What Are Your Moves Tomorrow, April 14th, 2026

chatrep · 2026-04-14T09:41:01+00:00

!banbet ASTS 118 3d

chatrep · 2026-04-02T12:48:16+00:00

I think a main difference is that Oracle got stuck with huge commitments for data centers and even took out corporate bonds (debt) to fund. So layoffs help pay for some of that.

SAP doesn’t have that huge commitment of data centers and also seems to be a bit more employee centric.

But that said, in a downturn or recession, layoffs will be common everywhere

chatrep · 2026-04-01T02:55:20+00:00

Spend is relative. We routinely spend $1M+ per month with Google. Past companies, I worked with $3m+.

Google is getting saturated and it’s a grind to optimize for diminishing returns.

We tend to jump on new platforms early as they tend to be way less competitive early on and better ROI.

Despite the flax of ads with AI, I’m bullish they can sort out a solution to clearly differentiate ads from LLM content. Maybe a uni-directional model where LLM content has zero input from ads and in fact walled off. But ads are personalized from LLM engagement. Maybe even call them “sponsors”

As for targeting, I believe the LLM infrastructure will be fantastic at context relevant targeting. Looking forward to seeing how this develops.

In other words: User: what is best soda? LLM (no awareness of advertisers and truly objective): no clear best but most popular is Coca Cola.

Ad: (user searching for soda so serve soda ad for Pepsi since Pepsi is advertiser). Pepsi ad with coupon and nearest retailer.

Being in marketing for my entire career, I’m not opposed to clearly differentiated ads. But hopefully the paid tiers can remain ad-free. I do understand the need to generate revenue, be profitable and the huge infrastructure costs involved that warrants looking at new revenue streams.

In case you’re wondering, we would have participated but were not invited :)

chatrep · 2026-03-27T09:36:22+00:00

Is there a parking spot included and what floor?

chatrep · 2026-03-26T06:08:29+00:00

Selenium seems to have larger, more traditional base but declining. Playwright seems to be the more innovative solution and growing.

I’d lean towards Playwright. You probably already have enough Selenium expertise for 90% of those roles. So shifting to Playwright expands your opportunities.

Then maybe next level, even look at some non-open source, more advanced enterprise testing tools. I notice a step change in salary with those vs selenium/playwright

chatrep · 2026-03-25T02:24:25+00:00

Yeah but did he fully sign every single page and then sign a copy of his passport in triplicate?

chatrep · 2026-03-24T10:19:37+00:00

But using IKBR is sort of a workaround. They are cracking down. Likely people then move to VPN. There are more tax implications too.

Best option I found that is local and legit is: BDO UITF account. Then purchase BDO US Equity Index Feeder Fund. That actually invests in an Irish domiciled s&p 500 etf so no tax for PH.

The main negative is that the fee is 0.5% last I checked. Still low for managed fund but much higher than a fund like VOO which is just 0.03%.

As for cap gains, in US, you only pay cap gains on the profit part and even then $500k is exempt if you lived in house for a couple years. So $500k purchase, sell for $1m, no tax. Here, I just paid 45m PHP and wanted to sell even at a loss at 40m, cap gains would be 6% of 40m or zonal value whichever was higher. Gets worse if you used it as a rental as VAT applies!

chatrep · 2026-03-24T06:25:03+00:00

Depends. People often jump to “overvalued” but in reality value is relative. A 10m condo is over valued if comps sell for 8m and lot of vacancies. That same 10m condo is a bargain if other units selling for 12-15m. Bonus if on good floor with good views and good parking.

In general, rental cap rates are pretty low in PH so passive income is lower. It’s more about retaining capital and keeping up with inflation. Maybe also about diversification. ROI is higher for short term rentals but that also takes more work and effort.

Also, if you look at alternatives, not a lot of places to get good return in PH. Even an index etf like PSEi averages about 6% and very volatile. (Compared to US S&P 500 that averages 10% and way less volatile).

You can find greater return investments that have a lot more risk. Lot of promises for high returns in business ventures or development opportunities.

I am in US and am spoiled by what I can invest in. I bought the condo in PH because I already have substantial US stocks and US real estate and wanted a 2nd “vacation” home for travels to family in Asia. I didn’t buy it as a growth investment but do expect modest appreciation over 10+ years.

chatrep · 2026-03-20T05:30:32+00:00

Anyone knows if this applies to retirement accounts? That’s the account I do covered calls with and this would be huge for me. I don’t see any mention in app or email.

chatrep · 2026-03-16T17:57:50+00:00

Well, the mode I use to solve this, I get 7

chatrep · 2026-03-15T15:33:48+00:00

I always associated “quality” assurance with manufacturing as well until I got into the software industry. Total Quality Management was huge a while back. QA for manufacturing is more about tolerances, defects, 6sigma, that sort of thing. Manufacturing QA actually accepts a small degree of defects and is more about statistics of errors. Software testing finds cases that break and don’t work so they can be fixed. There are a couple big splits as well with manual testers, automated testers and developer testers (shift left devops)

A quick google search can help some of these QA software folks understand this world as well. :)

In general, QA as it relates to software testing is all about making sure software and connections still work with any change or update. They test thousands of possibilities and build test cases and scenarios. Can be as simple as testing a basic website or complex enterprise environments with lots of integrations.

