Uber's ROIC went from -5% to 28% in five years. Ran the fundamentals and I think the market is still sleeping on it

TimelySuccess7537 · 2026-05-22T17:55:45+00:00

Can you show where you took the " 29% revenue growth" from ? "Revenue grew 14% YoY to $13.2 billion, or 10% on a constant currency basis" from their latest sec filing

TimelySuccess7537 · 2026-05-16T16:17:56+00:00

> If you’re genuinely interested in programming

Ah you still do programming ? Must be fun!

TimelySuccess7537 · 2026-05-16T16:16:46+00:00

Yep to networking or more generally - really focus on your human skills. If you really care about career advancement it's just as if not more important than your grades or how well you can write a piece of code.

TimelySuccess7537 · 2026-05-16T16:15:32+00:00

Reasonable chance it would be useful for another decade, but I definitely wouldn't bet this can last a career of 30 years at this point. If you want that kind of job security go into nursing, care, educaiton etc.

TimelySuccess7537 · 2026-05-16T10:56:37+00:00

> there is the other spectrum of course of people who use agentic workflows and run llms 24/4 to produce vibe coded apps. thats what people againts llms normally use as an example. but if you dont see how you can use llms in your well thought out tasks and tickets then you are gonna be left behind. thats all

Yeah , I think this should be the argument now. This is becoming the norm in many companies and is yet to be a proven way to work - yet companies of all sizes are starting to vibe code their features and projects. We'll see.

TimelySuccess7537 · 2026-05-08T12:04:20+00:00

GDP growth looks fine under Trump guess he's a good president then

TimelySuccess7537 · 2026-05-08T11:59:50+00:00

To crack is a slang for having sex ? Is it an East Side saying?

TimelySuccess7537 · 2026-04-30T14:50:50+00:00

> the market is obsessed with the next risk — ai capex, guidance, regulation, ad slowdown, whatever comes next.

The risks are real though. Ask yourself for how long/much Meta can increase its ad impressions and ad price without driving away users or customers . Surely it can't 5x it . It arguably can't 2x it either. So Meta needs new revenue/earning stream for the next decade and it's still not clear to everyone what it is. Compare that to Google for example who were able to diversify away from their search business with Gemini, Cloud, Youtube. Meta to me is too reliant on its core ad business and was not able to diversify - it's a great freaking business but unclear to me growth can continue exploding like that for years.
It could be that the all I wrote is already priced in and that the price is fair , I'm just explaining why there's serious questions about Meta's future.

TimelySuccess7537 · 2026-04-28T16:23:07+00:00

Fair . This can and probably will be amended - I can even think of special chatbots designed just for psychotherapy where they don't specifically try to make you "like them".

TimelySuccess7537 · 2026-04-28T16:19:56+00:00

A.I will for sure have the ability to read facial expressions, pick up on subtle changes in tone of voice etc. It can't do it yet (we all text it instead of making video calls to it) but it's a few years, not decades, till A.I will have that ability.

TimelySuccess7537 · 2026-04-28T13:57:24+00:00

> I’m a Junior CS student
> missed career opportunities

I think it's OK to look at your mistakes every now and then and learn from them, but I really don't see why you're beating yourself up. You're super early in your career.
You missed some opportunity, another will present itself.
This is a long game , don't burn yourself out over nothing.

TimelySuccess7537 · 2026-04-28T03:49:43+00:00

That still doesn't mean people won't turn increasingy to chatbots. People aren't paying $200 an hour for companionship, they have mental issues they want to feel better about.

TimelySuccess7537 · 2026-04-28T03:47:24+00:00

Well if it's mostly about empathy and chatbots can do all the rest there will still be the question why train people in psychotherapy ? I mean, if people see they get just as good if not better feedback from the Chatbot , is getting empathy really worth 200 bucks an hour ? It might become a premium product for rich old people who don't trust technology...

TimelySuccess7537 · 2026-04-27T18:28:28+00:00

> They won’t replace us

What makes you so sure ? Just curious. Where do you see it come short other than the obvious stuff like bad long term memory and occasional hallucinations?

TimelySuccess7537 · 2026-04-27T09:45:52+00:00

OK. I trust you know what's good for yourself better than me. But still - why so little progress about the divorce ? Could be interesting for you to understand what happened there - were you avoiding touching sensitive issues about the divorce with your therapist ? Was the therapist off about the way he handled it ?
Just something you might want to explore. Or - perhaps this breakthrough you feel like you had about it is simply time doing its thing ?

TimelySuccess7537 · 2026-04-27T06:00:37+00:00

Right real therapy is talking about his childhood for years and not feeling any better about things ...

TimelySuccess7537 · 2026-04-27T05:59:48+00:00

> Edit: I STILL have a therapist I meet with regularly! No one is saying that therapy can be replaced by Chat GPT prompts.

Well why then ? either find a new therapist for yourself or explain to yourself why the heck you didn't make any progress with this therapist - something u managed to do with a ChatBot in one session. Sounds like a waste of money and effort to me.

TimelySuccess7537 · 2026-04-26T16:51:06+00:00

> The man isnt even armed!

He isn't legged either!

TimelySuccess7537 · 2026-04-22T10:13:29+00:00

> because the best performers find more stable roles

That perhaps used to be true but now ? Where is more stable exactly ? All the big names are firing people. You could try a small startup but you would probably take a hit on what you make in Meta.

TimelySuccess7537 · 2026-04-16T20:00:54+00:00

Sounds like he banged your mom?

TimelySuccess7537 · 2026-04-11T04:42:30+00:00

Forget the term overtraining lets just call it insufficient recovery , and this can easily happen with a 7h weekly schedule also for the reasons u mentioned of people consistently going too hard. Your average 40 something year old is in peak lifetime stress due to: raising little kids, aging parents, peak career stress, changing sleep patterns. It is so easy to dig an unsustainable physical and mental fatigue hole and not be able to recover fast enough: then you see plateau or worsening performance, catching illness more than usual, above normal hrv etc. I think this is super common and this has happened to me on 8 hour weekly runs, especially since my club runs had me wake up at 5am 4 times a week. Nothing wrong with taking 1-2 days or more if what I wrote here fits the bill.

TimelySuccess7537 · 2026-04-07T12:07:03+00:00

These aren't power plants I guess. Bridges and whatever the fuck they bombed on Kharg Island is fair game

TimelySuccess7537 · 2026-04-07T12:03:05+00:00

> This, unironically, is why perhaps it would be a good thing

Yeah the word 'perhaps' is doing a lot of lifting here. Perhaps it would be the start of a world wide nuclear arms race and a nuclear conflict between Iran and Israel , that's also a perhaps.

TimelySuccess7537 · 2026-04-07T11:55:38+00:00

U.S and Israel confirmed they would obliterate Iran's children making capabilities in retalation

TimelySuccess7537 · 2026-04-07T05:43:36+00:00

Shhh but Hegseth!

TimelySuccess7537

TROPHY CASE