Squid.ETH

Disintermediating the DAO

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@aripap For which products are you seeing this specifically?

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@HaydenCapital Thoughts on the $COMP partnership?

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@OisinO @tobi Do you worry that Shopify is going to try to build an app to displace you? Especially now that it’s easier to build with AI

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- rolling out marketing and service agents which aren’t in guide and can accel revs this year
- enabling agentic commerce in new channels (sms / WhatsApp)
- NRR and GRR going up
- growing 30+ with 20% margins
- trading at 2x sales
- innovative founder who is moving fast on AI

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Can you explain your $KVYO short thesis? @akramsrazor

The way I see it:

- longitudinal behavioral commerce data is unique and positions them well to fine-tune the best autonomous marketing agent
- consumption not seat based pricing
- email + SMS deliverability not AI-able

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@TBU12345678 No love for Fenske?

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@altcap @TrumpAccounts @dkhos @InvestAmerica24 How do you have the nerve to post about children under 18 and Trump and not mention Epstein? That’s sick and deranged

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@CedarStResearch @majgeoinvesting Can you explain what you mean by this? What are soft rate cycles and why does auto insurer CAC increase dramatically during these cycles?

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@StockCompil Do you have the full write up on Blend? Could you please share if so?

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@pitdesi For a fintech “specialist”, this is truly a retarded take. The Costco of finance? You realize Robinhood’s core profit pool is derived from options trading, which is definitionally a wealth destroying strategy, right? They prey on dumb people. I suppose you are the ICP!

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@OscarValuations @Quartr_App This could allow people to debate the implications of earnings - already happens in a constant informal dialogue, why not formalize and memorialize it?

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@OscarValuations @Quartr_App Lots of product ideas. One that’s a little more revolutionary:

- what if you used the platform to host live callbacks with either buyside or sell-side analysts or both?

Could also record these to sit in the content repository alongside the earnings calls

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@triplewhale @AppLovin How many brands are in this data set?

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@oliviaakory @couuor This is awesome. What does the ROAS look like for these same brands and spend levels??

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@NaturalSwedener @Sendlane I’ve heard many stories about customers switching from Klaviyo to SendLane bc they make a lot of noise on Twitter. But once they switch to SendLane retention marketing performance degrades massively and they just switch back to Klaviyo

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@mario_cibelli @compound248 Isn’t this bad for TKO if three of their potential bidders just consolidated down to one service? ie fewer potential buyers of the content

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@RichLightShed It’s not an accurate stat. User age on Roblox is self reported. A bunch of 10 year olds are saying they’re 25. The company really shouldn’t report this because it’s misleading and false

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@modestproposal1 What was Chai’s reputation with investors? What was his track record in terms of managing quarterly expectations, communicating with the Street, and allocating capital?

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@RichLightShed Don’t see Disney’s commentary as much different than what Netflix already did to bend the cost curve lower

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@RichLightShed Total cash content spend was $700M less in ‘22 vs. ‘21…they cut spend (especially relative to the trajectory it was on) and are keeping flat at $17B for ‘23