Good Boy Capital

Here to bark about stuff.
I just set shit straight. I advice on nothing.

[Good Boy Capital @longshorted]

$SIVE is investing SEK 300m to expand Glasgow.

Bullish?
You’re not thinking big enough.

Some local drywall company is about to become an AI-enabler enabler.

Assume just 1% of the investment touches walls, ceilings and filler.

That’s SEK 3m of AI-grade plastering.

Obviously this represents 268% growth for Glascow Plastering: https://t.co/3satAvuBP9

But that’s only the beginning.

Once other AI enablers discover that this contractor has successfully applied filler inside an AI-enabling semiconductor facility, demand will explode.

NVIDIA. OpenAI. Hyperscalers. Data centers.

Everyone needs walls.
Everyone needs filler.

We estimate a global pipeline of approximately 47 million kg of AI-enabled plaster and spackle.

And remember:
This is only the opportunities we know about today.

The total addressable wall is enormous.

[Good Boy Capital @longshorted]

GPT 6.2 Sol rerouting is not a real thing. It is nothing but the largest mass psychosis among tech bros on X. Change my mind.

[Good Boy Capital @longshorted]

@AdamHoltererer it's just sol 6.1. The amount of bullshitters I'm muting now...sky high.

[Good Boy Capital @longshorted]

@JubayarAdnan yes but what was your method you used to know that one is 6.1 and one is 6.2?

did you have a scientific approach to this?

[Good Boy Capital @longshorted]

@JubayarAdnan so what was you method to put a 6.1 stamp on the right image and 6.2 on the left?

[Good Boy Capital @longshorted]

@Marlenuii Blender MCP with exactly what?
fck what a shitty post.

[Good Boy Capital @longshorted]

@Ryan_san11 @aleabitoreddit How’s your $sive doing retard?
This dumb as a rock 7 followers person just exited a short position and have money. Need spare change?

[Good Boy Capital @longshorted]

@SL2056 @aleabitoreddit Ohh hi retard. How’s your $SIVE?
Regards: the 🤡 that just sold his short position.

[Good Boy Capital @longshorted]

@HakanValle2 Du gillade att han inte släppte Epsteinfilerna? Att han drog igång ett nytt krig? Att han fokuserade på namnbyten av saker ist för att genomföra alla ändringarna som han lovat? Reflecting pool i fokus framför SAVE act?

[Good Boy Capital @longshorted]

@MAGAVoice

[Good Boy Capital @longshorted]

@Clayton27316225 @DarkFourty @elonmusk Cleatus, It may very well be the case, but here we are focusing on weather Elon is so stupid he do not understand what the European budget really is or knowingly spread false statements for any unknown reason.

[Good Boy Capital @longshorted]

@elonmusk I remember when you screamd your lungs out for a pause. But that was ofc just for the sole reason for you to catch up then you lying little african.

[Good Boy Capital @longshorted]

@XFreeze Wait. Was not legacy media dead?
Could it not be true that even republicans did not love the Iran war and the lack of Epstein reveal? And just maybe all renaming bullshit and beefs with Denmark and Canada, and reflectiong pool shit was not really "eyes on target"?

[Good Boy Capital @longshorted]

@cb_doge Was not old media dead?
Imagine doing this bad while having control over the algos of some. Can it just be that even republicans do care about the lack of Epstein files reveals and the abundance of Iran wars?

[Good Boy Capital @longshorted]

@MAGAVoice

[Good Boy Capital @longshorted]

@elonmusk If you move your HQ:s, ops, and personal home to space you may still wake up to a democrat space govenor one day.

[Good Boy Capital @longshorted]

Imagine fleeing California to escape Democrats, only to wake up surrounded by them in Texas. 💀

Bro spent billions building a political safe space, only for the Democrats to show up like a software update he couldn’t disable.

$TSLA

[Good Boy Capital @longshorted]

It’s becoming painfully obvious to me: Astra 6 and the models coming next are going to fuck up a huge chunk of the SaaS business model.

Duolingo $DUOL. Adobe $ADBE. Intuit / QuickBooks $INTU. Different products, same uncomfortable question: how much will people keep paying for a dedicated app when their general-purpose AI can increasingly deliver the outcome?

Language practice tailored to your actual life. Editing images by describing exactly what you want. Reconciling transactions and handling routine bookkeeping through connected tools.

Why am I paying for fifteen subscriptions, learning fifteen interfaces and managing fifteen accounts?

“Everyone can build an app now” is only half the story. The bigger threat is that fewer tasks will need a separate app in the first place.

Yes, compliance, integrations, professional precision and switching costs buy incumbents time. But you don’t need to replace every feature to wreck pricing power. You just need to make a meaningful share of customers question the next renewal.

And “we added AI” is a shaky defence when the company supplying your intelligence also owns the assistant your customers already use.

My bet: outside the frontier labs, software companies will increasingly have to justify their margins through proprietary data, distribution or something genuinely difficult to replace.

A familiar interface and a monthly invoice won’t cut it.

Your entire product roadmap might be one model update away from becoming an included feature.