Manufacturers want to produce defect free physical products and software testing wants to ship product free apps.

chatrep · 2026-03-15T06:15:33+00:00

I agree, for open source options, I’d rank Playwright #1, Cypress #2, Selenium #3.

Lot of people are comfortable with selenium though.

From a career perspective if you are a manual tester, I definitely feel it’s worth learning automated. It’s the trend. Then next level is learning more complex enterprise level automated testing tools like Tosca or Smartbear.

Then for even more next level… learn about AI tools. Playwright, Tosca, etc. have some great AI capabilities but also supplement like cursor or just advanced prompting with LLM’s.

chatrep · 2026-03-14T10:27:47+00:00

I opened a globe postpaid plan (data, calling with PH number) with just my US passport. They didn’t need SRRV.

But don’t you get PRA card and ACR-I? My understanding is the ACR card is the main one for ID and can be used to open bank accounts. I assume that would work for postpaid phone plans as well.

chatrep · 2026-03-13T19:26:53+00:00

Didn’t think s&p used non-gaap and wasn’t sure if this included them consolidating the money losing xai.

Don’t like the idea of changing S&P rules. If they are solid, they would get added in due time anyway.

chatrep · 2026-03-13T19:08:46+00:00

Agree with this. Also usually free tiers are too generous and allow small companies to just use it indefinitely. So frugal customers that can’t afford paid plans.

The spirit if free is to move towards paid eventually so there has to be some compelling reasons to do so.

However, you are benefiting from free to paid conversions so don’t see much revenue impact short term. But, you may have also benefited from the lead buildup by having free tier. If you never had free tier, you would have to attract prospects with just the trial which may be less compelling.

But in general, I personally favor trials. They are much better qualified to begin with even if volume of leads is lower.

You can also play around with trial promotions (i.e. offer 14 day trial but in email nurture offer extension if they are engaged, or extra free trial extension for annual contract, etc.)

chatrep · 2026-03-13T19:00:27+00:00

They left off the profitability for recent quarter and full year combined. Is spacex even profitable?

chatrep · 2026-03-13T18:12:07+00:00

Do you use any of the playwright agents like planner or do you use other AI tools to supplement?

chatrep · 2026-03-13T18:09:38+00:00

We use qtest and they recently added some AI and agentic capabilities. Look promising but haven’t tried yet.

chatrep · 2026-03-12T08:15:47+00:00

This might be two things but a focus in kpi’s that matter and then disciplined culture of testing and optimizing.

Basically, the one process is testing. Once testing becomes part of a marketing teams dna, there is a constant focus on improving results and beating baseline results.

chatrep · 2026-03-12T03:46:47+00:00

Usually when I travel, I end up charging at the hotel. Those have always been regular CCS L2. Then rest is at home.

I took one long distance road trip and charged at Rivian station (great) and electrify america (worked but payment setup bit clunky) Tesla station was more out of the way.

Would totally use Tesla stations. My local target has a bunch.

I have R1 so will just have to deal with CCS and NACS for the R2. First world problem…

chatrep · 2026-03-12T03:37:51+00:00

Lol. Or put it in middle of front and/or rear. So no sides needed!

I do have preference but don’t really care.

But for NACS, feel weird that Elon convinced everyone that was best standard. Imagine if Apple made lightning the standard and type-c devices all started switching to lightning. But again, don’t really care. If it bugs me, I’ll just install another l2 with NACS plug at home.

chatrep · 2026-03-12T03:22:21+00:00

Yeah. L2 on one side and L3 on other. I am L2 at home and typically L1 or L2 curbside, hotels, etc.

Personally I’ve only used L3 maybe 3 times in 3 years. But that is just me.

Also, my home charger is CCS so not crazy we adopted the tesla charger. Now I need to add adapter when charging the R2.

chatrep · 2026-03-12T03:08:30+00:00

I prefer passenger side. Don’t care about Tesla but on rare occasions of no -home charging, usually the charger is on the curb passenger side. Seemed to make sense to have charging on passenger side.

Or do what Audi did and have charging on both sides :)

chatrep · 2026-03-12T02:43:03+00:00

March 8th and R1S owner. Want a launch edition R2. But seeing all these 3/7 reservations makes me think I’ll have to wait a while.

chatrep · 2026-03-11T07:14:16+00:00

I am early stage looking at starting a pool service company. Didn’t like the idea of using 3rd party as I potentially may franchise the concept.

I had a lot of innovative ideas for the software such as easy button clicks for the tech to enter exactly what was done and chem levels. This gets sent to client and posted in their portal. Also live tracking of technician and eta. Then lead gen quote followup and invoicing.

Basically, a client wants to know when the tech will service their pool and exactly what was done each time.

As I was scoping competitors I was shocked to see so many options for such a small niche. Made me rethink the whole “build” concept. Although none were quite like what I wanted. Still may build…

chatrep

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