marketmayking

idk?

[marketmayking @marketmayking]

@layla_fieldnote Shitpost more queen. U r - I think - the only women at the intersection of rx and some v specific brainrot/references that speak to my fucking soul every time.

- Delhi guy u will definitely ignore ❤️🙏

[marketmayking @marketmayking]

@MetacriticCap @tofdaj Exactly! V curious to see how far pure pattern matching can get them. Sometimes it is painfully obvious how much these systems are ltd by lack of any real reasoning skills -- but 6mo ago I thought excel wasn't a possibility at all so who knows 😂😂

[marketmayking @marketmayking]

Art

[malinvestment.jpeg @malinvested]

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.

“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”

The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

[marketmayking @marketmayking]

@layla_fieldnote @reticentdelhite Surely authenticity is the exception not the rule? Usually ppl do mostly just care abt perception rather than deriving joy from the actual act? Most ppl don’t know who they are, otherwise the whole modern SM/validation edifice would crumble overnight 😂

[marketmayking @marketmayking]

@layla_fieldnote Do u know where I can read more on the first brands/lazard case? I’m an engineer turned m&a guy and have been trying to break into rx forever since reading abt distress is what inspired me to switch to finance and u seem like u know the field intimately. 🍀🙏

[marketmayking @marketmayking]

@layla_fieldnote Also curious what’s the main source of undervalued assets or mispriced risk which banks won’t touch? Why can’t the banks/original lenders figure out what the collateral is really worth?

[marketmayking @marketmayking]

@layla_fieldnote “This is why private credit is comfortable backing companies that look ugly as long as the capital structure is uglier.” — banger. Great post! Didn’t know u started a substack

[marketmayking @marketmayking]

@GRoditiD Omg thank u thank u thank u so much! I’ll try all of these! Started following u for finance stuff a long time ago and ended up staying for overall immaculate vibes ahahahah 🍀

[marketmayking @marketmayking]

@GRoditiD As someone who sits squarely in the basic meals/hardship end of the spectrum cuz if I do cook it’s the macro-counter slow death thingy, could u share some resources for things that might not suck to eat while still nourishing and not entirely boring?

[marketmayking @marketmayking]

@TidefallCapital @InnocenceCapit1 Maybe the meta is to get the AI to make random errors to make it seem human 😂

[marketmayking @marketmayking]

@PythiaR What specifically surprised u vs say GPT/Gemini? V curious abt how it handles harder shit as well!

[marketmayking @marketmayking]

@MacroTactical Thank you!

[marketmayking @marketmayking]

@MacroTactical What is this from? Finviz? Which map?

[marketmayking @marketmayking]

@P_Remarks Which exposures u increasing? NOW, GTLB, TEAM, CRWD, NET, SAP, MSFT all on being puked

[marketmayking @marketmayking]

@EconomPic Literally Taleb’s thanksgiving turkey 😂

[marketmayking @marketmayking]

@systematicls I’m 99% sure I’m not smart enough for this but would appreciate the opportunity to make that a nice and round 100%

[marketmayking @marketmayking]

@AgustinLebron3 Agustin, do you think w an arbitrarily large data set and w enough tweaking and $$$ they can be as good as someone w real reasoning abilities? I used to think this wouldn’t be the case at all but brute forcing has shown remarkable results till now.

[marketmayking @marketmayking]

@quantian1 Common sense heuristics on relative value and sniffing out what's priced into a stock via its option chain.

[marketmayking @marketmayking]

@nope_its_lily Lily what do u make of the recent factor whiplash over the past 3 days? Iwm is trailing qqq again so u think the HFs who aped into it degrossed?