Got very excited when I saw this in the boutique window at the Mall of the Emirates (then saw the For Exhibition Only sign 😢)
So it begins… @AudemarsPiguet to launch rival to @ROLEX Certified Pre Owned (CPO) program (and the grey market):
usa.watchpro.com/audemars-pi…
Great take on companies dependent on subscription models
The dirty secret of SAAS is that subscription pricing allows you to keep charging customers who aren't really using the product.
The downside of this is that when your subscriptions finally churn, it's a *lagging indicator* of your business failing.
I strongly suspect that there are many, many "dead men walking" now in SAAS, both AI-native and traditional: businesses where the financials may still look fine -- just a quarter or two of stagnant growth, margins are still great, maybe there's an AI narrative going forward, etc. but the *product* is losing utilization and they will lose every single customer to {{AI-native competitor, possibly the big labs themselves}} as the customers encounter those solutions. Those customers become dormant users, but the subscriptions still run for the while.
The actual revenue churn only occurs months or quarters later when the question of "is anyone still using this? do we need to keep paying for this?" is finally answered with a "no" rather than an "i'm not sure".
Senior year ‘student’ showing the young ones how it’s done… 🤦♂️
Riot
France
☠️
Avis de recherche pour @prefpolice @PoliceNationale cet homme apres avoir cincite des jeunes a casser une magasin s 'est servit en trotinette
Le voici en train de voler ... il semble etre franco algerien
Again ICYMI @MikeBara333 🤣
And it’s only week 5…
Oh, 🇨🇦🤦♂️
Ridiculous if true.
Pathetic, bordering on criminal if the 59 yr old was a connected or HNWI
Canada euthanized a 38-year-old man so his heart could be transplanted into a 59-year-old patient.
7 minutes after the Canadian was killed, they harvested his heart.
lifenews.com/2025/10/10/cana…
If you’re a watch lover, have 50 minutes: Nico turns off the bombast and gives a very good deep dive into the business side of the industry. The recent past and his look ahead:
youtu.be/_4lLLeqdXes?is=vOFn…
🤣
Our host exposes the 🇮🇳 hypocrisy - expect free access to other markets but oligarchs block competition at home.
💯 pure bull💩 by 🇮🇳
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏

























