John Cusick

Product @CarbonArcAI | Ex Citi Trader | MIT Sloan and CMU

[John Cusick @jcusick5]

@TheStalwart I feel this trend in slide decks. Where they look sloppy but get produced much faster

[John Cusick @jcusick5]

@HadickM What’s the best stack to handle basic compliance in agentic payments? Is it Coinbase facilitior?

[John Cusick @jcusick5]

@BeenThereCap Power, they are becoming more vertical in construction equipment and temporary power

[John Cusick @jcusick5]

@Jason It won’t work over time but they are in a battle to sell you more than tokens, that is the commodity

[John Cusick @jcusick5]

@TheStalwart At @CarbonArcAI we thought about this from data structure perspective, how LLM tokens and payments were merging.

https://t.co/X90100KSAG

[Carbon Arc @CarbonArcAI]

Carbon Arc’s early read on May SMB payrolls is out.

Our latest Payrolls Flash points to another firmer than anticipated monthly workforce expansion in May, just like it did in April, and March.

To understand how we turn Carbon Arc’s SMB Workforce data asset into a usable signal, send us a DM.

[John Cusick @jcusick5]

@siyul @BillAckman Is the fill presentation online?

[John Cusick @jcusick5]

I thought the Everlane acquisition was Shein picking through the discarded brand bin. But looking at the consumer data, one man's trash is truly another man's treasure.

By income, generation, and brand overlap, Everlane gives Shein a new brand new customer base on the cheap.

[Carbon Arc @CarbonArcAI]

Shein's acquisition of Everlane made headlines. @CarbonArcAI data tells the real story.

Across the top 50 cross-shopped brands for each retailer, only one appears on both lists.

@SHEIN_Official's customer base is 50% Gen Z, 53% from households under $45K. @Everlane's customer base skews older, with higher household incomes.

Shein's customer base shops frequently, spends less. Everlane's shops deliberately and spends more.

See the full data-driven rationale in the thread.

@business @BoF @hm @ZARA @Reformation

[John Cusick @jcusick5]

@AnnaEconomist @FreightAlley https://t.co/17ofegoCEX

[Carbon Arc @CarbonArcAI]

𝗕𝗲𝘁𝘁𝗶𝗻𝗴 𝗼𝗻 𝗠𝗮𝘆 𝗽𝗮𝘆𝗿𝗼𝗹𝗹𝘀? 𝗔𝗽𝗿𝗶𝗹 𝗦𝗠𝗕 𝗱𝗮𝘁𝗮 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗲𝗮𝗿𝗹𝘆 𝘀𝗶𝗴𝗻𝗮𝗹.

Workforce expanded M/M for the first time since 2023. Y/Y growth at an 11-month high. Regional and sector divergences worth watching.

Try Lenses free for 30 days with code 𝗣𝗥𝗢𝗗𝗨𝗖𝗧𝟯𝟬: https://t.co/YnNZDY5VyW

@CarbonArc @Kalshi

#SMB #Payrolls #PredictionMarkets #AlternativeData

[John Cusick @jcusick5]

@AnnaEconomist @FreightAlley SMB payrolls been showing this as well, sector is heating up

[Carbon Arc @CarbonArcAI]

𝗔𝗿𝗲 𝗹𝗼𝘄𝗲𝗿-𝗶𝗻𝗰𝗼𝗺𝗲 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿𝘀 “𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗼𝘂𝘁 𝗼𝗳 𝗺𝗼𝗻𝗲𝘆” 𝗮𝘁 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝗻𝘁𝗵?

We used Carbon Arc’s ZIP-level credit card data to show March+April Y/Y changes in late-month spend ratios for low-income vs. high-income geographies. The results?

Lower-income ZIPs showed stronger late-month gas-station spending and the sharpest relative deterioration in discount merchandise, restaurants & QSR, and a pullback in traditional grocers. This is consistent with lower-income budget stress in a high gas price environment.

Try Lenses free for 30 days using code 𝗟𝗔𝗨𝗡𝗖𝗛𝟯𝟬: https://t.co/nTxv2TIg3K

[Carbon Arc @CarbonArcAI]

Last night we were proud to support the @Stocktwits Cashtag Awards at the NYSE! 🎉 Great people, great energy, and exactly the kind of community we build for.

🔎 Get access to private data with Lenses. Use code 𝗟𝗔𝗨𝗡𝗖𝗛𝟯𝟬: https://t.co/nTxv2TIg3K

#CashtagAwards #StockTwits #Fintech

[Carbon Arc @CarbonArcAI]

𝗖𝗮𝗿𝗯𝗼𝗻 𝗔𝗿𝗰'𝘀 𝗠𝗖𝗣 𝗦𝗲𝗿𝘃𝗲𝗿 𝗶𝘀 𝗻𝗼𝘄 𝗹𝗶𝘀𝘁𝗲𝗱 𝗼𝗻 𝗖𝗵𝗮𝘁𝗚𝗣𝗧’𝘀 𝗔𝗽𝗽 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘆.

Search "Carbon Arc" under "Apps" and start querying real consumer transaction data - credit card spend, foot traffic, payroll signals, and more - directly inside ChatGPT.

No exports. No tab switching. Just signal.

Ready to explore? Start today with one month free. Use code 𝗟𝗔𝗨𝗡𝗖𝗛𝟯𝟬: https://t.co/lEIrfJXYVP

[Carbon Arc @CarbonArcAI]

Crude oil tankers likely bound for India account for ~48% of crude tankers with last known calling locations inside the Gulf. Here's where they are, and how long they've been circulating.

Maritime Data gets you the whole list, including those bound for China and beyond: https://t.co/YnNZDY5VyW

[John Cusick @jcusick5]

@buccocapital Feels like the French legal system can handle this a little better.

[John Cusick @jcusick5]

@howardlindzon @mansourtarek_ I would love for you to try out @CarbonArcAI and get your feedback. We give access to payrolls, credit card, web traffic data and more from a MCP server or consumption based to analyze these markets. Happy to get you setup on a trial

[Carbon Arc @CarbonArcAI]

@obermattj is right here. There is always a strong desire to isolate predictions from the noise. As liquidity grows in markets that focus on KPIs, Carbon Arc gives you payroll, credit card, app usage and web traffic signals to forecast company KPIs for $20/mo.

This is the same transaction data hedge funds have been using to build their world models, and now we are allowing everyone to build theirs

[John Cusick @jcusick5]

@plur_daddy @mtndrew Are you looking for any other search methods beyond natural language? I’m curious if you feel their work flow is an explore problem or their presentation of the data

[Andrej Karpathy @karpathy]

Wow, this tweet went very viral!

I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs.

So here's the idea in a gist format: https://t.co/NlAfEJjtJV

You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.

[John Cusick @jcusick5]

@0xngmi Would you consider any benefits of pricing it that low for customer acquisition?