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🚨 $HIMS SHOULD COMMAND A 10X PRICE-TO-SALES, PER HEDGE FUNDER IGNACIO CANTO "I THINK OVER THE NEXT 36 MONTHS OR SO, YOU WILL SEE MULTIPLE EXPANSION" Ignacio Canto: "The easiest way to value growth companies is price-to-sales. I mean, that's the best. Whenever you're growing 40-60% revenues on a...

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36,350 просмотров • 1 месяц назад •via X (Twitter)

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Charlie Munger: "Everybody is willing to hold stocks at higher price-earnings multiples when interest rates are as low as they are now. I don't think it's necessarily crazy that good companies sell at way higher multiples than they used to." "On the other hand, I didn't get rich by buying stocks at high price-earnings multiples in the midst of crazy speculative booms. And I'm not going to change." (Daily Journal AGM || 2021)
0:32

Charlie Munger: "Everybody is willing to hold stocks at higher price-earnings multiples when interest rates are as low as they are now. I don't think it's necessarily crazy that good companies sell at way higher multiples than they used to." "On the other hand, I didn't get rich by buying stocks at high price-earnings multiples in the midst of crazy speculative booms. And I'm not going to change." (Daily Journal AGM || 2021)

Kevin Carpenter

43,076 просмотров • 1 месяц назад

I don't think Powell's gonna do it. From the CPI, you got a 95% chance of a 25 basis point reduction in September, but that's it. The economy's on fire. We're killing it and the consumer is still strong given that data last week from credit cards. You're not going to see rate reductions with this strength in the economy right now. There's nothing wrong with the economy and that's why I'm, I don't think we're going to get any rate cuts beyond the 25 bps. I look at the odds, it's 95% for 125 basis points. I am not investing on the hopes of any rate cuts this year. I don't agree on the 15% tariff or reverse tax or industrial policy on American chip makers going into China. I mean, it's a very strange policy. Pick one country, tax chips going in there. I don't like it. I would prefer to see policy like this that simply says to these companies, you're allowed to sell chips anywhere in the world you want one generation back.
4:30

I don't think Powell's gonna do it. From the CPI, you got a 95% chance of a 25 basis point reduction in September, but that's it. The economy's on fire. We're killing it and the consumer is still strong given that data last week from credit cards. You're not going to see rate reductions with this strength in the economy right now. There's nothing wrong with the economy and that's why I'm, I don't think we're going to get any rate cuts beyond the 25 bps. I look at the odds, it's 95% for 125 basis points. I am not investing on the hopes of any rate cuts this year. I don't agree on the 15% tariff or reverse tax or industrial policy on American chip makers going into China. I mean, it's a very strange policy. Pick one country, tax chips going in there. I don't like it. I would prefer to see policy like this that simply says to these companies, you're allowed to sell chips anywhere in the world you want one generation back.

Kevin O'Leary aka Mr. Wonderful

25,167 просмотров • 11 месяцев назад

I love this idea from Jason Fried "Your only competition is your costs." Keep costs low, keep the team small, make stuff you want to use. You don't need the whole world: “A business is very simple. You got to make more than you spend. If you're making more than you spend, then your competition is your cost. That's what you're really in business against, how much it costs you to stay in business. It's not all the other alternatives that are on the market. You can't control what they're going to put out there, what they're going to price it at, all the things they're going to do. They're going to do what they're going to do. What I can control is how much it costs me to run my business, how much I sell my product for, and as long as I make more than I spend, I get to stay in business. And isn't that what this is all about, staying in business? That's what it's all about because I like this. I want to keep doing this. I can't keep doing it if I don't stay in business. I can't keep doing it if I make less than it costs me to make the things that I make. So I'm always thinking about the only competition I really have on an annual basis is to make sure that we make more as a company than it costs us to run the company. That's my real competition.”
0:57

I love this idea from Jason Fried "Your only competition is your costs." Keep costs low, keep the team small, make stuff you want to use. You don't need the whole world: “A business is very simple. You got to make more than you spend. If you're making more than you spend, then your competition is your cost. That's what you're really in business against, how much it costs you to stay in business. It's not all the other alternatives that are on the market. You can't control what they're going to put out there, what they're going to price it at, all the things they're going to do. They're going to do what they're going to do. What I can control is how much it costs me to run my business, how much I sell my product for, and as long as I make more than I spend, I get to stay in business. And isn't that what this is all about, staying in business? That's what it's all about because I like this. I want to keep doing this. I can't keep doing it if I don't stay in business. I can't keep doing it if I make less than it costs me to make the things that I make. So I'm always thinking about the only competition I really have on an annual basis is to make sure that we make more as a company than it costs us to run the company. That's my real competition.”

