lucio

0 hard skills

[lucio @lullilucio]

@teodorio SIMP

[Giga Based Dad @GigaBasedDad]

What a legacy

[Math Files @Math_files]

John Nash’s Recommendation Letter for Princeton University

[Trader Theory @tradertheory]

This billionaire hedge fund manager analyzes 272 charts at 4:30 AM every SINGLE day.

You need to be this locked in.

[lucio @lullilucio]

"consumers gravitating towards their products". How did you reach this conclusion? We know the top-line is growing ~10%, but that doesn't necessarily mean more customers.

Adobe doesn't report churn, or customer level data like that. Adobe's "strength" is in its large enterprise contracts, which are probably negotiated by boomers who are not aware of alternatives in the pipeline.

Bottom line is, in this "AI era" we are living through, 10% top-line growth, seemingly 0 revenue uplift from AI and terrible products makes Adobe pretty unsexy

[lucio @lullilucio]

@peterfuller23 @TracelightAI Sorry just enabled message requests, my b @peterfuller23

[lucio @lullilucio]

@peterfuller23 @TracelightAI Would love a code, looks great!

[lucio @lullilucio]

@TarunAmasa @OpenAI looks great, would love a try

[litquidity @litcapital]

When the intern walks you through the DCF he put together and it shows gross profit larger than revenue

[lucio @lullilucio]

@DhravyaShah @FedericoNoemie @lighthousehq_ @dok2001 @julianweisser @joshuabrowder @Ishansharma7390 congrats man!

[lucio @lullilucio]

@iamgingertrash bro we’ve got aperol spritz though

[lucio @lullilucio]

dw, my guess is it’ll be a complete flop for the most part, or at least for the next 5 years. To date, there’s been very little real world change as a result of ai, other than people using chat gpt. VCs are just forcing the AI hype down our throats so they can collect more of our pension money and collect their 2% fee

[lucio @lullilucio]

met a professor a few weeks back

the guy is incredible, he has so many ideas that could be spun out

he said he knows some of them would be viable, but because he has no business knowledge, he makes an academic paper on it instead

everyone is hyping capabilities of ai so much, but sometimes all that is missing is a few conversations and a couple hours of modeling, especially in the UK

Anyone else ran into this?

[lucio @lullilucio]

im interested in the sustainable/bio materials space - if anyone has a startup idea, and wants to verify whether there is a business case for it, id be happy to do some modeling to verify

could even connect you with angels and VCs

DMs are open

[lucio @lullilucio]

@amendandpretend facts, and unfortunately the big banks and corps are working overtime to psyops a young, capable generation into thinking otherwise

[lucio @lullilucio]

@EuroValentino but how will i tell people i am forbes 30u30 and oPen fOr wOrk

[lucio @lullilucio]

@nizzyabi what if it's red?

[lucio @lullilucio]

met up with a friend for drinks who is working at a boutique investment bank

he intro’ed me to one of his colleagues who asked me “what’s the largest deal you’ve been on?”

i said “i don’t do IB, so $0”

he subsequently 180’ed his body, and that was that

[lucio @lullilucio]

@teodorio That fish restaurant we went to in Ro was amazing, this list is #fakenews