krkaiser

can't believe this site is free

[krkaiser @krkaiser]

@buccocapital @s77nu @zarazhangrui Cost is bounded, revenue is not

[krkaiser @krkaiser]

@buccocapital @s77nu @zarazhangrui Exactly - is your edge as a startup in your internal tool stack, or the product you're selling to customers.

[Markets & Mayhem @Mayhem4Markets]

Deutsche Bank's views on the discount in SaaS stocks.

1. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT, $CRM, $INTU, $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF, SBC multiples).

2. Barriers to Exit Drive Disruption Risk: Primary factor determining resilience; lower scores (retention rates, data moats, ecosystem strength) signal higher AI disruption vulnerability, overriding product innovation focus.

[krkaiser @krkaiser]

@BucknSF @k_m_Rip Linear

[krkaiser @krkaiser]

@buccocapital Google One is already that minus TV.

It's just not marketed well...

[krkaiser @krkaiser]

@markvalorian @buccocapital People like to try to catch the falling knives

[krkaiser @krkaiser]

@Ksidiii I'll show you something disgusting

https://t.co/iJyelDUSHe

[Aaron Rupar @atrupar]

Trump to wounded soldiers: "So you guys got hit, huh? Pretty good. You got hit. Amazing."

[krkaiser @krkaiser]

@bennpeifert @PhenomenalPoto The real question is what can we do about it? It feels like we're on an unstoppable path to pure fascism more and more each day

[krkaiser @krkaiser]

@BradHuston US tarrifs aren't even based on the tarrifs of others, for one

[krkaiser @krkaiser]

@kofinas What political rival did Biden destroy?

[krkaiser @krkaiser]

@paulg This is the equivalent to judging the performance of a SWE by lines of code.

[krkaiser @krkaiser]

@henrythe9ths AI Guide

[krkaiser @krkaiser]

@Trinhnomics @TheZachBroyles Another falsehood, you've misread his statement. Theft under $950 is still a crime, but a misdemeanor rather than a felony.

https://t.co/m8lxAoL0vz

[krkaiser @krkaiser]

@PlugInFUD $SGOV or $USFR

[krkaiser @krkaiser]

@johnscharts By what the hell is happening do you mean what the hell happened to your critical reasoning skills, or have you always just parroted misinformation?

[krkaiser @krkaiser]

@ChairliftCap They're prevented from doing that because of EU antitrust settlement

[Vatnik Soup @P_Kallioniemi]

This dude bought a social media platform for 44 billion USD, changed the algorithm so that everyone has to look at his posts, donated 45 million (probably for tax breaks) to Trump and is now doing a full campaign run for him.

Yet he has the audacity to write something like this.

[krkaiser @krkaiser]

@Trinhnomics

[krkaiser @krkaiser]

@Chronotope @Carnage4Life These companies are merging precisely because of the streaming wars

[krkaiser @krkaiser]

@tomimtk And Trump is talking at rallies about putting his political opponents in jail, something a dictator does