The business of technology, and the technology of business. By @ranjanxroy and @can.

NYC / SF
Joined May 2018
Do you guys even write for me anymore? 🥲🥲🥲
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Very good read. We tend to compare Google and ChatGPT about capabilities, but the really important question is the type of business models they enable. Google Search enabled its Ad business. "Google vs. ChatGPT told by aglio e olio" buff.ly/3kzya0D
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one of the ways the AI bot can destroy google is that it will over-spam the internet with 0 mental tax content. think google is SEO-fuelled spam-ridden hell now? just wait... via @ReadMargins. readmargins.com/p/google-vs-…
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“If you think the recipe internet is bad now, wait till the entire internet is inundated with spammy sites that generate content for all combinations of words you can ever use.” How ChatGPT threatens Google on the supply side, not the demand side. readmargins.com/p/google-vs-…
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HE'S BACK!!!!!
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Margins retweeted
Fantastic article that collects a lot of my own thoughts about AI generated content. Watching cooking websites devolve into SEO spam over the last 10 years has given foodies the clearest vision of the destruction that AI will bring to search
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Margins retweeted
In this week's @ReadMargins - I wrote about Elon and Twitter and how I think it's connected to his escalating battle with the SEC readmargins.com/p/92-and-the…
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Good read & clearly highlights the difference between INVESTING and TRADING. Robinhood supports, encourages & makes $$ off TRADING but ppl 'think' they are INVESTING and are now learning the difference... Robinhood and Promoting Democracy readmargins.com/p/robinhood-…
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Margins retweeted
Robinhood IPO access going exactly as expected readmargins.com/p/robinhood-…
The Robinhood IPO offering blasts should be a prime resource for short opportunities... Cue Health a solid half off haircut already. T4P
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This week on @ReadMargins, @ranjanxroy writes about @RobinhoodApp IPO Access and how blurring lines between marketing and transactional emails might explain plunging stock prices. It’s a good one! readmargins.com/p/robinhood-…
“The SEC has strict guidelines around advertising an IPO to investors. This feels like the perfect example of a marketing email disguised as a transactional email… things appeared to be going according to plan... But that’s not how things have ended” readmargins.com/p/robinhood-…
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“A lot of people have now lost a lot of money. When I wrote about Robinhood users being the gravy, this is the kind of stuff I worried about.” Brutal. Great opening for MSM to follow up those articles about the glorious democratization of stock ownership. readmargins.com/p/robinhood-…
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this post from @ReadMargins on the way Robinhood funneled n00b investors into IPOs is fascinating readmargins.com/p/robinhood-…
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Remember Robinhood, the "democratized" stock-buying app, and the meme stocks (Gamestop, AMC etc)? This image captures the performance of a stack of IPOs its users were given early access to... not good folks: readmargins.com/p/robinhood-…
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