"Moderna rises sharply on cost cuts" analysts are so fuckin dumb - this was at $29 last Friday and it "pumped" from $23 to $25 on earnings release. How the fuck is that a sharp rise when its still down $4 from 6 days ago. Im starting to think every financial news article is AI slop
The “circular” deals are not circular at all, they depend on ad money / high ARPU flowing in from Google, meta, Amazon and I’m probably missing a few.
If users stop buying crap from ads because they’re broke, and cost per click crashes, there’s no money to pay probably 50% the non ai tech employees. This sends us 20 years back, not 3. The modern internet without ad money is pretty much ask Jeeves
I’m all in on the market going up, but still a scary thought
I don’t mind either way lol, I think you’re almost there ahah exactly the company is doing everything right BUT others are doing better therefore why would investors invest in this company that is yes doing good but not great instead of investing in the companies doing great? you are assuming that their performance exists in a vacuum and when they do good their stock goes up, however, financial markets are more of a matrix where even if your company is doing everything right other companies might doing it everything even better so the opportunity cost of investing in your company vs another company becomes negative that’s why negative returns because comparably their “good” performance is actually not that great.
Nov 06 October Challenger Report: 153,074 Job Cuts on Cost-Cutting & AI
JOB CUTS SURPASS 1 MILLION; HIGHEST OCTOBER TOTAL SINCE 2003. COMPANIES CITE COST-CUTTING, AI IN OCTOBER
Well no not really. The artist sent me the wood sculpture to me physically for my friends wedding present. While it may be possible for AI to master Foley we are not their yet. Voice acting is probably the easiest of these to replace with AI but eleven labs cost money and its not as good as the real thing. yet...
As a consumer who has used Fiverr in the past inthinkntheybhave a bright future.
Economic downturn should allow them to thrive. They will have a larger pool of skilled workers, and companies with money to spend will be looking our low cost solutions.
Ignore the naysayers. Investors will be looking for havens like Fiverr soon enough.
Spend per buyer 2022: $262 ; cost of inflation index 317
Spend per buyer in 2024: $320 (+22%) ; cost of inflation index 348 (+ 10%)
growth adjusted for inflation from 22-24 : ~12%
262* 4.3 =1,126.6
320*4 =1,280
avg user x spend growth ~13%, or 1% after inflation
revenue in 2022: 337.4m
revenue in 2024: 391.5m
avg revenue growth ~16% or 4% after inflation
when you exclude all the estimates and focus on the financials that have actually happened the picture is not as good lol
Why use Fiverr when you can use Sam Altman's party trick for free (at a cost to OpenAI) to do the same job that some poor schlub in a third world country is willing to do for a few bucks?