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Bloomberg's Joe Weisenthal observes the scary double bind that compute prices 10xing puts hyperscalers in: "One of the stylized facts in recent years has been the extraordinary drop in token prices." "If you go back to GPT-3, token prices are down like 99.9%." "We think there's some iron law... that token prices will get cheaper over time." "But maybe not. We thought there was an iron law that memory prices would drop over time. Or that any sort of hardware would drop over time." "But the story of the last two years is that that law can reverse." "It's not impossible to imagine that compute prices get significantly more expensive." "But that doesn't mean you can stop spending on it. Because you have to worry about hardening yourself for cybersecurity." "There's no, 'This is not economical for me anymore. I want to tap out of the whole AI race.'" "Well then, your competitor develops a stronger model. And then you're done. You're really done." "This is the scary thing. What if the situation is, you're bleeding free cash flow, but you also don't have the option to opt out of the game?"show more

TBPN

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IN NEWS: Baseten raises a $150M series D round. Tuhin Srivastava (Founder & CEO, Baseten) on the future of inference: “I think the token price goes down and inference should get cheaper over time. And that really just means there is going to be more inference.” “Every time we lower prices or optimize models to make it cheaper, four months later customers are spending more anyway.” “Inference prices will go down, but if the world is run by AI in 10 years, there is going to be a lot of inference. It better be cheap.”

IN NEWS: Baseten raises a $150M series D round. Tuhin Srivastava (Founder & CEO, Baseten) on the future of inference: “I think the token price goes down and inference should get cheaper over time. And that really just means there is going to be more inference.” “Every time we lower prices or optimize models to make it cheaper, four months later customers are spending more anyway.” “Inference prices will go down, but if the world is run by AI in 10 years, there is going to be a lot of inference. It better be cheap.”

TBPN

17,057 görüntüleme • 11 ay önce

.Amjad Masad, CEO of Replit ⠕, tells our own Akash Pasricha why he isn’t betting on AI prices continuing to drop, comparing the current market to the hyperscalers. "If I may jump in, that's not the bet we're making, and I've been sort of vocal about this." "Compute prices continue to go down, storage continues to go down, but you don't see a commensurate price go down for using AWS... because, you know, those are the choices that you have." Watch the full episode:

.Amjad Masad, CEO of Replit ⠕, tells our own Akash Pasricha why he isn’t betting on AI prices continuing to drop, comparing the current market to the hyperscalers. "If I may jump in, that's not the bet we're making, and I've been sort of vocal about this." "Compute prices continue to go down, storage continues to go down, but you don't see a commensurate price go down for using AWS... because, you know, those are the choices that you have." Watch the full episode:

The Information

30,478 görüntüleme • 11 ay önce

If you feel like prices are too high, what were you doing two years ago? I feel like prices have been high for basic needs, but it seems like now everyone wants to talk about it. Prices in my budget are about the same for the same amount of goods. Grocerywise, anyway. I also know that housing is a mess, but hasn't that been a mess for years, too?

If you feel like prices are too high, what were you doing two years ago? I feel like prices have been high for basic needs, but it seems like now everyone wants to talk about it. Prices in my budget are about the same for the same amount of goods. Grocerywise, anyway. I also know that housing is a mess, but hasn't that been a mess for years, too?

Shipwreck

57,710 görüntüleme • 11 ay önce

CS John Mbadi: With less money, you can buy more if prices go down and vice versa. The fact that prices of commodities have not been rising can make the same amount that you had in 2022 buy more. We are trying to make sure that disposable income is not affected in a negative way #CitizenExplainer

CS John Mbadi: With less money, you can buy more if prices go down and vice versa. The fact that prices of commodities have not been rising can make the same amount that you had in 2022 buy more. We are trying to make sure that disposable income is not affected in a negative way #CitizenExplainer

Citizen TV Kenya

18,807 görüntüleme • 2 ay önce

Why do we have inflation? The Fed tries to force 2% inflation. It wasn’t always this way. “The natural tendency for prices is to go down. If you look at the CPI in 1900 and you look at it in 1800, it was down by 50%. So for a hundred years in America, prices went down. And during that time, we had the Industrial Revolution.” “We had the most rapid period of economic growth in the history of America, which was after the Civil War and into the early 1900s. All the time prices were coming down.” “Today, the Federal Reserve says that we need to have 2 % inflation. Prices have to go up 2 % a year. Why? I mean, why does the cost of living have to go up? Why can't it go down or at least remain the same? And what is the answer to that? What's the rationale for that?” “Well, they have a bunch of BS explanations and it's all to justify the fact that the government wants inflation. It's not that it's good for us. The government needs it.” “It's the way the government raises revenue and repudiates its debts.” Peter Schiff

