Jay

@mrzod

87 Following

24 Followers

Jay pfp

Less than a week before Black Friday. All two retailers we shopped at had only self-service checkouts. Seems retailers have concluded that human labor is cost prohibitive.

0 reply

0 recast

1 reaction

Jay pfp

What’s stopping a cash flow producing business replicating Microstrategy’s “strategy” of constantly acquiring bitcoin?

0 reply

0 recast

1 reaction

Jay pfp

I’m not a very smart investor like Bill Ackman or David Tepper. Most of my portfolio is in ETFs like VTI, but when I see companies like Microsoft and Google acquiring energy from Nuclear power plants and entering into multi-decade contracts to lease data centers, it’s a bullish sign for overall AI demand.

0 reply

0 recast

1 reaction

Jay pfp

Check out FlappyCaster composer mini game! I just scored 20 points! https://flappycaster.com/api/frame/share/score?score=20&usersPlayedCount=1361&t=1725132621961

0 reply

0 recast

0 reaction

Jay pfp

What do you think of @barmstrong ‘s recent X post about AI agents using crypto wallets on behalf of their users? https://x.com/brian_armstrong/status/1829623778726592804?s=46&t=Hv3IU3YGEFu82uw1cd8wjw

0 reply

0 recast

0 reaction

Jay pfp

Vroom vroom 🏎️

0 reply

0 recast

1 reaction

Jay pfp

3/ Though demand for Intel's chips have softened due to Apple silicon, Windows running on ARM, Nvidia's AI lead, etc., there is still a "floor demand" from data centers. This helps de-risk the technological headwind for PE firms 4/ Private equity funds have raised eye watering amounts of capital, much of which is sitting as dry powder ready for deployment. An Intel investment aligns with infrastructure plays and the American dynamism thesis 5/ Something similar has been done before -- refer to Mubadala & AMD from the GFC. Intel may not be at this critical juncture where it requires a radical shift in business model (yet), but this gives PE firms a precedent transaction to reference Thoughts on this scenario? Can private equity be the answer for Intel's future?

0 reply

0 recast

1 reaction

Jay pfp

While the massive equity check is the biggest hurdle (potentially solvable via a "club deal"), here's why it might make sense: 1/ Intel is a national strategic priority. It's vitally important that the U.S. can produce bleeding edge chips on U.S. soil by a U.S.-controlled firm 2/ With interest rates expected to drop soon, the government can provide attractive financing options to make PE returns palatable; this skirts the "government bailout" argument

1 reply

0 recast

1 reaction

Jay pfp

Intel's recent challenges have been on my mind the past 24 hours. Would there ever be a scenario where the company is taken private by domestic or foreign "U.S.-friendly" PE firms?

1 reply

0 recast

1 reaction

Jay pfp

Is this $16 combo worth it to you? From a SF sandwich chain.

0 reply

0 recast

1 reaction

Jay pfp

A lot more bots on Twitter I suppose. The $5 initiation fee on Farcaster is doing its job

0 reply

0 recast

0 reaction

Jay pfp

Much has been written about Google’s recent M&A leak (HubSpot and Wiz) so I wanted to share why this isn’t unique. Leak with HubSpot is not unusual for tech horizontal acquisitions such as the rumored Salesforce / Twitter or PayPal / Pinterest deals. It’s a way for the company (and its bankers) to test investor reception. Re: Wiz leak, would not be surprised if VC investors leaked it. It’s a huge return in a short period of time (only 4y since founding). Not clear that the leak came from Google.

0 reply

0 recast

0 reaction

Jay pfp

Interesting A/B test. I have DuckDuckGo generating two temp email addresses and noticed that one has a much deeper discount than the other.

0 reply

0 recast

1 reaction

Jay pfp

Hello Casters. I hope to learn more about this place!

2 replies

0 recast

1 reaction

Jay pfp

I created an account solely based on your interest in Farcaster. After spending 5 mins here I can totally see the appeal!

0 reply

0 recast

0 reaction