illiquid@lefttailguyThis is should update you toward / make you massively bullish Long Lake, Palantir, etc. In this paradigm, permissioned access to scarce local information environments, economically relevant evals, etc. is everything. Those with well-calibrated curiosity, sensor taste,
illiquid@lefttailguylong $NET, short $CMG has been the gift that keeps on giving.
Paul Enright@pmje73Start with the undeniable fact that the core unit of production of a l/s hedge fund is l/s spread. Everything else is opinion but that is fact. There are two types of spread you can capture - intra sector or inter sector. If you care most about idio footprint you are
illiquid@lefttailguyLack of creativity on full display by the sell-siders. Meta doesn't even need to monetize the Muse surface directly. The kind of customer intent (and merchant capability) signals they can enumerate from it will be like rocketfuel for their recommendation and ad targeting algos
Shay Boloor@StockSavvyShayDeutsche sees Muse reaching ~8% of $META revenue by 2030 with agent commerce fees driving ~75% of upside case. What makes that really interesting is the model assumes only ~0.3% of daily users ever pay and gives no credit for Muse completing purchases through $SHOP and Stripe
illiquid@lefttailguyLack of creativity on full display by the sell-siders. Meta doesn't even need to monetize the Muse surface directly. The kind of customer intent (and merchant capability) signals they can enumerate from it will be like rocketfuel for their recommendation and ad targeting algos
Shay Boloor@StockSavvyShayDeutsche sees Muse reaching ~8% of $META revenue by 2030 with agent commerce fees driving ~75% of upside case. What makes that really interesting is the model assumes only ~0.3% of daily users ever pay and gives no credit for Muse completing purchases through $SHOP and Stripe