David Senra

103,194 просмотров • 3 месяцев назад

After rounds of 68, 72 and 67, Patrick Reed is just 1 shot off the lead at the PGA Championship. After the third round, he gave probably the best description of the challenges of Aronimink yet: “Oh, man. The thing is I don't see Shinnecock in it at all. Yeah, you see the slopes on the greens. You see slopes at Shinnecock. But there are so many flags this week that are either right on a crown or right in a valley where the ball -- I mean, just if the ball's two feet from the hole, it could go a complete different direction, or it could go from straight uphill to downhill. It makes it so hard on putting. “I mean, the rough -- the rough is almost -- I mean, I can't really say a U.S. Open. I mean, it's close. I've had a couple lies I've stood there and I can only advance 50, 60 yards. But then you get some that sit up. “It's just different. I mean, I think that's the easiest way. It's a different challenge, and that's the cool thing about it is it's on its own. “But the great thing about all the golf courses we play, no matter where it is, whatever major championship we're playing, if you're hitting the ball well and you're putting well, you're going to be able to handle anything. We're the best players in the world, so when they throw a really hard challenge at us, that's when the top players are going to show up.” Patrick hasn’t played since the Masters, so he’s going to be fresh heading into the final round. Given the tough set up and just how good his short game is, he will thrive in contention tomorrow and has a great chance to claim his second major championship title. PGA Championship
1:28

After rounds of 68, 72 and 67, Patrick Reed is just 1 shot off the lead at the PGA Championship. After the third round, he gave probably the best description of the challenges of Aronimink yet: “Oh, man. The thing is I don't see Shinnecock in it at all. Yeah, you see the slopes on the greens. You see slopes at Shinnecock. But there are so many flags this week that are either right on a crown or right in a valley where the ball -- I mean, just if the ball's two feet from the hole, it could go a complete different direction, or it could go from straight uphill to downhill. It makes it so hard on putting. “I mean, the rough -- the rough is almost -- I mean, I can't really say a U.S. Open. I mean, it's close. I've had a couple lies I've stood there and I can only advance 50, 60 yards. But then you get some that sit up. “It's just different. I mean, I think that's the easiest way. It's a different challenge, and that's the cool thing about it is it's on its own. “But the great thing about all the golf courses we play, no matter where it is, whatever major championship we're playing, if you're hitting the ball well and you're putting well, you're going to be able to handle anything. We're the best players in the world, so when they throw a really hard challenge at us, that's when the top players are going to show up.” Patrick hasn’t played since the Masters, so he’s going to be fresh heading into the final round. Given the tough set up and just how good his short game is, he will thrive in contention tomorrow and has a great chance to claim his second major championship title. PGA Championship

