Rude Law DogFeb 4
Don't make me point to the "Every SaaS company is getting smoked, regardless of how much AI they deployed" sign again

RE: https://bsky.app/profile/did:plc:twyd3kl5cok4t62v4cyicx3c/post/3mdymdfvq3s2g
Show threadRude Law DogFeb 4
pointing at stock charts to validate your biases is literally chud behavior (see screaming about "bud lite being woke made stonk sad" discourse when in reality people just stopped drinking lol) bsky.app/profile/esgh...

RE: https://bsky.app/profile/did:plc:y24gcrfugd3wnhzvl7or5ft5/post/3mcmxpzmwbs2y
Show threadRude Law Dog
AI slop in your apps is a symptom of a problem, esp after software companies traded upside for consistent monthly sub fees. AI features aren't generating accelerated uptake (which these companies need to justify already bloated multiples) but it's plainly untrue that it's causing customer loss
Feb 4 at 1:10pmWeb
Show threadRude Law DogFeb 4
#$ADBE is worth the same amount it was in 2019, despite doubling revenues while expanding EBITDA and GAAP margins, and it's set to grow about 10% this year. Show me where the AI caused a mass exodous (you can't, it's just that the stock was kinda expensive and now it's less so)