illiquid@lefttailguyAn important corollary here is that Soft Power is actually a (the?) fundamental Production Input to developing useful machine intelligence: the ability to secure cooperation (trust) improves the quality of the experiences (rich information environments) from which a system
illiquid@lefttailguyWent to progress conference this weekend and if there’s one takeaway I have, it’s that the labs are even worse at “soft power” than I thought. Part of it because they actually think soft power is meaningless in the face of overwhelming capability (nothing else is relevant if
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@lefttailguyI think they are going to copy @dateknown almost to a tee and simultaneously run the Bending Spoons playbook to identify and maximally exploit latent willingness-to-pay in the most valuable segment(s) of the customer distribution. I also think dating becomes a much more valuable

Ravi Gupta@GuptaRK22Today we announced an agreement to acquire Bumble. Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances. Bumble stood out. As intelligence becomes more abundant, we believe connecting with the
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
