Mexican Pizza Capital

fintwit with the occasional Mexican pizza chatter

[Mexican Pizza Capital @mexpizzacap]

zuck is building the coordination layer for agents as commerce is entirely reimagined. If agents are the new orchestrators & UI, then Meta owns the OS underneath

[Mexican Pizza Capital @mexpizzacap]

$META

1/ future of commerce is agentic not search.. an example:
"plan my wife's 40th birthday" -> Your agent finds venues, gets quotes, coordinates with friends on dates, and brings you a few options to pick from

[Mexican Pizza Capital @mexpizzacap]

6/ on the flip side, these agent-powered businesses will also need to be discovered = ads aka the bread & butter today. Discovery will happen with regular listings in addition to ads which will be placed perfectly to surface the right biz to the agent at the right moment

[Mexican Pizza Capital @mexpizzacap]

@IdleLightkeeper PP tells LBJ & MJ he's better than them. Kyrie & his 3rd eye tries to sage the locker room before MJ socks them all in the face

lebron goes to FO and demands they trade MJ and PP for 3 and D shooters

[Mexican Pizza Capital @mexpizzacap]

SWEs are uniquely arrogant & part of this toxic lifestyle stems from their job being actually incredibly easy. The fact that AI automated it before most other jobs is a testament to that

As a result, they lack a sense of self & purpose (beyond what limited sense the already had)

[BuccoCapital Bloke @buccocapital]

I can’t stop thinking about this post. If you do one thing today, I encourage you to give it a thoughtful, thorough read…

And then commit to never living your life this way. Life has wasted success on the people described in this post.

It really is completely pathetic. They say that comparison is the thief of joy - look no further than this post for validation it is indeed true.

On their deathbed they will realize they have lived their life completely wrong. Don’t let it be you.

[Mexican Pizza Capital @mexpizzacap]

@evrgn11112231 @signulll LLMs are like hands and Meta is like the brain & central nervous system. Ppl generally don’t know what they want or like (almost cold start in a way & why prompting is archaic). The foundational model labs will ultimately hit a wall

[LADE BACKK @LadeBackk]

The Strait of Hormuz is open M-F 9:30-4pm ET.

[Mexican Pizza Capital @mexpizzacap]

@TheRewatchables @BillSimmons no pursuit of happyness is crazy

[Mexican Pizza Capital @mexpizzacap]

@lefttailguy yeah seems like their lever for LTV

I'm assuming they will get access to usage data for evals/training and will deploy FDEs to quickly integrate and capture workflows. PE firms should get pretty quick ROI

[Mexican Pizza Capital @mexpizzacap]

@fabknowledge awful take… Sora vs Meta??? distribution always wins

[Boring_Business @BoringBiz_]

Realizing that “just learn to code” was the worst advice that we straddled an entire generation with

[Mexican Pizza Capital @mexpizzacap]

@akramsrazor Manus should replace need for opening to 3P? WhatsApp = central chat UI, Manus = agentic orchestrator

closed-loop means they own user relationship & identity graph. compute tax offset by commerce fees or subscription fees

[Pub @PubWanghaf]

“My Caracas. My dune.”

[Mexican Pizza Capital @mexpizzacap]

You literally allow porn and are building a waifu sex bot to call you the supreme lord of everything you absolute freak

[Elon Musk @elonmusk]

Terrible

[Mexican Pizza Capital @mexpizzacap]

@valuations_ @ContrarianCurse @riddle245 also ROI forecasting seems baked into their culture. Look at any job forum like blind / rednote and you see how much ppl bitch about that being half their job. Culture def sucks there but I don’t think Zuck will let ‘22 happen again. You can argue FAIR was replaced for better ROI

[Mexican Pizza Capital @mexpizzacap]

@valuations_ @ContrarianCurse @riddle245 I can buy that there’s only so much incremental headroom on ads but to your point if ROIC turns red, then it gets even worse for literally every other biz on the planet and we hit a true glut