MBF Capital @MBFcapital
FO investor, public and private, mostly tech mbfcap.substack.com New York, NY Joined January 2023-
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Anyone have experience using Caplight? If so would love to chat
@JonHartman14 Agreed and think they go hand in hand. Companies with strong customer value, etc will be able to find/dictate the right pricing model while those that don’t will be stuck with inefficient pricing
@TwannsWorld @SouthernValue95 ADSK, BSY, CDNS, SNPS all in favorable position imo
@viggy_krishnan @mario_cibelli BIDU Apollo Go a good example of how hardware cost for AVs can decline over time (even accepting difference in costs of China supply chain vs US)
@inglouriouscap @ActuallyFinance What advice do you have for a generalist to try to do vs a specialist to find alpha, ie follow secular trends, connect dots between sectors, etc?
@JaredSleeper Curious how you see the long term sustainable margin profile of SaaS changing with AI? ie maybe R&D can be 10% of rev instead of 15%, but S&M is stuck at 20% bc of more competitive dynamics … w/ implications for LT multiples?
@googlemaps I’ve tried editing an incorrect address multiple times and each time told it’s accepted but the change is still not reflected (it’s been several weeks). What next steps can I take?
@TwannsWorld In eps recaps, use tables/charts for numbers rather than long paragraphs of text. Much easier to digest
How badly do key players in the ecosystem really want to veer into new and different business models? Does an ad network want to manufacture cars and run a service organization or would it just prefer to be the OS for as many OEMs as possible?
@TidalCap @aleximm @bgurley @yipitdata @Uber @lyft @WaymoCommunity Agreed. I’ve been surprised how many people just easily assume Waymo can/wants to jump into building a national (global?) marketplace platform vs just developing the AV software/hardware
Think Waymo’s path to displacing Uber will be a lot harder outside of SF, and I’m not convinced Waymo wants to/should do it alone. Sentiment on $UBER starting to feel very one-sided for what feels like far from a certainty
@neverhedgecap Work at FO, feel free to DM if you want my 2c
@FundamentEdge May take a little manual lifting to put all files etc in there but NotebookLM is great
Random question - anyone have any experience with operating a pizza shop at high volumes and willing to chat?
@Cashflow_Cowboy Good list. Especially agree on point 3
@modestproposal1 @benedictevans Any thoughts on best ways to invest in the theme beyond TSLA/GOOG? Seems like hardware is tough bc of downward pricing and software mostly being done in house, so there are limited options
@SKundojjala Any thoughts on AMBA in this space? Focused only on ADAS/AD and they only have one major design win thus far (for their latest CV3 chip), but tech seems promising
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