doodlestein

X · 20 atoms · 2025-08-20 → 2026-06-29 · 信用档先验 cred3

🟦 fact 1 · 🟥 take 19 · stance ▲9/▼9/◆1

覆盖实体 (top 10)

• Intuit — 2 atoms
• Office — 2 atoms
• GPT-5 Pro — 1 atoms
• 中国计算机科学家 — 1 atoms
• 前沿模型厂商 — 1 atoms
• MU — 1 atoms
• Claude — 1 atoms
• doodlestein's OCR project — 1 atoms
• big companies — 1 atoms
• P&G — 1 atoms

话题分布 (top 8)

AI数学能力 (1) · 新证明 (1) · 排序记录 (1) · 突破 (1) · 产品竞争 (1) · AI替代风险 (1) · 营收预测 (1) · 盈利风险 (1)

样例 atoms

• 2026-06-27 · @doodlestein's short position · Turns out it was NOT too late to short it! Ouch, down 27%.
• 2026-06-27 · target company's product · It sells a product that is meaningfully worse than what you can do already with current frontier models and agent harnesses.
• 2026-06-27 · target company's various busin · They have various business segments with sticky revenues and good margins.
• 2026-06-27 · target company's valuation met · But when companies stop being valued on the basis of future growth and instead valued on estimated future (declining) cash flows, multiples compress a LOT.
• 2026-06-27 · crossover/value investors' int · Crossover/value investors tend to get interested at a 10x forward earnings multiple, so we might be getting close.

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