jdougy

[jdougy @justseels]

makes me very bullish companies like plaid, “sensor”/data collecting, etc

if google had one clear “head of product” they’d be dominating this space by now

[jdougy @justseels]

seems like we’re ready for a good “life app”

personal db -> mcp/api plugins feeding it -> ai assistant pushing notifications and insights

schedule
finances
to-do
health/diet/workouts

everyone vibe coding their own parts of this for now

[Bennett @b_nnett]

23.5 hours later... there's an app and it's open source.

It tracks activities & sleep. It has full sensor support: HR, SpO2, HRV, Temperature, Motion, etc.

[jdougy @justseels]

@heebuilds yea i imagine the model companies will own this (like how finance was just added), but probably room for something more private and customizable

[jdougy @justseels]

@jonlerner @dan_bernstein_ @Kalshi we will let that one slide since it was part of his investment deal

need that Kevin Hart level “we’ve tried all other marketing channels but nothing is moving the needle” desperation

[jdougy @justseels]

pm companies are speedrunning the exact set of marketing tactics from dfs in 2014-16:
- "average joes can win" ads
- "bet with your friends"
- "can you beat the pro?"
- chatrooms

next up we will get:
- tv ads of people with big checks
- reports of $2B facebook ad spend

it's over when we see celebrity tv ads

[Dan Bernstein @dan_bernstein_]

Love financial app updates to keep me ahead

[jdougy @justseels]

@kellangrenier lol great ad

[jdougy @justseels]

@NielsHoven @selentelechia if you have a dog be sure to keep that locked up

[jdougy @justseels]

@RalphWardlaw @carnoustiegolf best designed course ive ever played

[jdougy @justseels]

@halfkelly @t_stephens97 incredible episode

[jdougy @justseels]

@halfkelly what confuses me the most is why are the books disproportionately blue as well?

[Rajvi @rajvishah30]

today someone in office said that “worrying is the worst way to use your imagination” and that’s easily the best thing Ive heard all week

[jdougy @justseels]

@mgeri @Hedgeye less float means less to sell

[jdougy @justseels]

ok opus 4.8 is agi

buy all the stocks

[jdougy @justseels]

@altcap @TrumpAccounts great work Brad!

next challenge will be to have the name/branding changed so it’s a bit more marketable to all

[jdougy @justseels]

@Flupnolide @GrousARK decicent pricing was added too

[jdougy @justseels]

@GrousARK one dangerous game with using volume is they added decicent pricing a month or two ago

this increases golf volume so helps sports too, but id bet it lit up volume on certain long tail exotics (longshot political candidates for example)

[jdougy @justseels]

@mattkalish give it a rest

this nyt piece is functionally equivalent to 2016 “average joes can win millions” dfs commercials

but on top of that you’re wrong. some avg people are cooking wall st market makers

[jdougy @justseels]

@MatthewHokie @Top100Rick oddly si woo looks like he’s swinging way harder than normal with his pw to 7 than he normally does in the video

[jdougy @justseels]

i am once again asking who will sell me anduril shares

[Will Manidis @WillManidis]

there are basically only two trades;
1. light AGI pilled — the markets are failing to price the incredible productivity gains, margin expansion, etc

2. dark AGI pilled — the markets are failing to price the coming violence, destabilization, currency and nation state effects,etc

[jdougy @justseels]

kenny getting so much hate but people need to learn process over outcome

[New York Basketball @NBA_NewYork]

“Analytically…we’ve won 2 out of 3”

— Kenny Atkinson