AlphaDog

[AlphaDog @LongShortSpread]

@shaig Count me in

[AlphaDog @LongShortSpread]

@leevalueroach Most small caps don’t make it. Why not just own the best companies?

[AlphaDog @LongShortSpread]

@ShanuMathew93 Agreed, incredible product. What do you think the eventual exit for this is?

[AlphaDog @LongShortSpread]

@chamath Perplexity computer solves this

[AlphaDog @LongShortSpread]

@nataninvesting Learn from the mistakes and cut bait on names that have no clear catalyst or where your original thesis has not panned out.

[AlphaDog @LongShortSpread]

@ramahluwalia 6,000 of the 8,000 “layoffs” were for new planned roles they decided not to move forward with

[AlphaDog @LongShortSpread]

@alixpasquet Super helpful and spot on, thanks @alixpasquet

[AlphaDog @LongShortSpread]

@humble_force @perplexity_ai i have it and im def not an AI influencer lol

[Brett Caughran @FundamentEdge]

There has been a long standing debate in Finance AI around "who wins": the foundation labs vs. the finance specific AI platforms (pejoratively, "the wrappers")

The pendulum in asset management has shifted back towards a strong consensus that foundation labs directly are the winners, Claude specifically. "Why work with a wrapper when I can work direct with Claude Enterprise?". And foundation labs building finance RL sandboxes and building big forward deployed engineering teams (and have endless capital) have reinforced that belief "OpenAI is hiring investment bankers, game over..."

My sense is this race isn't over, however.

Imaging you are an asset manager and you hitch your wagon to the Claude Complex:
> Opus 4.6 nerfed in earnings preview season
> Token bill arrives and after the "first hit is free" dynamic abates, your token budget explodes (and once the tool is in investor's hands, it is super hard to control usage). I'm no expert in token economics, but I do know that Uber used to sell $15 rides for $5 and I suspect Claude is selling thousands of dollars of compute for $200/month. This LLM capex burn isn't sustainable forever, and this isn't a sustainable foundation on which to transform your firm's investment process (see same $5 Uber ride now $50).

Perplexity has shown me the future with Perplexity Computer, an agentic multi-model workspace, with access to 19 models that is insanely user friendly. Guess what's not nerfed today? Research context, workflow context & enterprise security are also critical, so not necessarily arguing Perplexity Computer is the winner (they could be), but evidence like this suggests a more thoughtful bet is a multi-model approach that considers the LLM capability cycle (nerfing and leapfrogging) and token economics (using frontier intelligence economically).

[AlphaDog @LongShortSpread]

@perplexity_ai hi @perplexity_ai - are MCP Connectors from market data providers like Factset available for this?

[AlphaDog @LongShortSpread]

@chamath Looking forward to your next power deep dive. I’ve been enjoying the content

[AlphaDog @LongShortSpread]

@tanayj @johndavittontv Fly today if you can

[AlphaDog @LongShortSpread]

@amitisinvesting @TripleNetInvest $BROS

[AlphaDog @LongShortSpread]

@nikiscevak they sold in Q4 - so probably at $240...They may be buying at $200..

[AlphaDog @LongShortSpread]

@business @niuralHQ

[AlphaDog @LongShortSpread]

@TMTLongShort sounds like your tariff prediction last april

[AlphaDog @LongShortSpread]

@HarryStebbings Mistral is a dog

[AlphaDog @LongShortSpread]

@TidefallCapital PDF of the report?

[AlphaDog @LongShortSpread]

So how many VCs are actually adjusting markets for their SaaS companies right now..😂😂😂