Flushing It

544,493 просмотров • 2 месяцев назад

"You know, I don't, I have not changed. I really make the movies for myself. I really, really do." Q: "For no one else, or just sort of like what you ultimately want to see in them?" "Yeah, I think so." Q: "As a fan yourself, too? "What I want to see, yeah, like as a, like, you only have the benchmark of yourself. Like, if you ever try and make a movie for someone other than yourself... I feel like you're going to blow it. "Because you can't, you don't know how anyone else is going to feel. So like, you know, you go, 'okay, do I find that emotionally real? Do I find that interesting? Is that the Krypton I want to go to? Is that the Superman I want to see fight?' "You know, those are the questions you ask yourself constantly. And I think once you, if you're constantly answering yes to that, then you'll end up the more, the film will end up being more interesting to you. "And ultimately, the film being interesting to you allows you to make the movie better because you're interested. "If you make it for someone else over a two-year period, you're just going to not give a sh*t at some point because you're just like, 'I don't care. This is not my movie. I don't care about this movie because I made it for someone else.'" Q: "I imagine that's a very hard thing to do in Hollywood, though, is to keep your vision clear with so much collaboration, with so much going on, with so many other people in the mix." "It really depends on the project. For instance, it was hard on Guardians, you know, where I feel like what ended up happening on that movie was people, we did end up, they did end up asking me like, 'this is for kids, right?' "And I got to honestly say that I knew it was for kids, but I didn't want to make it for kids. You know what I mean? And I think that's what happened to that movie. It did get like second guessed at the end and turned more into a movie for kids. "My point of view is I can think like a child if I want. I have that enthusiasm for movies and what I think is cool. You, the collective you, don't need to try and second guess me and go, 'this is what we think a kid would like.' "And then it's like, 'oh, a song' or whatever. Then you're just like, 'okay, whatever.'"
2:14

"You know, I don't, I have not changed. I really make the movies for myself. I really, really do." Q: "For no one else, or just sort of like what you ultimately want to see in them?" "Yeah, I think so." Q: "As a fan yourself, too? "What I want to see, yeah, like as a, like, you only have the benchmark of yourself. Like, if you ever try and make a movie for someone other than yourself... I feel like you're going to blow it. "Because you can't, you don't know how anyone else is going to feel. So like, you know, you go, 'okay, do I find that emotionally real? Do I find that interesting? Is that the Krypton I want to go to? Is that the Superman I want to see fight?' "You know, those are the questions you ask yourself constantly. And I think once you, if you're constantly answering yes to that, then you'll end up the more, the film will end up being more interesting to you. "And ultimately, the film being interesting to you allows you to make the movie better because you're interested. "If you make it for someone else over a two-year period, you're just going to not give a sh*t at some point because you're just like, 'I don't care. This is not my movie. I don't care about this movie because I made it for someone else.'" Q: "I imagine that's a very hard thing to do in Hollywood, though, is to keep your vision clear with so much collaboration, with so much going on, with so many other people in the mix." "It really depends on the project. For instance, it was hard on Guardians, you know, where I feel like what ended up happening on that movie was people, we did end up, they did end up asking me like, 'this is for kids, right?' "And I got to honestly say that I knew it was for kids, but I didn't want to make it for kids. You know what I mean? And I think that's what happened to that movie. It did get like second guessed at the end and turned more into a movie for kids. "My point of view is I can think like a child if I want. I have that enthusiasm for movies and what I think is cool. You, the collective you, don't need to try and second guess me and go, 'this is what we think a kid would like.' "And then it's like, 'oh, a song' or whatever. Then you're just like, 'okay, whatever.'"

Zack Snyder Film

334,960 просмотров • 8 месяцев назад

Marc Andreessen: “I’m always urging founders to raise prices, raise prices, raise prices.” “We spend a lot of time working with our companies on pricing,” a16z co-founder Marc Andreessen explains. “It’s really this magical art and science that a lot of companies don’t take seriously enough.” Marc continues: “A core principle of pricing is that you don’t want to price by cost if you can avoid it. You want to price by value. Especially when you’re selling to businesses, you want to price as a percentage of the business value you’re creating.” He gives the example of building an AI that can do the job of a programmer, a lawyer, or a radiologist: “Can you price by value and get a percentage of what otherwise would’ve literally been a person? Or equivalently can you price by marginal productivity? If you can take a human doctor and make them much more productive because you give them AI, can you price as a percentage of the productivity uplift?” Marc argues that high prices are under-appreciated by founders: “The naive view on pricing is the lower the pricing, the better it is for the customer. The more sophisticated way of looking at it is that higher prices are often good for the customer because the higher price means the vendor can make the product better, faster. Companies with higher prices and higher margins can actually invest more in R&D and make the product better. Most people who buy things aren’t just looking for the cheapest price. They want something that’s going to work really well.” Marc also emphasizes this point in an interview in Elad Gil’s High Growth Handbook: “What I hear from companies is, ‘Oh, we have an awesome moat, and we’re still going to price our product cheap, because we think that’s somehow going to maximize our business.’ I’m always urging founders to raise prices, raise prices, raise prices. I’m always urging founders to raise prices, raise prices, raise prices. First of all, raising prices is a great way to flesh out whether you actually do have a moat. If you do have a moat, the customers will still buy, because they have to. The definition of a moat is the ability to charge more. And so number one, it’s just a good way to flesh out that topic and really expose it to sunlight. And then number two, companies that charge more can better fund both their distribution efforts and their ongoing R&D efforts. Charging more is a key lever to be able to grow. And the companies that charge more therefore tend to grow faster. That’s counterintuitive to a lot of engineers. A lot of engineers think there’s a one-dimensional relationship between price and value. They have this mental model of commerce like they’re selling rice or something. It’s like, “My product is magical and nobody can replicate it, and I need to price it like it’s a commodity.” No, you don’t. In fact, quite the opposite. If you price it high, then you can fund a much more expensive sales and marketing effort, which means you’re much more likely to win the market, which means you’re much more likely to be able afford to do all the R&D and acquisitions you’re going to want to do. And so we always try to snap people into a two-dimensional mindset, where higher prices equals faster growth.” Source: a16z (Jan 2026)
2:00

