Percy Capital

Supply Chain Guy

[Sahil @sahilypatel]

OpenAI: we’re excited to launch a chromium wrapper

Google: we just demonstrated that a quantum computer can run a verifiable algorithm 13,000× faster than the best classical computers

[Balaji Krishnamurthy @_balaji_km]

Good research report from @p_ferragu today diving into why AVs are not scaling faster on their own (i.e. outside Uber's network). Fixed supply providers suffer from a loss in utilization as they scale beyond a certain level - starkly in contrast to flexible supply ridersharing networks. So the choice is to scale to a small level of multiple cities or lose a lot of money per city to scale higher.

[Percy Capital @PercyCapital]

Please tell me that guy with 100% of his port in Google didn’t sell

[Tom Shugart @tshugart3]

While I agree with Dr. Paine's overall concept of maritime vs continental powers, I think her near-dismissal of China as a true maritime power misses the mark. By every measure but sheer naval tonnage, China is already the world's premiere maritime power: largest shipbuilder, shipowner, largest fishing fleet and coast guard. It also hasn't just built a "large navy", it has built the world's largest by hull count and is on its way in tonnage, too, with no signs of a slowing in naval construction.

I also think any comparison with Germany's enclosure within the North Sea and Baltic is off the mark. Germany had nothing like the PLA Rocket Force and PLA Air Force, which are available to drive away blockading ships far beyond the First (or even second) Island Chain. And I wouldn't call the South China Sea, for instance, narrow or shallow - it's about the size of the entire Mediterranean, and most of it is quite deep.

[Percy Capital @PercyCapital]

This is where I would normally make a joke about using signal for war plans but I did just watch a video of Maduro talking about his un-hackable Huawei phone

[Andrew Fleischman @ASFleischman]

I know a lot of you are not confident in Pete Hegseth but I truly believe, in my heart, that he could lose a war to Venezuela.

[Percy Capital @PercyCapital]

Uber also

[Percy Capital @PercyCapital]

Wait so Apple was right?

[Arpit Gupta @arpitrage]

AI adoption actually falling now for many firms

[Percy Capital @PercyCapital]

Aldi benefits from many of the same scale economies shared as Costco but in a footprint that works for food deserts

[Dion @2024dion]

One reason to be excited about Aldi is that they're able to run successful stores in urban food deserts.

For example, there are four Aldis east of Kansas City's 'Troost Wall', including one a few blocks from the infamous city-subsidized SunFresh store that just closed down.

[Percy Capital @PercyCapital]

Person who hasn’t spoken to a regular human in years

[Daniel Tenreiro @TenreiroDaniel]

Hedge fund guys are so much more fun to spend time with than tech guys. Rigorous, irreverent & don’t have their heads up their own asses

[Percy Capital @PercyCapital]

@puppyeh1 Would be interesting to know how many of these are Amazon knock offs

[Rokko🇯🇵🌐💻 ✈︎ @Msamalam]

This, but unironically.

Soon, the aging East Asian nations are going to fight so hard to attract loads of Filipinos.
It has the lowest median age in E+SE Asia, bar Laos, but with 15x the population, and many anglophones.

[Percy Capital @PercyCapital]

@BillBrewsterTBB $LULU reminds me of Under Armor. Essentially create a category but not one that is defensible without enough branding power to retain their premium pricing

[Percy Capital @PercyCapital]

@BillBrewsterTBB This is the correct take. Peter Lynch had it right, sometimes the real life smell test is the best test

[Percy Capital @PercyCapital]

I will never understand what the thinking is behind these brand changes. And don’t give me the logos work better for mobile/social media. IMO we will see a long term trend back towards more authentic environments and a shift from this uniform blandness

[YIMBYLAND @YIMBYLAND]

This Cracker Barrel remodel/rebrand is one of the most upsetting things I’ve seen in a long time.

Literally everyone I know is in shock.

[Culper @CulperResearch]

NEW: We are short Tecnoglass $TGLS - recently leaked intelligence memos name $TGLS CEO and COO Jose and Christian Daes as participants in Sinaloa cartel schemes in Colombia; $TGLS board also ensnared; massive fallout risk ignored. Full report now at https://t.co/pPZcSNNbjv

[Percy Capital @PercyCapital]

How much do we think this article cost him?

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Big day for supply chain technology acquisitions!

First - in returns software, @optoroinc sold to @BlueYonder.

Second - in the continuing convergence between freight and finance tech, Denim sold to @Trckstopdotcom.

Supply chain software consolidators are springing into action this year!

See

https://t.co/qsMdketh3u

and

https://t.co/OudKDf4aNe

[Logical Thesis @LogicalThesis]

Idk man call me crazy but I'm just not buying that $APP has 80% adj ebitda margins and 65% GAAP net income margins

Something isn't adding up
I've only seen 70% ebitda margins at $EVO where their high margin revenues were from gray markets

[Percy Capital @PercyCapital]

@borrowed_ideas $APP smells fishy to me

[Percy Capital @PercyCapital]

Fuck @limebike your AI can’t tell correct parking for shit. Next time don’t bother warning me kick me off because I’m tired of this bullshit AI parking camera that doesn’t work