COL Forbin @Eschatonplex

Joined March 2015

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COL Forbin @Eschatonplex

2 years ago

Have you actually compared this vs something like @fintoolx ? Yes - there are certainly too many AI of finances but to get it right with good citations and no hallucinations is tough. E.g. give me a table of orders, backlog and book-to-bill for past 12 quarters. If @perplexity_ai can do this, kudos to them. @FundamentEdge @finsterai

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COL Forbin @Eschatonplex

2 years ago

@invest091 @chat_SBC 🤔-- they've always been a 'software' business? ... just mostly on-prem with some cloud business that seems to never get much above the fog layer

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COL Forbin @Eschatonplex

2 years ago

@rohitdotmittal ... and it's just when you think it's invincible that the cracks begin to show. Any thoughts on Vantage competition?

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COL Forbin @Eschatonplex

2 years ago

@DoxasticCap @MordorCapital Why more so than earlier models?

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COL Forbin @Eschatonplex

2 years ago

@BornDwnUndr @PharmakoiBoy @business No. He's saying that if you shoot for the starts, sometimes you land on the moon. Martha is a generational start shooter

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COL Forbin @Eschatonplex

2 years ago

@aleksizy @CybersynInc Are you developing a UI to access / use the data? Or you have to query with SQL?

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COL Forbin @Eschatonplex

2 years ago

@OnodaCapital … because data center depreciation is an add back for sure!

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COL Forbin @Eschatonplex

2 years ago

@optionsly @TechFundies This is another take from someone who codes regularly -- x.com/rohitdotmittal…

Rohit Mittal @rohitdotmittal

2 years ago

Ok, my mind is blown with Replit Agents. I started using it because I was bored on a train ride a couple of days ago. So today I tried to build a Trello clone and build a fully functional app in like 45 mins. I showed it to a few people in the office and the guy is like "I

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COL Forbin @Eschatonplex

2 years ago

@Craig_McDermott Any fundamental reason for stock going vertical recently? (also including @Taocentric12 as a resident skeptic)

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COL Forbin @Eschatonplex

2 years ago

@liensofnewyork @eade_bengard what a ... unique (?) take on fine dining. The goal is to get full? Ignatius Riley prefers a paradise hotdog vendor for that

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COL Forbin @Eschatonplex

2 years ago

@optionsly @TechFundies The point is also that it can make decent coders great and then great coders even better, creating a huge supply increase in code creation. It should also then decrease switching costs (making it easier to migrate to newer software). ... too early to tell

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COL Forbin @Eschatonplex

2 years ago

@akothari @NotionHQ Ha. The simple answer is he’s at the wrong SF preschool.

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COL Forbin @Eschatonplex

2 years ago

@taubamush @AlphaSenseInc Yes. Analysts always ask probing questions that irk management teams and risk the ibd division from getting on the next deal. ... but - great insight! will be interesting to watch the IOT / Motive competition (GreenOaks also a large Motive backer).

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COL Forbin @Eschatonplex

2 years ago

@LogicalThesis Have you looked into the $ amount of thermal barrier per EV? Is it uniform across OEM’s?

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COL Forbin @Eschatonplex

2 years ago

@pekwat @DannyOcean555 What does the expert @NonGaap think. Anything of note with this change of control language?

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COL Forbin @Eschatonplex

2 years ago

@DannyOcean555 Yeah - think it was very successful. But if they really thought a sale was close, why not hold on longer? Change of control stuff interesting though. Still struggle to see buyer at this px?