Marc Andreessen: “I’m always urging founders to raise prices, raise prices, raise prices.” “We spend a lot of time working with our companies on pricing,” a16z co-founder Marc Andreessen explains. “It’s really this magical art and science that a lot of companies don’t take seriously enough.” Marc continues: “A core principle of pricing is that you don’t want to price by cost if you can avoid it. You want to price by value. Especially when you’re selling to businesses, you want to price as a percentage of the business value you’re creating.” He gives the example of building an AI that can do the job of a programmer, a lawyer, or a radiologist: “Can you price by value and get a percentage of what otherwise would’ve literally been a person? Or equivalently can you price by marginal productivity? If you can take a human doctor and make them much more productive because you give them AI, can you price as a percentage of the productivity uplift?” Marc argues that high prices are under-appreciated by founders: “The naive view on pricing is the lower the pricing, the better it is for the customer. The more sophisticated way of looking at it is that higher prices are often good for the customer because the higher price means the vendor can make the product better, faster. Companies with higher prices and higher margins can actually invest more in R&D and make the product better. Most people who buy things aren’t just looking for the cheapest price. They want something that’s going to work really well.” Marc also emphasizes this point in an interview in Elad Gil’s High Growth Handbook: “What I hear from companies is, ‘Oh, we have an awesome moat, and we’re still going to price our product cheap, because we think that’s somehow going to maximize our business.’ I’m always urging founders to raise prices, raise prices, raise prices. I’m always urging founders to raise prices, raise prices, raise prices. First of all, raising prices is a great way to flesh out whether you actually do have a moat. If you do have a moat, the customers will still buy, because they have to. The definition of a moat is the ability to charge more. And so number one, it’s just a good way to flesh out that topic and really expose it to sunlight. And then number two, companies that charge more can better fund both their distribution efforts and their ongoing R&D efforts. Charging more is a key lever to be able to grow. And the companies that charge more therefore tend to grow faster. That’s counterintuitive to a lot of engineers. A lot of engineers think there’s a one-dimensional relationship between price and value. They have this mental model of commerce like they’re selling rice or something. It’s like, “My product is magical and nobody can replicate it, and I need to price it like it’s a commodity.” No, you don’t. In fact, quite the opposite. If you price it high, then you can fund a much more expensive sales and marketing effort, which means you’re much more likely to win the market, which means you’re much more likely to be able afford to do all the R&D and acquisitions you’re going to want to do. And so we always try to snap people into a two-dimensional mindset, where higher prices equals faster growth.” Source: a16z (Jan 2026)

