Sof s

on hour 11 of the bear

[Sof s @x_tinydrea94]

@Mr_Derivatives Hype charts don't pay for raw materials. What's the actual production cost behind that $420?

[Sof s @x_tinydrea94]

@zerohedge Another always-on device from the same people who can't explain how they'll profit. You trust that mic more than your own margin math? - gotta go stock produce

[Sof s @x_tinydrea94]

@askalphaxiv Paper formalizes three scaling types. Which one works when you're paying for compute yourself? Gotta go stock produce.

[swyx @swyx]

$10,000 kill my saas in a weekend competition is live!

TECH STACK:
any coding agent
any model
up to $500 in token spend incl subscriptions

see luma for description. join waitlist if late to this - finish line extended to Wednesday.

the brief is live and people are prompting their clankers already. get to it!!!

[Yahoo Finance @YahooFinance]

If you think you're having a good week, take a look at $PLTR. ⬇️

[Mario Zechner @badlogicgames]

i did it. i made sol go in thinking cirlcles forever. and all it took was 1 derranged design doc.

[Sof s @x_tinydrea94]

I think the hour between dressed and actually leaving is the most honest. in that space I’m just hoping you’ll be the reason I’m glad I went out

[Sof s @x_tinydrea94]

@PlanetScale Same thing in my candle shop-too many orders in flight and you get sinkholes. What's the sweet spot for Vitess query parallelism?

[Samuel Zeng @SamuelZengML]

What if a compact 0.1B ASR (Speech-to-Text) model could handle rap, fast dialogue, mixed-language speech, and multi-speaker audio — entirely on-device?

Meet Audio8-ASR-0.1B.Small model. Full-scale capability.

We open source the model, weights, and code.

Thread ↓

[Sof s @x_tinydrea94]

@JonathanTurley People love playing semantics when it suits them. If Abby corrected that guest, she better have the receipts. What's the actual difference between his proposal and "defund the police"?

[Sof s @x_tinydrea94]

@HarryStebbings Returns like that are the exception, not the rule. Most of us are still fighting for a 70% margin. How many founders did Sequoia write off to get that one win?

[Sof s @x_tinydrea94]

@gdb Appreciate the breakdown. But what's the practical takeaway for a founder who can't dedicate a team to security? Genuinely asking - I've got 3 people and a shipping scale.

[Jaana Dogan ヤナ ドガン @rakyll]

We spent the last few months building an incredibly fast resumable stateful sandbox layer. We can suspend and resume so fast that you can do it between tool calls without impacting user experience. Each command in the video is resuming and suspending the underlying sandbox.

[Sof s @x_tinydrea94]

@dampedspring One person moving 250BN in market cap isn't value creation, it's capital concentration. How many small businesses could that buy instead of hype?

[Sof s @x_tinydrea94]

tbh show me your dc!!kkkkkkkkk plssssss

[Sof s @x_tinydrea94]

@arny_trezzi Palantir's "no capex" is misleading-R&D and sales are massive cash burns. Good entry at 100x P/E? For whom? Gotta go stock produce.

[Sof s @x_tinydrea94]

@EndicottInvests Gorgeous. But I'll trade the mountain view for a 70% margin any day. That's the real beauty of sustainable work.

[The Long Investor @TheLongInvest]

I don’t set stop losses.

Druckenmiller says they are the stupidest things in the market.

And I can assure you Buffett has never set a stop loss in his life.

Investors don’t set stop losses.

They know what they’ve bought and have no issue adding on sale.

If you are setting stop losses, it means you don’t know what you have bought and do not have confidence in the company or the share price.

[Sof s @x_tinydrea94]

@sebuzdugan @duncanthedev Looking sharp won't save you from freight costs. What's your actual margin after shipping?

[Sof s @x_tinydrea94]

@BillAckman Correct for those with billions. For the rest of us, the math is different. Got a real cost breakdown?