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LifeisGood Capital

@LIGCapital_

SP, Brazil. Research Analyst, Partner at Global LO Fund

Joined April 2020
  • Tweets863
  • Following1.2K
  • Followers429
Fun day yesterday. Still in town if anyone is around and wants to meet! $CSU.TO $CSU
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Organic growth in CC in expected trendline and a strong quarter of acquisitions (considerably higher than recent average) for $CSU
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Image from LifeisGood Capital (@LIGCapital_)
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Q2 also lining up to be pretty strong $CSU.TO $CSU
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Built a dashboard to understand CSU's portfolio and evaluate AI risk in more detail... $CSU.TO $CSU. csuriskdashboard.netlify.app… Definitely things to fix still. Feedback welcome. I'll also be in Toronto from May 14th-17th for the AGM if any investors want to meet for a coffee!
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Image from LifeisGood Capital (@LIGCapital_)
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LifeisGood Capital retweeted
NIK (@ns123abc) profile picture
NIK
@ns123abcMar 4
Remember OpenAI Sora? disappeared like it never existed lol
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Image from NIK (@ns123abc)
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Interesting rant from Carl... "we feel underappreciated and undervalued🥲" $WDAY
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Zuck is cooking the books through ad load😁
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Why have an Investor Day in Vegas if you have zero real news to share? $NICE
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youtube.com/watch?v=NTLk53h7… beginning of this is so embarrassing
Apple Execs Defend Siri Delays, AI Plan and Apple Intelligence | WSJ

Apple Execs Defend Siri Delays, AI Plan and Apple Intelligence | WSJ

Apple’s AI rollout has been rocky, from Siri delays to underwhelmin...

youtube.com
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Great pod on $META’s ad machine open.spotify.com/episode/1AF…. Rundown of auction + attribution upgrades clarifies the incremental improvements from becoming a GPU based company... and I think there is considerable runway ahead. A bit shy on gen-AI creative/personalization opportunity.
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I know, I know, don't believe his lies... but Benioff sounds deeply committed
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If AI Overviews is increasing query volume while attaining the same level of monetization as Search, why isn't Search revenue accelerating @sundarpichai? Thanks in advance :)
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Siri needs a brain transplant
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amazing explosive growth and you are still bearish...
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Why $CSU is still a winner in AI based on today's meeting
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youtu.be/a40YkQDSIrk?si=dMNt… although agencies are still somewhat in denial, good demonstration of the value of AI in advertising...
How AI Could Change the Advertising Business | Quantum Marketing

How AI Could Change the Advertising Business | Quantum Marketing

Stephan Pretorius, chief technology officer of WPP, unpacks the wor...

youtube.com
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twitter is magical
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This is excellent
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Why doesn't Apple try to acquire Perplexity?
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Netflix should seriously consider funding and hosting this live... cheap and most certainly would bring good metrics given Netflix's distribution. Maybe they own an interesting niche if this catches fire.🤪 @reedhastings nypost.com/2024/02/01/busine…
Billionaire Peter Thiel bankrolling 'Olympics on steroids' event that allows athletes to dope

Billionaire Peter Thiel bankrolling 'Olympics on steroids' event that allows athletes to dope

Dr. Aron D'Souza told The Post that the idea behind Enhanced Games is to allow athletes to use whatever substances they wish "out in the open."

nypost.com
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