illscience · TEXXR

banger from citadel today - yes to all of this and most all: “rising productivity lowers costs and expands the consumption frontier” aka - all the doomsday scenarios underestimate our infinity capacity for wanting more shit, and then other people producing it.. [image]

2026-02-26 View on X

Citadel Securities

Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute

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a different way this could go down: - a 20% productivity increase mostly shows up as a four day work week since its massively difficult to automate 100% of a job - deflation (not disinflation) drives real prices down in healthcare and education, as administrative work gets

2026-02-24 View on X

Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …

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a different way this could go down: - a 20% productivity increase mostly shows up as a four day work week since its massively difficult to automate 100% of a job - deflation (not disinflation) drives real prices down in healthcare and education, as administrative work gets

2026-02-24 View on X

Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …

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a different way this could go down: - a 20% productivity increase mostly shows up as a four day work week since its massively difficult to automate 100% of a job - deflation (not disinflation) drives real prices down in healthcare and education, as administrative work gets

2026-02-23 View on X

Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …

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A+ post - “what is absolutely part of this whole arc are people who are certain we are less than five years away and are in a rush to build with absolute belief in where things are heading, and people who support them with their labor or dollars.”

2026-02-05 View on X

@stevesi

Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack

Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.

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A+ post - “what is absolutely part of this whole arc are people who are certain we are less than five years away and are in a rush to build with absolute belief in where things are heading, and people who support them with their labor or dollars.”

2026-02-05 View on X

Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

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Proud to be co-leading this Series E @deel. This is a such an extraordinary milestone from a generational team. Let's go!

2025-10-16 View on X

Financial Times

HR software startup Deel raised $300M led by Ribbit Capital at a $17B valuation, up from $12.6B earlier in 2025, and says revenue crossed $100M in September

HR start-up raises $300mn from Ribbit, Coatue and Andreessen amid espionage allegations from rival Rippling

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This is cool and shows how fluid the market still is - perhaps Google's consumer AI story will be led by creative tools + multimodality (veo3 / nano banana / flash 2.5)

2025-09-15 View on X

9to5Google

Google's Gemini app is the #1 free app in the US App Store, driven by its Nano Banana model, which has been used to edit 500M+ images since its August 26 launch

Its ability to edit images without losing consistency and maintaining a character's likeness are unparalleled in free AI apps. — https://9to5google.com/... Forums: r/stocks : Goo...

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When we first backed @deel, it was 10 people and a bold idea. Today, they're serving 35,000+ companies in 150+ countries — and are approaching 3 years of profitability. 6 years later, @bouazizalex and @shuoshuooshuooo continue to execute on their vision. Deel is becoming the

2025-06-04 View on X

Financial Times

Court filings: Deel alleges Rippling's “competitive intelligence manager” Brett Alexander Johnson posed as a customer to access Deel's product and business info

HR start-ups Rippling and Deel trade allegations their leaders directed efforts to steal company secrets from one another

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When we first backed @deel, it was 10 people and a bold idea. Today, they're serving 35,000+ companies in 150+ countries — and are approaching 3 years of profitability. 6 years later, @bouazizalex and @shuoshuooshuooo continue to execute on their vision. Deel is becoming the

2025-06-04 View on X

Reuters

Deel says it crossed a $1B annual revenue run rate in Q1 2025, has allocated an M&A budget of $200M to $500M for 2025, and is still aiming for a US IPO in 2026

and are approaching 3 years of profitability. 6 years later, @bouazizalex and @shuoshuooshuooo continue to execute on their vision. Deel is becoming the LinkedIn: Deel : From an id...

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This is the best use of App Clips I've seen so far by a long shot. App clips has long been a viral channel hiding in plain sight. Nice work @nikitabier !!!!

2025-01-15 View on X

TechCrunch

Nikita Bier, creator of apps like tbh and anonymous compliments app Gas, launches Explode, a freemium app to send disappearing texts and photos via iMessage

Nikita Bier, creator of popular apps like the anonymous polling app tbh (acquired by Facebook) and the anonymous compliments app Gas …

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Clubhouse is interesting on so many levels: 1 First large scale social product with a biz model that's aligned with users (tipping, paid events etc) 2 Structurally healthier culture bc people can share context and build empathy 3 Encourages exploration and openness vs tunnels https://twitter.com/...

2021-01-25 View on X

Clubhouse

Clubhouse raises Series B led by a16z, says it has 180+ investors, and will test options for paying creators and begin work on an Android app soon

When I first met Paul Davison, it took about 10 seconds to realize … Tae Kim / Bloomberg : Forget TikTok. Clubhouse Is Social Media's Next Star. Darrell Etherington / TechCrunch : ...

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