agents the harder our days will get

lots of obvious confounders so not exactly direct causality, but since opus 4.5 i feel so much more tired. i get to accomplish crazy more - probably now doing what last year would've considered 3-4 distinct jobs, all at the same time. but at what price?

pretty sure the current general anxiety in tech is not just that. could quite simply be lots of tiredness as we no longer get to code for hours in quiet flow, and have to uniquely narrow our focus to only the hardest pieces

(or maybe i'm just projecting because this race is killing me lmao)

[CuriosityAlpha @curiosityalpha]

I really liked Poke... feels like the Interaction / Poke hype died quickly

A few too many hallucinations in my first months with the product

[CuriosityAlpha @curiosityalpha]

Agreed on the general "taste" sentiment, but man this discourse is about to be tiring

If I'm able to not comment on it lol

[CuriosityAlpha @curiosityalpha]

Haven't looked into Applovin $App, but interesting how it's sold off in large part to "SaaSpocalyse" and META fears. SaaS fears for that ads business hard to understand on first look, and META case (which I think may hold some real weight) haven't been reflected in META shares rising

[CuriosityAlpha @curiosityalpha]

@leveredvlad Will be interesting to see if there is a sort of rotation into IRL venues from channels that reach extreme saturation

[CuriosityAlpha @curiosityalpha]

@fchollet Sometimes I wonder if the Rentechs of the world have been using "frontier" LLMs for some time now

[CuriosityAlpha @curiosityalpha]

Have been long META for a few months now but prob going to do a full write up soon now that I'm back on Twitter.

[CuriosityAlpha @curiosityalpha]

@Citrini7 @AndrewD16447423

[CuriosityAlpha @curiosityalpha]

@TBU12345678 Agreed for the most part - but if you have an intuition and it can provide directional guidance on present value in upside / downside can validate intuition much faster

[CuriosityAlpha @curiosityalpha]

@zck Love of the deal, or great at deals?