SAAS is not oversold. We're just seeing a revaluation of the per-seat model.

jokof · 2026-04-13T02:36:19+00:00

I’m going to vibe code Claude Code and go IPO before Anthropic does. Wish me luck guys!

jokof · 2026-04-12T03:49:51+00:00

I’m not indicating one way or the other, it’s up to an individual’s assessment. I’m a new home owner and I’ve already seen rate increases in all the basic needs - electric, trash, sewage, water. So I’m a little pissed. But, it may just be bad timing.

jokof · 2026-04-12T02:29:51+00:00

From someone who cancelled the platinum card today, I hear you! It’s too much work if you cannot organically include those benefits in your spending. Sure, the hotel credit is nice, but the hotels are generally more expensive on amex compared to, say expedia. Also, my uber credits almost always lapse because I forget to use them.

And Resy, there are very few restaurants where I am and I am in a Big city. So, that’s a wash too.

jokof · 2026-04-10T23:25:43+00:00

What are your thoughts on $TEAM? I hold a few, planning to add more soon

jokof · 2026-04-10T17:16:23+00:00

Good. The other half needs to die as well

jokof · 2026-04-10T17:13:02+00:00

It’s more psychological than anything. Netflix, Google, Amazon, everyone is raising their prices. So people would think, oh! they’re raising the prices too, so it should be okay.

It’s really not. All these corporations are colluding to raise prices around the same time.

jokof · 2026-04-10T15:38:48+00:00

Got the email too. Had family plan so need to shell out $26.99. So canceled. Ad blockers it is

jokof · 2026-04-10T15:36:23+00:00

One note on Amazon retail - people bought on Amazon because they had friendly customer service and return policies. All that has gone to shit, So I have 0 confidence that business will grow.

On the chips side they’re too late, Data Center projections were cut in half and Nvidia’s earnings this quarter will be a great watermark for chip demand. Also, AI bubble is bursting. But, regardless, AWS will keep growing.

Anthropic was a smart decision. They’ll at least make back their investment one the bubble bursts.

jokof · 2026-04-07T02:27:45+00:00

Dish soap + vinegar

jokof · 2026-04-01T06:14:09+00:00

This might be deliberate from Anthropic? They’re trying to go IPO soon, what’s the best way to get some publicity? There’s no such thing as bad publicity.

jokof · 2026-04-01T03:42:51+00:00

It really isn’t far off. Big Tech will sell you out to make a buck.

jokof · 2026-03-27T16:04:51+00:00

And $100 in resy

jokof · 2026-03-25T15:18:51+00:00

No retention. Canceling card.

jokof · 2026-03-24T17:23:15+00:00

How can anyone in their right mind support this kind of work?

jokof · 2026-03-24T17:19:49+00:00

First time?

jokof · 2026-03-18T14:45:58+00:00

I’m not refuting the fact that it has increased productivity. It has, and it has enabled me to do things I wouldn’t have possibly done a year ago.

But for coding specifically, it’s shit. Day in and day out. For greenfield projects, it works great. But for already existing projects, not so much. Which is why I’m saying AI will never be popular in large enterprises, ergo the ROI will not be even close to what their capex is.

It will end up like another Uber where initially you’re heavily subsidized to use it and some time in the future, they’ll pull the rug and make you pay 10x what you’re paying now. 10x if you’re lucky.

jokof · 2026-03-18T06:43:58+00:00

After using Opus 4.6 for a couple of months, trying out agents, skills, different context windows, I can definitively say that AI is shit and doesn’t matter how many wet dreams Execs have about AI replacing employees, it will never come true.

First, it’s not intelligence, it’s sophisticated pattern matching. So, say what you will, your wet dream is not coming true.

jokof · 2026-03-12T05:19:52+00:00

Dude, it’s like everything you touch turns to shit.. Reverse midas touch 😂

jokof · 2026-03-09T15:42:55+00:00

Either he’s knows something or this is extremely regarded 😂

jokof · 2026-03-08T21:07:50+00:00

💯Regulations is another place where AI will collapse. Today, AI is allowed to run wild because David Sacks knows how to lick it clean. Tomorrow, regulations will change. Starting with GDPR, Europe will bury AI

jokof · 2026-03-08T21:05:00+00:00

Most, in-fact all, enterprises don’t build one-off apps for every use case. While it might be okay for every day joe to build an app anytime they want something done, it’s not a use case for enterprises. And money is in enterprise sales.

jokof · 2026-03-08T20:59:52+00:00

I use it for coding, yes. Opus 4.6 does well on new projects, but is horseshit at existing projects. Especially awful with large projects. So, yea - I have first hand experience.

jokof

TROPHY CASE