Ticker Hound

Equities, Futures, and Options Trader. Educator. Blogger. Occasional newsletter. Never investment advice.

[Ticker Hound @thetickerhound]

In the new ai-dev economy with everyone creating their own apps, cloudflare will boom. I would be surprised if they don’t integrate closely with supabase and lovable directly.

[Ticker Hound @thetickerhound]

If the market can reload from here, I’d keep this on watch.

[Ticker Hound @thetickerhound]

@elonmusk is there a way to adjust the algorithm so that people playing this

“…see more”

trickery at the bottom of their post for clicks are actually negatively promoted?

[Ticker Hound @thetickerhound]

I work with adhd children everyday. Their ideas are not superior to children without adhd. At the end of the day, it requires a child/person willing to go the long-haul on a project who will succeed with ai like Claude. Even as ai gets better, it requires consistency. Attention to detail. Long-term-commitment to a process.

[CG @cgtwts]

Replit CEO:

"If you want to work on a skill, it's going to be about idea generation."

"If you're someone who's ADHD,really interested in novelty..that's actually an advantage because AI really benefits people who can try a lot of things really quickly."

[Ticker Hound @thetickerhound]

@jasonlk @tbpn @jordihays @johncoogan Tons of coders out there saying, “hold my beer.”

[Ticker Hound @thetickerhound]

Yet it’s happening

[Boring_Business @BoringBiz_]

This is the best explanation I have heard of how AI is impacting the software landscape. Not just the stocks, but the actual fundamentals of the businesses underneath

From AI Czar David Sacks himself

"You take a product like Salesforce that deals with all your customer contracts and revenue. You are not going to replace that with code that has been spit out of a coding assistant that has not been fully vetted

Think about how many bug reports on Salesforce's code base over the last 25 years. Maybe millions of them. That system has been tested across thousands of large customers and enterprises

The idea that you are just going to rip out that system and replace with code that has been probabilistically generated by an AI engine yesterday, with a small team to maintain it internally, just does not seem realistic to me"

[Ticker Hound @thetickerhound]

But here's the real problem for Jack and other big SaaS companies:

They know they're up against an army of "little" guys with great ideas supercharged by ai's leverage. Everyone is becoming a founder now. No one will look up to Jack, or any other software guru anymore. We're entering the age of personal saas.

[StockMarket.News @_Investinq]

Jack Dorsey just fired half his company.

Not gradually but all at once.

More than 4,000 people, gone.

And the stock didn't crash, it EXPLODED 22%.

Here's what's really going on.

Block, the company behind Cash App, Square and Afterpay, just announced the largest AI driven layoff in corporate history.

Headcount is being cut from 10,000 to under 6,000.

This was not a distress signal.

The company is profitable and the revenue is growing.

Dorsey chose this.

His exact words: "Intelligence tools have changed what it means to build and run a company."

"A significantly smaller team, using the tools we're building, can do more and do it better."

Translation: AI can do their jobs now. So they're gone.

But here's the part that should concern everyone.

Dorsey didn't stop there.

He said most companies will reach the same conclusion within a year.

"I'd rather get there honestly and on our own terms than be forced into it reactively."

He's not apologizing but he's warning.

The numbers tell the story Wall Street wanted to hear.

Block's 2026 profit guidance: up 54%.

Earnings per share projection of $3.66, crushing analyst expectations of $3.22.

Gross profit growing 18%.

The math is brutal but simple, fewer humans, more margins.

Inside the company, this has been building for months.

Block already cut 10% of staff earlier this month and 1,000 more last year.

Every remaining employee was required to use AI tools daily.

AI fluency was built into performance reviews.

If you couldn't keep up, you were next.

The internal AI platform is called "Goose."

It started as a small engineering test tool two years ago.

Now nearly every employee uses it.

Engineers are shipping 40% more code per person than they were six months ago.

That's the productivity gain that made 4,000 people expendable.

And here's the part nobody is talking about.

Days before this announcement, a research firm called Citrini published a fictional scenario:

AI tools so powerful they forced mass layoffs across America.

It rattled markets.

Then Block made it real.

Wall Street's reaction is the most dangerous signal of all.

A company fires half its people and stock rockets 22%.

Every board in America just watched that happen.

Every CEO just did the math.

Every worker should understand what that math means for them.

This is not one company's decision, this is a blueprint.

The question is no longer whether AI will replace jobs.

It's how fast.

[Ticker Hound @thetickerhound]

If you think about it, all the other popular successful navigators, which is all ai is at this point (portals to information or productivity) were tied to bigger operating systems. That is why safari and internet explorer and chrome succeeded. Gemini comes with the Google suite of integrations. Grok is focused heavily on truth and integrated with the Musk pipeline from cars to space to social media. Claude has carved a niche for creators being built into supabase, lovable, vscode, etc., and is really damn good at coding.

GPT, while a good product for what it does, is standalone and is already a dinosaur. Integration with Siri tarnished its rep.

[Ticker Hound @thetickerhound]

I canceled my sub to chatgpt today. Haven't been using it since using Grok and Claude. I sense ChatGPT will go the way of netscape navigator and aol.

[Ticker Hound @thetickerhound]

I canceled my sub to chatgpt today. Haven't been using it since using Grok and Claude. I sense ChatGPT will go the way of netscape navigator and aol.

[Ticker Hound @thetickerhound]

When you ask @Lovable to create a logo of a beautiful pencil-sketched bird, and it nails it on the first try…

😂

[Ticker Hound @thetickerhound]

@Jacobsklug @Lovable This will happen more and more. I’ve already replaced trello in my custom lovable tutoring app. Once founders and company management realize they can replace trello by building their own app to manage their business, they’ll do it. Lovable is at the forefront of this.

[Ticker Hound @thetickerhound]

@SumaiyaSsa Proud for you, Sumaiya. Keep up the great work. You’ll do great things.

[Ticker Hound @thetickerhound]

@lakikentaki Or you have a team account.

[Ticker Hound @thetickerhound]

⁦@Lovable⁩ where is my $1mil for 2026 to take my two app viral in production? https://t.co/UDf0crVmOB

[Ticker Hound @thetickerhound]

Beat you buy a long shot.

I should get a free s-tier subscription from @Lovable in 2026 and a $1mil bonus to fund my projects with lovable backing.

[Anton Osika @antonosika]

who beat me this year?

[Ticker Hound @thetickerhound]

Join me on TradingView, this place is awesome. If you eventually grab a paid plan, we each get up to $15 as a bonus! Use this link to sign up: https://t.co/aKnRDB8pr2

[Ticker Hound @thetickerhound]

@SumaiyaSsa Elevated design. Grounded in craft.

[Ticker Hound @thetickerhound]

@TradesTurbo Congrats!

[Ticker Hound @thetickerhound]

@SumaiyaSsa @Praha37v Yeah, I like the simplified look instead of going through several steps as individual pages.