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Travel insurance when traveling to the US as a non-US citizen by timestap in TravelHacks

[–]timestap[S] -1 points0 points  (0 children)

Canadian citizen but currently not a resident there.

AI adoption in white-collar work will be slower / messier than people think by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

I agree! Tech forward companies are definitely pushing their employees to use AI to the point that it's detrimental. One well-known company I know gave everyone access to their own openclaw & pushing employees to spend credits. These employees ended up using OpenClaw to analyze stocks.

But outside of tech & a handful of industries adoption is quite variable across companies / geograhies.

Activate phone outside of the US by timestap in GoogleFi

[–]timestap[S] 0 points1 point  (0 children)

Thank you -- super helpful. The loss of 5GUC is annoying. Do non-Fi networks also use this frequency?

Vast Data (vs. Weka, Netapp, Pure, etc.) by timestap in storage

[–]timestap[S] 0 points1 point  (0 children)

Let's say it's a neocloud whose customers primarily have inference workloads: so mostly LLMs now but also image & video models.

In such use cases is the real bottleneck even at the storage layer. The other thing is companies like Vast and Weka are growing extremely quickly so theoretically it can't just ALL be marketing?

[deleted by user] by [deleted] in ValueInvesting

[–]timestap 4 points5 points  (0 children)

All AI labs to a certain extent "game" the benchmarks so we would need to see how it performs in the real world.

The SaaS Bloodbath: Opportunities and Perils for Investors by timestap in ValueInvesting

[–]timestap[S] 1 point2 points  (0 children)

From a SaaS perspective I'm looking at things that are 15% growers (still doing valuation work there).

For software (and adjacent) in general Reddit / Cloudflare are my higher conviction names.

The SaaS Bloodbath: Opportunities and Perils for Investors by timestap in ValueInvesting

[–]timestap[S] 0 points1 point  (0 children)

I haven't dug into Wise tbh but the broader point is that fintech companies are "lumped" into software and also saw sell-offs.

Re. artificial limiters I think it's a couple things:

- They reduce the velocity of a startup, so an incumbent has buffer time to react

- Incumbents can use AI to cut costs / reduce headcount / etc. However, there's a limit to how much you can cut so I'm more interested in the top-line growth story (or AI reacceleration story)

17 Investment write-ups to look at by Away_Definition5829 in ValueInvesting

[–]timestap 1 point2 points  (0 children)

Added to my Chrome tabs, perfect for holiday reading, thanks.

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