Why do we have inflation? The Fed tries to force 2% inflation. It wasn’t always this way. “The natural tendency for prices is to go down. If you look at the CPI in 1900 and you look at it in 1800, it was down by 50%. So for a hundred years in America, prices went down. And during that time, we had the Industrial Revolution.” “We had the most rapid period of economic growth in the history of America, which was after the Civil War and into the early 1900s. All the time prices were coming down.” “Today, the Federal Reserve says that we need to have 2 % inflation. Prices have to go up 2 % a year. Why? I mean, why does the cost of living have to go up? Why can't it go down or at least remain the same? And what is the answer to that? What's the rationale for that?” “Well, they have a bunch of BS explanations and it's all to justify the fact that the government wants inflation. It's not that it's good for us. The government needs it.” “It's the way the government raises revenue and repudiates its debts.” Peter Schiff

Wall Street Mav

98,990 görüntüleme • 3 ay önce

Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."

Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."

Patrick OShaughnessy

33,016 görüntüleme • 3 ay önce

JUST IN: Fed Chair Jerome Powell says the American people are not feeling inflation but 'the effect of high prices.' "What I think people are feeling right now is the effect of high prices, not high inflation. So, we understand very well that prices went up by a great deal and people really feel that. It's prices of food, transportation, heating your home, and things like that. There's tremendous pain in that burst of inflation that was very global."

JUST IN: Fed Chair Jerome Powell says the American people are not feeling inflation but 'the effect of high prices.' "What I think people are feeling right now is the effect of high prices, not high inflation. So, we understand very well that prices went up by a great deal and people really feel that. It's prices of food, transportation, heating your home, and things like that. There's tremendous pain in that burst of inflation that was very global."

Simon Ateba

34,338 görüntüleme • 1 yıl önce

Naval Ravikant: "You're going to die. It's all going to zero. What's there to stress about?" "Stress is when your mind has two conflicting desires at once. You want to be liked, but you want to do something selfish. You don't want to go to work, but you want to make money. You have two conflicting desires, and that's stress." Naval explains the difference between stress and anxiety: "Anxiety is this pervasive, unidentifiable stress where you're stressed out all the time and you're not even sure why. The reason is you have so many unresolved problems that have piled up in your life, you can no longer identify what the problems are. There's this mountain of garbage in your mind. A little bit is poking out the top like an iceberg; that's anxiety. But underneath, there's a lot of unresolved things." He shares his personal anxiety resolver: "One big anxiety resolver for me is just ruminating on death. You're going to die. It's all going to zero. You cannot take anything with you. If you can keep that idea in front of you at all times, what's there to stress about?" Naval reframes what "wasted time" really means: "What is wasted time? Everything is wasted time in a sense because nothing matters in the ultimate. But in each moment, it's the only thing that matters. So if you're doing something you want to do and you're fully there for it it's not wasted time. If your mind is running away, wishing you were somewhere else, anticipating the future, regretting the past, that's wasted time. That's time you're not present for." He concludes: "People get worried about dying and no longer being here. But they don't realize that so much of their life is spent not being here in any case."

Naval Ravikant: "You're going to die. It's all going to zero. What's there to stress about?" "Stress is when your mind has two conflicting desires at once. You want to be liked, but you want to do something selfish. You don't want to go to work, but you want to make money. You have two conflicting desires, and that's stress." Naval explains the difference between stress and anxiety: "Anxiety is this pervasive, unidentifiable stress where you're stressed out all the time and you're not even sure why. The reason is you have so many unresolved problems that have piled up in your life, you can no longer identify what the problems are. There's this mountain of garbage in your mind. A little bit is poking out the top like an iceberg; that's anxiety. But underneath, there's a lot of unresolved things." He shares his personal anxiety resolver: "One big anxiety resolver for me is just ruminating on death. You're going to die. It's all going to zero. You cannot take anything with you. If you can keep that idea in front of you at all times, what's there to stress about?" Naval reframes what "wasted time" really means: "What is wasted time? Everything is wasted time in a sense because nothing matters in the ultimate. But in each moment, it's the only thing that matters. So if you're doing something you want to do and you're fully there for it it's not wasted time. If your mind is running away, wishing you were somewhere else, anticipating the future, regretting the past, that's wasted time. That's time you're not present for." He concludes: "People get worried about dying and no longer being here. But they don't realize that so much of their life is spent not being here in any case."

