RichSteinStockAnalyst @AnalystRich

I love stocks and software but not always together Joined April 2022

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RichSteinStockAnalyst @AnalystRich

3 weeks ago

@CeleritasRe Great thread but I don't understand why this is - they have very obvious moats (that everyone knows) but haven't been able to capitalize on it (in a relative sense vs eg infra). Why do you think that is?

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RichSteinStockAnalyst @AnalystRich

3 weeks ago

@McFranchisee Why red bull and not monster?

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RichSteinStockAnalyst @AnalystRich

a month ago

@chrisbward @skyquake_1 How do I do this?

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RichSteinStockAnalyst @AnalystRich

2 months ago

@viggy_krishnan @P_Remarks VCs seem to think AI isn't that useful for drug discovery though? Might make trials more efficient though (which is bearish tools)

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RichSteinStockAnalyst @AnalystRich

3 months ago

@dalibali2

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RichSteinStockAnalyst @AnalystRich

3 months ago

@TihoBrkan This guy doesn't know anything about the businesses he buys

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sdmat @sdmat123

3 months ago

Anthropic

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RichSteinStockAnalyst @AnalystRich

3 months ago

@MRatable Jevons paradox

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RichSteinStockAnalyst @AnalystRich

3 months ago

@viggy_krishnan @InvestLikeBest Where this argument falls down is if Anthropic bills for $300 per month and is recognizing that revenue, and it's up to the company how much they use. Eventually that will lead to a reckoning.

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RichSteinStockAnalyst @AnalystRich

3 months ago

@viggy_krishnan @InvestLikeBest The 90th percentile user is probably using 100x tokens the 50th percentile user at your average company - that creates an easy path for the next 2-3 years. How much the 90th percentile user usage expands does depend on what you're saying (which is harder).