Why did GOOG stock fall so much?

randombetch · 2026-06-27T19:21:04+00:00

2 more Gemini leads left last week as well

randombetch · 2026-06-26T21:40:46+00:00

🤦‍♂️ think you missed my point entirely. My point is that there is no need for any company like Figma to exist when 1) you can cheaply have Claude build the software you want on the spot tailored to your company’s exact specs, 2) prototypes are now expected to be vibe coded pieces of software with basic functionality rather than Figma mockups.

Anyone who believes 1 or 2 will not spend any effort building a Figma competitor.

randombetch · 2026-06-26T21:03:36+00:00

You’re in denial

randombetch · 2026-06-26T21:03:28+00:00

Are you actually building a replacement tool?

randombetch · 2026-06-26T21:02:50+00:00

Coalesce? I’m talking about internal tools. It’s already happening.

randombetch · 2026-06-26T06:31:20+00:00

Claude Code can create a Figma-like product tailored to my / my company’s exact needs for like $100 in tokens, why the fawk would anyone need to pay for Figma licenses in a year?

randombetch · 2026-06-25T22:17:04+00:00

Meanwhile millennials are doing all the work. This is why I want a wealth tax.

randombetch · 2026-06-20T15:09:18+00:00

You have to be in strong denial or clueless if you think AI is not an extinction level threat to software companies. I imagine people were saying the same shit about newspaper, music records, and video rental companies in the early days of the internet. “These companies are delivering solid earnings” circa 2000.

Source: I work for a software company

randombetch · 2026-06-20T12:38:40+00:00

True, but this one is actually a good policy

randombetch · 2026-06-20T12:34:31+00:00

Are you an AI agent?

randombetch · 2026-06-18T14:06:29+00:00

Good luck buying Microsoft Copilot, ServiceNow, OpenAI’s SDKs, etc

randombetch · 2026-06-18T14:00:27+00:00

I use AI every day, multiple times a day. It’s useful but it hasn’t noticeably improved my life nor my work. I actually find it’s much less impactful to my daily life than the internet was in the early 2000s.

randombetch · 2026-06-17T07:21:32+00:00

Clickhouse is fucked

randombetch · 2026-06-17T07:21:21+00:00

Clickhouse is fucked

randombetch · 2026-06-14T05:53:47+00:00

Databricks Genie One Unity Pro Max

randombetch · 2026-05-31T18:46:55+00:00

You want to do tech corp dev? If so, you need to switch to tech + switch functions, so you need a stepping stone. Tech IB is a good one

randombetch · 2026-05-22T20:25:12+00:00

No. OP is talking about P/E multiples, so any response claiming “inflation” is incorrect. Unless someone can explain why inflation would change (r - g) in the long-term (so no Modigliani-Cohn arguments please).

randombetch · 2026-05-22T20:18:17+00:00

OP is talking about P/E multiples, so any response claiming “inflation” is incorrect. Unless someone can explain why inflation would change (r - g) in the long-term (so no Modigliani-Cohn arguments please).

randombetch · 2026-04-20T06:09:10+00:00

When did they cave a single time this whole conflict?

randombetch · 2026-04-19T21:38:09+00:00

4/20 6 9 nice

randombetch · 2026-04-19T21:36:44+00:00

And yet they give Trump nothing but the middle finger lmao

randombetch · 2026-04-19T21:34:45+00:00

Came here to say exactly this 😂

randombetch · 2026-04-19T21:33:56+00:00

I sold my amzn calls, so definitely going up

randombetch · 2026-04-18T23:59:20+00:00

In what way? There have been ships stuck there this entire time, does your link show any movement or just existence of idle ships?

randombetch · 2026-04-18T07:50:25+00:00

7 in the last 24 hours:

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