Startup Archive

164,356 просмотров • 5 дней назад

Marc Andreessen: “I’m always urging founders to raise prices, raise prices, raise prices.” “We spend a lot of time working with our companies on pricing,” a16z co-founder Marc Andreessen explains. “It’s really this magical art and science that a lot of companies don’t take seriously enough.” Marc continues: “A core principle of pricing is that you don’t want to price by cost if you can avoid it. You want to price by value. Especially when you’re selling to businesses, you want to price as a percentage of the business value you’re creating.” He gives the example of building an AI that can do the job of a programmer, a lawyer, or a radiologist: “Can you price by value and get a percentage of what otherwise would’ve literally been a person? Or equivalently can you price by marginal productivity? If you can take a human doctor and make them much more productive because you give them AI, can you price as a percentage of the productivity uplift?” Marc argues that high prices are under-appreciated by founders: “The naive view on pricing is the lower the pricing, the better it is for the customer. The more sophisticated way of looking at it is that higher prices are often good for the customer because the higher price means the vendor can make the product better, faster. Companies with higher prices and higher margins can actually invest more in R&D and make the product better. Most people who buy things aren’t just looking for the cheapest price. They want something that’s going to work really well.” Marc also emphasizes this point in an interview in Elad Gil’s High Growth Handbook: “What I hear from companies is, ‘Oh, we have an awesome moat, and we’re still going to price our product cheap, because we think that’s somehow going to maximize our business.’ I’m always urging founders to raise prices, raise prices, raise prices. I’m always urging founders to raise prices, raise prices, raise prices. First of all, raising prices is a great way to flesh out whether you actually do have a moat. If you do have a moat, the customers will still buy, because they have to. The definition of a moat is the ability to charge more. And so number one, it’s just a good way to flesh out that topic and really expose it to sunlight. And then number two, companies that charge more can better fund both their distribution efforts and their ongoing R&D efforts. Charging more is a key lever to be able to grow. And the companies that charge more therefore tend to grow faster. That’s counterintuitive to a lot of engineers. A lot of engineers think there’s a one-dimensional relationship between price and value. They have this mental model of commerce like they’re selling rice or something. It’s like, “My product is magical and nobody can replicate it, and I need to price it like it’s a commodity.” No, you don’t. In fact, quite the opposite. If you price it high, then you can fund a much more expensive sales and marketing effort, which means you’re much more likely to win the market, which means you’re much more likely to be able afford to do all the R&D and acquisitions you’re going to want to do. And so we always try to snap people into a two-dimensional mindset, where higher prices equals faster growth.” Video source: a16z (2026)
2:00

Marc Andreessen: “I’m always urging founders to raise prices, raise prices, raise prices.” “We spend a lot of time working with our companies on pricing,” a16z co-founder Marc Andreessen explains. “It’s really this magical art and science that a lot of companies don’t take seriously enough.” Marc continues: “A core principle of pricing is that you don’t want to price by cost if you can avoid it. You want to price by value. Especially when you’re selling to businesses, you want to price as a percentage of the business value you’re creating.” He gives the example of building an AI that can do the job of a programmer, a lawyer, or a radiologist: “Can you price by value and get a percentage of what otherwise would’ve literally been a person? Or equivalently can you price by marginal productivity? If you can take a human doctor and make them much more productive because you give them AI, can you price as a percentage of the productivity uplift?” Marc argues that high prices are under-appreciated by founders: “The naive view on pricing is the lower the pricing, the better it is for the customer. The more sophisticated way of looking at it is that higher prices are often good for the customer because the higher price means the vendor can make the product better, faster. Companies with higher prices and higher margins can actually invest more in R&D and make the product better. Most people who buy things aren’t just looking for the cheapest price. They want something that’s going to work really well.” Marc also emphasizes this point in an interview in Elad Gil’s High Growth Handbook: “What I hear from companies is, ‘Oh, we have an awesome moat, and we’re still going to price our product cheap, because we think that’s somehow going to maximize our business.’ I’m always urging founders to raise prices, raise prices, raise prices. I’m always urging founders to raise prices, raise prices, raise prices. First of all, raising prices is a great way to flesh out whether you actually do have a moat. If you do have a moat, the customers will still buy, because they have to. The definition of a moat is the ability to charge more. And so number one, it’s just a good way to flesh out that topic and really expose it to sunlight. And then number two, companies that charge more can better fund both their distribution efforts and their ongoing R&D efforts. Charging more is a key lever to be able to grow. And the companies that charge more therefore tend to grow faster. That’s counterintuitive to a lot of engineers. A lot of engineers think there’s a one-dimensional relationship between price and value. They have this mental model of commerce like they’re selling rice or something. It’s like, “My product is magical and nobody can replicate it, and I need to price it like it’s a commodity.” No, you don’t. In fact, quite the opposite. If you price it high, then you can fund a much more expensive sales and marketing effort, which means you’re much more likely to win the market, which means you’re much more likely to be able afford to do all the R&D and acquisitions you’re going to want to do. And so we always try to snap people into a two-dimensional mindset, where higher prices equals faster growth.” Video source: a16z (2026)

Startup Archive

422,892 просмотров • 6 месяцев назад

Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."
3:31

Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."