Jaynit

671,579 görüntüleme • 4 ay önce

.Alex Epstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact, usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more different entities." "With any grid, you have the peak usage, and then you have the regular usage, and you very rarely hit peak. So when you have more demand, you're actually spreading out the cost among more." "One of the questions with AI is — what's the flexibility of the demand profile going to be? The more flexible it is, the less you need to increase the peak... The more you can use off-peak, the more you're actually lowering prices."

TBPN

21,223 görüntüleme • 6 ay önce

I have a friend who doesn't read anything published in the past 50 years, and the more I think about it, the more I think he's onto something. The reason is that time is the best filter we have for quality. People are bad at judging quality in the moment but very good at getting rid of junk over time. — — "History is not very good at capturing all that is great in art. It is not good at that. There are many great symphonies that have been lost permanently, there are many great painters that died unknown and their paintings are gone, there's novels that have been written that no one will ever read. So history is not good at capturing all this great art. But history is very good at discarding all that is mediocre. And the amount of time that that takes, it's something like 50 years. So over the course of 50 years, what will happen is a lot of stuff that was prominent will be re-filtered and re-filtered and re-filtered, and you'll end up with a smaller group of things which have survived that test of time. So if you think about it right now, if you go back and look at the bestseller lists for 1974, 1973, there's a lot of that that would have been highly regarded at the time, which people do not read anymore for a variety of reasons, and there's some that has survived, and that's a very telling distinction. So in a world where I'm turning 60 this year, you have a limited amount of time, all four of us have active lives, we want to make sure that if we're going to sit down, we're going to read carefully, we're going to meet and we're going to discuss it in detail, we want to make sure that the work is rewarding. And the best way to ensure that is by drawing from the past." amor towles

I have a friend who doesn't read anything published in the past 50 years, and the more I think about it, the more I think he's onto something. The reason is that time is the best filter we have for quality. People are bad at judging quality in the moment but very good at getting rid of junk over time. — — "History is not very good at capturing all that is great in art. It is not good at that. There are many great symphonies that have been lost permanently, there are many great painters that died unknown and their paintings are gone, there's novels that have been written that no one will ever read. So history is not good at capturing all this great art. But history is very good at discarding all that is mediocre. And the amount of time that that takes, it's something like 50 years. So over the course of 50 years, what will happen is a lot of stuff that was prominent will be re-filtered and re-filtered and re-filtered, and you'll end up with a smaller group of things which have survived that test of time. So if you think about it right now, if you go back and look at the bestseller lists for 1974, 1973, there's a lot of that that would have been highly regarded at the time, which people do not read anymore for a variety of reasons, and there's some that has survived, and that's a very telling distinction. So in a world where I'm turning 60 this year, you have a limited amount of time, all four of us have active lives, we want to make sure that if we're going to sit down, we're going to read carefully, we're going to meet and we're going to discuss it in detail, we want to make sure that the work is rewarding. And the best way to ensure that is by drawing from the past." amor towles

David Perell

86,755 görüntüleme • 1 yıl önce

Kristen Welker: “Well, and banana prices are up almost 7%, coffee prices up nearly 19%. Isn't the fact that you're rolling back tariffs an admission that ultimately they do drive up prices for consumers?” Treasury Secretary Scott Bessent: “Kristen, how much does your arm weigh?” Kristen Welker: “That I do not know.” Treasury Secretary Scott Bessent: “Exactly. But you know how much you weigh, and you get on the scale every morning. Inflation is a composite number. And we look at everything. So we are trying – we try to push down the things we can control. And as I said that we are working on – the energy prices are down. And everything flows from that. And I think we're going to see these other prices come down. And again, many of these goods were part of trade deals with countries that have been in the works for months.”

Kristen Welker: “Well, and banana prices are up almost 7%, coffee prices up nearly 19%. Isn't the fact that you're rolling back tariffs an admission that ultimately they do drive up prices for consumers?” Treasury Secretary Scott Bessent: “Kristen, how much does your arm weigh?” Kristen Welker: “That I do not know.” Treasury Secretary Scott Bessent: “Exactly. But you know how much you weigh, and you get on the scale every morning. Inflation is a composite number. And we look at everything. So we are trying – we try to push down the things we can control. And as I said that we are working on – the energy prices are down. And everything flows from that. And I think we're going to see these other prices come down. And again, many of these goods were part of trade deals with countries that have been in the works for months.”

