Jay (mrzod)

Jay

Curious about Farcaster. I like exploring cutting edge tech. Wall Street guy.

9 Followers

Recent casts

Less than a week before Black Friday. All two retailers we shopped at had only self-service checkouts. Seems retailers have concluded that human labor is cost prohibitive.

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What’s stopping a cash flow producing business replicating Microstrategy’s “strategy” of constantly acquiring bitcoin?

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I’m not a very smart investor like Bill Ackman or David Tepper. Most of my portfolio is in ETFs like VTI, but when I see companies like Microsoft and Google acquiring energy from Nuclear power plants and entering into multi-decade contracts to lease data centers, it’s a bullish sign for overall AI demand.

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Top casts

Interesting A/B test. I have DuckDuckGo generating two temp email addresses and noticed that one has a much deeper discount than the other.

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Much has been written about Google’s recent M&A leak (HubSpot and Wiz) so I wanted to share why this isn’t unique. Leak with HubSpot is not unusual for tech horizontal acquisitions such as the rumored Salesforce / Twitter or PayPal / Pinterest deals. It’s a way for the company (and its bankers) to test investor reception. Re: Wiz leak, would not be surprised if VC investors leaked it. It’s a huge return in a short period of time (only 4y since founding). Not clear that the leak came from Google.

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I created an account solely based on your interest in Farcaster. After spending 5 mins here I can totally see the appeal!

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Onchain profile

Ethereum addresses