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khy34
searching Neon…
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by
khy34
6mo ago
You’re operating in a micro perspective. Managers of firms care about impact of financials. They don’t care about the metrics you are measuring / gaming. Ultimately all ‘progress’ has to show in the cash flows. Are you taking more cost
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khy34
6mo ago
The question should really be what is the reservation price of existing buyers. At some point the price will rise. But the value has to have risen for existing buyers to be ok with that - but can they perceive the value? Hmmm difficult to t
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khy34
6mo ago
Country risk..
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khy34
6mo ago
My intuition tells me that llm’s combined with SWE’s with really amazing fundamentals will kill the code monkeys. And frankly? That’s the best outcome. Code monkeys (in my view that’s an individual who writes out code just to complete a jir