Oil and equity Fintwit. Refinery Supply. Oil trader. Former quant. Chart nerd. Speculator. Up is good. Follow the money. Nothing matters but money flow.
Joined January 2012
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Amzn(bag)holder2 retweeted
Well in a not shocker to anyone, the presidents inner circle profited immensely from this war. I remember this massive trade minutes before his first ceasefire. Why do you think politicians everywhere love war? War is time to profit bigly.
Amzn(bag)holder2 retweeted
This chart is insane 😲
This is what Toronto food banks visit by year looks like.
Just Toronto's.
Amzn(bag)holder2 retweeted
Calgary, don't let Mayor Jeromy Farkas lie to you that they have to increase your taxes and fees.
They don't. No one has even been fired for the complete mismanagement of our infrastructure.
Meanwhile the City of Calgary is still hiring pointlesss jobs like this one rearrange chairs for $100k a year to make DEI fitting inclusive and equitable workplace.
Amzn(bag)holder2 retweeted
@Musecases @Meta my browser hasn’t worked on muse for almost a week
My goodness people underestimate $amzn graviton scale. That’s actually going to move the needle big time.
Well I’ve come full circle on Muse. It’s the best AI out there now. $metA. I thought it’d be a gimmick but wow is it ever powerful. Crazy.
I’m saddened that Muse will probably ruin Facebook Marketplace which I love. $META but everyone will arb it and ruin it with bot inquiries now.
Amzn(bag)holder2 retweeted
everyone thinks opening Muse connectors makes $META the new app store.
maybe. but an app store has a toll booth. Muse still has a very expensive concierge standing where the cash register is supposed to go.
bull case: Meta becomes the demand router for the internet. developers plug in, users ask for things, Muse sends the order. every $100B of GMV at a 1% cut is $1B of revenue. Wedbush can get to ~$5B of Muse subscriptions plus ~$1B of Business AI in 2027.
base case: almost nobody pays $20-100/month for an agent, so Meta subsidizes the free tier until it can convince merchants to hand over a take rate. Zuckerberg says the cut would be "very small." the rate, merchant terms and even what counts as a Muse transaction are still undefined.
bear case: OpenAI, Google, Anthropic and every vertical app fight for the same checkout. merchants refuse another tax, users keep the free compute, and Muse gets filed next to Sora under products that won the App Store before finding a business.
Meta can afford the experiment. it is guiding to $130-145B of capex this year. that is also the problem: distribution can be instant while habit and monetization take years.
connectors prove Muse can become a platform. they do not tell us who pays for it.
xitter.cf/finkd/status/210108467…
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there.
New connectors are live today. Come build with us. muse.ai/platform
Amzn(bag)holder2 retweeted
This isn't exactly a flex. $meta is taking on debt to give people free AI. It's not a one-time CAC either. They basically are saying "we make so much money from our core biz that we have decided to return it to customers." Until they figure out how to actually monetize this, then it's just like congrats on winning the shittiest business to ever exist.
I still think investors don’t fully appreciate what @finkd and @alexandr_wang are doing here...
Looks like $META @Muse gives every user their own agent running on 2 CPUs, 8 GB RAM, 7.5 GB disk.
I priced the equivalent box from GCP, Azure and AWS… somewhere between $30-60/month.
So Meta hands every Muse user a free server. Who else is willing and able to do such a thing!?
Okay after spending some time with Muse it is VERY powerful tool, particularly for automated research updates. My issue is Ive burned 25% my free tokens just setting up a few tasks. I’d need the highest tier plan just to use this capably. And I’m not sure value is there. $META
Bullish
BREAKING: OpenAI expects to burn $280 billion by 2030, and have deeply negative cash flows, per FT
This will flop like threads. $meta.
The stock will still be fine.
* Just told Muse to book a hotel room in NYC and you can literally watch the browser in real time as it navigates and clicks through everything. Felt like 1998, popping in an AOL CD to get on the internet for the first time. I had to call my son over to watch.
* #1 on the US App Store
* $META should plow EVERY dollar of Reality Labs into this and watch ARPU spike
* This one sticks imo , another top-line product with real staying power, since you can tie ad dollars directly to every recommendation it gives
$1,000 within 1–2 years
$1,500+ in 3–5 years
* Remember: $META senior execs hold options that get in the money from $1,100–$3,700. Everyone's incentivized for this to run
@jbulltard1 learned his lesson I guess. The greatest company on earth is also the worst ticker for some reason.