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Nicolas Bustamante Profile
Nicolas Bustamante

@nicbstme

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CEO @Fintoolx (Equity Research Copilot) | prev. founder @Doctrine (acquired). Value investing & BJJ πŸ‡ΊπŸ‡Έ

San Francisco
Joined January 2022
Don't wanna be here? Send us removal request.
@nicbstme
Nicolas Bustamante
4 months
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@nicbstme
Nicolas Bustamante
2 hours
@atelicinvest Humans hallucinate a lot.
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@nicbstme
Nicolas Bustamante
5 hours
@MRatable True! But what about AI sell-side research? 100% coverage + real-time with: - What went well, what went wrong - Guidance analysis - Earnings Call Themes & Trends - Q&A Summary - KPI extraction - Etc!
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@nicbstme
Nicolas Bustamante
21 hours
RDDT has recently launched an LLM-powered ad review system that significantly enhances the efficiency of ad reviews by increasing automation by 70% and reducing review time from 30 minutes to just 1 minute. Info from @fintoolx
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@nicbstme
Nicolas Bustamante
2 days
Soon fixed.
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@DOGE
Department of Government Efficiency
2 days
Federal employee retirements are processed using paper, by hand, in an old limestone mine in Pennsylvania. 700+ mine workers operate 230 feet underground to process ~10,000 applications per month, which are stored in manila envelopes and cardboard boxes. The retirement process takes multiple months.
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@nicbstme
Nicolas Bustamante
2 days
@sftombu Oh nice! Thanks for sharing Tom.
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@nicbstme
Nicolas Bustamante
2 days
Shopify's AI and LLM Product Highlights: 1. AI-Powered Tools for Merchants: - Shopify has integrated AI into several merchant-facing tools, such as Sidekick, Media Editor, Shopify Inbox, and Semantic Search. These tools aim to make merchants more successful by streamlining operations and enhancing productivity.2. AI Partnerships: - Shopify has partnered with @perplexity_ai to power search results across its product catalog and with OpenAI to leverage APIs for internal operations.3. Internal AI Utilization: - AI is being used internally to improve developer efficiency and enhance customer support. For example, AI handles low-complexity support tasks like domain configuration and password issues, allowing support teams to focus on higher-quality interactions.4. Shopify's Vision for AI: - Shopify is positioning itself as a leader in the AI-driven commerce era, emphasizing the transformative potential of AI in its platform. The company plans to deepen investments in AI tools like Sidekick to help merchants scale faster and improve decision-making.5. AI-Powered Search Integration: - Shopify launched its first AI-powered search integration with Perplexity, enabling new ways for buyers to find merchants.6. Shop Pay and AI: - The Shop Pay commerce component, which leverages AI, has seen significant adoption among enterprise brands. In 2024, GMV from this component surged nearly 20x, with brands like Crocs and GameStop adopting it.7. Shop App Enhancements: - The Shop App, which integrates AI for personalized shopping experiences, has seen its GMV grow 6x in the past two years. Recent updates include a personalized shopping feed and cart syncing, which allows users to complete abandoned checkouts through the app.Key Takeaway: Shopify is heavily investing in AI and LLM technologies to enhance both merchant and buyer experiences, positioning itself as a leader in AI-driven commerce. Info from @fintoolx
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@nicbstme
Nicolas Bustamante
2 days
RT @naval: The currency of life isn’t money. It is not even time. It’s attention.
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@nicbstme
Nicolas Bustamante
3 days
OpenAI ad was bad compared to the Google one back in the days
@wintermoat
Alphabetting
4 days
I will die on the hill that $goog's first super bowl ad here is one of the best TV ads of all time. Was slightly worried OpenAI would get near that but it wasn't anywhere close.
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@nicbstme
Nicolas Bustamante
3 days
RT @wintermoat: I will die on the hill that $goog's first super bowl ad here is one of the best TV ads of all time. Was slightly worried Op…
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@nicbstme
Nicolas Bustamante
3 days
Pic performance from $AAPL AI.
@Suhail
Suhail
3 days
Lost
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@nicbstme
Nicolas Bustamante
3 days
RT @paulg: The classic software startup writes code to solve users' problems. If AI makes writing code more of a commodity, understanding u…
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@nicbstme
Nicolas Bustamante
4 days
@rileybrown_ai @shadcn killed Figma.
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@nicbstme
Nicolas Bustamante
4 days
RT @levelsio: Unfollow everyone trying to sell you their courses Follow everyone who actuallly builds stuff
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@nicbstme
Nicolas Bustamante
5 days
Poke @RichardSocher :)
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@nicbstme
Nicolas Bustamante
5 days
Going full on Jensen is the only way to succeed in GenAI
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@nicbstme
Nicolas Bustamante
5 days
This guys is the definition of American Excellence.
@OfAthenry
πŸ‘£β„™π•–π••π•£π• '𝕀 𝕄𝕦𝕀π•₯π•’π•”π•™π•–πŸ‡ΊπŸ‡²
6 days
Somewhere in America there are 2 Asian parents who will not STFU about how proud they are of their son. Jonny Kim understood the assignment
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@nicbstme
Nicolas Bustamante
6 days
Post AGI.
@MaxVOAO
Max ✦
6 days
Do you think a world like this can exist ?
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@nicbstme
Nicolas Bustamante
6 days
@TechFundies @fintoolx I see. I prefer the one-shot right answer in 1sec with source from filings. But maybe I'm too paranoid!
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