RedWave Press

2,656,315 görüntüleme • 8 ay önce

Catherine Austin Fitts: "The problem isn't that [our] currency is fiat...[and] you are not going to fix this situation by going to gold...the central bankers have accumulated all [of it]. [And] now...you're [saying] we're going to go to a gold system? Are you out of your mind?" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from a discussion with Jerm Warfare posted to the UK Column News (UK Column) YouTube channel on January 26, 2026. ----------------Partial transcription of clip--------------- "The thing that makes the current system what they would call slavery is debt-basing and secrecy, okay? And the failure of their elected representatives to obey the law. "So you have lawlessness, you have debt basing and you have secrecy, okay? The problem is not that the currency is fiat, because what I will tell you is if you go back through history, if you read Alexander Del Mar, the most effective currencies in the world are fiat currencies that are well governed. "We have a debt-based fiat currency that is not well governed in my opinion. But it could be. Now, remember, there has been almost no support in the general population for managing it responsibly. Everybody was like, no, don't manage it responsibly, get me my check. And if that means you're irresponsible, that's okay, I want my check. "But you are not going to fix this situation by going to gold and silver. You're going to make it much worse. Because while we've done this sort of hear no evil, see no evil, speak no evil, for 30 years the central bankers have accumulated all the gold. So now that they have all the gold, you're going to tell me we're going to go to a gold system? Are you out of your mind? "Because now they've got the gold and if you start a gold transaction system now you need gold from them and they've got you over a barrel, right? And what are you going to do to get gold? You're going to have to sell your land, you're going to have to sell your kids, you're going to have to sell real assets to get their gold, right? Why would you do that? "Why would you create— You know, you're dependent on your enemy now you're going to increase your dependency on your enemy now. You're out of your mind, okay? That's not a sound money system. Especially because they want to make it digital. And so they're going to have fiat gold, which is even— I mean, if you think fiat is bad, wait til you see fiat gold when they own all the gold. "So you know, what we want is we want a fiat system and we want it with lawful and no secrecy or minimal secrecy. You're going to have to have some secrecy and a good governance system. Can we get there? Of course we can get there, but we can't get there if you have an entire population that is absolutely committed to corrupt short-term behavior."

Catherine Austin Fitts: "The problem isn't that [our] currency is fiat...[and] you are not going to fix this situation by going to gold...the central bankers have accumulated all [of it]. [And] now...you're [saying] we're going to go to a gold system? Are you out of your mind?" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from a discussion with Jerm Warfare posted to the UK Column News (UK Column) YouTube channel on January 26, 2026. ----------------Partial transcription of clip--------------- "The thing that makes the current system what they would call slavery is debt-basing and secrecy, okay? And the failure of their elected representatives to obey the law. "So you have lawlessness, you have debt basing and you have secrecy, okay? The problem is not that the currency is fiat, because what I will tell you is if you go back through history, if you read Alexander Del Mar, the most effective currencies in the world are fiat currencies that are well governed. "We have a debt-based fiat currency that is not well governed in my opinion. But it could be. Now, remember, there has been almost no support in the general population for managing it responsibly. Everybody was like, no, don't manage it responsibly, get me my check. And if that means you're irresponsible, that's okay, I want my check. "But you are not going to fix this situation by going to gold and silver. You're going to make it much worse. Because while we've done this sort of hear no evil, see no evil, speak no evil, for 30 years the central bankers have accumulated all the gold. So now that they have all the gold, you're going to tell me we're going to go to a gold system? Are you out of your mind? "Because now they've got the gold and if you start a gold transaction system now you need gold from them and they've got you over a barrel, right? And what are you going to do to get gold? You're going to have to sell your land, you're going to have to sell your kids, you're going to have to sell real assets to get their gold, right? Why would you do that? "Why would you create— You know, you're dependent on your enemy now you're going to increase your dependency on your enemy now. You're out of your mind, okay? That's not a sound money system. Especially because they want to make it digital. And so they're going to have fiat gold, which is even— I mean, if you think fiat is bad, wait til you see fiat gold when they own all the gold. "So you know, what we want is we want a fiat system and we want it with lawful and no secrecy or minimal secrecy. You're going to have to have some secrecy and a good governance system. Can we get there? Of course we can get there, but we can't get there if you have an entire population that is absolutely committed to corrupt short-term behavior."

