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Michael Fritzell (Asian Century Stocks)
Recent write-ups on Asian Century Stocks
Click to see the full list: https://t.co/FmCgd1HmEy https://t.co/nofJvCdsyD
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Recent write-ups on Asian Century Stocks
Click to see the full list: https://t.co/FmCgd1HmEy https://t.co/nofJvCdsyD
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Michael Fritzell (Asian Century Stocks)
So, an x% efficiency gain in coding, but potential for tech debt for those aren't careful?
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So, an x% efficiency gain in coding, but potential for tech debt for those aren't careful?
Talking to CTOs, there is a worry that junior engineers are producing so much tech debt with AI, they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally, I'm reviewing every line and throw away ~35% of AI code. tweet
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ARENA MAN CAPITAL (@ArenaManCapital) on X
Talking to CTOs, there is a worry that junior engineers are producing so much tech debt with AI, they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally, I'm reviewing every line and throw away ~35% of AI code.
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Michael Fritzell (Asian Century Stocks)
The international market is still small for Nong Shim, but they're building a new export-dedicated plant in Busan expected to complete in the second half of 2026 https://t.co/xWRYsiFDHJ
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The international market is still small for Nong Shim, but they're building a new export-dedicated plant in Busan expected to complete in the second half of 2026 https://t.co/xWRYsiFDHJ
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Michael Fritzell (Asian Century Stocks)
"If your core value proposition can be replicated by an LLM with 90% of the quality at 1% of the cost, and you provide a probabilistic product, you don’t have a sound business model anymore"
https://t.co/y3PBes3zfC
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"If your core value proposition can be replicated by an LLM with 90% of the quality at 1% of the cost, and you provide a probabilistic product, you don’t have a sound business model anymore"
https://t.co/y3PBes3zfC
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Michael Fritzell (Asian Century Stocks)
Probabilistic point solutions (most affected by AI):
- Project management
- Marketing automation
- Workflow tools
- Content generation
- Seat-based models
Deterministic systems of record (least affected):
- Accounting software
- Vertical SaaS eg logistics, insurance systems
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Probabilistic point solutions (most affected by AI):
- Project management
- Marketing automation
- Workflow tools
- Content generation
- Seat-based models
Deterministic systems of record (least affected):
- Accounting software
- Vertical SaaS eg logistics, insurance systems
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Michael Fritzell (Asian Century Stocks)
RT @Aimuso: Which intern vibecoded a release at Substack? https://t.co/BO0QXfPp8c
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RT @Aimuso: Which intern vibecoded a release at Substack? https://t.co/BO0QXfPp8c
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Jukan
Honestly, it's getting embarrassing to even call them the M7 now. Excluding Google, the other M6 stocks are down 5~25% from their all-time highs, and the only thing propping up the M7's gains has been Google.
Over the past 6 months, market cap has increased by $1.7 trillion, right?
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Honestly, it's getting embarrassing to even call them the M7 now. Excluding Google, the other M6 stocks are down 5~25% from their all-time highs, and the only thing propping up the M7's gains has been Google.
Over the past 6 months, market cap has increased by $1.7 trillion, right?
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Michael Fritzell (Asian Century Stocks)
. @ShmuelLon nailed it. At least so far
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. @ShmuelLon nailed it. At least so far
Damn, the rally got killed in Asia. Korea now selling off... tweet
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Value Drift (@valuedrift) on X
Damn, the rally got killed in Asia. Korea now selling off...