BuccoCapital Bloke (@buccocapital) started following @MohapatraHemant on Sep 27, 2024

RT @dkhare: Lightspeed has been hosting its Generative series in SF/ LA/ New York/ London / Berlin. We now are bringing this series to Indi…

It's wild that the generation below me will spend ~10-15 years less with their children than the generation above me did. Even with higher longevity, it would not be their best, most active years. Even wilder that this shift happened over just 20 years.

Sounds like TSMC executives weren’t too fond of Mr. Altman https://t.co/3zPY12ECya

lmao https://t.co/t6n8Pw85eo

Pretty compelling long thesis for Visa from the DoJ lawsuit https://t.co/NaAeGNcQhb

David Packard once said: “More companies die from overeating than starvation.” I think we get another wave of tech layoffs in Q1 as companies continue to realize they still have indigestion

Reading this reminds me of the best financial advice my old man ever gave me: “You work in a volatile industry - buy 1/2 the house you can afford” Good pay today doesn’t guarantee good pay tomorrow. Especially in tech. https://t.co/WliaNQ09Qy

ATTENTION: local barber going around telling everyone they need a haircut

Hello, old friends https://t.co/QgmWOi46F5

If even half of these are true it sounds like Todd nuked Geico https://t.co/VnkJsCEhI3

Some other gems: “Let me get this straight,” John Mulaney said. “You’re hosting a ‘future of AI’ event in a city that has failed humanity so miserably?” “You look like a group who looked at the self-checkout counters at CVS and thought, ‘This is the future,’” Mulaney said.

Love that John Mulaney turned his Salesforce conference set into a roast https://t.co/OvancpVeTp

RT @RachelTobac: LinkedIn is now using everyone's content to train their AI tool -- they just auto opted everyone in. I recommend opting ou…

RT @MarkCCrowley: Attention #CHROs & #HR folks: Google's former SVP of people, @LaszloBock is launching a "Transformative Chief Human Resou…

If you pay a subscription to use parts of a car you’ve already purchased you’re a cuck Have a backbone and stand up to these assholes I 👏am👏 not👏your👏 expanding👏ARPC👏

Looking for a new car that has: 1. Actual buttons and isn’t controlled completely through a giant screen 2. Zero history of charging a subscription for features The list is shockingly and frustratingly small

Life imitates art https://t.co/N3ovPrSV0v

Before people say “oh it’s Zoom, they’re a ShitCo” - Zoom is the latest example, they’re not alone. Workday, Salesforce ServiceNow etc etc All tech is getting religion. Listen to the earnings calls.

Zoom phasing out annual equity grants, lowering equity grants for new hires 1. Tech comp keeps coming down 2. Smid-caps getting religion on dilution. Can’t pretend biz model/comp = to megacaps anymore 3. 2010-2020 was surreal time to be tech employee. RIP good times https://t.co/ZltICcV1MG

Gigabrain move by the social media intern leaving Caitlin Clark off the image. Outrage drives virality. 3.2M views. Now you know the playoffs are starting. They deserve a promotion

His books is a must-read https://t.co/Mthkr0NfLP

“The fastest way for management to destroy its credibility is to say employees come first and be seen putting them last. Better to not profess any values than to not live up to them.” Wisdom from Isadore Sharp, founder of Four Season

The Fed to Americans who don’t own assets https://t.co/A7FqQ0pRey

https://t.co/ixOQ77vbuB

“You can’t cut 50bps! Not before the election! Not at all-time highs! Jerome Powell: https://t.co/Z8LoYSWKsv

(5/5) I’m not being a hater when I point out that Amazon needs to get their stock price up. Yes, the underlying business could be humming All I’m saying is at some point, the stock needs to work. SBC introduces leverage into the business. Not enough people appreciate that

(4/5) Stock Price Doom Loop: 2 options 1. Offer more stock at same value to retain employees = dilution 2. Or pay more cash = hits your balance sheet Talent flywheel slows (why join stagnant company?) Top ppl leave. Fewer join. Brain drain. Stock drops. More leave. Doom loop

(1/5) Earlier today some people got mad at me for saying Amazon has been dead money for 4 yrs and that they need their stock to work I don’t think it’s appreciated how much implied leverage companies have baked into their business by relying heavily on stock-based compensation

Amazon is now the only megacap tech company requiring employees to work full time at the office They've also been dead money since COVID, unlike their peers Hybrid work ain't the problem, but it's a convenient excuse when something else is broken