Sense Receptor

36,952 görüntüleme • 5 ay önce

The Washington Post’s Cleve Wootson: “One more, Elon Musk is slated to interview [Donald J. Trump] tomorrow — tonight on — on X. I don't know if the president is going to — feel free to say if he is or not — but I — I think that misinformation on Twitter is not just a campaign issue. It's a — you know, it's an America issue. What role does the White House or the President have any sort of stopping that or stopping the spread of that or sort of inter — intervening in that. Some of that was about campaign misinformation, but you know it's a wider thing, right?” KJP: “Yeah, no, I mean, you've heard us talk about this many times from here about the responsibilities that social media platforms have when it comes to misinformation, disinformation. I don't have anything to read out from here about specific ways that we're working on it, but we believe that that they have the responsibility. These are private companies, so we're also mindful of that too, but look — it is — I think it is incredibly important to call that out as you're — you're doing. I just don't have any specifics on what we have been doing internally as it relates to the interviews, not something that I'm tracking, and I'm sure the President's not tracking it either.”

The Washington Post’s Cleve Wootson: “One more, Elon Musk is slated to interview [Donald J. Trump] tomorrow — tonight on — on X. I don't know if the president is going to — feel free to say if he is or not — but I — I think that misinformation on Twitter is not just a campaign issue. It's a — you know, it's an America issue. What role does the White House or the President have any sort of stopping that or stopping the spread of that or sort of inter — intervening in that. Some of that was about campaign misinformation, but you know it's a wider thing, right?” KJP: “Yeah, no, I mean, you've heard us talk about this many times from here about the responsibilities that social media platforms have when it comes to misinformation, disinformation. I don't have anything to read out from here about specific ways that we're working on it, but we believe that that they have the responsibility. These are private companies, so we're also mindful of that too, but look — it is — I think it is incredibly important to call that out as you're — you're doing. I just don't have any specifics on what we have been doing internally as it relates to the interviews, not something that I'm tracking, and I'm sure the President's not tracking it either.”

Curtis Houck

2,664,564 görüntüleme • 2 yıl önce

One doesn’t need a degree in economics to understand what El-Rufai is saying, but if you sold your sense of reasoning for crumbs, you will never get it. He criticized how Tinubu plans to drop the food prices, and because if truly you have a little, you know Nigeria doesn’t need to be importing food. One of the reasons we are where we are today is that we have zero self-reliance, and we should jump back in to that ship no matter what. Our main problem is hoarding, and that should be addressed, not killing farming completely. If you reason at all, you will know that.

One doesn’t need a degree in economics to understand what El-Rufai is saying, but if you sold your sense of reasoning for crumbs, you will never get it. He criticized how Tinubu plans to drop the food prices, and because if truly you have a little, you know Nigeria doesn’t need to be importing food. One of the reasons we are where we are today is that we have zero self-reliance, and we should jump back in to that ship no matter what. Our main problem is hoarding, and that should be addressed, not killing farming completely. If you reason at all, you will know that.

Imran U. Wakili (PULLO) 👑

89,471 görüntüleme • 1 yıl önce

"Obviously, there's lots of different views on this year's generation of car, but I mean, for me, it's just exciting that it's a new era for the sport. I think every time it has been a new era, it's always been exciting to see where people come out and I'm proud of the team. The work we've done over the last year to get us to this point and be closer to the front and in the battle, I think is really a showing of the amazing work the team's done." "Of course, there's bits that I don't love, like the deployment and the lift and coast, some things we happen to do, and SM, it's all not ideal, but racing-wise, it's been really, really fun." "That race I had with Charles, just in the second race, was one of the most fun races I've had, I think. Other than that was maybe me and Nico in Bahrain many years ago." "So I just hope we get more of that because that's what racing's about. It's like back and forth, back and forth, rather than one take and then it's over. So I personally enjoy that." "My point that I was making earlier is that in karting, it happens in karting all the time, back and forth, back and forth, no one ever calls it yo-yo racing. It's real racing. So whoever's coming out with that is... yeah." [via Sky Sports | F1 2026 | Japan]

