“The most interesting thing about Cursor is that the growth in Cursor at Shopify is happening a lot outside of engineering and R&D. Finance, Sales, Support, those are the teams using Cursor,” “Last year we hired 25 interns, this year we’re targeting 1,000.” Q: is this the End

This expressed view is most directly an attack on $CSU of public SW companies. Curious to hear bulls push back (I have a view but I’d be curious to hear others). Sub 10M ARR VMS cos are squarely in the “easiest to vibe code a replacement” category w/o huge

Tucker Carlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and

People in family group chat sending “pop this into GPT” with a prompt instead of answering actual questions or making educated guesses. Feel like I need to balance evolving w/ times + not being left behind, while also not outsourcing every bit of day to day basic cognition to a

$AMZN call update

This also highlights why investors shouldn’t base their entire investment philosophy on mean reversion to avg trading multiples (or worse CAPE) back to the mid 1800s.

Appreciate the clarification.

$ORLY is an 8-bagger since it (and other retailers) were considered “uninvestible” as a category bc $AMZN bought Whole Foods and there was an undisprovable bear thesis that all brick and mortar business were zeros. America was over retailed. Some of that was right - malls died.

People are really trying too hard to be thought leaders predicting the way distant future based on an emerging technology where it isn’t yet clear what the ultimate capabilities or limitations will be, what ultimate architectures will define the adoption of the technology, or