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Would HIGHLY recommend everyone tries out Lovable this weekend

Every business leader should be trying Lovable this weekend while I’ve automated entire finance/rev ops workflows using the platform Working on a news aggregator to help with customer trends and industry intelligence Not to mention my Duolingo for Bisaya app Needless

Software LBO target growing HSD

Such a stupid take

Vibe Coding is all fun and games until you're a finance bro trying to understand PGMQ

All the “ai for stock picking” tests on X seem terribly set up no? They all pick NVDA which is working well now… when will it actually stop picking NVDA? Can’t someone just feed consensus and sentiment into a model now and have AI track expected changes and actually quantify

I have a few thoughts on this (having made the leap from a hedge fund PM seat to entrepreneurship four years ago). I started in my first hedge fund seat at 23 and I am 40 now. In my experience, only a select few individuals make it in a hedge fund seat for more than 20 years (I

Vibe code update... built a website to track a target list of companies and show news from high-quality sources Automatically sends me a morning email compiling everything from the prior day Behind the scenes it's extracting the content of the articles and loading into a

Working thesis: Serving low-margin AI tasks earns you the right to win high-margin workflows

You give them a partial position. There’s only so many high-quality, long-term growth funds that can make sizable investments in public markets. Each of them have a target % of fund for a full position. You give them 10-20% of the position. You can back into how much will be

If you’re going to get ratiod it might as well be from Bill Gurley and Jared Sleeper 😂

We saw what this thesis did to top tier public SaaS cos… what does this do to the giant cohort of private, late-stage saas cos who were already struggling to go public?

Glad we've all come to our sense that nobody is vibe-coding a CRM. Here's my running list of remaining bear cases for SaaS that I've heard over the last few months: - Expansion revenue will go to AI-native apps who plug into the System of Record (SOR) instead of the SOR modules

Jetskis aren’t boring