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@ContrarianCurse Does it make sense? Or do you take the TSM approach vs Intel (never compete with customers) and just go all-in on leading flexible compute?

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@negligible_cap Rapid unscheduled disassembly is part of the R&D process

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@SouthernValue95 Would be curious if you let Claude look for other data points with stronger historical correlations are there other variables you can add to the analysis.

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@fools_gd What is your question

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@thedatagap Stacked agents is the way. Have you played around with creating outputs in html?

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@thedatagap connectors into direct data sources are life changing for pulling the existing data

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@ShanuMathew93 You can have Claude in chrome find the send button on the Gmail draft to send automatically

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@ttamslam 🫡

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@TechFundies Why will this result in releasable SaaS and not lots of personal productivity tools?

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@SleepwellCap How do you keep track of where you are when moving between the two?

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@easyfinanceguy @SleepwellCap Ah! But being a high % of card transactions is VERY different than being a high % of total transactions. V/MA work best with universal merchant acceptance. In India ~2-3% of merchants accepted cards when UPI was launched. In Kazakhstan similarly a LSD% of transactions were cards.

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@easyfinanceguy @SleepwellCap Is that true? My impression was there was very low merchant adoption (and therefore low consumer adoption) in both countries. Could be wrong. I would not be excited to own a business reliant on interchange at the moment. But the network (V/MA) economics seem very reasonable to me

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@easyfinanceguy @SleepwellCap A govt can impose the network domestically when there aren’t widely adopted commercial options. There are few examples. While govt options can be dominant domestically, they lose intl acceptance to V/MA. And as a whole govt alternatives lose share to V/MA domestically over time.

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@GavinSBaker @modestproposal1 The chart/data you should look at depends on what you’re analyzing. Consumers “feel” the charts showing higher DQs (they don’t know the bank has charged off their credit card balance). Banks “feel” the charts showing lower DQs (e.g. they charged off a portion of the card balance)

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@retaox But! The owners of the business growing 3% have only sustained their purchasing power (0% growth) and the owners of the business growing 8% have increased their purchasing power by 5%.

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@TheSalonDon EMP used to drop an open bottle of scotch and glasses with the check, “stay as long as you want and help yourself”

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@BradDunkley It feels like mass hysteria? Which is maybe why no one has any answers? But similarly fascinated

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@partners_road Where?

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@HighyieldHarry Don’t we regulate banks because of the deposit funding & counterparty risk and not really the corporate loan book?

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@DarkMatter_GPT @PedroLamento @nexta_tv How do we test statistical significance to support the extrapolation given n=1