"Obviously, there's lots of different views on this year's generation of car, but I mean, for me, it's just exciting that it's a new era for the sport. I think every time it has been a new era, it's always been exciting to see where people come out and I'm proud of the team. The work we've done over the last year to get us to this point and be closer to the front and in the battle, I think is really a showing of the amazing work the team's done." "Of course, there's bits that I don't love, like the deployment and the lift and coast, some things we happen to do, and SM, it's all not ideal, but racing-wise, it's been really, really fun." "That race I had with Charles, just in the second race, was one of the most fun races I've had, I think. Other than that was maybe me and Nico in Bahrain many years ago." "So I just hope we get more of that because that's what racing's about. It's like back and forth, back and forth, rather than one take and then it's over. So I personally enjoy that." "My point that I was making earlier is that in karting, it happens in karting all the time, back and forth, back and forth, no one ever calls it yo-yo racing. It's real racing. So whoever's coming out with that is... yeah." [via Sky Sports | F1 2026 | Japan]

sim 🇧🇷🇲🇽🇸🇳🇫🇷🇭🇹

110,771 görüntüleme • 4 ay önce

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

383,971 görüntüleme • 6 ay önce

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

34,529 görüntüleme • 5 ay önce

If you trade options on expiry day, you would have noticed option prices not trading in sync with spot prices, especially closer to the market close on expiry day. It might seem like an easy money-making opportunity, but there's a lot more going on behind the scenes that affects those prices. In this video, Karthik Rangappa 🇮🇳 explains the basics of options trading by explaining the intrinsic value of options and what it could mean if the intrinsic value seems mispriced.

If you trade options on expiry day, you would have noticed option prices not trading in sync with spot prices, especially closer to the market close on expiry day. It might seem like an easy money-making opportunity, but there's a lot more going on behind the scenes that affects those prices. In this video, Karthik Rangappa 🇮🇳 explains the basics of options trading by explaining the intrinsic value of options and what it could mean if the intrinsic value seems mispriced.

Zerodha

29,683 görüntüleme • 1 yıl önce

🚨 JUST IN: Gov. Ron DeSantis CONFIRMS property taxes must be abolished in Florida this November because Floridians will not be SLAVES to the government LFG! Needs 60% of the vote, then major relief is here! "Some people just believe that government has first dibs on your property and your income, and it's like, OK, you exist to satisfy government, and then you get the crumbs that are left over?!" "I think it's the other way around!" 🔥 "I think you work hard, you save, you invest, you acquire property, because you're doing what our founding fathers establish this country to do." "You're pursuing happiness, you're realizing your ambitions, and in part of that, if there's taxes to support government that will help you do that, then that's one thing, even though we don't like paying, we understand there's a small need for it." "But ultimately, government is supposed to exist to be able to ensure that that dream is ALIVE."

🚨 JUST IN: Gov. Ron DeSantis CONFIRMS property taxes must be abolished in Florida this November because Floridians will not be SLAVES to the government LFG! Needs 60% of the vote, then major relief is here! "Some people just believe that government has first dibs on your property and your income, and it's like, OK, you exist to satisfy government, and then you get the crumbs that are left over?!" "I think it's the other way around!" 🔥 "I think you work hard, you save, you invest, you acquire property, because you're doing what our founding fathers establish this country to do." "You're pursuing happiness, you're realizing your ambitions, and in part of that, if there's taxes to support government that will help you do that, then that's one thing, even though we don't like paying, we understand there's a small need for it." "But ultimately, government is supposed to exist to be able to ensure that that dream is ALIVE."

Eric Daugherty

26,296 görüntüleme • 1 ay önce

.Second Lady Usha Vance responds to a student's question about how to be the best Second Lady: "I think they key thing, for anyone who is in this kind of role, is to try to just continue to be yourself. You have to do the best job that you can. And there are some responsibilities that come with it...you don't always choose what you are doing...But the most important thing is to remember the kind of person that you were before it, and the kind of person you want to be. If you can do that all the way through, then you can have a lot of fun — and maybe be helpful. You don't want to just start thinking of yourself as the Second Lady, because then you're probably not that fun a person anymore."

.Second Lady Usha Vance responds to a student's question about how to be the best Second Lady: "I think they key thing, for anyone who is in this kind of role, is to try to just continue to be yourself. You have to do the best job that you can. And there are some responsibilities that come with it...you don't always choose what you are doing...But the most important thing is to remember the kind of person that you were before it, and the kind of person you want to be. If you can do that all the way through, then you can have a lot of fun — and maybe be helpful. You don't want to just start thinking of yourself as the Second Lady, because then you're probably not that fun a person anymore."

Mary Margaret Olohan

1,111,670 görüntüleme • 11 ay önce