Mo Islam

57,537 просмотров • 1 месяц назад

"I think ZEC is a top 5 crypto asset" Tushar Jain reveals he doesn't set price targets for $ZEC - he ranks it "When it comes to something like Zcash, I think about it: where is it on the list? Is it number 20, is it number 15, is it number ten, is it in the top five? I think it's going to go top five" "That also allows you to adjust for the market movement. My price target for Zcash is different if Bitcoin is at 80k versus if Bitcoin is at 200k. Everything is relative to each other" "When it comes to an asset like that, I think about: is it in the top five, is it in the top ten?" Multicoin Capital
1:56

"I think ZEC is a top 5 crypto asset" Tushar Jain reveals he doesn't set price targets for $ZEC - he ranks it "When it comes to something like Zcash, I think about it: where is it on the list? Is it number 20, is it number 15, is it number ten, is it in the top five? I think it's going to go top five" "That also allows you to adjust for the market movement. My price target for Zcash is different if Bitcoin is at 80k versus if Bitcoin is at 200k. Everything is relative to each other" "When it comes to an asset like that, I think about: is it in the top five, is it in the top ten?" Multicoin Capital

MR SHIFT 🦁

40,589 просмотров • 26 дней назад

Lina Khan explains to Jon Stewart how "AI is turbocharging all sorts of corporate law breaking." She explains how we see this with price fixing: " So back in the day, if you wanted to fix the prices with your rivals, you'd all have to kind of get in a room together quietly and figure out what's the price. The new way of doing this is to say, I'm just gonna hand over my prices to this algorithm and all my competitors are gonna do the same, and we'll just let the algorithm decide what our prices are. It's like, algorithmic price fixing is still price fixing. It's still illegal."
0:41

Lina Khan explains to Jon Stewart how "AI is turbocharging all sorts of corporate law breaking." She explains how we see this with price fixing: " So back in the day, if you wanted to fix the prices with your rivals, you'd all have to kind of get in a room together quietly and figure out what's the price. The new way of doing this is to say, I'm just gonna hand over my prices to this algorithm and all my competitors are gonna do the same, and we'll just let the algorithm decide what our prices are. It's like, algorithmic price fixing is still price fixing. It's still illegal."

More Perfect Union

331,745 просмотров • 8 месяцев назад

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise. "Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business. Number two, the business model is tricky. There is no consumer business model for AI that I've seen. For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users. Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads. And e-commerce, they shut down the third party apps. And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information. The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top. The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise. Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales. But my prediction is that we're living in the age of enterprise AI, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer AI renaissance. Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."
2:15

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise. "Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business. Number two, the business model is tricky. There is no consumer business model for AI that I've seen. For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users. Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads. And e-commerce, they shut down the third party apps. And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information. The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top. The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise. Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales. But my prediction is that we're living in the age of enterprise AI, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer AI renaissance. Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."

Patrick OShaughnessy

285,938 просмотров • 3 месяцев назад

You're gonna want to see this quote from Garrett Wilson, #Jets fans: ⬇ "It's not just talking about being competitive, no no no, you've got to train that way. It's got to feel like that at practice, it's got to feel like if you lose at practice, it sucks, it can't just be we'll turn it on when the game comes, & I think that's the main thing that I see that's different, just the way we're practicing, the intensity. The stakes. It feels like there's stakes. Depending on which period it is, the stakes feel higher. It feels like you won the drill when you won the drill, & it feels like you lost when you lost, & to me, that's how I like it. It's an opportunity to practice winning & get that feeling & what it takes to just do it on a consistent basis, & I think it starts out here on the practice field." 🎥 New York Jets
0:49

