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
@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
@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
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
@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
@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
@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).
@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?
188 Followers 910 FollowingBlending single stock, macro and thematic research into differentiated bull and bear cases | 15y Corporate Finance & Equity Research | CFA
221 Followers 2K FollowingSONAR is our freight market intelligence platform providing near real-time data for trucking, rail, ocean, & air freight.
Empowering data-driven operations
119 Followers 667 FollowingAdvocating for clean energy and a sustainable future, Support competitive markets & climate action.
#RenewableEnergy #GoGreen
21 Followers 623 FollowingDirector of Global Macro at Fidelity. History enthusiast, chart creator, cycling fan, and home cook. Focused on helping investors cut through the noise.
8 Followers 547 FollowingDampedSpring macro & beta #2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is
414 Followers 2K FollowingInvestor.
Analyst at Albert Bridge Capital, Columbia MBA. Former international traveler.
Posts do not constitute investment recommendations.
166 Followers 2K FollowingInvestor by passion, corporate mule by poor life choices. Fighting AI with common sense and beer. Chasing F-U money like it owes me rent
271 Followers 228 FollowingDay job watching polls in Ben Graham’s voting machine, free time spent on the weighing machine. Basketball & Finance Tweets. Always down to read opposing views
3K Followers 1K FollowingWhatever is achieved is not final; whatever we call fulfillment is a description from inside one form of life, not an endpoint for all forms of life.
16K Followers 1K FollowingI write about the nerdy stuff (eg quant) in markets for @business. And sometimes crypto and prediction markets. Opinions my own.
3K Followers 0 FollowingYour company's AI command center. One place for your team's agents, connections, apps, and knowledge. Scale productivity without adding headcount.
981 Followers 6 FollowingThe AI-native investment research platform for portfolio managers. Agents do the research and propose the trades, just like your analyst. https://t.co/xwZkuAoI7z
5K Followers 645 FollowingMapping the 2025-2035 AI Build Out. Focus: AI x Macro x Energy Infrastructure. Institutional-grade Intel for Investors.
https://t.co/Mro3MmPr0u
3K Followers 238 FollowingManaging Member of Kinesic Capital. Formerly Matrix Capital Management and @DodgeAndCox. @Georgetown alum, CA resident, KY native.
16K Followers 4K FollowingSemiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.