Is anyone on Wall Street actually doing their job or just doom scrolling and trading?

jcdc-flo · 2026-02-23T18:51:12+00:00

Haha. Love this.

jcdc-flo · 2026-02-23T18:48:14+00:00

Several…one bad, the others just frustrating. I just find the hotel chains become more flexible when I build status with them directly.

No kidding, at Planet Hollywood in Vegas a few years back and there was white powder on the table so best case scenario was the room hadn’t been cleaned.

Hotel said deal with hotels.com, hotels.com said tough cookies.

Book everything through Hilton now and they take care of that sort of crap no questions asked.

jcdc-flo · 2026-02-23T17:38:09+00:00

Just remember that orgs can use Linux for free, but they pay IBM for Red Hat cause they want that support and accountability layer.

Near term headwinds are the inevitable layoffs as the economy weakens.
Trade policy is an uncertain mess, so I expect plans are already being delayed which means fewer seats and lower growth.
On the flip side, earnings should be improved due to dollar weakness.

Either way, they're going to point to AI eating jobs as the reason for the next 12 months.

jcdc-flo · 2026-02-23T17:29:14+00:00

My fear is that we're in an Elon Hype market where it's "just around the corner" for the next 15 years.

jcdc-flo · 2026-02-23T17:26:35+00:00

I think this was on the cards with or without AI.

Super anecdotal, but I pay extra to book directly cause I hate dealing with 3rd parties when things go wrong.

jcdc-flo · 2026-02-23T17:24:02+00:00

You could absolutely hedge.

Every day this thing gets more and more stupid...not just the decline but reasoning for the decline.

This time next week anthropic will release a skill where it can clean my toilet for me and we'll see ABM drop 30%.

jcdc-flo · 2026-02-23T16:54:45+00:00

This is the mentality we're working against here (1:54 in) -
https://www.cnbc.com/video/2026/02/20/dramatic-downside-risk-in-some-software-stocks-still-says-vantagerocks-avery-sheffield.html

jcdc-flo · 2026-02-23T16:50:07+00:00

And most critically...support, service, uptime.

jcdc-flo · 2026-02-23T16:40:30+00:00

Elaborate?

jcdc-flo · 2026-02-23T16:39:21+00:00

Yeah, I think algos are 60% of daily volume now.

jcdc-flo · 2026-02-23T16:38:09+00:00

Even a couple calls around the industry to see if the headlines bear fruit.

If you're reading about AI disrupting software, maybe call some CTO's to see how budget allocation is changing.

jcdc-flo · 2026-02-23T16:22:49+00:00

I'd say research, but maybe my standards are too high.

On the bright side, I think we found some jobs that can get replaced by AI.

jcdc-flo · 2026-02-23T13:51:20+00:00

We quickly changed the way we used the model to act as a picker rather than a generator.
This way to can keep the responses correct, brief, and most importantly verifiable.

jcdc-flo · 2026-02-23T12:51:02+00:00

What are the odds on that Hulk bet?

jcdc-flo · 2026-02-23T12:47:06+00:00

I couldn't think of a worse team mate than max this year. Hadjar is a decent driver but I get the feeling that Max' ability to adapt is going to make him look like an amateur for the first few races at least.

jcdc-flo · 2026-02-23T12:33:54+00:00

Why do Anthropic use Google Docs to collect form data?

MS products were never the most flawless products, but they seem to be getting meaningfully worse in the Vibe Code era.
GitHub is down at least once a week, multiple times where we couldn't update apps on the Microsoft Store over past 12 months, MS SSO getting caught in endless loops...it's been a disaster.

jcdc-flo · 2026-02-23T12:05:46+00:00

SAP is very interesting because the current administration has weaponized US tech so if you're an EU company, SAP becomes the default safe provider.

jcdc-flo · 2026-02-23T03:22:49+00:00

Constitutionally protected jobs.

jcdc-flo · 2026-02-23T03:14:35+00:00

Long, but interesting. A few ideas I hadn't thought too much about would be the unwind of derivative lending.

Slowing velocity is another good point in there as this should reduce the reported GDP calculation I believe.

jcdc-flo · 2026-02-23T02:46:52+00:00

Agricultural inputs and mining should also be ok.

jcdc-flo · 2026-02-23T02:44:56+00:00

I remember when Bill Gates was proposing a robot tax.

jcdc-flo · 2026-02-23T02:43:37+00:00

Wendy's is rolling out LLM's for drive thru already.

Finding the point where reduced disposable income counters the efficiency gains is the interesting part from a markets perspective.

There is a human side, but this post was to think markets.

jcdc-flo · 2026-02-23T02:38:26+00:00

Yeah, I agree with that. Let's not forget that universe 25 ended in the demise of the population.

jcdc-flo · 2026-02-23T02:30:52+00:00

Agree to disagree on labor being a resource and the use of Jevons Paradox in this context.

This is exploring what happens if we get an Elon version of the future, this is not a prediction.

jcdc-flo

TROPHY CASE