You're gonna want to see this quote from Garrett Wilson, #Jets fans: ⬇ "It's not just talking about being competitive, no no no, you've got to train that way. It's got to feel like that at practice, it's got to feel like if you lose at practice, it sucks, it can't just be we'll turn it on when the game comes, & I think that's the main thing that I see that's different, just the way we're practicing, the intensity. The stakes. It feels like there's stakes. Depending on which period it is, the stakes feel higher. It feels like you won the drill when you won the drill, & it feels like you lost when you lost, & to me, that's how I like it. It's an opportunity to practice winning & get that feeling & what it takes to just do it on a consistent basis, & I think it starts out here on the practice field." 🎥 New York Jets

Harrison Glaser

84,013 просмотров • 1 год назад

I think a lot of people who sold their Silver are going to buy it back at a higher price in the not so distant future. Do you agree?
1:08

I think a lot of people who sold their Silver are going to buy it back at a higher price in the not so distant future. Do you agree?

Bald Guy Money

27,188 просмотров • 1 год назад

Reporter: Do you think do you think that Ukraine was being asked to give too much land back to Russia? I know at one point you said it shouldn't have to give any. Trump: The way it's going, if you look, it's just moving in one direction. So eventually that's land that over the next couple of months might be gotten by Russia anyway…
0:48

Reporter: Do you think do you think that Ukraine was being asked to give too much land back to Russia? I know at one point you said it shouldn't have to give any. Trump: The way it's going, if you look, it's just moving in one direction. So eventually that's land that over the next couple of months might be gotten by Russia anyway…

Acyn

465,106 просмотров • 8 месяцев назад

Trump Jawboning Delays Oil Spike: "I think you're getting distortions in the market. You're getting jawboning by Donald Trump" "It's suppressing the price, and it's very dangerous because the market needs a price signal to start rationing demand" "And because we're not getting that price signal" "It means that the spike that is coming is much higher than what we would've had" •Ninepoint PM Eric Nuttall
0:30

Trump Jawboning Delays Oil Spike: "I think you're getting distortions in the market. You're getting jawboning by Donald Trump" "It's suppressing the price, and it's very dangerous because the market needs a price signal to start rationing demand" "And because we're not getting that price signal" "It means that the spike that is coming is much higher than what we would've had" •Ninepoint PM Eric Nuttall

Trevor Rose

13,846 просмотров • 2 месяцев назад

Anthony Scaramucci on Bitcoin & crypto: "I still like it. I own a lot of it." "I think Bitcoin starts to rally late in the 4th quarter of 2026 into early 2027." "Is Michael (Saylor) in trouble? He's definitely not in trouble...I like it. I like him. I think he's going to be right." "We're at the point in the cycle where the RSI is at an all time low for Bitcoin. The apathy is there. No one cares about (crypto) anymore. If you look at Google searches they're way way down." This is "my 38th year as an investor: When you have RSI where it is, apathy where it is, and it's a thin thin market...a tiny bit of demand for Bitcoin moves the price."
2:37

Anthony Scaramucci on Bitcoin & crypto: "I still like it. I own a lot of it." "I think Bitcoin starts to rally late in the 4th quarter of 2026 into early 2027." "Is Michael (Saylor) in trouble? He's definitely not in trouble...I like it. I like him. I think he's going to be right." "We're at the point in the cycle where the RSI is at an all time low for Bitcoin. The apathy is there. No one cares about (crypto) anymore. If you look at Google searches they're way way down." This is "my 38th year as an investor: When you have RSI where it is, apathy where it is, and it's a thin thin market...a tiny bit of demand for Bitcoin moves the price."

