Woon

Spending time understanding next generation of picks and shovels

[Woon @exPrinceOfSaaS]

Instinct effectively forced the latest updates in ChatGPT work and Claude Cowork

The value of new startups is now measured in how much they help the frontier labs push out similar functionality. Massive net benefit to society if you are funding startups

Returns, probably not great (DPI basis)

[Woon @exPrinceOfSaaS]

@ebitdaddy90 Flood is an OG, delete this tweet

[Woon @exPrinceOfSaaS]

Software loans and software portcos value collapsing in the next few years is ticking time bomb

Lots of money to be made on the other side

[Woon @exPrinceOfSaaS]

@BowTiedBull Bingo, VR is end game

[Woon @exPrinceOfSaaS]

I see a lot of froth but not worth calling it out. Market can stay irrational for a long time…

[Woon @exPrinceOfSaaS]

@elonmusk tried to save us and failed. If he couldn’t do it, we are structurally screwed on this front. Place your bets wisely

[BowTiedBull.eth - Read Pinned or NGMI @BowTiedBull]

Your thug life friend is $10B in debt and earns $40k a year.

“I will earn my way out of this”

[Woon @exPrinceOfSaaS]

Instinct is interesting. Won’t be a long post - but TLDR it’s just more aggressive in pursuing goals. Form factor makes a lot of sense but this won’t translate to business revenue which means OAI will copy them fast

[Woon @exPrinceOfSaaS]

Funny how the best companies in the world are getting slammed for bringing FCF to near zero and adding a bit of leverage

Wait till they find out what Software Private Equity firms are doing with PortCos

[Woon @exPrinceOfSaaS]

Imagine if the masses knew how capital allocation worked

The PE VP asking you to adjust assumptions to pass the IRR hurdle

The HF PM asking you why you didn’t account for the weather effect in a specific region

Little do they know….20-something year olds making wild guesses holds up the economy

[Woon @exPrinceOfSaaS]

@moseskagan Well said - most people don’t understand how early the compounding starts

[Woon @exPrinceOfSaaS]

@businessbarista For now sir

[Woon @exPrinceOfSaaS]

You are delusional lol….

Zero OAI / ANT researchers want to work at hedge funds and could find a gig in 1 day if they wanted to

[Westside L.A. Guy @WestsideLAGuy]

SF tech bros would kill to work at a top hedge fund or private equity firm. They envy finance due to bigger upside, social status, prestige.

[Woon @exPrinceOfSaaS]

@alexsongis Meanwhile, all my finance friends trying to get YC intros… we all just trying to get enough to buy a ranch and bunker

[Woon @exPrinceOfSaaS]

@spakhm This is a very good perspective. People will argue about nuance but it is directionally solid

[Woon @exPrinceOfSaaS]

I figure the 4 year college system is about to get massively disrupted

4 years is a lifetime in the AI era

Should be cycles of 6 months of study - 6 months of application otherwise the theory and practicality mismatch leave you with economically unviable skills

[Woon @exPrinceOfSaaS]

ASI or bust (for the global economy)

[Woon @exPrinceOfSaaS]

Might be the biggest hater of AI

Going to look absolutely stupid in a few years

[Ed Zitron @edzitron]

Per Bloomberg, Goldman, Blackstone and Apollo have been having "slow progress" on AI data center debt deals, but Jensen Huang decided to rush out the $500 billion announcement, which has "no obvious provenance."

So I guess it was all BS then?
https://t.co/5V9h5AMpes

[Woon @exPrinceOfSaaS]

@thogge On paper

[Woon @exPrinceOfSaaS]

Way more people will leave the labs soon to build “harnesses”, agentic loops, etc

The intelligence is there to automate most of white collar work. Maximizing harnesses will be the key to adoption