@sama @OpenAI Can you add the feature bookmarks to chats? I would like to quickly find my favourites

@cormachayden_ Steep

@godofprompt X

American consumers spent less time on streaming in 2024, but Netflix & Disney were up Watch time does not equal money spent on streaming. This could be a leading indicator of consumers becoming frugal for streamers

@paulwarren_ @readwithmargins Congrats! A feature I would love is importing highlights from ibooks or kindle like readwise

Three companies that should be publicly traded are Databricks, Notion, and Starlink

@brian_lovin Copying text is a frustrating experience. - It’s hard to select relevant text when there are —— dividers —— - formatting (especially bullet points) does not work A tip that works for me is prompting: “write in markdown” and copy it to notion

@SteelbathOps @PaperBagInvest Hoping it comes to NL 🇳🇱

@FT “Just an hour a day clawed back from screen time adds up to about a book a week, placing you among an elite top one per cent of readers”

Reflection of growth in infrastructure and opportunities for India 🇮🇳

@JonErlichman Lemonade +118% 🍋

These are the highlights of $SONY in 2024: • Revenue grew 28%; Gaming led with $30.53B. • Music surged to $2.24B in profit. • Live service gaming failed; single-player titles thrived. • Financial Services to spin off in 2025.

@justinryanio How does this compare to PS VR2? Can you play all VR games of playstation?

@chalupacaleb @kathyhelps And in what language?

@dickiebush Review

@shai_wininger When will Car come to the Netherlands 🇳🇱

RT @0xgaut: just chat. drop the gpt. it’s cleaner.

@levelsio And they bought deepmind, leaders in AI for years

Some thoughts on Just Eat Takeaway ($TKWY) after the recent earnings. Challenges: - Poor Food Discovery and UI Design I find it difficult to discover good restaurants, even in a major city like Amsterdam. The platform’s user interface is less intuitive compared to competitors like Uber Eats. A subpar user experience may result in decreased user engagement and a shift to competitor platforms. - Long and Inaccurate Wait Times I frequently experience longer wait times than estimated, sometimes needing to call the restaurant after an hour. Inaccurate delivery times can lead to customer dissatisfaction and harm the company’s reputation. - High Take Rate The company’s high commission rates are prompting restaurants to encourage customers to order directly, bypassing the platform. This leads to reduced revenue for Just Eat and weaken customer loyalty to the platform. Advantages: + Strong Delivery Operations Execution Competitors like Gorillas are failing in the Netherlands, suggesting that Just Eat has a more effective operational model. Strong execution could lead to increased market share and customer trust. + Market Consolidation and Moat Creation The home takeaway market tends to support only 2-3 major competitors. Limited competition can strengthen Just Eat’s market position and create high barriers to entry for new entrants. + Significant Stock Buybacks The company has repurchased €340 million worth of its own stock, with an additional €110 million planned. Roughly 20% of market cap. Buying back shares at attractive valuations can enhance shareholder value by increasing earnings per share and signalling management’s confidence in the company’s future. Conclusion: If management can continue to improve financial execution, address the operational challenges outlined, and successfully sell Grubhub, TKWY has the potential to generate significant returns for shareholders. However, company’s current market performance reflects these unresolved challenges, indicating that the path to substantial shareholder returns is based on multiple “ifs.”