Altcoin Daily

184,617 просмотров • 1 месяц назад

Qullamaggie on Buying Near the Moving Averages “You want to buy them near the moving averages. One thing you will find is the best breakouts pretty much all the great breakouts happen from where when the price is at the 10 or the 20 moving average. That’s one of the first things you will notice. I bought SPCE two days ago but you know I shouldn’t have done that. Sometimes FOMO gets the best of me. But now the moving averages are starting to catch up and look how clean of a move it is. Had one leg higher and now it’s digesting with higher lows. Compare it to IDEX - it’s hard to explain, like you need to do the work and you will see it for yourself. You will learn how to identify a good setup. But the key is the 10 day and and or the 20-day needs to catch up the price. MSTR where did I buy it? I bought it here when it flagged showed relative strength and the moving averages caught up to price.”
2:53

Qullamaggie on Buying Near the Moving Averages “You want to buy them near the moving averages. One thing you will find is the best breakouts pretty much all the great breakouts happen from where when the price is at the 10 or the 20 moving average. That’s one of the first things you will notice. I bought SPCE two days ago but you know I shouldn’t have done that. Sometimes FOMO gets the best of me. But now the moving averages are starting to catch up and look how clean of a move it is. Had one leg higher and now it’s digesting with higher lows. Compare it to IDEX - it’s hard to explain, like you need to do the work and you will see it for yourself. You will learn how to identify a good setup. But the key is the 10 day and and or the 20-day needs to catch up the price. MSTR where did I buy it? I bought it here when it flagged showed relative strength and the moving averages caught up to price.”

Lone

30,588 просмотров • 1 год назад

🚨 JUST IN: Commerce Sec. Howard Lutnick explains how drug prices can go down by 500 PERCENTAGE points FOX: If it goes down over 100%, the drug companies pay YOU. LUTNICK: He's saying if a drug was $100, now it's $13 - that's a 700% higher price before. $13 has to go up 700% to get to the original price. You could say it's down 87%, or you could say it has to go up 700% to get to the original price. It just depends the way you look at it. What he's saying: we are HAMMERING the price of drugs.
0:52

🚨 JUST IN: Commerce Sec. Howard Lutnick explains how drug prices can go down by 500 PERCENTAGE points FOX: If it goes down over 100%, the drug companies pay YOU. LUTNICK: He's saying if a drug was $100, now it's $13 - that's a 700% higher price before. $13 has to go up 700% to get to the original price. You could say it's down 87%, or you could say it has to go up 700% to get to the original price. It just depends the way you look at it. What he's saying: we are HAMMERING the price of drugs.

Eric Daugherty

798,026 просмотров • 7 месяцев назад

This guy called a detailing shop and asked what their price was for detailing the inside of his car. He was told $150 so he drove down there. After seeing the car the guy at the shop said we can do the $150 detail but to really get it clean it’s going to cost $300. The car, as you can see is filthy. The owner of the car got mad at the $300 price. Honestly, I think that is a great deal. Do you think that $300 was a good deal to clean that? Think it should me more or less? Do you think the owner of the car had a right to be upset?
1:13

This guy called a detailing shop and asked what their price was for detailing the inside of his car. He was told $150 so he drove down there. After seeing the car the guy at the shop said we can do the $150 detail but to really get it clean it’s going to cost $300. The car, as you can see is filthy. The owner of the car got mad at the $300 price. Honestly, I think that is a great deal. Do you think that $300 was a good deal to clean that? Think it should me more or less? Do you think the owner of the car had a right to be upset?

👉M-Û-R-Č-H👈

102,877 просмотров • 2 месяцев назад

THIS SHOULD BE ILLEGAL I just did a sales roleplay with Ai and told it to act like a Type A personality asking repeatedly for the price 😂 one of the worst people to deal with when selling you can do this with ChatGPT and save $5K to $10K on sales programs tell it you're using the NEPQ sales strategy or Gap or whatever strategy you use and have it give you feedback after the call no more roleplaying and holding back because you're scared to embarrass yourself as a beginner watch how I navigate this Ai sales call, and save this tweet for later so you can remember to do the same follow me for more content like this
8:49

THIS SHOULD BE ILLEGAL I just did a sales roleplay with Ai and told it to act like a Type A personality asking repeatedly for the price 😂 one of the worst people to deal with when selling you can do this with ChatGPT and save $5K to $10K on sales programs tell it you're using the NEPQ sales strategy or Gap or whatever strategy you use and have it give you feedback after the call no more roleplaying and holding back because you're scared to embarrass yourself as a beginner watch how I navigate this Ai sales call, and save this tweet for later so you can remember to do the same follow me for more content like this

Joseph Henry

12,274 просмотров • 1 год назад