BuccoCapital Bloke

@buccocapital on X

Writes about AI and Revenue. 73% of posts open with an observation. A typical post reaches 817 likes.

Remix their style

Posts: 22
Likes: 38K
Typical: 817
Best: 6.9K

What they write about

AI: 68%
Revenue: 27%

How they open

observation: 73%
number: 23%
question: 5%

Every post of theirs in the library

BuccoCapital Bloke@buccocapital

Google goes *up* when the AI stocks go *up* because it's an AI winner Google also goes *up* when AI stocks go *down* because if AI adoption slows Google is also a winner

Opens with an observation

BuccoCapital Bloke@buccocapital

For 50 yrs we treated the supremacy of asset-light businesses as a permanent economic law But if AI commoditizes asset-light businesses, we’d just be reverting to the historical mean where value accrued to atoms, infrastructure, energy It would be a 50 year blip. An anomaly

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BuccoCapital Bloke@buccocapital

Anthropic marketing strategy is so funny like aahhhh the government is treading on me ahhhhh our models are so good we can’t release them it would be too dangerous ahh someone stop me im going to destroy the economy

Opens with an observation

BuccoCapital Bloke@buccocapital

Elon on the SpaceX call “It's probably also worth mentioning that our internal projections for reaching $1 trillion in revenue have moved up from 2031 to 2030.” The grandiosity. The precision. They reran the models. 2030 is a go. He’s so good. Nobody is better

Opens with an observation

BuccoCapital Bloke@buccocapital

Can we talk about how fucking insane it is to be a C-Suite executive at a public company and casually drop that you hit your revenue target for the quarter and THEN a 2027 revenue guide in a fucking TikTik video to some broccoli-haired Zoomer?

Opens with an observation

BuccoCapital Bloke@buccocapital

Anthropic rubs their nipples and begs to be regulated then whines and whines and whines and whines and whines when they get regulated. Pathetic. You don’t get to have it both ways. They should really be careful. Vibes are everything here and they look like idiots

Opens with an observation

BuccoCapital Bloke@buccocapital

I thought it was a nice, compelling piece of science fiction. I am genuinely, genuinely shocked by the market response This is “get me out at any price” action on already bombed out names I don’t know what to do with that. Right now nothing. Just observing

Opens with an observation

BuccoCapital Bloke@buccocapital

Paul Graham wrote an essay in 2010 about how the best founders are naughty because they break the rules Then he has an interesting anecdote about Sam Altman... Interesting lens through which to view why OpenAI keeps showing up in the news for doing obviously bad things

Opens with a number

BuccoCapital Bloke@buccocapital

Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer 5 rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter

Opens with an observation

BuccoCapital Bloke@buccocapital

Top defensive moves by a corporation in the 21st Century: 1. Google making Android free to strengthen their moat + defend ad revenue 2. Disney adding a blanket arbitration clause into Disney+ signups so they can kill your family with impunity

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BuccoCapital Bloke@buccocapital

Imagine thinking Shopify was an AI loser! You could have bought it in the $90’s two months ago. $154as I type Market gifting you gift after gift after gift after gift as the bottleneck boys try to convince you the only companies you can buy are Japanese toilet makers

Opens with an observation

BuccoCapital Bloke@buccocapital

NotebookLM is one of the few AI products that feels like magic It took them 1.5 years, but today they finally launched a mobile app Google has the best AI tech. We'll see if that's enough to overcome their awful go-to-market execution. Historically, it has been

Opens with an observation

BuccoCapital Bloke@buccocapital

I made a promise to myself that if they ever sold META down again I would load the boat I am happy I stuck to that promise. $500’s were an absolute gift. Probably the cleanest and clearest beneficiary of AI

Opens with an observation

BuccoCapital Bloke@buccocapital

I have it on good authority that Anthropic employees have Dario tied up in the basement. He is trying to chew through the rope so he can tell the press that AI will destroy the economy, but they've got him down there until OpenAI finishes destroying itself

Opens with an observation

BuccoCapital Bloke@buccocapital

Netflix organizational culture is maybe the best in the business Their ability to destroy sacred shibboleths (core biz disruption, no ads, no live events) when needed and then execute like crazy is unmatched

Opens with an observation

BuccoCapital Bloke@buccocapital

Who is selling DoorDash because it’s…investing in the business? Like “ohhh nooo this incredible growth business run by amazing executors with an unlimited TAM is investing in their company ahhh my thesis is breaking ahh it’s broken.” Get real. See ya. Go buy memory stocks lol

Opens with a question

BuccoCapital Bloke@buccocapital

$AMZN up 2% on news they’re in talks to invest $10B in OpenAI + OpenAI will use Trainium chips 1. Source is Information. So likely fake 2. If true, Jassy heard my calls of financial terrorism and decided to act 3. Jeff and McKenzie are already salivating to sell this micro-pop

Opens with a number

BuccoCapital Bloke@buccocapital

This is the bear case for “Web 2.0” application SaaS companies, and IMHO the true reason why they trade like death They are the system of record. This was their opportunity. And they are getting their clocks cleaned Companies are implementing AI, just not with them.

Opens with an observation

BuccoCapital Bloke@buccocapital

If only Meta could build a competent model, every software and pro services company would sign up tomorrow if Meta promised not to put out press releases destroying their business Would choke off a critical part of the revenue (and distribution path) for the labs overnight

Opens with an observation

BuccoCapital Bloke@buccocapital

Zuck on why he ramped CapEx with Meta down 70%: “It came from being behind [what TikTok was doing]….most of the times where we make some decision that seems good is because we messed up before and don’t want to make the same mistake”

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BuccoCapital Bloke@buccocapital

Block (now XYZ) down 7% after hours. Their 2025 goals are total gibberish “1. Increase access to the global economy for everyone 2. Increase openness to earn trust and maximize customer flexibility 3. Increase automation to remove mechanical burdens that get in the way”

Opens with an observation

BuccoCapital Bloke@buccocapital

One under-discussed part of $SNOW story is how AI is accelerating migrations onto the platform Worth thinking through the winners and losers across the enterprise from massively lower friction to enter/exit platforms esp those who had complexity-based lock-in as a moat

Opens with an observation