Nate G

@tray @tray @tray
subtweeting since '09.
mostly satire.
views are my own.

[The Kobeissi Letter @KobeissiLetter]

What if AI is actually creating more jobs than it is replacing?

The latest JOLTs data showed that US job openings surged by a massive 731,000 jobs in April.

Markets were expecting no change, resulting in the largest beat in JOLTs history.

As a result, available employment hit 7.6 million for the month, the highest since May 2024.

And, job openings in the professional and business services sector surged by a massive 668,000.

The labor market's bull case from AI is underpriced.

[Nate G @ngemberling]

@KobeissiLetter PAID PARTNERSHIP!!!

[Nate G @ngemberling]

@BarstoolUofM Then why did M try to hire like 5 other dudes before defaulting to him?

[Nate G @ngemberling]

@umichwolverine1 I’ve always found it odd that grown men get tattoos of a college they didn’t attend.

[Nate G @ngemberling]

@RoundtableSpace No he didn’t

[Nate G @ngemberling]

@QC_Capitals California real estate

[Nate G @ngemberling]

It’s kind of comical if you think about how much SaaS is just selling to other SaaS to either sell, build, or support more SaaS

[Nate G @ngemberling]

@Tim_Denning Fuck just realized I’m almost 40

[Nate G @ngemberling]

@TheRealTci Damn. Tried to tell you, hope you listened… 😂

[Nate G @ngemberling]

@TheRealTci If you want exposure to an Agent governance story $OKTA $NOW $PLTR even $CRM will outperform $PATH

[Nate G @ngemberling]

@TheRealTci @Sunrise202086 @ciullo100 Yes. I’ve spent 15 years talking to the people evaluating this technology, deploying it, and using it.

You draw lines on a chart

Yet you think you have a thesis on where the automation market is heading lol

[Nate G @ngemberling]

@TheRealTci @Sunrise202086 @ciullo100 Omg

“Claude is seeing their grown from SMB/solo”

😭😭😭😭😭😭😭😭😭😭😭😭

Dog, stick to $TSLA you are embarrassing yourself. You literally know nothing about the Agentic Enterprise space.

[Nate G @ngemberling]

Oh wow dude great point — the founder and ceo of the company said his product is good hahaha

It’s incredibly simple and I understand why you don’t get this bcs you’ve probably never talked to an actual PATH user in your life but…

UX/GUI was designed for knowledge workers to interact with software
RPA was designed to mimic how those KW interact with software
UX is going away and “headless” is emerging which means you interact with the data via API/MCP/CLI
RPA is NOT designed to interact with API/MCP/CLI
RPA is dying
Knowledge work is declining
Automation / deterministic actions will happen via API/MCP/CLI
As models get better, Automation will be entirely handled by models and the “probabilistic” argument will be gone entirely

[Nate G @ngemberling]

Your thesis is wrong and that’s ok
$45m new ARR in this market is a drop in the bucket. Anthropic / OAI / Cursor are doing single deals 10x the size of that.m
109 NR is just from increasing usage costs, businesses will look to offload RPA use cases bcs PATH is nickel and dimming them
This will show up later in the year
$PATH is going for profitability, this market doesn’t give a shit about profitability

[Nate G @ngemberling]

@MiniRetireMatt X (needed savings) = annual spending * 25

Not factoring in inflation

[Nate G @ngemberling]

@TheRealTci 😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂😂

[Nate G @ngemberling]

@StockSavvyShay $49m net new ARR 😂